- Bank of America (Santa Barbara, CA)
- Merrill Financial Solutions Advisor - Valley Coast Market Westlake Village, California;Santa Barbara, California; San Luis Obispo, California; Encino, ... Development Program (ADP) Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with… more
- Bank of America (Santa Barbara, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... education, legacy, and other life goals through investment advice and guidance. Merrill 's Financial Advisors and Wealth Management Client Associates help clients… more