Strategic Financial Advisor & Investment Planner
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Bank of America in the United States seeks a licensed financial professional to work with clients on financial goals, brokerage products, and banking solutions.
You will build relationships, triage client needs, and refer to internal partners, while maintaining regulatory and ethical standards. The role emphasizes collaboration, growth, and delivering personalized strategies in a dynamic branch network.
This is an excellent position to take on the Strategic Financial Advisor & Investment Planner role at Bank of America.
As a Strategic Financial Advisor & Investment Planner, you will play an important part at Bank of America in Agoura Hills, CA, United States.
We invite applications for the Strategic Financial Advisor & Investment Planner position located in Agoura Hills, CA, United States.
The following opportunity is for a Strategic Financial Advisor & Investment Planner with Bank of America.
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