Investment & Financial Planning Advisor
Job in
Antioch, Contra Costa County, California, 94531, USA
Listed on 2026-08-12
Listing for:
Sacbar
Full Time
position Listed on 2026-08-12
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America in the United States seeks a financial advisor to provide comprehensive guidance and customized solutions to help clients meet financial goals. The role includes triaging client leads, referrals to partners, and building financial plans with brokerage products.
Licensing requirements include Series 7 & 66 (or 63/65) with a path to complete missing series within 60 days. The position emphasizes in-office collaboration and a strong client-service focus.
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