Financial Solutions Advisor: Client Investment Planner
Job in
Arcadia, Los Angeles County, California, 91006, USA
Listed on 2026-07-01
Listing for:
Bank of America
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
Bank of America is seeking a Financial Center advisor in Arcadia, CA. The role involves assisting clients in achieving their financial goals through tailored financial plans and brokerage products while meeting regulatory requirements. You will work directly with clients to address their investment needs and refer them to relevant services as necessary.
Candidates should possess a High School Diploma or equivalent, hold necessary financial licenses, and have experience in the financial services industry. This is a full-time role requiring strong communication skills and the ability to manage client relationships effectively.
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