Investment & Financial Planning Advisor
Job in
Bakersfield, Kern County, California, 93399, USA
Listed on 2026-08-22
Listing for:
Bank of America
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
Job Description & How to Apply Below
Bank of America is seeking a client-focused financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. You will triage client leads, refer to partners based on needs and asset thresholds, meet with clients to review goals, and build detailed financial plans together with brokerage products.
This role requires licenses (Series 7 & 66 or 63/65), at least one year in investments or financial services, and a collaborative,
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