Financial Solutions Advisor - Client & Planning; LA)
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Bank of America in the United States seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes triaging client leads, referring to partners, meeting with clients to review goals, building financial plans, and recommending brokerage products while pursuing necessary licenses.
The position requires SAFE Act registration for residential mortgage originations and ongoing background checks.
We are looking to fill the Financial Solutions Advisor
- Client Growth & Planning (LA) position at Bank of America in Beverly Hills, CA, United States.
We invite applications for the Financial Solutions Advisor
- Client Growth & Planning (LA) position located in Beverly Hills, CA, United States.
The following opening is for a Financial Solutions Advisor
- Client Growth & Planning (LA) with Bank of America.
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