Strategic Financial Solutions Advisor
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Bank of America in Fontana, CA is seeking a seasoned Financial Advisor to provide comprehensive guidance and customized solutions helping clients reach their financial goals. You will triage leads, refer to partners, review goals, build plans, and recommend brokerage products.
This role requires Series 7 and 66 licenses (or 63/65) with completion of any missing series within 60 days, and at least one year in investments or financial services with a sales background.
We would love to welcome a new Strategic Financial Solutions Advisor to our team in Fontana, CA, United States.
For the Strategic Financial Solutions Advisor position at Bank of America, we are reviewing applications now.
Step into the Strategic Financial Solutions Advisor role at Bank of America in Fontana, CA, United States and grow with us.
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