Financial Solutions Advisor: Investments & Planning
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. You will triage leads, refer to business partners, meet with clients to review goals, build financial plans, and recommend brokerage products.
Licensing requirements and regulatory training are essential, with SAFE Act registration ongoing. You will work closely with clients to plan short and long-term financial goals, offering brokerage
This role, Financial Solutions Advisor:
Investments & Planning at Bank of America, could be your next career step.
We are seeking a motivated Financial Solutions Advisor:
Investments & Planning to join Bank of America in Capitola, CA, United States.
Consider building your career as a Financial Solutions Advisor:
Investments & Planning at Bank of America.
The Financial Solutions Advisor:
Investments & Planning position in the Finance, Sales field is open for applications.
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