Office Financial Planning & Investment Advisor
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Bank of America is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients. The role includes triaging leads, making referrals, meeting clients to review goals, and building financial plans with brokerage products. It requires SAFE Act registration and ongoing licenses.
Eligibility includes residential loan mortgage originations and required compliance checks. Strong relationship-building and regulatory diligence are essential for success.
We invite applications for the In-Office Financial Planning & Investment Advisor position located in Cerritos, CA, United States.
For the In-Office Financial Planning & Investment Advisor position at Bank of America, we are reviewing applications now.
Step into the In-Office Financial Planning & Investment Advisor role at Bank of America in Cerritos, CA, United States and grow with us.
Please review the full job details above before applying.
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