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Financial Planning & Investment Solutions Advisor
Job in
Concord, Contra Costa County, California, 94527, USA
Listed on 2026-06-17
Listing for:
Bank of America
Full Time
position Listed on 2026-06-17
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales
Job Description & How to Apply Below
Bank of America is hiring in Concord, California for a position that involves providing comprehensive financial advice and customized solutions to clients. The role focuses on triaging client leads, reviewing financial and investment objectives, and recommending brokerage products.
Candidates should hold Series 7 & 66, have at least one year of financial service experience, and the ability to manage client relationships effectively. The salary ranges from $70,000 to $80,000 annually with additional incentive opportunities.
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