Financial Planning & Investment Solutions Advisor
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
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.
The Financial Planning & Investment Solutions Advisor role at Bank of America is now open for applications in Concord, CA, United States.
We have an opening for a Financial Planning & Investment Solutions Advisor in Concord, CA, United States within Finance.
This role, Financial Planning & Investment Solutions Advisor at Bank of America, could be your next career step.
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