Strategic Financial Solutions Advisor
Job in
Corona, Riverside County, California, 92878, USA
Listed on 2026-07-13
Listing for:
Bank of America
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients to help them achieve their financial goals.
The role includes triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
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