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Strategic Financial Planning & Investment Advisor
Job in
Corona, Riverside County, California, 92878, USA
Listed on 2026-07-16
Listing for:
Bank of America
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America in California seeks a licensed financial professional to provide comprehensive client advice and tailored solutions. The role requires required licenses, ongoing training, and SAFE Act registration with a background check.
You will build financial plans, recommend banking and investment strategies, and develop client relationships. The position involves handling referrals, managing risk, and coaching referral partners in a fast-paced environment, with a Monday–Friday schedule and
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