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Investments & Financial Planning Advisor

Job in Cypress, Orange County, California, 90630, USA
Listing for: Dormont Manufacturing Co
Full Time position
Listed on 2026-07-13
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 50000 - 75000 USD Yearly USD 50000.00 75000.00 YEAR
Job Description & How to Apply Below

Bank of America is seeking a motivated advisor to assist clients in achieving their financial goals. This role entails building financial plans utilizing a variety of brokerage products. Applicants should possess licenses such as Series 7 and 66, along with experience in the financial industry.

The company promotes a culture that values inclusivity, personal growth, and client-focused solutions, working primarily in-office but with some flexibility based on role needs.

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