Strategic Wealth & Investment Advisor
Job in
Diamond Bar, Los Angeles County, California, 91765, USA
Listed on 2026-07-17
Listing for:
Bank of America
Full Time
position Listed on 2026-07-17
Job specializations:
-
Finance & Banking
Financial Sales, Wealth Management, Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
Bank of America in California seeks a Financial Services Advisor to triage leads, build financial plans, and recommend brokerage and banking products to meet client goals. You will collaborate with partners and manage risk daily.
This role requires Series 7 & 66 licenses, at least one year in investments or financial services, and strong relationship skills. Expect a dynamic environment with incentives and comprehensive benefits.
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