Investment & Financial Planning Advisor
Listed on 2026-10-06
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Bank of America in California seeks a financial professional to provide comprehensive advice and customized solutions, including triaging client leads, making referrals, and building financial plans with brokerage products. The role emphasizes regulatory due diligence and SAFE Act awareness.
The position requires Series 7 and 66 (or equivalents) licenses, at least one year in investments and in financial services or sales, and thrives in a fast-paced, client-focused environment with a 40-hour
As a Investment & Financial Planning Advisor, you will play an important part at Bank of America in Diamond Bar, CA, United States.
We are currently recruiting a Investment & Financial Planning Advisor for our team in Diamond Bar, CA, United States.
This is a great opportunity to take on the Investment & Financial Planning Advisor role at Bank of America.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).