Wealth Planning Advisor
Job in
Downey, Los Angeles County, California, 90242, USA
Listed on 2026-07-10
Listing for:
Bank of America
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking a Financial Advisor to provide tailored financial solutions to clients. This role includes triaging client leads and recommending brokerage products based on individual needs.
The ideal candidate will have Series 7 & 66 licenses and at least a year of experience in the financial service or investments industry. The position requires strong relationship management skills and the ability to work collaboratively with team members.
An annual salary range of $70,000 - $80,000 is offered based on skills and experience, along with comprehensive benefits.
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