Investment Planner & Client Solutions Advisor
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant
Bank of America is hiring to provide comprehensive financial advice and customized solutions to clients, helping them reach their goals. The role includes triaging leads, referrals to partners, and meeting with clients to review and plan investments and banking solutions.
Successful candidates will obtain required licenses, manage risk, and expand knowledge through training, with a focus on compliant residential mortgage processes when applicable.
This role is for the Investment Planner & Client Solutions Advisor role at Bank of America.
All applications are reviewed carefully by our team.
The position is based in Downey, CA, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 70.000 - 80.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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