Strategic Financial Advisor: Investments & Planning
Listed on 2026-10-13
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Bank of America in Downey, CA is hiring a Financial Consultant to provide comprehensive advice and customized solutions to clients to help them meet their financial goals. You will triage client leads, refer to partners based on client needs and asset thresholds, meet with clients to review goals, build a financial plan, and recommend brokerage products.
This role requires SAFE Act registration and licenses; bilingual Spanish is preferred.
The following opening is for a Strategic Financial Advisor:
Investments & Planning with Bank of America.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Strategic Financial Advisor:
Investments & Planning role at Bank of America, based in Downey, CA, United States.
We are looking to fill the Strategic Financial Advisor:
Investments & Planning position at Bank of America in Downey, CA, United States.
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