Strategic Financial Solutions Advisor
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
United States Digital Space LLC is seeking an experienced financial advisor to guide clients toward achieving their financial goals. The role includes triaging leads, making referrals to partners, and meeting with clients to develop comprehensive financial plans using a range of brokerage products.
Candidates hold Series 7/66 licenses (or equivalents) with at least 1 year in investments and a sales environment; completion of missing licenses within 60 days may be required.
This posting is for the Strategic Financial Solutions Advisor role at Bank of America, based in El Cajon, CA, United States.
For the Strategic Financial Solutions Advisor position at Bank of America, we are reviewing applications now.
Step into the Strategic Financial Solutions Advisor role at Bank of America in El Cajon, CA, United States and grow with us.
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