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Strategic Financial Solutions Advisor
Job in
Fountain Valley, Orange County, California, 92728, USA
Listed on 2026-07-05
Listing for:
Bank of America
Full Time
position Listed on 2026-07-05
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America in Fountain Valley is seeking a Financial Advisor to provide clients with advice and customized solutions to achieve their financial goals. The ideal candidate will have at least one year of relevant experience and must hold Series 7 & 66 licenses.
This position involves strategic client meetings, comprehensive financial planning, and adherence to SAFE Act registration. A strong emphasis is placed on relationship building and effective communication skills to connect with clients.
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