Strategic Financial Planning & Investments Advisor
Job in
Fountain Valley, Orange County, California, 92728, USA
Listed on 2026-07-09
Listing for:
Bank of America
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking a Financial Advisor in Fountain Valley, California, to provide comprehensive advice and customized solutions to clients aiming to achieve their financial goals. The role involves triaging client leads, making referrals, and meeting clients to review their financial and investment goals.
Candidates should hold Series 7 and 66 licenses and have experience in the investment and financial services industries. Benefits include competitive salaries and industry-leading support resources.
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