Wealth Planning & Investment Advisor
Job in
Glendora, Los Angeles County, California, 91741, USA
Listed on 2026-07-14
Listing for:
Bank of America
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking an experienced financial professional to provide comprehensive financial advice and tailored solutions to clients in pursuit of their goals. The role requires completing required licenses and trainings, with SAFE Act registration considerations.
Responsibilities include meeting with clients to review goals, building financial plans, and recommending brokerage products and banking strategies. Strong communication and a drive to grow client relationships are essential.
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