Investment & Financial Planning Advisor
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Bank of America is seeking a client-focused financial professional in California to provide comprehensive financial planning, triage leads, and refer clients to business partners based on needs and asset thresholds.
The role requires Series 7 & 66 licenses, with regulatory compliance including SAFE Act registration, and a track record of building strong client relationships in a fast-paced environment.
Our group is growing, and we are hiring a Investment & Financial Planning Advisor in La Palma, CA, United States.
We have an opening for a Investment & Financial Planning Advisor in La Palma, CA, United States within Finance, Sales.
This role, Investment & Financial Planning Advisor at Bank of America, could be your next opportunity.
Are you ready to take on the Investment & Financial Planning Advisor role at Bank of America?
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