Strategic Financial Solutions Advisor
Job in
Lemon Grove, San Diego County, California, 91945, USA
Listed on 2026-07-13
Listing for:
Bank of America
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America is recruiting for a financial advisor role in Lemon Grove, CA. You will work with clients to plan short- and long-term financial goals using brokerage products (stocks, bonds, mutual funds, annuities) and banking solutions.
Responsibilities include recommending strategies, triaging client requests, and referring to internal service providers while managing risk and building lasting client relationships.
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