Strategic Financial Solutions Advisor
Job in
Lincoln, Placer County, California, 95648, USA
Listed on 2026-07-07
Listing for:
Bank of America
Full Time
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America in Lincoln, California, is seeking a Financial Advisor to provide comprehensive financial advice and customized solutions to clients. The role involves collaborating with clients to build financial plans including brokerage products, managing client relationships, and meeting investment goals.
Required qualifications include holding Series 7 and 66 licenses and experience in the investments industry. Benefits include paid time off and industry-leading support.
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