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 Financial Advisor to provide comprehensive advice and customized solutions. You will triage leads, refer to partners based on client needs and assets, and meet with clients to review goals and build financial plans.
The role requires Series 7 & 66 (63/65 in lieu) licenses, 1+ year in investments, and a sales background. Schedule includes Monday–Friday with rotating Saturdays, California locations, and a $70,000–$80,000 salary with a formulaic incentive plan.
Consider building your career as a Investment & Financial Planning Advisor at Bank of America.
The Investment & Financial Planning Advisor position in the Finance, Sales field is open for applications.
We have an opening for a Investment & Financial Planning Advisor in Manteca, CA, United States within Finance, Sales.
This role, Investment & Financial Planning Advisor at Bank of America, could be your next move.
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