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Strategic Financial Planner & Advisory Specialist
Job in
Montebello, Los Angeles County, California, 90640, USA
Listed on 2026-08-22
Listing for:
Bank of America
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America is seeking a financial consultant to provide tailored advice and solutions to clients in Montebello, CA. The role involves building financial plans using various brokerage products, as well as mitigating risks and managing client needs strategically.
The ideal candidate holds Series 7 & 66 licenses and possesses strong experience in the financial service sector. Compensation for the position ranges from $70,000 to $80,000 based on experience, and benefits are included.
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