Financial Solutions Advisor: Client Wealth & Plans
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Bank of America seeks a financial advisor to deliver tailored investment and banking solutions. You will triage client leads, refer to partners, meet with clients to review goals, build financial plans, and recommend brokerage products. Licenses and regulatory training are required.
The role emphasizes service excellence, risk awareness, and proactive client engagement within a salaried environment with benefits. Monday–Friday with possible weekend hours.
Step into the Financial Solutions Advisor:
Grow Client Wealth & Plans role at Bank of America in Monterey Park, CA, United States and grow with us.
For the Financial Solutions Advisor:
Grow Client Wealth & Plans position at Bank of America, we are reviewing applications now.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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