Strategic Investment & Financial Planning Advisor
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
United States Digital Space LLC in Orange, CA is seeking a client-focused financial professional. The role involves planning clients' financial goals with brokerage products, recommending investment strategies, and triaging requests while maintaining risk controls.
Candidates should have Series 7 and 66 licenses (or 63/65 with progression), at least one year in investments or financial services, and proven ability to build relationships and meet sales goals.
We are currently recruiting a Strategic Investment & Financial Planning Advisor for our team in Orange, CA, United States.
Join us at Bank of America as our next Strategic Investment & Financial Planning Advisor in Orange, CA, United States.
This is an excellent role to take on the Strategic Investment & Financial Planning Advisor role at Bank of America.
As a Strategic Investment & Financial Planning Advisor, you will play an important part at Bank of America in Orange, CA, United States.
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