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Financial Solutions Advisor: Investments & Client
Job in
Palm Desert, Riverside County, California, 92261, USA
Listed on 2026-06-02
Listing for:
Bank of America
Full Time
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Bank of America seeks a financial advisor in Palm Desert, California, to help clients plan short and long-term financial goals using various brokerage products. The ideal candidate will have strong investment knowledge and effective communication skills.
The role requires registration with the SAFE Act, at least one year in the investment industry, and Series 7 & 66 licenses. Benefits include a competitive salary and clear opportunities for incentives based on performance.
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