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Strategic Financial Solutions Advisor
Job in
Placentia, Orange County, California, 92670, USA
Listed on 2026-05-31
Listing for:
Bank of America
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Bank of America is seeking a financial advisor in Placentia, California, to provide comprehensive advice tailored to clients' financial goals. This role involves triaging client leads, analyzing investments, and recommending suitable strategies.
The ideal candidate will hold Series 7 & 66 licenses and should have experience in the financial service industry. The position offers a competitive salary ranging from $70,000 to $80,000 annually, along with industry-leading benefits.
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