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Wealth & Investment Planner — Client-Focused Advisor

Job in Rancho Mirage, Riverside County, California, 92271, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is seeking an experienced financial advisor to provide customized solutions to clients. This role requires strong communication skills and a proven track record in the investments industry. Candidates should hold Series 7 & 66 licenses, with at least one year of relevant experience. Additional qualifications include excellent client management and risk mitigation skills. The position is based in Rancho Mirage, offering competitive salary and benefits as part of a dedicated in-office culture.
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