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Financial Solutions Advisor: Client Investment Planner
Job in
Riverside, Riverside County, California, 92504, USA
Listed on 2026-07-09
Listing for:
Bank of America
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America is offering a position focused on providing comprehensive financial advice to clients, helping them achieve their goals. Responsibilities include triaging client leads and meeting clients to review investment goals.
The candidate should have relevant licenses and experience in the investments industry. This role requires strong advisory skills and a commitment to regulatory compliance.
The position offers an annualized salary between $70,000 and $80,000 based on experience.
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