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Strategic Financial Solutions Advisor: Planning & Investments
Job in
Riverside, Riverside County, California, 92504, USA
Listed on 2026-07-15
Listing for:
Bank of America
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Bank of America in Riverside, CA seeks a role focused on providing comprehensive financial guidance and customized solutions to clients. You will triage leads, refer to business partners, review goals with clients, and build comprehensive financial plans involving brokerage products.
Role requires Series 7 & 66, or equivalent, with at least one year in investments and financial services sales. The position offers 40-hour weeks, with potential incentive opportunities based on performance.
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