Financial Solutions Advisor: Client Investment Planner
Job in
Rosemead, Los Angeles County, California, 91770, 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, Financial Sales, Wealth Management, Financial Services
Job Description & How to Apply Below
Bank of America is seeking a Financial Advisor to deliver customized financial solutions to clients in Rosemead, California. The role involves assessing client financial goals, recommending banking and investment strategies, and providing ongoing advice and support based on clients’ needs. Applicants are required to hold relevant licenses and have experience in the financial services industry.
This full-time position requires flexibility to train at various financial centers and involves risk management and client engagement responsibilities.
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