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Financial Solutions Advisor: Client Growth & Planning
Job in
San Clemente, Orange County, California, 92674, USA
Listed on 2026-08-13
Listing for:
Bank of America
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America is hiring a role focused on providing comprehensive financial advice and customized solutions to clients to help them achieve their goals. The position involves triaging client leads, referrals to partners, reviewing financial plans, and recommending brokerage products.
You will complete required licenses and training, with SAFE Act registration requirements and background checks. In-office culture and training align with business needs.
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