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Financial Solutions Advisor: Client Growth & Planning

Job in San Clemente, Orange County, California, 92674, USA
Listing for: Bank of America
Full Time position
Listed on 2026-08-13
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 70000 - 80000 USD Yearly USD 70000.00 80000.00 YEAR
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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