Strategic Wealth & Banking Advisor
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Banking & Finance
Bank of America in Alhambra and surrounding California centers seeks a licensed financial professional to provide comprehensive advisory services, build financial plans, and refer clients to suitable banking and brokerage products. You will engage with clients, secure requisite licenses (Series 7/66 or 63/65 with 66), and work to meet sales goals while ensuring regulatory compliance.
Role emphasizes in-office collaboration across financial centers, strong client communication, and ongoing
The Strategic Wealth & Banking Advisor role at Bank of America is now open for applications in San Gabriel, CA, United States.
The position is based in San Gabriel, CA, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 70.000 - 80.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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