Investment & Financial Planning Advisor
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Bank of America is seeking a licensed financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners based on client needs, meet with clients to review goals and build a financial plan, and recommend brokerage products.
This role requires completing licenses and trainings and SAFE Act registration. The position emphasizes in-office collaboration, ongoing learning, and a client-focused approach,
The Investment & Financial Planning Advisor role at Bank of America is now open for applications in San Marino, CA, United States.
For the Investment & Financial Planning Advisor position at Bank of America, we are reviewing applications now.
Step into the Investment & Financial Planning Advisor role at Bank of America in San Marino, CA, United States and grow with us.
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