Investment & Financial Planning Advisor
Listed on 2026-10-11
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Bank of America in California is seeking a licensed financial professional to advise clients, triage leads, and build financial plans using brokerage products. You will review goals with clients and coordinate with partners to deliver tailored solutions.
The role requires licenses, investment knowledge, and a proven sales track record within financial services. It offers a 40-hour work week, in-office collaboration, and opportunities for professional growth in a regulated, client‑focused
As a Investment & Financial Planning Advisor, you will play an important part at Bank of America in Santa Ana, CA, United States.
Learn more about the Investment & Financial Planning Advisor role in the description above.
We appreciate your interest in this position.
Join Bank of America and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).