Wealth & Investment Planning Advisor
Job in
Vacaville, Solano County, California, 95688, USA
Listed on 2026-07-16
Listing for:
Bank of America
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America in Vacaville, CA seeks a financial professional to provide comprehensive client advice and tailored solutions to help clients reach their financial goals. You will triage leads, meet with clients to review investments, and create financial plans incorporating brokerage and banking products.
The role emphasizes building strong client relationships, meeting sales goals, and adhering to regulatory due diligence in a fast-paced environment.
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