Financial Planning & Investment Advisor
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Bank of America is hiring a licensed financial professional in Westminster, CA area to provide comprehensive financial advice and customized solutions. You will triage client leads, refer to partners based on needs, and meet with clients to review goals and build a financial plan using brokerage products.
Role requires Series 7 and 66 licenses, with potential 63/65 substitution and a pass within 60 days. SAFE Act registration and background checks apply, and excellent client relationships are
As a Financial Planning & Investment Advisor, you will play an important part at Bank of America in Westminster, MD, United States.
Join Bank of America and contribute to our ongoing work.
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This posting is for the Financial Planning & Investment Advisor role at Bank of America, based in Westminster, MD, United States.
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