Investment & Financial Planning Advisor
Listed on 2026-10-12
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Bank of America in Whittier, CA; a role focused on delivering comprehensive financial guidance and customized solutions to clients. You will triage leads, refer to partners based on client needs, review goals, build plans, and ensure regulatory readiness through required trainings.
The position expects licenses (Series 7 & 66) or equivalents, at least one year in investments or financial services, and a track record in meeting sales goals. Bilingual Spanish is a plus.
For the Investment & Financial Planning Advisor position at Bank of America, we are reviewing applications now.
We are looking to fill the Investment & Financial Planning Advisor position at Bank of America in Whittier, CA, United States.
The Investment & Financial Planning Advisor role at Bank of America is now open for applications in Whittier, CA, United States.
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