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Financial Solutions Advisor - Client Wealth
Job in
Claremont, Los Angeles County, California, 91711, USA
Listed on 2026-01-20
Listing for:
Bank of America
Full Time
position Listed on 2026-01-20
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
A leading financial institution in California is seeking an experienced financial advisor to provide comprehensive advice and customized solutions for clients. Responsibilities include triaging client leads, recommending brokerage products, and building financial plans. The ideal candidate will possess Series 7 & 66 licenses, have at least one year of experience in the investments industry, and demonstrate strong relationship-building skills.
This role offers an annual salary of $70,000 to $80,000, along with industry-leading benefits.
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