Financial Solutions Advisor - Client Wealth
Job in
Duarte, Los Angeles County, California, 91010, 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, Financial Sales, Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial institution seeks an experienced financial advisor in California. The role focuses on helping clients achieve their financial goals through customized advice and solutions. Key responsibilities include planning, recommending investment strategies, and building strong client relationships. Candidates must possess the Series 7 & 66 licenses, have at least one year of experience in finance and experience in meeting sales goals.
Competitive compensation and a range of benefits are offered, along with a focus on professional growth.
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