Strategic Wealth Advisor Customized Solutions
Job in
El Monte, Los Angeles County, California, 91734, USA
Listed on 2026-01-20
Listing for:
Bank of America
Full Time
position Listed on 2026-01-20
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services, Financial Sales
Job Description & How to Apply Below
A major financial institution is seeking a Financial Advisor responsible for providing comprehensive financial advice and tailored solutions to clients. The role involves assessing client goals, recommending banking and investment strategies, and ensuring compliance with industry regulations. Candidates must have Series 7 & 66 licenses, relevant experience in the financial services industry, and the ability to build strong client relationships.
Competitive salary and comprehensive benefits offered.
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