Financial Solutions Advisor - Client Wealth
Job in
San Dimas, Los Angeles County, California, 91773, 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 Advisor, Financial Services, Banking & Finance
Job Description & How to Apply Below
A leading financial services firm located in San Dimas, California, is seeking an experienced financial advisor to assist clients in achieving their financial goals. Responsibilities include planning financial strategies, recommending products, and triaging client requests. Candidates must hold Series 7 & 66 licenses and have at least one year of relevant experience. The role promotes a hybrid working environment within a culture that values inclusivity and growth.
Competitive salary between $70,000 and $80,000 annually.
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