Financial Planning & Investment Advisor

Bank of America; Garden Grove (CA); On-site; USD 60,000 - 110,000; Full time

Job summary

Bank of America in Garden Grove, California, is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, coordinate with partners, review goals, and develop plans while meeting licensing and training requirements.

The role emphasizes building trust, nurturing relationships, and managing client plans with a focus on responsible growth and client outcomes.

Qualifications

• Licensing and training requirements under SAFE Act.
• Background checks required.

Responsibilities

• Triage leads and coordinate with partners.
• Review goals and develop plans for clients.
• Manage client plans with a focus on responsible growth and client outcomes.

Job description

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. You will triage leads, coordinate with partners, review goals, and develop plans while meeting licensing and training requirements.

The role follows SAFE Act registration and background checks. The position emphasizes building trust, nurturing relationships, and managing client plans with a focus on responsible growth and client outcomes