Bank of America
Agoura Hills or Downey or Woodland Hills or Lakewood or Norwalk or Long Beach or Cerritos or Westlake Village or Whittier or La Mirada or Simi Valley or Tarzana or Paramount or Panorama City or La Habra or Buena Park

Financial Solutions Advisor - East San Gabriel Valley Region

Hybrid$70,000 - $80,000/yrPosted 4 weeks ago

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Job details

Location
Agoura Hills or Downey or Woodland Hills or Lakewood or Norwalk or Long Beach or Cerritos or Westlake Village or Whittier or La Mirada or Simi Valley or Tarzana or Paramount or Panorama City or La Habra or Buena Park
Work type
Hybrid
Compensation
$70,000 - $80,000/yr
Posted
4 weeks ago
Apply on
ghr.wd1.myworkdayjobs.com

About this role

Requires Series 7 and 66 (63 & 65 in lieu of 66 acceptable), SAFE Act registration when applicable, 1+ year investments and financial services/sales experience, high school diploma, and completion of required licenses/trainings.

What you'll do at Bank of America:

  • triaging leads
  • building plans
  • recommending investments

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About Bank of America

Bank of America
Agoura Hills or Downey or Woodland Hills or Lakewood or Norwalk or Long Beach or Cerritos or Westlake Village or Whittier or La Mirada or Simi Valley or Tarzana or Paramount or Panorama City or La Habra or Buena Park