Bank of America
Orange, California
Financial Solutions Advisor - Irvine Market
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Or apply on Bank of America's site yourselfJob details
- Location
- Orange, California
- Work type
- Onsite
- Compensation
- $70,000 - $80,000/yr
- Posted
- 6 days ago
- Apply on
- ghr.wd1.myworkdayjobs.com
About this role
High school diploma/GED; Series 7 and 66 (or 63/65 with 66 within 60 days); 1+ year investment industry experience; 1+ year financial services or sales experience; SAFE Act registration; strong communication and relationship skills.
What you'll do at Bank of America:
- building financial plans
- recommending brokerage products
- triaging client requests
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