Wealth Planning Advisor

Bank of America in La Habra, CA is seeking an experienced financial advisor to help clients achieve financial goals through tailored solutions. The role involves triaging client leads, making referrals, and developing financial plans with brokerage products.Ideal candidates should possess Series 7 & 66 licenses, have experience in investments, and excel in client communication and relationship management. The position offers a competitive salary, benefits, and professional development opportunities.#J-18808-Ljbffr