About this role
Financial Solutions Advisor - Grand and Diamond Bar Financial Center at Bank of America. Location: Diamond Bar, California, United States. Role: planning finances, recommending products, triaging leads Requirements: Holds Series 7 and 66 (or 63/65), SAFE Act registration, 1+ year investments/financial services or sales experience, strong communication and regulatory diligence. Category: Finance and Accounting Seniority: Entry Level Certifications: series 7, series 66, series 63, series 65, safe act registration Commitment: Full Time Workplace: Onsite Languages: English