at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 21 days ago

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**Financial Solutions Advisor - Central LA** provides personalized financial consultations, driving clients towards financial wellness. Key duties include interpreting clients' financial status, recommending tailored solutions, and tracking progress. Proficiency in **financial planning software** (e.g., Advent, eMoney) and **MS Office Suite** required. Proven experience (5+ years) in financial advising essential. This mid-career **LA-based** role requires strong communication skills and **CFP** / ChFC certification preferred.

Compensation

Not specified

Currency: Not specified

City

Los Angeles

Country

United States