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Financial Solutions Advisor: Build Plans & Grow Clients
Job in
Bakersfield, Kern County, California, 93399, USA
Listed on 2026-06-23
Listing for:
Bank of America
Full Time
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking a Financial Advisor in Cupertino, CA to provide comprehensive financial advice and customized solutions. In this role, you'll triage client leads, meet with clients to review goals, and build financial plans using various investment products.
The ideal candidate will hold a Series 7 & 66 license with a minimum of one year experience in the investments industry, along with strong client relationship management skills. A competitive salary ranging from $70,000 to $80,000 is offered, with additional incentives.
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