Financial Solutions Advisor - Client Planning
Job in
Belmont, San Mateo County, California, 94002, USA
Listed on 2026-02-21
Listing for:
Bank of America
Full Time
position Listed on 2026-02-21
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance, Financial Services, Financial Advisor
Job Description & How to Apply Below
A leading financial institution is seeking a client focused individual to help clients meet their financial goals through tailored investment strategies. The ideal candidate should possess Series 7 & 66 licenses, have experience in the investment industry, and demonstrate strong relationship-building skills. Responsibilities include engaging clients, recommending banking strategies, and managing risks effectively.
This role offers competitive pay with an annual salary range of $70,000 - $80,000 and is located in Belmont, California.
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