Investment & Financial Planning Advisor
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Bank of America in Berkeley, CA seeks a client-focused financial advisor to provide advice and customized solutions, triage leads, refer to partners, meet clients, build financial plans, and recommend brokerage products. Completion of required licenses and SAFE Act training is required.
The role emphasizes risk management, regulatory due diligence, and strong client service as you collaborate with internal teams to deliver banking and investment solutions.
We invite applications for the Investment & Financial Planning Advisor position located in Berkeley, CA, United States.
As a Investment & Financial Planning Advisor, you will play an important part at Bank of America in Berkeley, CA, United States.
The following opportunity is for a Investment & Financial Planning Advisor with Bank of America.
Our organisation is growing, and we are hiring a Investment & Financial Planning Advisor in Berkeley, CA, United States.
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