Financial Solutions Advisor: Craft Plans for Clients
Job in
Brentwood, Contra Costa County, California, 94513, USA
Listed on 2026-08-13
Listing for:
Bank of America
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America in California seeks a financial advisor to provide comprehensive advice and customized solutions helping clients achieve financial goals. You will triage leads, refer to partners, meet clients to review goals, and build financial plans with brokerage products.
Role requires Series 7 & 66 licenses, ongoing training, and SAFE Act registration for mortgage activities; strong relationship skills are essential.
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