Investment & Financial Planning Advisor
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
United States Digital Space LLC is seeking a financial advisor to help clients reach their financial goals, triaging leads, meeting with clients, and building financial plans with brokerage products. This role requires SAFE Act registration and ongoing compliance.
Candidates should hold Series 7 and 66 licenses (63/65 acceptable with plan to complete missing series). Strong communication and relationship-building skills are essential; the position is in-office across multiple California
We invite applications for the Investment & Financial Planning Advisor position located in Campbell, CA, United States.
This is a genuine position to take on the Investment & Financial Planning Advisor role at Bank of America.
As a Investment & Financial Planning Advisor, you will play an important part at Bank of America in Campbell, CA, United States.
The following opening is for a Investment & Financial Planning Advisor with Bank of America.
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