Wealth Planning & Financial Solutions Advisor
Job in
Castro Valley, Alameda County, California, 94546, USA
Listed on 2026-07-01
Listing for:
Bank of America
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Services, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking a proactive client advisor responsible for providing tailored financial advice to clients. This role includes planning financial goals, recommending products, and ensuring compliance with regulations. Ideal candidates will have strong interpersonal skills and experience in financial services.
The position requires completion of Series 7 and 66 licenses, with at least one year in the investments industry. The successful candidate will demonstrate a goal-oriented approach and thrive in a fast-paced environment.
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