Wealth & Investment Advisor: Custom Financial Plans
Job in
Corte Madera, Marin County, California, 94925, USA
Listed on 2026-06-23
Listing for:
Bank of America
Full Time
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Job Description & How to Apply Below
Bank of America in Corte Madera is looking for a dedicated financial advisor to help clients achieve their financial goals. This role includes providing comprehensive advice tailored to client needs and asset thresholds, building financial plans, and recommending appropriate investment products.
The ideal candidate has strong communication skills, a solid background in finance, and relevant licensing such as Series7 & 66. The position comes with competitive pay ranging from $70,000 to $80,000 and excellent benefits.
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