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Holistic Financial Solutions Advisor
Job in
Corte Madera, Marin County, California, 94925, USA
Listed on 2026-06-26
Listing for:
Bank of America
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America in Corte Madera, California is seeking a financial advisor to provide tailored solutions to clients. The role involves detailed financial planning, achieving set goals, and expanding client relationships through effective communication.
The ideal candidate should possess Series 7 & 66 licenses, a strong background in the investment sector, and excellent interpersonal skills. Availability from Monday to Friday with some Saturdays is required.
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