Financial Solutions Advisor I - Client Wealth Planning
Job in
Corte Madera, Marin County, California, 94925, USA
Listed on 2026-07-31
Listing for:
Bank of America
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a licensed Financial Advisor to support clients in California. You will triage client needs, refer to partners, and review financial goals with investment and banking products in a compliant, client-focused manner.
Role requires Series 7 and 66 (63/65 accepted), 1+ year in financial services or sales, and the ability to build relationships, manage pipelines, and navigate regulatory requirements with accuracy.
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