Financial Solutions Advisor I — Build Client Plans
Job in
Corte Madera, Marin County, California, 94925, USA
Listed on 2026-08-02
Listing for:
Bank of America
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a licensed financial professional to help clients plan and achieve short and long-term financial goals using brokerage and banking products. Applicants should have Series 7 & 66 (or 63/65) licenses and at least one year in financial services or a sales role with measurable goals.
The role emphasizes client relationship building, trusted advisory, and cross-functional collaboration in a fast-paced environment.
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