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Financial Consultant Financial Advisor Banking & Finance

Strategic Wealth & Investment Advisor

Job in Cupertino, Santa Clara County, California, 95014, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Banking & Finance
Salary/Wage Range or Industry Benchmark: 70000 - 80000 USD Yearly USD 70000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution is seeking a dedicated professional to provide comprehensive financial advice and customized solutions to clients. Responsibilities include planning clients' financial goals, recommending banking and investment strategies, and triaging client requests. Candidates should hold Series 7 & 66 licenses, with at least one year of experience in the investments industry. The role offers a salary range between $70,000 and $80,000, and the opportunity to work in a collaborative environment emphasizing growth and client relationships.
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