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Financial Consultant Financial Sales Financial Advisor Financial Services

Client-Focused Financial Solutions Advisor

Job in Cupertino, Santa Clara County, California, 95014, USA
Listing for: Bank of America
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales, Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 70000 - 80000 USD Yearly USD 70000.00 80000.00 YEAR
Job Description & How to Apply Below
A major financial institution in Cupertino is seeking a Financial Advisor to help clients achieve their financial goals through comprehensive advice and customized solutions. The role involves triaging leads, recommending products, and building financial plans tailored to client needs. Candidates should hold Series 7 & 66 licenses and have at least one year of relevant experience. This full-time position requires open availability and offers a salary range of $70,000 to $80,000 annually, along with industry-leading benefits.
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