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Financial Solutions Advisor: Build Custom Financial Plans
Job in
Cupertino, Santa Clara County, California, 95014, USA
Listed on 2026-06-18
Listing for:
Bank of America
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Banking & Finance
Job Description & How to Apply Below
Bank of America is seeking a qualified professional in Cupertino, CA to provide comprehensive financial advice and solutions to clients. This role emphasizes triaging client leads, conducting meetings to review financial goals, and recommending suitable brokerage products.
Candidates must hold Series7 and Series
66 licenses, possess strong communication skills, and have a minimum of one year experience in the investment industry. Competitive pay and benefits are offered.
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