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Silicon Valley Financial Solutions Advisor – Plan & Invest
Job in
Cupertino, Santa Clara County, California, 95014, USA
Listed on 2026-07-30
Listing for:
Bank of America
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America in Cupertino, CA is seeking a Financial Advisor to deliver comprehensive wealth planning and advisory services. You will build financial plans, recommend brokerage products, and coordinate referrals to internal partners.
The role demands strong client relationship skills, sales acumen, and compliance with SAFE Act requirements, with a 40‑hour work week and opportunities for incentive-based compensation.
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