Wealth & Banking Solutions Advisor
Listed on 2026-10-12
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Bank of America in Cupertino, CA seeks a финансовый advisor to provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role involves triaging client leads, referrals to business partners, and meeting with clients to review goals and recommend products, with required SAFE Act licenses and background checks.
The position requires strong relationship-building, risk awareness, and the ability to work in a fast-paced environment; a base salary
This is an excellent opportunity to take on the Wealth & Banking Solutions Advisor role at Bank of America.
Are you ready to take on the Wealth & Banking Solutions Advisor role at Bank of America?
We would love to welcome a new Wealth & Banking Solutions Advisor to our team in Cupertino, CA, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).