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Financial Consultant

Investment & Financial Planning Advisor

Job in Daly City, San Mateo County, California, 94013, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
A leading financial institution seeks a motivated professional in Daly City, California, to guide clients in achieving their financial goals. This role involves assessing client needs, recommending tailored financial strategies, and managing investments. Candidates must have relevant licenses and prior experience in finance or sales along with the capability to thrive in a fast-paced setting. Attractive salary and benefits included, making it a great opportunity for career growth.
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