Wealth Planning & Financial Solutions Advisor
Job in
Fremont, Alameda County, California, 94537, USA
Listed on 2026-07-08
Listing for:
Bank of America
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America in Fremont, California, is seeking a Financial Advisor responsible for offering tailored financial advice to clients. You'll help clients develop financial plans, triage client leads, and ensure compliance with industry regulations.
The ideal candidate must hold relevant Series licenses and have experience in the financial services industry. Strong communication skills and the ability to foster client relationships are essential. Open availability is required.
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