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Financial Solutions Advisor – Wealth & Banking Guidance

Job in Mill Valley, Marin County, California, 94942, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services, Banking & Finance, Financial Advisor
Job Description & How to Apply Below
A leading financial institution is seeking a client advisor in Mill Valley, California, to provide comprehensive financial planning and investment advice. The role requires strong relationship management skills and the ability to meet regulatory requirements, including obtaining Series 7 & 66 licenses. Candidates must have experience in the financial industry and a proven track record of achieving goals. This position offers competitive pay and benefits, along with the opportunity to impact clients' financial lives positively.
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