Investment & Financial Planning Advisor
Job in
Millbrae, San Mateo County, California, 94031, USA
Listed on 2026-07-01
Listing for:
Bank of America
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking a Financial Advisor in Millbrae, California, responsible for providing comprehensive client advice and customized financial solutions. This role involves triaging client leads, meeting clients to review financial goals, and building financial plans.
The ideal candidate should have Series 7 & 66 licenses, at least a year of experience in the investments industry, and a strong focus on client management. Competitive salary and benefits offered, including incentive plans.
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