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Financial Consultant Banking & Finance

Client-Focused Investment & Banking Advisor

Job in Milpitas, Santa Clara County, California, 95035, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Consultant, Banking & Finance
Job Description & How to Apply Below
A leading financial institution in Milpitas is seeking a client-focused financial advisor who will provide customized financial advice and solutions to clients. The candidate should have at least one year of experience in the investment industry and hold Series 7 & 66 licenses. Responsibilities include planning clients' financial goals, recommending banking strategies, and engaging new clients.

This role offers competitive pay and a comprehensive benefits package.
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