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Strategic Financial Planner & Investment Advisor
Job in
Milpitas, Santa Clara County, California, 95035, USA
Listed on 2026-06-01
Listing for:
Bank of America
Full Time
position Listed on 2026-06-01
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Bank of America is seeking a qualified Financial Advisor to help clients achieve their financial objectives. This role involves building financial plans, recommending investment strategies, and triaging client requests. The ideal candidate will have a Series 7 and 66, relevant experience in investments, and strong communication skills.
The position requires an open availability Monday through Friday, with a salary range of $70,000.00 - $80,000.00 annually, and is eligible for benefits including paid time off and incentives.
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