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Financial Consultant Financial Advisor Financial Sales Financial Services

Client‑Focused Financial Advisor & Wealth Planner

Job in Morgan Hill, Santa Clara County, California, 95038, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Sales, Financial Services
Job Description & How to Apply Below
A leading financial institution is seeking a Financial Advisor to help clients achieve their financial goals. You will be responsible for developing financial plans, recommending strategies, and maintaining relationships. The ideal candidate should have experience in the investments industry and hold necessary licenses like Series 7 & 66. Join a workplace that values growth and inclusivity while making a real impact in clients' lives.
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