Office Financial Solutions Advisor & Wealth Planner
Job in
Mountain View, Santa Clara County, California, 94039, USA
Listed on 2026-01-12
Listing for:
Bank of America
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales, Financial Advisor, Banking & Finance
Job Description & How to Apply Below
A leading financial institution in Mountain View is seeking a Financial Advisor to guide clients in achieving their financial goals. This position involves triaging leads, building financial plans, and recommending investment strategies. Ideal candidates should possess the necessary licenses and have a proven track record in the financial services industry. In addition, strong interpersonal skills are crucial to nurture client relationships effectively.
This role offers competitive compensation and comprehensive benefits.
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