Financial Solutions Advisor — Build Plans & Clients
Job in
Napa, Napa County, California, 94559, USA
Listed on 2026-01-14
Listing for:
Bank of America
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales, Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial institution in California seeks a Financial Advisor responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals. Core responsibilities include developing financial plans, triaging client leads, and applying knowledge of investment products. Candidates need relevant licenses and must demonstrate strong communication skills. The position supports a collaborative environment, ensuring compliance with industry regulations while driving the firm's mission to enhance client financial success.
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