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Strategic Financial Advisor & Planning Specialist
Job in
Napa, Napa County, California, 94559, USA
Listed on 2026-06-21
Listing for:
Bank of America
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Bank of America in Napa, California is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients. You will assist clients in achieving their financial goals, build financial plans, and recommend relevant brokerage products.
The ideal candidate has at least one year of experience in the investments industry and must hold required Series licenses. The position is full-time, requiring Monday-Friday open availability with some Saturdays, offering a competitive salary and benefits.
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