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Strategic Wealth Planner & Investment Advisor
Job in
Napa, Napa County, California, 94559, USA
Listed on 2026-07-17
Listing for:
Bank of America
Full Time
position Listed on 2026-07-17
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America in Napa, CA seeks an Investment and Banking Advisor to work with clients on financial plans, recommending brokerage, banking and investment strategies, and building long-term relationships. You will triage client requests and refer to internal specialists to meet asset thresholds.
You will demonstrate regulatory diligence, meeting goals in a fast-paced environment, and maintain strong client-focused communication and risk controls to drive sustainable growth.
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