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Strategic Financial Advisor & Planning Specialist
Job in
Newark, Alameda County, California, 94560, USA
Listed on 2026-07-13
Listing for:
Bank of America
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a professional to provide comprehensive financial advice, develop personalized plans, and guide clients toward their financial goals. The role involves triaging leads, making referrals within the bank, and meeting with clients to review investments and banking solutions.
The candidate will expand knowledge through required licenses, deliver tailored financial strategies, and work in a fast-paced environment with a focus on client relationships and regulatory due
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