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Financial Consultant Financial Services Financial Advisor

Strategic Financial Planning & Investments Advisor

Job in Oakland, Alameda County, California, 94616, USA
Listing for: Bank of America
Full Time position
Listed on 2026-02-27
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is looking for a Financial Advisor to offer comprehensive financial advice and solutions tailored to clients' goals. Responsibilities include triaging client leads, developing financial plans, and making strategic referrals. Candidates should possess valid Series 7 & 66 licenses and have relevant experience in the investments industry. This role fosters client relationships while navigating a fast-paced environment, ensuring regulatory compliance and achieving personal and company goals.
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