Financial Solutions Advisor & Wealth Planner
Job in
Oakland, Alameda County, California, 94616, USA
Listed on 2026-08-11
Listing for:
Bank of America
Full Time
position Listed on 2026-08-11
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking a Finance Advisor in Oakland, California. This role involves helping clients achieve their financial goals through comprehensive advice and customized solutions. Key responsibilities include triaging client leads, recommending banking products, and reviewing investment objectives.
Candidates should hold Series 7 & 66 licenses and have experience in the investment industry. The position offers a salary between $70,000 and $80,000, depending on experience, along with industry-leading benefits.
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