Financial Solutions Advisor & Wealth Planner
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
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.
For the Financial Solutions Advisor & Wealth Planner position at Bank of America, we are reviewing applications now.
All applications are reviewed carefully by our team.
The position is based in Oakland, CA, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 70.000 - 80.000.
We aim to respond to suitable candidates as soon as possible.
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