More jobs:
Strategic Financial Advisor: Planning & Investment Solutions
Job in
Petaluma, Sonoma County, California, 94954, USA
Listed on 2026-07-01
Listing for:
Bank of America
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America in Petaluma is seeking a Financial Advisor to provide customized solutions to clients. Responsibilities include planning financial goals, triaging client requests, and building strong client relationships.
The ideal candidate will have at least one year in the investment industry, with the required Series 7 & 66 licenses or equivalent. Enjoy a dynamic environment with open availability and the opportunity to work with a diverse clientele.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×