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Financial Consultant Financial Advisor

Strategic Wealth & Investment Advisor

Job in San Carlos, San Mateo County, California, 94071, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial institution seeks an experienced financial advisory professional. Responsibilities include advising clients on financial goals, recommending investment strategies, and managing client relationships. The ideal candidate holds Series 7 & 66 licenses, has experience in the financial services sector, and excels in communication. This full-time role offers competitive pay and benefits, emphasizing a strong commitment to employee well-being and professional growth.
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