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Financial Consultant Financial Advisor

Strategic Financial Planning & Investment Advisor

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Bank of America
Full Time position
Listed on 2026-02-15
Job specializations:
  • Finance & Banking
    Financial Consultant, 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 institution seeks a Financial Advisor in San Francisco to provide comprehensive advice and customized solutions for clients' financial goals. Responsibilities include triaging client leads, building financial plans, and recommending products. To qualify, candidates must hold Series 7 & 66 licenses and have at least one year of experience in the investments or financial services industry. The ideal candidate will excel in client engagement and communication, adapt to new information, and manage risk effectively.
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