Client-Centric Financial Solutions Advisor
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Bank of America in San Francisco is seeking a Financial Advisor to provide comprehensive financial advice and customized solutions. This position involves triaging client leads, reviewing objectives, and building financial plans incorporating brokerage products. Candidates must have Series 7 and 66 licenses and a minimum of one year in the financial services industry.
The role requires strong relationship-building skills, the ability to manage complexity, and adaptability. Industry-leading benefits, paid time off, and professional growth resources are included.
The Client-Centric Financial Solutions Advisor position in the Finance field is open for applications.
The position is based in San Francisco, 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.
Full responsibilities and requirements are described in the listing above.
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