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Wealth Planner & Investment Strategist; In-Office
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-01-03
Listing for:
Bank of America
Full Time
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
An established industry player in wealth management is seeking a Wealth Planner to join their dynamic team. This role emphasizes collaboration with Financial Advisors to create tailored financial plans and identify investment opportunities. The firm values diversity and fosters an inclusive culture, encouraging employees to bring their authentic selves to work. With a commitment to in-office collaboration, this position offers a unique opportunity to leverage insights from both wealth management and banking services, ensuring clients receive comprehensive support for their financial goals.
If you are passionate about helping clients achieve their financial aspirations, this role is perfect for you.
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