More jobs:
Wealth Planner; CFP/CPWA - Client Strategy
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-03-11
Listing for:
Bank of America
Full Time
position Listed on 2026-03-11
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in San Jose, California is seeking a Financial Advisor to provide comprehensive financial planning solutions to clients. The role involves identifying investment opportunities, engaging with clients on their plans, and collaborating with various teams to deliver tailored solutions. Candidates must possess financial industry certifications and demonstrate excellent communication and relationship management skills. This position requires compliance with SAFE Act registration and is designed for 40 hours a week in an in-office culture.
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