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Investment & Financial Solutions Advisor
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-07-10
Listing for:
Bank of America
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America in the United States seeks a financial advisor who provides comprehensive advice and customized solutions to help clients achieve their financial goals. The role includes triaging client leads, referring to partners, and building investment plans using brokerage products.
You will meet with clients to review goals, recommend strategies, and ensure compliance with licensing requirements and regulatory guidelines.
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