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Wealth Planner & Client Growth Strategist

Job in San Jose, Santa Clara County, California, 95199, USA
Listing for: Bank of America
Full Time position
Listed on 2026-07-19
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 52000 - 96000 USD Yearly USD 52000.00 96000.00 YEAR
Job Description & How to Apply Below
A major financial institution seeks a Financial Advisor based in San Jose to provide comprehensive financial planning solutions. The role involves collaborating with advisor teams to identify investment opportunities and create financial plans, requiring strong analytical skills and knowledge of Wealth Management products. Candidates should hold relevant licenses and certifications. This full-time position offers a salary range of $52,000 to $96,000 annualized, based on experience and skills.
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