Financial Solutions Advisor: Investments & Planning
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Bank of America in San Jose seeks a Financial Advisor to provide tailored financial solutions to clients. Responsibilities include developing financial plans and recommending brokerage products to meet clients’ needs. A valid Series 7 & 66 license is required, alongside a minimum of two years in financial services or sales.
The ideal candidate excels in relationship building, effective communication, and managing goals in a fast-paced environment. The position offers opportunities for professional growth and development.
Our team is growing, and we are hiring a Financial Solutions Advisor:
Investments & Planning in San Jose, CA, United States.
The advertised compensation is 70..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Financial Solutions Advisor:
Investments & Planning role in the description above.
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