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Financial Solutions Advisor, Small Business

Job in San Jose, Santa Clara County, California, 95199, USA
Listing for: NBMBAA
Full Time position
Listed on 2026-10-11
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 36000 - 47000 USD Yearly USD 36000.00 47000.00 YEAR
Job Description & How to Apply Below

Bank of America in San Jose, CA seeks a client-focused financial advisor to guide clients through borrowing and banking solutions. You will build relationships, analyze needs, and present tailored options to help clients reach financial goals.

Key duties include outreach, pipeline management, and coordinating with internal partners to ensure a seamless end-to-end client experience. A proven sales track record and strong communication are required.

The following role is for a Financial Solutions Advisor, Small Business with NBMBAA.

The advertised compensation is 36.000 - 47.000.

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, Small Business role in the description above.

We appreciate your interest in this position.

Join NBMBAA and contribute to our ongoing work.

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