Financial Planning & Investments Advisor
Listed on 2026-10-13
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Bank of America seeks a client-focused financial advisor to help clients plan and pursue their financial goals by delivering personalized investment and banking solutions. The role emphasizes triaging leads, making referrals, building financial plans, and coordinating with partners while maintaining regulatory readiness through required licenses.
Candidates should hold Series 7 and 66 (or 63/65) and have at least one year in investments or financial services, with strong communication and
We are seeking a motivated Financial Planning & Investments Advisor to join Bank of America in San Jose, CA, United States.
The advertised compensation is 70.000 - 80.000.
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 Planning & Investments Advisor role in the description above.
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