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Strategic Financial Solutions Advisor
Job in
San Mateo, San Mateo County, California, 94409, USA
Listed on 2026-07-08
Listing for:
Bank of America
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a Financial Advisor in San Mateo, California. This role involves advising clients on achieving their financial goals, requiring licenses in Series 7 and 66. Key responsibilities include creating tailored financial plans and collaborating with business partners.
The ideal candidate has at least one year of experience in the investments and financial services industry, demonstrating strong client communication and relationship-building skills.
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