Wealth Planning & Investment Advisor
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Bank of America in the United States seeks an Investment Advisor to provide comprehensive financial guidance, build tailored plans, and recommend brokerage products to clients. The role includes triaging leads, referrals to partners based on asset thresholds, and ongoing client reviews to meet financial goals.
Required:
Series 7 & 66 (or 63/65 substitutes) and at least 1 year in investments/financial services; 40-hour workweek with in-office expectations as part of Bank of America’s culture.
This is a great position to take on the Wealth Planning & Investment Advisor role at Bank of America.
We invite applications for the Wealth Planning & Investment Advisor position located in San Mateo, CA, United States.
The following role is for a Wealth Planning & Investment Advisor with Bank of America.
Our group is growing, and we are hiring a Wealth Planning & Investment Advisor in San Mateo, CA, United States.
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