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Financial Planning & Investment Advisor

Job in Santa Clara, Santa Clara County, California, 95053, USA
Listing for: Bank of America
Full Time position
Listed on 2026-07-01
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 70000 - 80000 USD Yearly USD 70000.00 80000.00 YEAR
Job Description & How to Apply Below

Bank of America is hiring a Financial Advisor in Santa Clara, California. This role involves providing customized financial advice and planning services, helping clients meet their financial goals through recommendations on banking and investment strategies.

The ideal candidate will have a strong background in financial services, possess a valid Series 7 & 66 license, and exhibit effective communication skills to engage clients confidently. The position offers a competitive salary range of $70,000 to $80,000 annually.

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