Client-Focused Financial Solutions Advisor
Job in
Scotts Valley, Santa Cruz County, California, 95066, USA
Listed on 2026-07-01
Listing for:
Bank of America
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a dedicated professional for financial advisory roles in Scotts Valley, California. Responsibilities include offering tailored financial solutions, triaging client leads, and collaborating with internal teams to achieve client goals.
Candidates should hold essential financial licenses like Series 7 and 66, have at least one year of industry experience, and demonstrate excellent communication and relationship-building skills. Competitive salary and comprehensive benefits offered.
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