Strategic Financial Advisor & Planning Specialist
Job in
Sonoma, Sonoma County, California, 95476, USA
Listed on 2026-06-19
Listing for:
Bank of America
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Banking & Finance, Financial Sales
Job Description & How to Apply Below
Bank of America is looking for a financial advisor in Sonoma, California, to provide tailored financial solutions to clients. This role involves working closely with clients to identify their financial and investment goals and recommend suitable banking and investment strategies.
The ideal candidate will have at least one year of experience in the financial services industry, holds relevant licenses, and excels in communication and relationship management. This position offers competitive salary and benefits.
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