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Investment & Financial Planning Advisor
Job in
South San Francisco, San Mateo County, California, 94083, USA
Listed on 2026-08-10
Listing for:
Bank of America
Full Time
position Listed on 2026-08-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a financial advisor in South San Francisco to provide tailored financial advice and solutions to clients. You will triage leads, build financial plans, and recommend suitable products to help clients meet their financial goals.
The role requires strong communication skills and knowledge of the investment industry, along with the ability to manage complex client portfolios efficiently. This position offers a competitive salary and various benefits.
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