Strategic Financial Solutions Advisor
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Banking & Finance
Bank of America in Stockton, CA is seeking a financial advisor professional to provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role requires Series 7 & 66 licenses and 1+ year in investments or financial services.
You will triage client leads, refer to partners, build financial plans, and recommend brokerage products while complying with SAFE Act regulatory requirements. In-office culture with growth opportunities is emphasized.
We are seeking a motivated Strategic Financial Solutions Advisor to join Bank of America in Stockton, CA, United States.
This posting is for the Strategic Financial Solutions Advisor role at Bank of America, based in Stockton, CA, United States.
We are looking to fill the Strategic Financial Solutions Advisor position at Bank of America in Stockton, CA, United States.
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