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Financial Solutions Advisor - Build Plans & Grow Wealth
Job in
Sunnyvale, Santa Clara County, California, 94087, 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, Wealth Management
Job Description & How to Apply Below
Bank of America in Sunnyvale, California is seeking a Financial Advisor to provide clients with comprehensive financial advice and customized solutions. Responsibilities include planning clients' financial goals, triaging client requests, and recommending suitable banking and investment solutions.
The ideal candidate will have at least one year of experience in the investment industry and currently holds necessary licenses. This role is eligible for a competitive salary and benefits package.
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