Personal Wealth & Investments Advisor
Job in
Vallejo, Solano County, California, 94592, USA
Listed on 2026-08-13
Listing for:
Bank of America
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
Job Description & How to Apply Below
Bank of America in Vallejo, CA seeks a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role involves triaging client leads, referring to partners, reviewing goals, building a financial plan, and recommending brokerage products.
Applicants must hold Series 7 and 66 (or 63/65 with 66 eligibility), have at least one year in investments or financial services, and demonstrate strong relationship building and sales
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