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Personal Finance Planner & Investment Advisor

Job in Belmont, San Mateo County, California, 94002, USA
Listing for: Bank of America
Full Time position
Listed on 2026-03-11
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 65000 - 80000 USD Yearly USD 65000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution is seeking a qualified financial advisor in Belmont, California. The responsibilities include aiding clients with financial planning and investment strategies, while collaborating effectively with internal teams to meet client goals. Required qualifications include holding Series 7 & 66 licenses and having at least one year of relevant experience.

This role offers a salary range of $65,000 to $80,000 based on experience, along with benefits and an incentive plan.
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