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Client‑Focused Financial Advisor & Wealth Planner

Job in Gilroy, Santa Clara County, California, 95021, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 70000 - 80000 USD Yearly USD 70000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Gilroy, California seeks an experienced financial advisor to provide comprehensive advice and customized solutions to clients. Responsibilities include planning financial goals, recommending strategies, and triaging client requests. Candidates must hold Series 7 & 66 licenses, have one year of industry experience, and excel in communication and relationship building.

This role offers a competitive salary range of $70,000 to $80,000 based on experience.
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