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Financial Advisor Financial Consultant Financial Services

Financial Solutions Advisor - Client Investment Planner

Job in Hayward, Alameda County, California, 94557, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-19
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
A major financial institution is seeking a motivated professional to provide tailored financial solutions to clients in California. You'll assist clients in setting financial goals, guiding them through investment strategies, and maintaining compliance with regulations. The role requires strong relationship-building skills and a passion for client success. A minimum of one-year experience in the financial services industry is required, along with Series 7 and 66 licenses.

This position offers a competitive salary and extensive benefits.
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