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Financial Consultant

Strategic Wealth & Investment Advisor

Job in Menlo Park, San Mateo County, California, 94029, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Consultant
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 Menlo Park is seeking a dedicated professional to provide tailored financial advice and solutions. Responsibilities include planning clients' financial goals, recommending investment strategies, and managing referrals. The successful candidate will have the ability to build strong relationships and achieve set goals. This full-time role offers a competitive salary of $70,000 - $80,000 and benefits, with a focus on a culture of inclusivity and growth.
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