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Financial Consultant Financial Sales

Wealth Solutions Advisor | Investments & Financial Planning

Job in Merced, Merced County, California, 95343, USA
Listing for: Bank of America
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
Job Description & How to Apply Below
A leading financial institution is seeking a financial advisor in Merced, CA. You will provide comprehensive advice to clients, helping them achieve financial goals through customized solutions. The ideal candidate holds Series 7 and 66 licenses and has experience in the financial services industry. Responsibilities include triaging client leads, meeting clients to review financial plans, and recommending brokerage products. This in-office position allows for some flexibility in a supportive team environment.
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