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Senior Financial Advisor – Goals- Wealth Strategy
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-01-19
Listing for:
Bank of America
Full Time
position Listed on 2026-01-19
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A major financial services company is looking for an experienced Financial Advisor in San Jose, California. This role requires at least 5 years of experience with a transportable practice and includes delivering financial planning and wealth strategies. The ideal candidate will have strong business development and relationship-building skills, along with FINRA Series 7 & 66 registrations. A competitive salary range of $48k to $100k, along with extensive benefits, is offered.
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Position Requirements
10+ Years
work experience
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