Licensed Financial Solutions Advisor; Series
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-03-14
Listing for:
Bank of America
Full Time
position Listed on 2026-03-14
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial institution located in San Jose is seeking a professional to provide comprehensive financial advice and customized solutions to clients. The successful candidate will work closely with clients to develop financial plans and recommend appropriate banking and investment strategies. This role requires licenses such as Series 7 & 66 and at least one year of experience in the investments or financial services industry.
Join a workplace that promotes growth and innovation.
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