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Financial Consultant Financial Services Financial Advisor

Investment & Financial Planning Advisor

Job in Sonoma, Sonoma County, California, 95476, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-19
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services, Financial Advisor
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 is looking for a professional in California to provide comprehensive advice and customized financial solutions. Key responsibilities include triaging client leads, meeting with clients to review financial goals, and recommending brokerage products. Applicants should have series licenses, and at least one year of experience in the investments or financial service industry.

This role offers a salary range of $70,000-$80,000 annually, with opportunities for benefits and career growth.
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