Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Investment & Financial Planning Advisor

Bank of America ATM

Bank of America is seeking a Financial Advisor responsible for providing tailored financial solutions to clients. In this role, you'll build financial plans, recommend investment strategies, and triage client requests. A high school diploma and Series 7 & 66 licenses are required. The ideal candidate has at least one year of experience in the investments industry, excellent communication skills, and the ability to manage multiple tasks in a fast-paced environment. Annual salary ranges from $70,000 to $80,000, with additional incentives and benefits. #J-18808-Ljbffr Bank of America

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Investment & Financial Planning Advisor in Belmont, CA vacancy
  • Bank of America is seeking a financial advisor in South San Francisco to provide tailored financial...  ...You will triage leads, build financial plans, and recommend suitable products to...  ...communication skills and knowledge of the investment industry, along with the ability to... 
    Suggested

    Bank of America

    South San Francisco, CA
    3 days ago
  • $70k - $80k

    Bank of America seeks a Financial Advisor in San Bruno, California to provide tailored financial...  ...Responsibilities include creating financial plans, recommending products, and engaging...  ...licenses and have experience in investments and financial services. Salary ranges from... 
    Suggested

    Bank of America

    San Bruno, CA
    3 days ago
  •  ...Bank of America is seeking a Financial Advisor in Burlingame, California. This role involves providing comprehensive advice and customized...  ...achieving their financial goals, including building financial plans and recommending brokerage products. The ideal candidate will... 
    Suggested

    Bank of America

    Burlingame, CA
    2 days ago
  • $115k - $150k

    Summary: The Financial Advisor (FA) serves as the primary relationship owner for high-net-worth clients, delivering comprehensive financial planning and investment guidance. FAs lead client meetings, develop planning strategies, and coordinate with portfolio management... 
    Suggested
    Work at office
    Flexible hours

    Summitry

    Foster, CA
    a month ago
  • $45k - $100k

     ...volume of applicants. Join a financial services firm where your...  ...clients and 20,000 financial advisors across the U.S. and Canada, we...  ...S. and Canada than any other investment firm, serving over eight million...  ...adjust the branch business plan to increase branch effectiveness... 
    Suggested
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    San Mateo, CA
    1 day ago
  • $70k - $80k

     ...Financial Advisor This job is responsible for providing comprehensive advice and customized solutions to clients to help...  ..., meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations... 
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    San Mateo, CA
    2 days ago
  • $100k - $250k

    We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated...  ...Wealth Management techniques on all facets of investments, taxes and trust and estate planning. Responsibilities include onboarding new clients,... 

    Empirical Financial Services, LLC

    San Mateo, CA
    16 hours ago
  • Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to help clients achieve their financial...  ..., and meeting with clients to review their financial and investment objectives. The ideal candidate has relevant licenses,... 

    Bank of America

    Redwood City, CA
    3 days ago
  • $85k - $115k

    Associate Financial Advisor (AFA) Summitry is a Bay Area-based wealth management firm with over $3B in assets under management, 40+...  ...more than 1,000 clients. We provide personalized financial planning and investment strategies rooted in deep local insight. As a flagship... 
    Full time
    Local area
    Immediate start
    Flexible hours

    Summitry

    Foster, CA
    3 days ago
  • $125k - $150k

     ...partner cross-functionally as a trusted advisor to various leaders and teams across...  ...to several of our senior leadersDrive financial planning, budgeting, reporting, and ad hoc analysis...  ..., and may have begun your career in investing, management consulting, and/or... 
    Full time
    Work visa
    Flexible hours
    Shift work

    Verkada

    San Mateo, CA
    3 days ago
  •  ...commitment to helping clients own their financial futures. In this exciting role, you’ll give...  ...with wealth management and financial planning advice. Over time, you’ll grow your practice...  ...Planning, Education Planning, Investment Management, Banking & Lending Management... 
    Full time
    Flexible hours

    Charles Schwab

    San Mateo, CA
    1 hour ago
  • $164k - $250k

     ...VP Financial Advisor Wealth Enhancement Group has an exciting opportunity for a VP Financial...  ...and dental insurance, 401k retirement plan, paid time off and other benefits. We...  ...annual reviews, including both planning and investment topics Ensures on going client... 
    Full time
    Temporary work
    Flexible hours

    Wealth Enhancement Group

    South San Francisco, CA
    5 days ago
  •  ...for bonus or incentive opportunities. Investment Professionals' Compensation | Charles...  ...commitment to helping clients own their financial futures. In this exciting role, you’ll give...  ...with wealth management and financial planning advice. Over time, you’ll grow your practice... 
    Flexible hours

    Charles Schwab

    San Mateo, CA
    1 day ago
  •  ...Financial Advisor LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity...  ...at BMO Bank in Burlingame, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with... 
    Local area

    LPL Financial

    Burlingame, CA
    4 days ago
  • $182.07k - $235.62k

     ...driving digital transformation, high‑quality planning, forecasting, and reporting, delivering...  ...actionable recommendations to support investment prioritization, resource optimization,...  ...minimize disruption.Establish and uphold financial data governance frameworks, including... 
    Full time
    For contractors
    Local area

    GILEAD Sciences

    Foster, CA
    16 hours ago
  • $24 - $25.5 per hour

     ...over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced,...  ...SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires, and other commercial... 

    East West Bank

    San Mateo, CA
    5 days ago
  •  ...s driving this trend? What’s the tradeoff? What’s the simplest plan that actually works? Board & Investor Support: Support board materials...  ...job too big or too small. 2+ years of relevant experience in Investment Banking, Consulting, Private Equity, corporate strategy, or... 
    Work at office
    3 days per week

    Solace

    Redwood City, CA
    3 days ago
  •  ...America, we are guided by a common purpose to help make financial lives better through the power of every connection. We...  ..., meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    San Mateo, CA
    a month ago
  • $164k - $250k

    Position Summary Vice President, Financial Advisor - Northern California - Wealth Enhancement...  ...client relationships, facilitate financial planning, close prospects, mentor team members,...  ...annual reviews covering planning and investment topics. Provide ongoing client support... 
    Full time
    Temporary work
    Flexible hours

    Wealth Enhancement Group, LLC

    South San Francisco, CA
    3 days ago
  • $120k - $160k

    Associate Wealth Advisor Company: Griffin Black, LLC Posted: 16-...  ...delivering bespoke, data-driven financial strategies built around the...  ...technology (e.g., financial planning software, cash flow analysis...  ...independent, fee-only Registered Investment Advisor (RIA) firm that has... 
    Full time

    FPA of Charlotte

    Redwood City, CA
    16 hours ago
  • Financial Advisor We are looking for a Financial Advisor to join our team in Southern California...  ...team to provide exceptional financial plans, financial advice and reviews to assist...  ...annual reviews, including both planning and investment topics Ensures ongoing client support... 
    Temporary work
    Flexible hours

    Wealth Enhancement Group

    South San Francisco, CA
    16 hours ago
  • $94k - $109k

     ...You’ll spend most of your time supporting financial reporting, forecasting, and budgeting...  ...Maintain and improve financial models used for planning and reporting.Analyze business trends...  ..., professional development, an employee investing discount, and more!About WealthfrontHere... 
    Full time
    Remote work

    Wealthfront

    Palo Alto, CA
    2 days ago
  • $128k - $176k

     ...Finance /Full-time /HybridThe FP&A team at Zoox drives financial analysis of key strategic investments, maintains short and long term financial models, and...  ...Chain, and Accounting teams to drive financial planning and MEC activities. You will own critical manufacturing... 
    Full time
    Temporary work
    Relocation package

    Zoox

    Foster, CA
    3 days ago
  • $128k - $176k

     ...Finance /Full-time /HybridThe FP&A team at Zoox drives financial analysis of key strategic investments, maintains short and long term financial models, and...  ..., Data Science, and Software teams to manage revenue planning and reporting processes for Zoox’s rapidly growing... 
    Full time
    Temporary work
    Relocation package

    Zoox

    Foster, CA
    3 days ago
  • $20 - $22 per hour

     ...Financial Services Representative North Fair Oaks Branch - Redwood City, CA 94063 Description Do you possess a broad knowledge...  ...community-centric and growth-oriented financial institution. We invest in the success of people and our community by giving back, making... 
    Hourly pay
    Full time
    Work at office
    Immediate start

    Monterra Credit Union

    Redwood City, CA
    4 days ago
  • $182.07k - $235.62k

     ...driving digital transformation, high?quality planning, forecasting, and reporting, delivering...  ...actionable recommendations to support investment prioritization, resource optimization,...  ...minimize disruption. Establish and uphold financial data governance frameworks, including... 

    Gilead

    San Mateo, CA
    1 day ago
  • $60k - $75k

     ..., providing mentorship and personalized planning, while helping expand the reach of the firm...  ...platform and top resources in the financial industry, while you nurture relationships...  ...thoughtfully introduce your clients to different investment strategies and bring together additional... 
    Full time
    Work at office

    Fidelity Investments

    Palo Alto, CA
    4 days ago
  • $50k - $75k

     ...Financial Advisor – K–12 Retirement Specialist (403b/457b) Join a proven system where advisors...  ...(b), and other supplemental retirement plans Offer life insurance, estate...  ...leads, or marketing. This means we're 100% invested in your success because our revenue depends... 
    Full time
    Work at office

    Teacher's Pension and Insurance Services

    Belmont, CA
    2 days ago
  • $260k - $365k

     ...~ Experience with venture lending transactions, leveraged buyouts, convertible notes, high-yield notes, investment-grade notes, and other structured financial instruments preferred ~ Strong academic credentials ~ Excellent drafting, analytical, verbal, and written... 
    Full time
    Work at office

    Direct Counsel

    Palo Alto, CA
    a month ago
  • $50k - $150k

     ...individuals eager to learn and grow in the financial services industry. As a Financial...  ...Compensation: $50,000 - $150,000+ at plan commission Responsibilities: Participate...  ...programs. Provide guidance on insurance, investments, and retirement planning. Attend... 
    Flexible hours

    True Path Financial

    Burlingame, CA
    a month ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment & Financial Planning Advisor. Be the first to apply!