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

Financial Planning & Investment Advisor

$70k - $80k

Bank of America ATM

Bank of America is hiring a Financial Advisor in Santa Clara, California. This role involves providing customized financial advice and planning services, helping clients meet their financial goals through recommendations on banking and investment strategies. The ideal candidate will have a strong background in financial services, possess a valid Series 7 & 66 license, and exhibit effective communication skills to engage clients confidently. The position offers a competitive salary range of $70,000 to $80,000 annually. #J-18808-Ljbffr Bank of America

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Planning & Investment Advisor in Santa Clara, CA vacancy
  •  ...America in Campbell, California is seeking a skilled financial advisor responsible for providing tailored financial solutions to clients, planning their financial goals, and recommending appropriate banking and investment products. The ideal candidate will have investment... 
    Suggested

    Bank of America

    Campbell, CA
    2 days ago
  • $70k - $80k

    Dormont Manufacturing Co is looking for a Financial Advisor in Cupertino, CA. This position involves providing customized financial...  ...include triaging client leads, building financial plans, and recommending investment products. Qualified candidates will hold Series 7 and... 
    Suggested

    Dormont Manufacturing Co

    Cupertino, CA
    3 days ago
  • $70k - $80k

    Bank of America is seeking a qualified Financial Advisor to help clients achieve their financial objectives. This role involves building financial plans, recommending investment strategies, and triaging client requests. The ideal candidate will have a Series 7 and 66,... 
    Suggested
    Monday to Friday

    Bank of America

    Milpitas, CA
    2 days ago
  • $30 - $45 per hour

     ...About the job Personal Financial Advisor Job Title: Remote Personal Financial Advisor Hourly...  ...finance and enjoy helping clients plan for their future, this is a great opportunity...  ...clients on budgeting, debt management, investment strategies, and retirement planning... 
    Suggested
    Hourly pay
    Temporary work
    Remote work
    Work from home
    Flexible hours
    Afternoon shift

    Sales Match

    San Jose, CA
    1 day ago
  • $22.33 per hour

     ...3.18 /Hr. Job Summary Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support...  ...holidays Health insurance Stock options Bonus programs 401(k) plan Paid Parental Leave Life and AD&D insurance Long-term... 
    Suggested
    Work at office

    WaFd Bank

    San Jose, CA
    3 days ago
  • $49.5k - $82.5k

     ...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow...  ...protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Campbell, CA
    15 days ago
  •  ...guided by a common purpose to help make financial lives better through the power of every...  ...experts in small business, lending, and investments Manages financial center traffic, appointments...  ...this communication and the official plan documents, the plan documents will... 
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Santa Clara, CA
    16 hours ago
  •  ...latest banking solutions and cutting-edge financial technology combined with friendly and...  ...wellness centers, a retirement savings plan, backup childcare, tuition reimbursement...  ...credit cards, mortgages, auto financing, investment advice, small business loans and payment... 
    Immediate start
    Afternoon shift

    Chase

    San Jose, CA
    1 day ago
  • $50.1k - $82.8k

     ...provides advice and guidance regarding financial solutions that are in the best interests...  ...service needs (e.g. everyday banking, retail investments, lending solutions, home financing (...  ...life insurance, and retirement savings plans. About Us At BMO we are driven by... 
    Part time
    Local area
    Immediate start
    Day shift

    Bmo

    Cupertino, CA
    1 day ago
  •  ...guided by a common purpose to help make financial lives better through the power of every...  ...experts in small business, lending, and investments Manages financial center traffic, appointments...  ...this communication and the official plan documents, the plan documents will... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    San Jose, CA
    3 days ago
  • $22.27 - $33.43 per hour

     ...products and services. Calls on and collaborates with prospects and existing clients to determine their financial needs and formulates a relationship development plan that specifies ways in which products and services can meet their business or personal objectives.... 
    Hourly pay
    Remote work

    City National Bank

    San Jose, CA
    2 days ago
  •  ...The Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking...  ...discuss goal alignment, performance metrics, and development plans. Complies with Tech CU policies and procedures. Upholds employee... 
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours
    Night shift
    Weekend work
    Afternoon shift
    Early shift

    Technology Credit Union

    San Jose, CA
    2 days ago
  •  ...opportunities Thrives in a goal-driven, high-energy environment Bring your passion for people and finance and help us make banking better. If you’re ready to make an impact, build relationships, and grow your career in financial services, we want to meet you. #J-18808-Ljbffr... 

    Technology Credit Union

    San Jose, CA
    10 hours ago
  •  ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...  ...by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls... 
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    San Jose, CA
    4 days ago
  •  ...the company's mission and goals are effectively carried out. Additionally, the Board of Trustees Member will be involved in financial planning, fundraising, and fostering relationships with key stakeholders to advance the organization's objectives. Applicants for the... 

    Confidential

    San Jose, CA
    1 day ago
  •  ...conversations with clients to gain in‑depth knowledge of the financial and life priorities and connecting clients to solutions that meet...  ...by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls... 
    Shift work
    Weekend work
    Day shift

    Bank of America

    Santa Clara, CA
    1 day ago
  • Fairygodboss is looking for an Associate Relationship Banker in San Jose, California. You will ensure a warm welcome and provide attentive service to clients while assisting them with banking solutions. Responsibilities include managing client relationships and performing...
    Work experience placement

    Fairygodboss

    San Jose, CA
    1 day ago
  • Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly...

    TradeJobsWorkforce

    San Jose, CA
    2 days ago
  •  ...conversations with clients to gain in‑depth knowledge of the financial and life priorities and connecting clients to solutions that meet...  ...by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound... 
    Shift work
    Weekend work
    Day shift

    Bank of America

    Santa Clara, CA
    2 days ago
  •  ...referral networks, and provide coaching to branch staff. Qualifications include a Bachelor's degree and up to 2 years of relevant experience. Citi offers a competitive salary and a range of benefits including medical, dental, and retirement plans. #J-18808-Ljbffr Citi

    Citi

    Sunnyvale, CA
    4 days ago
  • Citigroup Inc. is seeking a Personal Banker in Sunnyvale, California. This entry-level position focuses on customer relations to enhance sales with individual clients. Responsibilities include assisting in credit requests, developing referral opportunities, and ensuring...
    Full time
    Contract work

    Citigroup Inc.

    Sunnyvale, CA
    16 hours ago
  • $50.1k - $82.8k

    Bank of Montreal is seeking a dedicated professional in Cupertino, California, to deliver exceptional service and financial solutions to customers. This role involves engaging with clients to identify their banking needs and providing tailored advice on various financial... 

    Bank of Montreal

    Cupertino, CA
    4 days ago
  •  ...lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you...  ...for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect... 
    Immediate start
    Afternoon shift

    JPMorgan Chase

    Sunnyvale, CA
    4 days ago
  • A leading financial institution is seeking a motivated individual to engage with clients and assist them with transactions, including mobile and online banking. Responsibilities include building client relationships, managing cash duties, and adhering to banking regulations... 
    Weekend work

    Bank of America

    Santa Clara, CA
    2 days ago
  •  ...will be the first point of contact for affluent clients, managing their banking relationships and ensuring they receive tailored financial services. The ideal candidate has at least one year of experience in banking and is capable of developing strong client relationships... 

    JPMorgan Chase & Co.

    Sunnyvale, CA
    3 days ago
  • $26 - $29 per hour

     ...Together we can make a difference in the financial future of our communities. What our...  ...referrals as appropriate (e.g. Financial Advisors, Commercial Lenders). Proactively support...  ...variety of situations and create action plans. Demonstrated ability to assess customer... 
    Full time
    Flexible hours
    Weekend work

    Cathay Bank

    Cupertino, CA
    4 days ago
  • $250k

     ...grow the small business client and implement appropriate sales plans to target book of business customers Deliver client services...  ...available to uncover opportunities, and present product offers/financial solutions Understand and comply with citibank policies, standards... 
    Full time
    Monday to Friday

    Citigroup

    San Jose, CA
    1 day ago
  • $21 - $31 per hour

     ...here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer...  ...and well-being. You'll be rewarded for investing in your community, celebrated for being...  ...for an overview of the following benefit plans and programs offered to employees. ~... 
    Work experience placement
    Flexible hours

    Wells Fargo

    San Jose, CA
    2 days ago
  •  ...and rotation program across operations and sales. The role focuses on consultative selling, building customer profiles, and meeting financial needs while handling teller duties as part of the platform team. Successful candidates will develop relationships with customers,... 
    Traineeship

    Fifth Third

    Cupertino, CA
    1 day ago
  • $165k - $175k

     ...The Principal Wealth Advisor serves as a key relationship manager, ensuring...  ...and developing personalized wealth planning strategies. This role involves onboarding...  ...strategies based on clients’ financial goals, risk tolerance, and investment preferences. Serve as a secondary... 
    Local area
    Flexible hours

    Cerity Partners

    San Jose, CA
    3 days ago

Do you want to receive more vacancies?

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