Bank of America
San Jose or Campbell or Santa Clara

Financial Solutions Advisor- San Jose Area

Onsite$70,000 - $80,000/yrPosted Jun 18, 2026

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Job details

Location
San Jose or Campbell or Santa Clara
Work type
Onsite
Compensation
$70,000 - $80,000/yr
Posted
Jun 18, 2026
Apply on
ghr.wd1.myworkdayjobs.com

About this role

Must hold Series 7 and 66 (or 63/65 in lieu of 66), 1+ year investments and financial services/sales experience, SAFE Act registration where applicable, strong communication, regulatory diligence, and goal orientation.

What you'll do at Bank of America:

  • advising clients
  • building plans
  • triaging leads

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About Bank of America

Bank of America
San Jose or Campbell or Santa Clara