Bank of America
San Jose, California
Wealth Planner
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Apply to Wealth Planner at Bank of AmericaJob details
- Location
- San Jose, California
- Work type
- Onsite
- Compensation
- $52,000 - $96,000/yr
- Posted
- 1 week ago
- Apply on
- careers.bankofamerica.com
About this role
Requires high school diploma/GED, 1 year of experience, Series 7 and 63/65 or 66, SAFE Act registration, ADV-2B, one firm-approved designation, and strong financial planning, analytical, communication, and relationship skills.
What you'll do at Bank of America:
- analyzing data
- preparing plans
- managing relationships
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