Senior Financial Advisor – Goals- Wealth Strategy
Job in
Westlake Village, Ventura County, California, 91361, USA
Listed on 2026-01-19
Listing for:
Bank of America
Full Time
position Listed on 2026-01-19
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
Location: Westlake Village
A leading financial services provider in California is looking for an experienced Financial Advisor to join their team. Ideal candidates have at least 5 years of experience and a portable practice of over $1MM in production. Responsibilities include delivering comprehensive financial planning, maintaining strong client relationships, and contributing to business growth. The role features a competitive compensation package with incentives and comprehensive benefits, providing a platform for professional development within a supportive environment.
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Position Requirements
10+ Years
work experience
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