Financial Planning & Investment Advisor
Job in
Westlake Village, Ventura County, California, 91361, USA
Listed on 2026-01-20
Listing for:
Bank of America
Full Time
position Listed on 2026-01-20
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Banking & Finance, Financial Services
Job Description & How to Apply Below
A leading financial institution is seeking a motivated Financial Advisor to provide comprehensive financial planning and investment solutions to clients. The role involves developing custom financial plans, recommending investment strategies, and managing client relationships. Ideal candidates will hold Series 7 & 66 licenses, have experience in the financial services industry, and excel in communication and relationship-building. This position offers a salary range of $70,000 to $80,000, and includes competitive benefits and incentive opportunities.
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