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Financial Consultant Financial Advisor Financial Sales Financial Services

Strategic Investment & Financial Solutions Advisor

Job in Capitola, Santa Cruz County, California, 95010, USA
Listing for: Bank of America
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Sales, Financial Services
Salary/Wage Range or Industry Benchmark: 70000 - 80000 USD Yearly USD 70000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution seeks a financial advisor in Capitola to provide advice and customized solutions to clients. Responsibilities include triaging client leads, developing financial plans, and ensuring compliance with SAFE Act registration. The ideal candidate holds or must obtain Series 7 & 66 licenses within 60 days, with experience in the investment and financial services industries. The role offers flexible scheduling, competitive pay between $70,000 and $80,000 annually, with additional incentives based on performance.
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