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Client Wealth & Investments Advisor

Job in Malibu, Los Angeles County, California, 90263, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
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 in Malibu seeks a Financial Advisor to provide tailored financial solutions to clients. The role requires licenses (Series 7 & 66), strong relationship-building skills, and a minimum of one year in the investments industry. Key responsibilities include analyzing client financial goals, recommending products, and collaborating with team members to maximize client satisfaction. Competitive salary between $70,000 and $80,000 with incentives based on performance.

Join us to help clients achieve their financial goals.
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