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Client‑Focused Financial Advisor & Wealth Planner

Job in Monterey, Monterey County, California, 93941, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services, Banking & Finance
Job Description & How to Apply Below
A leading financial institution is seeking a Financial Advisor to assist clients in achieving their financial goals through personalized advice. Responsibilities include developing financial plans, triaging client requests, and collaborating with internal partners. Candidates must hold relevant licenses, have at least one year of experience in finance, and possess strong communication skills. This position offers a competitive salary and benefits with opportunities for professional growth.
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