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Financial Planning & Investments Advisor

Job in Monterey, Monterey County, California, 93941, USA
Listing for: Bank of America
Full Time position
Listed on 2026-03-07
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services, Financial Sales
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial institution located in Monterey, CA, seeks a dedicated professional to provide comprehensive financial advice and develop customized solutions for clients. Responsibilities include guiding clients towards their financial goals, triaging requests, and creating tailored financial plans. Ideal candidates will hold Series 7 & 66 licenses and have a strong background in the investment or financial service industry. Join this dynamic team to make an impact on people's financial lives.
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