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Financial Consultant Financial Advisor

Wealth Planner & Investment Advisor

Job in Ojai, Ventura County, California, 93023, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services company is looking for a Financial Advisor in Ojai. You will provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. Responsibilities include triaging client leads, recommending investment strategies, and building financial plans. Ideal candidates hold Series 7 & 66 licenses with at least one year of relevant experience. This full-time position offers competitive pay, industry-leading benefits, and opportunities for professional growth.
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