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Financial Consultant Financial Sales

Wealth Planner & Investment Advisor

Job in San Luis Obispo, San Luis Obispo County, California, 93403, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
  • Sales
    Financial Sales
Job Description & How to Apply Below
A leading financial institution is looking for a dedicated Financial Advisor in San Luis Obispo to assist clients with their financial goals. You will build comprehensive financial plans, recommend suitable brokerage products, and engage with clients to assess their needs. The ideal candidate should hold Series 7 and 66 licenses, have industry experience, and be skilled in client relationship management.

This role offers competitive salary and benefits, with opportunities for performance-based incentives.
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