Investment & Financial Planning Advisor
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Bank of America in Calabasas is seeking a licensed financial professional to provide comprehensive advisory services and build client financial plans using brokerage products. You will triage leads, refer to partners, and guide clients toward suitable investment solutions.
This role requires Series 7 and 66 (or 63/65) licenses, at least one year in investments or financial services, and strong relationship-building skills. It offers a 40-hour week, on-site work, and competitive benefits.
The following opportunity is for a Investment & Financial Planning Advisor with Bank of America.
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This posting is for the Investment & Financial Planning Advisor role at Bank of America, based in Calabasas, CA, United States.
We are looking to fill the Investment & Financial Planning Advisor position at Bank of America in Calabasas, CA, United States.
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