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Client‑Focused Financial Advisor & Wealth Planner
Job in
Seacliff, Santa Cruz County, California, USA
Listed on 2026-01-13
Listing for:
Bank of America
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial institution is seeking a Client Financial Advisor in Seacliff, California. This role is responsible for providing tailored advice to clients, meeting their financial goals through customized solutions. Responsibilities include triaging client leads and recommending investment products. The ideal candidate will hold Series 7 & 66 licenses, with at least one year in the investments industry. The position requires effective communication and collaborative skills, along with the ability to thrive in a fast-paced environment and commitment to compliance with applicable regulations.
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