Licensed Financial Solutions Advisor; Series
Job in
Salinas, Monterey County, California, 93911, USA
Listed on 2026-03-04
Listing for:
Bank of America
Full Time
position Listed on 2026-03-04
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial institution in Salinas, California, is looking for a financial advisor to provide tailored solutions to clients. Responsibilities include creating financial plans, recommending investment strategies, and triaging client requests. Candidates must have Series 7 & 66 licenses and at least one year of experience in the investment industry. The role demands strong relationship-building skills and effective communication to achieve client satisfaction and compliance with regulatory requirements.
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