Strategic Financial Planning & Investments Advisor
Job in
Santa Barbara, Santa Barbara County, California, 93190, USA
Listed on 2026-07-04
Listing for:
Bank of America
Full Time
position Listed on 2026-07-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a Financial Advisor to help clients achieve their financial goals. The role involves building financial plans with various investment products and provides recommendations aligned with client needs.
Qualified candidates will hold Series 7 and 66 licenses, and have experience in financial services or sales. The position requires collaboration and effective communication to nurture client relationships and mitigate risks.
The job is based in Santa Barbara, California, with competitive compensation and benefits.
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