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Financial Consultant Financial Advisor Financial Services Financial Sales

Client‑Focused Financial Advisor & Wealth Planner

Job in Santa Cruz, Santa Cruz County, California, 95061, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services, Financial Sales
Job Description & How to Apply Below
A leading financial institution is seeking a Financial Advisor to assist clients in achieving their financial goals through personal advice and customized solutions. The ideal candidate will leverage their investment knowledge and experience in the financial services industry to guide client decisions. Responsibilities include developing financial plans, recommending products, and staying compliant with regulatory standards. This role requires relevant licenses and offers a competitive salary with performance incentives.
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