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Licensed Financial Solutions Advisor; Series
Job in
Santa Monica, Los Angeles County, California, 90403, USA
Listed on 2026-03-06
Listing for:
Bank of America
Full Time
position Listed on 2026-03-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Sales
Job Description & How to Apply Below
A leading financial services institution in Santa Monica is seeking a Client Advisor to provide customized financial solutions. The role involves advising clients on their financial goals, managing investment strategies, and collaborating with service partners. Candidates should possess Series 7 & 66 licenses with at least one year of financial industry experience. The position emphasizes relationship-building and effective communication. This is a full-time in-office role with competitive compensation and opportunities for growth.
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