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Wealth Planning Advisor
Job in
Simi Valley, Ventura County, California, 93097, 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, Wealth Management
Job Description & How to Apply Below
Bank of America in Simi Valley seeks a Financial Advisor to provide comprehensive advice and customized solutions to clients. You will be responsible for triaging client leads, reviewing financial goals, and recommending suitable brokerage products.
The ideal candidate must hold Series 7 & 66 licenses, have experience in investments, and exemplify strong client relationship-building skills. Join a company dedicated to fostering an inclusive workplace!
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