Financial Solutions Advisor - Build Client Wealth & Plans
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Bank of America in Thousand Oaks seeks a financial professional to deliver comprehensive financial advice and customized solutions. You will triage leads, refer to partners, review goals with clients, build financial plans, and recommend brokerage products while completing required licenses and SAFE Act registrations.
This role emphasizes building strong client relationships, managing risk, and growing a client base in a regulated environment.
The Financial Solutions Advisor
- Build Client Wealth & Plans role at Bank of America is now open for applications in Thousand Oaks, CA, United States.
We are currently recruiting a Financial Solutions Advisor
- Build Client Wealth & Plans for our team in Thousand Oaks, CA, United States.
This is an excellent opportunity to take on the Financial Solutions Advisor
- Build Client Wealth & Plans role at Bank of America.
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