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Wealth & Investment Advisor

Job in Ventura, Ventura County, California, 93006, USA
Listing for: Bank of America
Full Time position
Listed on 2026-08-04
Job specializations:
  • Finance & Banking
    Financial Sales, Financial Advisor / Consultant, Wealth Management, Financial Services
Salary/Wage Range or Industry Benchmark: 70000 - 80000 USD Yearly USD 70000.00 80000.00 YEAR
Job Description & How to Apply Below

Bank of America Ventura is seeking a licensed financial professional to guide clients toward their financial goals. You will build financial plans using brokerage products and banking solutions while referring clients to appropriate services.

This role emphasizes client relationships, regulatory due diligence, and collaborative teamwork. The position requires Series 7 and 66 licenses (or equivalents), plus 1+ year in investments or financial services sales, with a Monday–Friday schedule and

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