Wealth Planning Advisor

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!#J-18808-Ljbffr