Client‑Centric Financial Advisor & Planner

Bank of America; Montalvo (CA); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Competitive benefits

Incentive plan eligibility

Paid time off

Job summary

Bank of America in Ventura, CA seeks an experienced financial advisor to help clients achieve their financial goals through brokerage and banking products. You will build financial plans, triage client needs, and coordinate referrals while ensuring regulatory compliance.

Candidate must hold required licenses, have client-facing experience, and thrive in a fast-paced environment with strong relationship-building skills.

Qualifications

• Series 7 and 66 licenses (or 63 and 65 in lieu of 66)
• Minimum 1 year experience in investments
• Minimum 1 year in financial services or sales with goals
• Sets and achieves goals
• Builds and nurtures relationships
• Collaborates effectively
• Communicates confidently with clients
• Manages goals and prioritizes in fast-paced environment
• Regulatory due diligence in daily activities
• Ability to work Monday–Friday with rotating Saturdays

Responsibilities

• Plans clients' short and long-term financial goals by building a financial plan with brokerage products and banking solutions
• Recommends banking and investments strategies aligned with client goals
• Triages client requests and refers to internal service providers based on asset thresholds
• Mitigates and controls risk in daily activities
• Identifies potential new clients via referrals or existing clientele
• Provides coaching to referral partners based on client needs and product services

Skills

Account Management

Advisory

Client Experience Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Ventura, CA seeks an experienced financial advisor to help clients achieve their financial goals through brokerage and banking products. You will build financial plans, triage client needs, and coordinate referrals while ensuring regulatory compliance.

Candidate must hold required licenses, have client-facing experience, and thrive in a fast-paced environment with strong relationship-building skills.