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Strategic Wealth Advisor Customized Solutions

Job in Arcadia, Los Angeles County, California, 91006, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Financial Consultant, Banking & Finance
  • Sales
    Banking & Finance
Job Description & How to Apply Below
Position: Strategic Wealth Advisor for Customized Solutions
A prestigious financial institution in California seeks a financial advisor to provide clients with comprehensive advice and tailored solutions for their financial goals. You will collaborate with clients, recommend banking and investment strategies, and must hold necessary licenses such as Series 7 & 66. This role requires building strong relationships, effective communication, and the ability to engage clients confidently. Offering a competitive salary and benefits, this position also emphasizes professional growth and regulatory compliance.
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