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Wealth Planner & Investment Advisor

Job in Arroyo Grande, San Luis Obispo County, California, 93421, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Financial Consultant, Banking & Finance, Financial Advisor, Financial Sales
Job Description & How to Apply Below
A major banking institution is seeking a financial advisor in Arroyo Grande to provide comprehensive advice and customized solutions to clients. The role involves building financial plans, triaging client leads, and recommending banking and investment strategies. Applicants should hold relevant financial licenses and demonstrate strong relationship-building skills. This position offers competitive pay, comprehensive benefits, and opportunities for professional growth. Candidates must be flexible with work schedules, including some weekend commitments.
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