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Financial Consultant Financial Advisor Financial Sales Banking & Finance

Client-Focused Investment & Banking Advisor

Job in Fremont, Alameda County, California, 94537, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Sales, Banking & Finance
Job Description & How to Apply Below
A leading financial institution is seeking a motivated advisor to help clients achieve their financial goals. As a key member of the team, you will provide tailored solutions, triage client leads, and recommend investment strategies according to client needs. With opportunities for growth, the position emphasizes relationship building and effective communication within a fast-paced environment. Candidates should possess relevant licenses and experience in the investments and financial services industry.
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