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Financial Solutions Advisor - Client Wealth

Job in California, Moniteau County, Missouri, 65018, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 70000 - 80000 USD Yearly USD 70000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Financial Solutions Advisor - Grow Client Wealth
Location: California

A leading financial institution in California is looking for a Financial Advisor to provide tailored financial solutions to clients. The ideal candidate must hold Series 7 and 66 licenses, have at least one year of experience in the financial services industry, and be skilled in managing client relationships. Key responsibilities include building financial plans, recommending investment strategies, and managing client leads.

The position offers a competitive salary range of $70,000 to $80,000 and benefits aligned with the company's commitment to employee wellness.
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