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Senior Financial Advisor – Goals- Wealth Strategy

Job in Newport Beach, Orange County, California, 92659, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-18
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 48000 - 100000 USD Yearly USD 48000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Senior Financial Advisor – Goals-Based Wealth Strategy
A leading wealth management firm in Newport Beach, California, is seeking experienced Financial Advisors to join the Experienced Advisor Program. Candidates should have over 5 years of experience with a transportable practice, proven relationship building skills, and the ability to deliver customized financial solutions. The role offers a competitive salary between $48,000 and $100,000, along with industry-leading benefits and incentives based on performance.
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Position Requirements
10+ Years work experience
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