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Financial Solutions Advisor — Clients’ Wealth & Plans

Job in Santa Barbara, Santa Barbara County, California, 93190, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Job Description & How to Apply Below
Position: Financial Solutions Advisor — Grow Clients’ Wealth & Plans
A leading financial institution is seeking a motivated professional to provide comprehensive financial advice and customize solutions for clients in Santa Barbara, California. The role requires strong interpersonal skills, relevant licenses, and the ability to work in a fast-paced environment. Responsibilities include building financial plans, managing client relationships, and making investment recommendations. This position offers competitive salary along with industry-leading benefits and opportunities for career growth.
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