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Financial Solutions Advisor — Licensing & Clients
Job in
Sonoma, Sonoma County, California, 95476, USA
Listed on 2026-01-29
Listing for:
Bank of America
Full Time
position Listed on 2026-01-29
Job specializations:
-
Finance & Banking
Financial Sales, Banking & Finance, Financial Consultant -
Sales
Financial Sales, Banking & Finance
Job Description & How to Apply Below
A major financial institution in Sonoma seeks a Financial Solutions Advisor Stage I to help clients achieve their financial goals. The role includes obtaining required licensing and building client relationships through comprehensive financial advice. This position supports professional growth with dedicated training and provides opportunities for career advancement within the firm. Ideal candidates are self-disciplined, skilled in managing client needs, and effective communicators.
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