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Financial Consultant

Client-Centric Financial Solutions Advisor

Job in Albany, Alameda County, California, 94706, USA
Listing for: Bank of America
Full Time position
Listed on 2026-02-07
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Job Description & How to Apply Below
A leading financial institution in California is looking for a financial advisor to provide tailored advice and personalized solutions to clients. The role involves triaging client leads, recommending investment products, and building financial plans. Candidates should have a minimum of one year of experience in the investments industry, hold relevant licenses, and possess excellent communication skills. This position offers a competitive salary and comprehensive benefits, emphasizing professional growth and client impact.
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