Wealth & Banking Relationship Advisor
Job in
Castro Valley, Alameda County, California, 94546, USA
Listed on 2026-06-18
Listing for:
Hispanic Alliance for Career Enhancement
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor, Banking & Finance, Financial Consultant
Job Description & How to Apply Below
The Hispanic Alliance for Career Enhancement seeks a Financial Advisor in Castro Valley to serve as the main contact for clients, guiding them in uncovering financial opportunities. This role emphasizes client acquisition and deepening existing relationships within regulatory guidelines.
Ideal candidates should have 3+ years of experience in financial services and necessary licenses within 120 days of hiring, with a focus on exceptional client service and solid product knowledge in banking and investment.
Salary ranges from $63,300 to $117,200, with additional health benefits and performance incentives offered.
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