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Senior Financial Advisor – Goals- Wealth Strategy

Job in Indio, Riverside County, California, 92201, USA
Listing for: Bank of America
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
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 financial services firm is seeking a Financial Advisor in California. This role involves delivering comprehensive financial planning, building client relationships, and requiring financial certifications. Ideal candidates will have over 5 years of experience and a portable practice with proven client portfolio management. Compensation includes a salary range of $48,000 to $100,000 annually, along with substantial industry-leading benefits and incentive opportunities.
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Position Requirements
10+ Years work experience
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