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Hybrid Financial Advisor - Client-Centric Wealth Planning
Job in
Northern, Floyd County, Kentucky, USA
Listed on 2026-08-24
Listing for:
Tri Counties Bank
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Tri Counties Bank in Bakersfield, CA is seeking a Financial Advisor who provides investment guidance to clients to help reach their financial goals. You will assess client information, recommend suitable products, and educate clients on risks and potential returns.
Responsibilities include interviewing clients, building a profile, using financial planning tools, and maintaining client files while ensuring FINRA and FDIC compliance.
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