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Financial Sales Financial Consultant Financial Advisor Banking & Finance

Financial Solutions Advisor – Wealth & Banking Guidance

Job in Petaluma, Sonoma County, California, 94954, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Sales, Financial Consultant, Financial Advisor, Banking & Finance
Job Description & How to Apply Below
A leading financial institution is seeking a qualified individual to provide comprehensive financial advisory services. This role involves working closely with clients to develop tailored financial plans, assessing their investment goals, and recommending appropriate brokerage products. Candidates should have relevant licenses and a strong background in the financial services industry, demonstrating excellent communication skills and an ability to manage client needs effectively.

A commitment to ongoing learning and adaptation is essential.
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