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Senior Financial Advisor: Build Plans & Client
Job in
Pleasanton, Alameda County, California, 94566, USA
Listed on 2026-03-01
Listing for:
Advisor Talent Solutions
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
A leading financial advisory service in Pleasanton, CA is seeking a Lead Financial Advisor to join their team. The ideal candidate will have a college degree, relevant financial service experience, and the ability to build and maintain strong client relationships. Responsibilities include preparing customized financial plans and providing comprehensive financial advice.
This role offers competitive compensation, including salary and benefits, with an emphasis on client-first service.
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Position Requirements
10+ Years
work experience
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