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Hybrid Financial Advisor - Client-Centric Wealth Planning

Tri Counties Bank

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. #J-18808-Ljbffr Tri Counties Bank

Vacancy posted more than 2 months ago

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