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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