Senior Wealth Advisor: Custom Portfolios & Planning
U.S. Bank
A leading financial institution in San Francisco seeks a Wealth Management Advisor responsible for providing investment planning and insurance services. Ideal candidates will have a Bachelor's degree and 3-5 years in financial sales, with strong analytical and interpersonal skills. Knowledge of financial planning and required licenses (FINRA Series 7, 63, 65 or 66) are essential. This position offers a competitive salary and opportunities for professional growth. #J-18808-Ljbffr
Vacancy posted 11 hours ago
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