Licensed Financial Solutions Advisor (Series 7/66)

A leading financial services firm is seeking an experienced financial advisor to help clients achieve their financial goals through customized advice and comprehensive solutions. Responsibilities include triaging client requests, recommending banking and investment strategies, and building financial plans. Candidates should have at least one year of relevant experience, hold necessary licenses, and be capable of effective client communication. Positions require a commitment to an in-office culture in Redwood City, California. #J-18808-Ljbffr