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North Bay Financial Solutions Advisor - Licensing Path

National Black MBA Association, Santa Rosa, CA, United States


A leading financial institution in Santa Rosa seeks a Financial Solutions Advisor to support clients in their financial journeys. The role involves obtaining necessary industry licenses and developing client relationships through a structured training program. Responsibilities include providing tailored financial advice and utilizing a consultative approach to identify client needs. A high school diploma is required, with a preference for candidates holding a bachelor's degree or previous experience in financial services. This position offers industry-leading benefits and a structured work schedule. #J-18808-Ljbffr