Wealth Solutions Advisor | Investments & Financial Planning

A leading financial institution is seeking a financial advisor in Merced, CA. You will provide comprehensive advice to clients, helping them achieve financial goals through customized solutions. The ideal candidate holds Series 7 and 66 licenses and has experience in the financial services industry. Responsibilities include triaging client leads, meeting clients to review financial plans, and recommending brokerage products. This in-office position allows for some flexibility in a supportive team environment.
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