Wealth Solutions Advisor | Investments & Financial Planning

A leading financial services company is seeking a financial advisor in Modesto, California. This role involves providing customized financial advice, building plans with various brokerage products, and managing client interactions. Candidates should have experience in the investment and financial service industry, with licenses such as Series 7 & 66. Strong communication and relationship-building skills are essential. This is a full-time position with a structured work schedule including Mondays to Fridays and rotating Saturdays.
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