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Senior Mass Affluent Relationship Advisor

Hispanic Alliance for Career Enhancement, Stockton, CA, United States


Hispanic Alliance for Career Enhancement is seeking a candidate for a position focused on managing a portfolio of mass affluent clients. Responsibilities include developing strong customer relationships, providing financial solutions, and achieving sales targets while ensuring compliance with banking regulations. The ideal candidate will have 4-6 years of relevant experience, financial services knowledge, and required licenses within specific deadlines. Available salary ranges from $63,300 to $117,200, complemented by benefits like health insurance and retirement plans.
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