Financial Solutions Advisor- Encino Financial Center - Los Angeles
1 month ago

Job summary
This position provides comprehensive advice and customized solutions to clients to help them achieve their financial goals by building a financial plan with brokerage products including stocks bonds mutual funds annuities and banking money managed solutions.Responsibilities
- Works with clients to plan their short long-term financial goals by building a financial plan with brokerage products including stocks bonds mutual funds annuities and banking money managed solutions
- Recommends banking investments strategies that align client financial goals needs
Job description
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