Financial Solutions Advisor - San Francisco

Only for registered members San Francisco, United States

1 week ago

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Job summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Responsibilities

- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

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