Financial Solutions Advisor - San Francisco
1 week ago

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
Job description
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