In-Office Financial Solutions Advisor & Wealth Planner

A leading financial institution in Mountain View is seeking a Financial Advisor to guide clients in achieving their financial goals. This position involves triaging leads, building financial plans, and recommending investment strategies. Ideal candidates should possess the necessary licenses and have a proven track record in the financial services industry. In addition, strong interpersonal skills are crucial to nurture client relationships effectively. This role offers competitive compensation and comprehensive benefits. #J-18808-Ljbffr