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Job description
SupportFinity™ is seeking an Investment Specialist in San Francisco to enhance client relationships and provide top-notch investment solutions. This role involves conducting investment reviews, advising on asset allocations, and cooperating with a dynamic team to support clients' financial growth.
The ideal candidate will possess a Bachelor's degree, relevant licenses, and significant experience in Private Banking. Candidates will also benefit from a competitive rewards package, including health and wellness programs.
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Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.