Wealth & Investment Solutions Advisor
Bank of America
Bank of America is actively seeking a licensed financial professional to deliver comprehensive advice and customized solutions. You will triage client leads, refer to partners, and review financial and investment goals with clients to build robust financial plans using brokerage products. Successful candidates hold Series 7/66 (or equivalents), have 1+ year in investments or financial services, and excel in relationship-building, communication, and fast-paced environments while maintaining #J-18808-Ljbffr Bank of America
Vacancy posted 5 hours ago
Similar jobs that could be interesting for youBased on the Wealth & Investment Solutions Advisor in Glendale, CA vacancy
- Bank of America is seeking a Financial Advisor to provide comprehensive financial guidance, triage leads, and build customized plans... ...Series 7 & 66 licenses (63/65 acceptable), at least 1 year in investments or financial services, and strong client relationship skills....Suggested
$162.1k - $270.1k
...business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners,... .... Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial...SuggestedFull timeTemporary workWork experience placementM&T Bank
Los Angeles, CA2 days ago$100k
...perspectives, experiences, and backgrounds, investing in a culture designed to celebrate... ...learn new ones “I can succeed as a Private Wealth Advisor at Capital Group.”As a Private Wealth... ...world-class marketing and investment solutions, administrative support, compliance oversight...SuggestedFull timeTemporary workLocal areaFlexible hoursCapital Group
Los Angeles, CA17 hours ago$70k - $200k
...CoverageCompany: CitiCiti Global Wealth brings together the full power... ...Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and... ...to Wealth’s leading investment solutions platform, which allows us to deliver...SuggestedFull timeWork at officeCitigroup
Los Angeles, CA17 hours ago- ...2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure... ...key approach to LTC and Insurance solutions.About the Role:A Senior Wealth Advisor is an experienced... ...based on comprehensive planning and investment strategies consistent with their individual...SuggestedFull timeImmediate start
Columbia Bank
Los Angeles, CA1 day ago $162.1k - $270.1k
...business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners,... ...Works closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess the client’s current financial...Temporary workWork experience placementLocal areaM&T Bank Corporation
Los Angeles, CA1 day ago- ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's... ...principles in the practice of financial investment, life coaching and planning strategies.... ...develop and implement excellent financial solutions and actively participate in the timely...Work at officeLocal areaNight shift
Blue Trust
Los Angeles, CA4 days ago $60k - $120k
...EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 2026, serving predominately... ...clients' financial goals, and creating tailored solutions for investment, retirement, and estate planning. The advisor collaborates...Temporary workWork at officeImmediate startFlexible hoursEP Wealth Advisors
Los Angeles, CA3 days ago- ...Lead Advisor is a wealth management consulting and search firm. This role is for a client in Boise... ...to make recommendations for planning solutions while being a trusted source of... ...effectively with the Financial Planning, Investment, and Marketing teams. • Provide training...Interim role
Jobrapido
Los Angeles, CA4 days ago - ...the U.S. Private Bank seeks a Head of Investments and Advice to lead the Investor team within... ...Team Leader, Market Manager, and Wealth Advisors to drive priorities and sales initiatives... ...management, and complex investment solutions for Ultra/High Net Worth clients is required...
- Advisor Business Solutions, Inc. is seeking an Associate Portfolio Manager in a remote Los Angeles area role. You will support the lead Wealth Advisor and Portfolio Manager with portfolio management, client reporting, and trade processes for UHNW clients. Strong communication...Remote job
$75k - $160k
Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower... ...their financial goals. Our advisor-led wealth management... ...provide financial planning, investment management, banking and comprehensive... ...business provides digital solutions for customers to better spend...Full timeTemporary workPart timeGoldman Sachs
Los Angeles, CA3 days ago- ...recognized, rapidly growing RIA to help them add a Senior Wealth Advisor in Los Angeles area. This is a fantastic opportunity to join... ...advanced planning team support, institutiona‑quality investment solutions, centralized operational support, and advanced technology....Contract workFor contractorsWork at office
- ...Federal Credit Union is seeking an experienced Wealth Advisor in Southern California to help members achieve... ...success through personalized planning, investment management, retirement strategies, and insurance solutions. You will join a growing team with the resources...
- We are looking for a \"Senior Wealth Advisor\" with deep experience working with High-Net-Worth... ...with private credit and alternative investments sourced directly through the firm's... ...delivering differentiated investment solutions to clients. Based in Los Angeles or willing...Work at officeRelocation
- ...Trust, in Los Angeles, seeks a seasoned Wealth Advisor to manage a high-net-worth client base... ...coordinate a cross-functional team of investment professionals. You will drive revenue through... ...management, delivering tailored wealth solutions with integrity. The role requires a...
$170k - $210k
For more than 40 years, Mercer Advisors has been helping families... ...integrating financial planning, investment management, business... ...methodologyhere . Job Summary The Senior Wealth Advisor focuses on deepening... ...needs of clients and propose solutions that fit each client's unique...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...for this role to work on site in the specified locations. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service...Work at office
- ...recognized, rapidly growing RIA to add a Senior Wealth Advisor in the Los Angeles area. This role... ...with comprehensive planning and investment guidance. You will collaborate with internal... ...to deliver integrated client solutions, while growing a book of business through...
- JPMorgan Chase is seeking a Wealth Client Specialist within Wealth Management to address... ...autonomous client development, deep knowledge of investments, trusts, estates and tax considerations, and the ability to deliver tailored solutions while #J-18808-Ljbffr JPMorganChase
- Right Hire Consulting LLC is seeking seasoned financial advisors (RIAs and Wealth Advisors) with a minimum of $30M AUM who are open to partnerships offering enhanced back-office support, growth opportunities, and succession planning. Ideal candidates are RIAs or Wealth...
$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryThe OpportunityAs... ...- Utilizing AI fluency and digital tooling for innovative solutions- Managing complex projects with a focus on regulatory compliance...Full timeH1bPwC
Los Angeles, CA1 day ago- Wealth AdvisorPosition OverviewWe are seeking a client-focused Wealth Advisor to provide comprehensive financial planning and investment guidance to individuals and families. The Wealth Advisor will... ...) to coordinate holistic solutions for clients.Ensure compliance...Temporary workWork at officeFlexible hours
CyberCoders
Pasadena, CA4 days ago $121.9k - $262.1k
## Senior Investment AdvisorApply: Los Angeles, CA: Full time: Posted Today: End Date... ...partners. Acts in partnership with the Wealth Management Advisor (WMA) to retain and attract new... ...branded presentations, materials, and solutions.* Demonstrated effective problem solving...Full timeBank staff$177k - $300k
...! Job Description Executive Wealth Services (EWS) delivers corporate... ..., and wealth management solutions to senior executives at participating... .... Partnering closely with advisors and specialists, the... ...Advisors, and specialists across investment management, credit, banking,...Work experience placementWork at officeWork from homeFlexible hoursShift workDay shift- Bank of America is seeking a licensed financial professional to provide comprehensive advice and tailored solutions, helping clients achieve financial goals. You will triage leads, refer to partners by asset thresholds, meet with clients to review goals, build financial...
$350k
...Senior Wealth Advisor Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage... ...client is seeking a Senior Wealth Advisor who leads with investments. Responsibilities: Manage, develop and retain full-...Avior Executive Search, Inc
Los Angeles, CA5 days ago- ...Title : Senior Wealth Advisor About the Opportunity Harrison Gray Search has partnered with a highly respected, independent wealth... ...coordination, concentrated stock positions, alternative investments, and tax-efficient portfolio construction Demonstrated ability...Relocation package
Harrison Gray Search and Consulting LLC
Los Angeles, CA3 days ago - ...Bank in Los Angeles seeks a Relationship Banker to build trusted client relationships, assess banking needs, and offer financial solutions. You will open accounts, process requests, and educate clients on digital products, while collaborating with branch teams for superior...
- JPMorgan Chase & Co. is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality while using banking solutions and fintech to serve clients. You will acquire, manage, and retain client relationships, tailoring recommendations to address...Weekend workAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth & Investment Solutions Advisor. Be the first to apply!
Related searches
- financial counselor Glendale, CA
- associate corporate finance Glendale, CA
- financial advisor associate Glendale, CA
- financial consultant Glendale, CA
- financial advisor training program Glendale, CA
- estate planning consultant Glendale, CA
- financial planning administrator Glendale, CA
- finance associate Glendale, CA
- financial advisor Glendale, CA
- wealth advisor Glendale, CA