Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Central LA Wealth & Financial Solutions Advisor

$70k - $80k

Bank of America

Bank of America in Monterey Park is seeking a Financial Advisor to provide comprehensive financial advice and customized solutions to clients. The role involves triaging client leads, recommending strategies, and building financial plans using brokerage products. Qualified candidates must have at least one year of experience in the investments industry and hold Series 7 & 66 licenses. The position offers a competitive salary ranging from $70,000 to $80,000 annually along with industry-leading benefits. #J-18808-Ljbffr Bank of America

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Central LA Wealth & Financial Solutions Advisor in Monterey Park, CA vacancy
  • $70k - $80k

    Bank of America is seeking an experienced financial advisor in Alhambra, California. This role will focus on providing comprehensive financial advice and customized solutions to clients in order to help them achieve their financial goals. Key responsibilities include triaging... 
    Suggested

    Bank of America

    Alhambra, CA
    1 day ago
  • Bank of America is seeking a Financial Advisor in San Gabriel, California, to provide financial guidance and develop personalized plans for clients. The ideal candidate will manage client relationships, triage requests based on needs, and ensure compliance with industry... 
    Suggested

    Bank of America

    San Gabriel, CA
    1 day ago
  • $70k - $80k

     ...guided by a common purpose to help make financial lives better through the power of every connection...  ...comprehensive advice and customized solutions to clients to help them achieve their...  ...- Los Angeles - 8501 W Pico Blvd - PICO-LA CIENEGA BC (CA9117), US - CA - Monterey Park... 
    Suggested
    Full time
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    South Pasadena, CA
    2 days ago
  • $70k - $80k

    Job Description: The role involves providing comprehensive financial advice and customized solutions to clients, helping them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and... 
    Suggested
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    South Pasadena, CA
    2 days ago
  • Bank of America in Los Angeles is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients aiming to achieve their financial goals. Responsibilities include developing financial plans, triaging client requests, and engaging potential... 
    Suggested

    Bank of America

    Los Angeles, CA
    4 days ago
  • $28.85 - $33.65 per hour

    Job Overview Bank of America provides an opportunity to work as a Financial Solutions Advisor Stage I (FSA I). Your journey starts with securing Securities Industry licenses (Securities Industry Essentials [SIE], Series 7, and Series 66). After obtaining the required licenses... 
    Hourly pay
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Los Angeles, CA
    2 days ago
  •  ...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...  ..., grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America Corporation

    Hollywood, CA
    a month ago
  • A leading wealth management firm in Los Angeles is looking for a Senior Vice President, Financial Advisor to play a key role in regional expansion. The position offers an opportunity...  ...management and comprehensive financial solutions. The firm caters to high-net-worth... 

    The Rogan Group, Inc

    Los Angeles, CA
    2 days ago
  • $70k - $80k

     ...with clients to plan short and long‑term financial goals by building financial plans with...  ...adapts to new information and seeks right solutions for clients. Efficiently manages time...  ...business needs. Training will occur at a central financial center, with potential phone‑based... 
    Temporary work
    Work at office
    Local area
    Monday to Friday

    Bank of America

    Alhambra, CA
    4 days ago
  • $28.85 - $33.65 per hour

     ...Financial Solutions Advisor Stage I (FSA I) Job Description: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided... 
    Hourly pay
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    South Gate, CA
    4 days ago
  • JPMorganChase is looking for a Private Client Advisor in Alhambra, California. The advisor will provide comprehensive financial planning and advice to clients, fostering...  ...relationships while delivering personalized investment solutions. Applicants should have at least two years... 

    JPMorganChase

    Alhambra, CA
    2 days ago
  • Goldman Sachs in Los Angeles seeks Wealth Management Professionals to impact the financial success of high net worth clients. Responsibilities include managing...  ...transactions, and providing tailored financial solutions. The ideal candidate must have a Bachelor's Degree... 

    Goldman Sachs

    Los Angeles, CA
    2 days ago
  • A financial services firm seeks a seasoned Wealth Advisor (SVP level) in Los Angeles. The ideal candidate will have over 10 years of experience in wealth management...  ...internal teams for integrated wealth management solutions. This role offers a competitive salary and... 

    Ground Control Business Management

    Los Angeles, CA
    3 days ago
  • $90k - $100k

     ...changing lives everyday! Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For?...  ...Advisor to build and manage a holistic wealth management practice. You'll provide...  ...financial planning, investment management solutions, and risk management to retirement plan... 
    Permanent employment
    Full time
    Temporary work
    Traineeship
    Relocation
    Relocation package

    CAPTRUST

    Los Angeles, CA
    3 days ago
  • $70k - $80k

     ...Description Provide comprehensive advice and customized solutions to clients to help them achieve their financial goals, including reviewing financial and investment...  ...communities we serve. Locations Burbank, Glendale, La Canada Flintridge, La Crescenta, Los Angeles,... 
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Los Angeles, CA
    17 hours ago
  • $70k - $80k

    Job Overview This position is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role includes triaging client leads, making referrals to business partners based on client needs and asset thresholds... 
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Montebello, CA
    1 day ago
  • Job Overview As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining the required Securities Industry licenses, including...  ...followed by a phone‑based capacity until another suitable central location is determined within a reasonable commuting... 
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Los Angeles, CA
    3 days ago
  •  ...Gabriel, California is seeking a Private Client Advisor in Chase Wealth Management. In this role, you will provide comprehensive financial planning and advice to individuals and families, creating personalized investment solutions and fostering strong relationships. This... 

    JPMorganChase

    San Gabriel, CA
    17 hours ago
  •  ...Wealth Advisor - Vice President NorthCoast Asset Management is an active investment...  .... The firm provides investment solutions for individuals, financial advisors, and institutions. We believe...  ...Advisor, Vice President to join our LA office and inherit a book of high-... 
    Work at office

    Focus Financial Partners

    Los Angeles, CA
    4 days ago
  • $70k - $80k

    Bank of America is seeking a dedicated financial advisor responsible for providing tailored financial solutions to clients in Rosemead, California. The successful candidate will guide clients through their financial goals and needs while managing risk and building relationships... 

    Bank of America

    Rosemead, CA
    1 day ago
  • $180k

    ROLE - FINANCIAL ADVISOR LOCATION - CENTURY CITY, CA WORK TYPE - FULL-TIME | 100% ON-SITE About The Role Leading fee-only wealth management firm with a client-first philosophy rooted in origins...  ...comprehensive financial solutions beyond portfolio management. Focused... 
    Full time
    Work at office

    W3Global

    Los Angeles, CA
    17 hours ago
  • $100k

    Trajan Wealth LLC in Los Angeles is seeking a proactive Financial Advisor to expand their market presence. This W2 role offers a base salary of $100K plus uncapped variable compensation. Advisors utilize educational seminars to foster client relationships and leverage... 

    Trajan Wealth LLC

    Los Angeles, CA
    17 hours ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland...  ...Job Description: Merrill Wealth Management is a leading...  ...referrals Deliver customized solutions and the full resources of...  ...Rights ( " poster. View the LA County Fair Chance Ordinance... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Los Angeles, CA
    2 days ago
  • $115k - $140k

     ...distinguished asset and wealth management firm with over...  ...an experienced Senior Financial Planner to join our team...  ...Financial Planning and Wealth Advisors. You will deliver tailored solutions designed to address all...  ...milestones will be central to your work, as will managing... 
    Permanent employment
    Visa sponsorship
    Free visa
    Flexible hours

    Kayne Anderson Rudnick

    Los Angeles, CA
    17 hours ago
  • Koitecc Solutions is seeking a Relationship Banker in Arcadia, California, to represent the brand with hospitality and utilize cutting-edge financial technology. In this role, you will engage with clients, understanding their financial needs to enhance their banking experience... 

    Koitecc Solutions

    Arcadia, CA
    4 days ago
  • A top financial institution in California is looking for a Private Client Banker to manage affluent client relationships, provide customized banking solutions, and deliver exceptional service. This role involves actively soliciting referrals, educating clients about digital... 

    JPMorgan Chase & Co.

    Temple City, CA
    4 days ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I in Los Angeles, California. The role involves securing necessary securities licenses and providing bank and investment solutions to clients. Successful candidates will progress to more advanced roles while... 

    Bank of America

    Los Angeles, CA
    4 days ago
  • $28.85 - $33.65 per hour

    Bank of America is seeking a Financial Solutions Advisor Stage I in Whittier, CA. This role supports clients with financial solutions and builds relationships while progressing through stages. The advisor will complete necessary certifications, develop client relationships... 
    Hourly pay
    Work at office

    Bank of America

    Whittier, CA
    17 hours ago
  • $100k - $140k

    LPL Financial is seeking a Financial Advisor associated with BMO Bank in Pico Rivera, CA. In this exciting role, you will help clients navigate their financial journeys and grow your business using the bank’s resources and referral system. Requirements include having a... 

    LPL Financial

    Pico Rivera, CA
    2 days ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I in Los Angeles, CA. This role includes obtaining necessary Securities Industry licenses and managing client relationships. You will receive extensive training in delivering core banking and investment solutions... 

    Bank of America

    Los Angeles, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Central LA Wealth & Financial Solutions Advisor. Be the first to apply!