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

Financial Solutions Advisor: Client Investment Planner

$70k - $80k

Bank of America

Bank of America is seeking a Financial Advisor in Arcadia, California, responsible for providing tailored financial advice and solutions to clients. The role includes triaging client leads, making strategic referrals, and assisting clients in developing financial plans that align with their goals. A successful candidate will hold necessary licenses, possess at least one year of relevant experience, and demonstrate strong relationship-building skills. The position offers an annual salary ranging from $70,000 to $80,000, according to experience. #J-18808-Ljbffr Bank of America

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Solutions Advisor: Client Investment Planner in Arcadia, CA vacancy
  • $70k - $80k

    Bank of America is seeking a Financial Advisor to provide customized financial solutions. You will assist clients in planning their financial goals, recommend appropriate products, and triage requests based on client needs. The ideal candidate has Series 7 & 66 licenses... 
    Suggested

    Bank of America

    Temple City, CA
    12 hours ago
  • $70k - $80k

    Bank of America is seeking a Financial Advisor to provide tailored financial solutions to clients in Temple City, California. The role involves building financial plans that align with clients' goals and recommending suitable products. Qualified candidates should hold... 
    Suggested

    Bank of America

    Temple City, CA
    2 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...  ...least one year of experience in both the investments and financial service industries, the advisor... 
    Suggested

    Bank of America

    Rosemead, CA
    12 hours ago
  • Bank of America is seeking a Financial Advisor to deliver customized financial solutions to clients in Rosemead, California. The role involves assessing client financial goals, recommending banking and investment strategies, and providing ongoing advice and support based... 
    Suggested
    Full time

    Bank of America

    Rosemead, CA
    1 day ago
  • $70k

    Bank of America is seeking a Financial Advisor to provide tailored financial solutions to clients. The role involves identifying client needs, building financial plans, and recommending investment strategies. A minimum of one year in the investment industry and possession... 
    Suggested

    Bank of America

    San Marino, CA
    1 day ago
  • Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients in California. Responsibilities include developing financial...  ...candidate will have at least one year in investments and hold necessary licenses. Additional... 
    Flexible hours

    Bank of America

    Duarte, CA
    12 hours ago
  • $70k - $80k

    Bank of America is looking for financial advisors in West Covina, California. This role involves providing tailored financial advice and solutions to clients. Responsibilities include managing client relationships, building financial plans, and triaging requests. Candidates... 

    Bank of America

    West Covina, CA
    12 hours ago
  • $70k - $80k

    Bank of America is seeking a Financial Advisor in West Covina, California to provide tailored financial advice and solutions to clients. Responsibilities include developing financial...  ...licenses and have experience in the investments and financial services sectors. This... 

    Bank of America

    West Covina, CA
    1 day ago
  • Bank of America is seeking a Financial Center advisor in Arcadia, CA. The role involves assisting clients in achieving their financial goals through tailored financial...  ...work directly with clients to address their investment needs and refer them to relevant services as... 
    Full time

    Bank of America

    Arcadia, CA
    12 hours ago
  • Bank of America is seeking a Financial Advisor located in Baldwin Park, California. This role will focus on delivering customized financial solutions to clients, including brokerage products and investment strategies. The successful candidate will require relevant licenses... 
    Monday to Friday

    Bank of America

    Baldwin Park, CA
    2 days ago
  • $70k - $80k

    Bank of America is seeking a Financial Advisor responsible for providing expert financial advice to clients. This role involves building tailored financial plans that align with clients' investment goals and triaging their requests. Candidates must hold Series 7 & 66 licenses... 

    Bank of America

    San Marino, CA
    12 hours ago
  • $70k - $80k

    Bank of America is seeking qualified candidates for a role that involves advising clients on their financial goals and recommending products tailored to their needs. The position requires strong skills in managing client relationships and financial planning. Applicants... 

    Bank of America

    Duarte, CA
    1 day ago
  • Bank of America in Glendora, California seeks a Financial Advisor to provide tailored financial solutions to clients. Key responsibilities include assessing client...  ...thresholds, creating financial plans, and recommending investment products. Required qualifications include... 

    Bank of America

    Glendora, CA
    2 days ago
  • $70k - $80k

    Bank of America is seeking a Financial Advisor in Baldwin Park, California. This role involves providing tailored financial solutions to clients, developing financial plans, and ensuring...  ...with a minimum of one year in the investment industry. The position offers an annual... 

    Bank of America

    Baldwin Park, CA
    12 hours ago
  • $70k - $80k

    Bank of America seeks a dedicated Financial Advisor in Arcadia, California, to provide expert financial advice and tailored solutions to clients. You will work closely with clients to develop financial goals, recommend investment strategies, and collaborate with internal... 
    Full time
    Monday to Friday

    Bank of America

    Arcadia, CA
    12 hours 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... 

    JPMorganChase

    Alhambra, CA
    1 day ago
  • $28.85 - $33.65 per hour

    Bank of America in El Monte, CA is hiring a Financial Solutions Advisor Stage I. This role focuses on obtaining Securities Industry licenses while building strong client relationships and delivering banking and investment solutions. The ideal candidate will have a background... 
    Hourly pay

    Dormont Manufacturing Co

    El Monte, CA
    1 day ago
  • Bank of America is looking for a dedicated financial advisor in Glendale, California. The role...  ...comprehensive financial advice tailored to client needs, managing relationships, and building financial plans with various investment products. Successful candidates will hold... 

    Bank of America

    Glendale, CA
    12 hours ago
  • Bank of America is hiring for a financial advisor role in Monterey Park, California. This...  ...tailored financial advice and solutions to help clients achieve their financial objectives....  ...have one year of experience in the investment sector. The role offers a competitive... 

    Bank of America

    Monterey Park, CA
    3 days ago
  • $70k - $80k

     ...of America is seeking an experienced financial advisor in Alhambra, California. This role...  ...comprehensive financial advice and customized solutions to clients in order to help them achieve their...  ...of one year of experience in the investments or financial service industry. The... 

    Bank of America

    Alhambra, CA
    12 hours ago
  • $28.85 - $33.65 per hour

     ...termination. Role and Development As a Financial Solutions Advisor Stage I (FSA I), your journey begins...  ...acquiring, building and managing client relationships to considering a client...  ...deliver Bank of America’s core banking, investment solutions and approach to client care... 
    Hourly pay
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Dormont Manufacturing Co

    West Covina, CA
    1 day ago
  • Bank of America is looking for a Financial Advisor in Arcadia, California, to provide personalized financial advice and help clients achieve their financial goals. Responsibilities...  ...client requests, and addressing investment needs. The ideal candidate should have... 

    Bank of America

    Arcadia, CA
    3 days ago
  • Job Summary As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...  ...acquiring, building, and managing client relationships to considering a client...  .... Collaborate with core banking and investment partners, connecting clients to the... 
    Hourly pay
    Immediate start
    Shift work
    Day shift

    Bank of America

    West Covina, CA
    3 days ago
  • $28.85 - $33.65 per hour

    Bank of America is hiring a Financial Solutions Advisor Stage I in West Covina, California, to guide clients with personalized financial advice. As a new advisor, you will undergo comprehensive training to secure necessary industry licenses, including SIE, Series 7, and... 
    Hourly pay

    Bank of America

    West Covina, CA
    3 days ago
  • $70k - $80k

    Bank of America is seeking a Financial Advisor in Montebello, California, to offer tailored financial solutions and advice to clients. Responsibilities include developing financial...  ...triaging client leads, and recommending investment strategies. The ideal candidate should... 

    Bank of America

    Montebello, CA
    2 days ago
  • $28.85 - $33.65 per hour

    Dormont Manufacturing Co is seeking a Financial Solutions Advisor Stage I in West Covina to engage in client relationships and provide comprehensive financial solutions. This role involves obtaining necessary securities licenses while facilitating clients' financial goals... 
    Hourly pay

    Dormont Manufacturing Co

    West Covina, CA
    1 day ago
  • $70k - $80k

    Bank of America is seeking a Financial Advisor in South Pasadena, CA, to provide financial advice and customized solutions to clients. This role involves meeting with clients to review...  ...suitable brokerage products and investment strategies. Required qualifications include... 

    Bank of America

    South Pasadena, CA
    12 hours ago
  • $70k - $80k

    Bank of America is hiring a Financial Planner in Glendale, California. This role involves providing personalized financial advice and crafting tailored financial solutions for clients to meet their goals. The position requires Series 7 & 66 licenses, alongside a commitment... 

    Bank of America

    Glendale, CA
    2 days ago
  • $70k - $80k

     ...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...  ...at least one year of experience in the investments industry and hold Series 7 & 66 licenses... 

    Bank of America

    Monterey Park, CA
    12 hours ago
  • Bank of America is seeking a Financial Advisor in San Gabriel, California, to provide financial...  ...and develop personalized plans for clients. The ideal candidate will manage client...  ...licenses, coupled with experience in the investment field. A strong focus on client... 

    Bank of America

    San Gabriel, CA
    12 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Solutions Advisor: Client Investment Planner. Be the first to apply!