Strategic Financial Solutions Advisor
$70k - $80kBank of America ATM
Bank of America seeks a Financial Advisor in Santa Clarita, CA to deliver tailored financial advice and develop client investment strategies. Responsibilities include managing client interactions, building financial plans, and ensuring compliance with federal regulations. The ideal candidate has at least one year of experience in financial services and holds required licenses. This position offers a competitive salary ranging from $70,000 to $80,000 annually, plus incentives based on performance. #J-18808-Ljbffr Bank of America
$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor (FSA I) in Santa Clarita, CA. This role offers the opportunity to obtain necessary industry licenses, including the SIE, Series 7, and Series 66, while receiving dedicated training and coaching. The ideal candidate...SuggestedHourly payMonday to Friday$70k - $80k
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...SuggestedFull timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$28.85 - $33.65 per hour
Job Overview Financial Solutions Advisor Stage I (FSA I) - your journey starts with obtaining Securities Industry licenses (SIE, Series 7 and Series 66 within 30 and 120 days, respectively) and progressing through dedicated training and coaching. You will acquire, build...SuggestedHourly payMonday to FridayShift workDay shift- A leading financial institution in California seeks a Financial Solutions Advisor Registration Candidate to develop skills for advising clients on financial solutions. You will receive training and support for obtaining necessary licenses while building client relationships...Suggested
$28 - $33 per hour
Overview Join to apply for the Financial Solutions Advisor Registration Candidate- Tri Valley Market role at Bank of America . This range is provided by Bank of America. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more...SuggestedWork at officeImmediate startMonday to Friday- ...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco,... ...prospective clients and capitalize on referrals Deliver customized solutions and the full resources of Bank of America Merrill...Work at officeShift workDay shift
$50k - $150k
...insurance brokerage and consulting firms in the US, is adding a Financial Advisor to their LBW team in Valencia, CA. This is a hybrid role.... ...to listen to client needs and provide suitable financial solutions Proficiency with computer systems and Microsoft Office Suite...Work at officeLocal area$120k
..., you have the potential to thrive as a financial professional, positively impacting families... ...a variety of financial products and solutions, such as life insurance, annuities, and... ...solutions while working as a financial advisor. Leverage digital tools provided by New...Relocation package- A leading financial services company in Santa Clarita is seeking a Financial Professional to assist families with their financial goals. The role includes providing solutions like life insurance and retirement planning. Candidates should possess strong communication skills...Relocation package
- Thrivent in Santa Clarita is seeking a committed financial advisor to provide expert financial advice and make a significant impact in the lives of clients. In this role, you will build lasting relationships and empower clients with actionable insights tailored to their...
- A leading financial services company is seeking self-disciplined individuals to become insurance agents. This role offers commission-based compensation and extensive training. Agents will provide crucial support to clients in their financial planning while enjoying benefits...
- About Bank of America We help make financial lives better through responsible growth and by delivering for our clients, teammates, communities... ...their financial and life priorities and connecting them to solutions that meet their financial goals. Responsibilities Execute...Shift workWeekend workDay shift
- ...a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service to a select group of Chase’s affluent clients, as well as other...Afternoon shift
- ...professionals who will collectively develop creative financing solutions to resolve complex and often unique issues for local... ...duties and responsibilities include collecting and analyzing financial data to determine the creditworthiness of the prospect....Local area
- Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...
- Fairygodboss is seeking a Private Client Banker in Santa Clarita, CA. This role focuses on delivering personalized banking solutions and managing relationships with affluent clients. Responsibilities include providing excellent service, educating clients on digital banking...
$52.73k
...knowledge of loan products and underwriting guidelines Provide consultative service to members, analyzing financial information and identifying appropriate loan solutions Partner with Logix Retail Banking team to deepen member relationships Work collaboratively with...Work at office$23.19 - $28.35 per hour
...available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. Builds and... ...and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for...Temporary workLocal area$20 - $25.14 per hour
...part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local... ...engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers Complete operational...Work experience placementLocal area- Mercor is recruiting Finance Experts for a research project with a leading foundational model AI lab. The role requires candidates to be based in Portugal or Brazil and have at least 2 years of relevant experience in top firms. Engagement is for a minimum of 10 hours per...Part time10 hours per week
- Modern Woodmen of America in Santa Clarita is seeking dedicated financial representatives to help individuals achieve their financial goals by creating tailored financial plans. This role offers comprehensive training, the chance to make a real impact in the community,...
$25 - $26.77 per hour
...operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily... ...our clients' financial lives. Is confident in identifying solutions for new and existing clients based on their needs. Communicates...Hourly payShift workWeekend workDay shift- ...transactions through various self-service resources. A strong focus on client relationships, compliance with established processes, and financial services knowledge are key. Successful candidates will possess a High School Diploma or equivalent, with a passion for delivering...Day shift
$89.61k - $138.9k
Financial Analyst III The Financial Analyst III performs financial analysis and assistance with projects including: product & branch profitability... ...in meetings with internal & external organizations, to find solutions, & implement new methods or processes. Performs cash...$89.61k - $138.9k
Logix Federal Credit Union is seeking a Financial Analyst III to perform in-depth financial analysis and support various projects. The... ...manage pricing recommendations, and analyze trends to inform strategic decisions. A Bachelor's degree in finance or related field, alongside...$45 - $55 per hour
Century Group is seeking a Financial Analyst for their team in Los Angeles County, CA. This contract-to-hire position offers competitive hourly pay between $45 and $55, allowing the successful candidate to contribute to budgeting, forecasting, and special projects. The...Hourly payContract work- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes...Work at officeFlexible hoursShift workWeekend workDay shift
$60k - $90k
...earns trust quickly and keeps it. You listen first, then guide , making customers feel understood while confidently recommending solutions. You’re motivated by goals and growth , and you know how to turn needs-based conversations into confident buying decisions that truly...Full timeFor contractorsWork at office$3,000 - $8,000 per month
...efficiency, improve response times, and enhance the overall customer experience. Associates will be expected to work alongside AI solutions to manage conversations, prioritize leads, and streamline workflows. Key Responsibilities Manage and respond to inbound leads...
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