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

Client-Focused Financial Solutions Advisor

Bank of America Corporation

Bank of America Corporation seeks a licensed financial professional to deliver comprehensive advice and customized solutions, helping clients reach financial goals while applying licenses and training. The role involves building plans, recommending brokerage products, and ensuring SAFE Act compliance and background checks. Responsibilities include triaging leads, referring to partners, and meeting with clients to review financial objectives. #J-18808-Ljbffr Bank of America Corporation

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client-Focused Financial Solutions Advisor in Westminster, CA vacancy
  • Bank of America in Fountain Valley, CA is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry basics and licenses (SIE...  ...7, Series 66). You’ll learn to acquire, build and manage client relationships and provide financial guidance with a... 
    Suggested

    Bank of America

    Fountain Valley, CA
    3 days ago
  • $70k - $80k

     ...common purpose to help make financial lives better through the power...  ...Growth and delivering for our clients, teammates, communities and...  ...comprehensive advice and customized solutions to clients to help them...  ...Branding Customer and Client Focus Oral Communications Issue Management... 
    Suggested
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

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

     ...common purpose to help make financial lives better through the power...  ...and delivering for our clients, teammates, communities and...  ...impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey...  ...Customer and Client Focus Portfolio Management Prospecting... 
    Suggested
    Hourly pay
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Fountain Valley, CA
    3 days ago
  • Bank of America is seeking a customer-focused associate to educate clients on self-service banking and assist with cash transactions...  ...will engage clients to understand their financial priorities and connect them with suitable solutions while managing daily center flow and... 
    Suggested

    Bank of America Corporation

    Cypress, CA
    5 hours ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I to begin with securities licenses and build client relationships. You will learn to deliver integrated banking...  ...will start in a licensed advisory track with a focus on delivering tailored financial solutions... 
    Suggested

    Bank of America Corporation

    Anaheim, CA
    3 days ago
  • Bank of America is seeking a customer-focused professional to engage clients in the lobby, educate them on self-service options...  ...You will build relationships, understand financial needs, and connect clients with suitable solutions to meet their goals. The role requires... 
    Day shift

    Bank of America Corporation

    Costa Mesa, CA
    3 days ago
  •  ...common purpose to help make financial lives better through the power...  ...Growth and delivering for our clients, teammates, communities and...  ...meetings and presenting customized solutions to clients to help them...  ...Advisory Customer and Client Focus Referral Identification... 
    Work at office
    Work from home
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Huntington Beach, CA
    a month ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a unique...  ...where you can help your clients achieve their goals through...  ...a financial representative focused on client-building and obtaining...  ...Trust Services · Retirement Solutions · Business Needs Analysis... 
    Full time
    Contract work
    For contractors
    Work at office

    UNAVAILABLE

    Huntington Beach, CA
    1 day ago
  • JPMorganChase is hiring a Relationship Banker to represent our brand in-branch. You will build and manage client relationships, offer thoughtful financial solutions, and help clients navigate technology tools like the Chase Mobile App and Chase.com. The role requires... 

    JP Morgan Chase

    Newport Beach, CA
    4 days ago
  •  ...Newport Beach, CA is seeking a Relationship Banker for our branch to deliver hospitality, build lasting client relationships, and provide thoughtful financial solutions. You will engage clients in person and by phone, explain Chase products, and guide them toward... 

    JP Morgan Chase

    Newport Beach, CA
    1 day ago
  • Bank of America in Anaheim, CA is hiring a Financial Solutions Advisor Stage I. You will begin by obtaining required securities licenses and then deliver client-focused banking and investment solutions. The program leads to progression within Bank of America and Merrill... 
    Monday to Friday

    Bank of America

    Anaheim, CA
    4 days ago
  •  ...common purpose to help make financial lives better through the power...  ...Growth and delivering for our clients, teammates, communities and...  ...comprehensive advice and customized solutions to clients to help them...  ...Branding Customer and Client Focus Oral Communications... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Long Beach, CA
    a month ago
  • $124k - $280k

     ...business. We support our clients by addressing the...  ...clients optimise and align financial planning,...  ...performance management solutions that help clients modernize...  ...will drive initiatives focused on FP&A process redesign...  ...and serve as a trusted advisor across finance transformation... 
    Full time
    H1b

    PwC

    Irvine, CA
    4 days ago
  •  ...is seeking a Relationship Banker to build face-to-face client relationships, assess financial needs, and educate customers on banking products and digital...  .... You will engage clients, identify tailored financial solutions, and collaborate with team members to deliver excellent... 

    U.S. Bank

    Buena Park, CA
    15 hours ago
  •  ...common purpose to help make financial lives better through the power...  ...and delivering for our clients, teammates, communities and...  ...Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey...  ...Management Customer and Client Focus Portfolio Management... 
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Anaheim, CA
    22 days ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a unique...  ...where you can help your clients achieve their goals through...  ...a financial representative focused on client‑building and obtaining...  ...Trust Services • Retirement Solutions • Business Needs Analysis... 
    Work at office

    Northwestern Mutual - The South Florida Group

    Anaheim, CA
    1 day ago
  •  ...Private Client Banker You have a passion for taking care of our...  ...tailored to suit their financial needs. As a Private Client...  ...Specialists (Private Client Advisors, Mortgage Bankers and Business...  ...offers innovative financial solutions to millions of consumers, small... 
    Immediate start
    Afternoon shift

    Chase

    Huntington Beach, CA
    5 hours ago
  •  ...America in Anaheim, CA is seeking a customer-focused Bank Teller to engage clients in the lobby, educate on self-service...  ...transactions accurately. You will assess clients' financial needs and connect them to suitable banking solutions, while maintaining compliance and strong... 

    Bank of America Corporation

    Anaheim, CA
    3 days ago
  •  ...a Relationship Banker to build strong client relationships by meeting face to face,...  ...assessing banking needs, and offering suitable financial solutions. The role includes opening accounts,...  ...skills, a history of client-focused service, and the ability to promote digital... 

    U.S. Bank

    Anaheim, CA
    5 hours ago
  • First Bank is seeking a Relationship Banker in a sales-driven role focused on acquiring new clients and deepening existing relationships. The position emphasizes proactive outreach, needs-based recommendations, opening deposits, and cross-selling a broad range of banking... 

    Belay Bank

    Westminster, CA
    3 days ago
  • BMO Financial Group is recruiting a Forward Hire Relationship Banker to support La...  ...and surrounding communities. The role focuses on customer service, needs-based...  ...lending, home financing, and business solutions while guiding clients to digital/self-serve options, ensuring... 

    BMO

    La Habra, CA
    3 days ago
  • Bank of America in Huntington Beach is seeking a client-focused, results-driven professional to support branch operations and relationship...  .... You will build relationships with clients to meet financial needs, promote self-service banking, and help drive a positive... 

    Bank of America Corporation

    Huntington Beach, CA
    5 hours ago
  • Bank of America in Cerritos, California is hiring a Financial Center Associate who serves as the first point of contact for clients, uncovering personal banking needs and offering solutions. You will help clients with self-service options and simple transactions while delivering... 
    Work at office

    Bank of America Corporation

    Cerritos, CA
    4 days ago
  • Bank of America is hiring a Financial Solutions Advisor Stage I in Anaheim, CA. You’ll embark on obtaining SIE, Series 7 and Series 66 licenses, then learn to acquire, build and manage client relationships, offering solutions for complex financial needs. As you progress... 

    NBMBAA

    Anaheim, CA
    5 hours ago
  •  ...Description Job Description As a Financial Advisor you’ll be part of our...  ...system with the freedom to provide solutions for your clients from a broad portfolio of innovative...  ...a large resource network so you can focus on activities that get results.  Series... 
    Work experience placement

    RK Partners

    Newport Beach, CA
    13 days ago
  • Farmers and Merchants Bank of Long Beach in Huntington Beach, CA is seeking a Lending Specialist 1 to provide prompt customer service and support across branches. The role covers loan processing, documentation, and portfolio management, with emphasis on accuracy and compliance...

    Farmers-and-Merchants-Bank-of-Long-Beac

    Huntington Beach, CA
    4 days ago
  • $118.1k - $221.3k

     ...assurance firm, providing clients with a genuine coast-...  ...the world’s leading financial centers – New York,...  ...member of our People Solutions team will follow up with...  ...Audit & Risk Manager (SOX Focus)! Our Risk Advisory...  ...as a valued business advisor, build relationships and... 
    Local area
    Worldwide

    Baker Tilly Advisory Group, LP

    Irvine, CA
    2 days ago
  •  ...provides a wide range of financial services to more than...  ...a creative, people-focused approach to career development...  ...About the Financial Advisor Role:  As a...  ...personalized insurance solutions and financial planning...  ...term relationships with clients, understanding their unique... 
    Internship
    Work at office
    Work from home
    Visa sponsorship
    Flexible hours

    The Fadil Group

    Irvine, CA
    10 days ago
  •  ...Financial RepresentativeThe purpose of the Financial Representative...  ...meet the needs of middle-income clients by educating them on risk...  ...the corresponding financial solutions. A Financial Representative must...  ...solutions in an ethical and client-focused manner, always selling the... 
    Work at office
    Local area

    Western & Southern Life

    Cerritos, CA
    4 days ago
  • $150k

     ...Position: Financial Advisor Locations: Phoenix, AZ | Denver, CO | Remote​ About AQI...  ...fiduciary, we align our interests with our clients by providing personalized financial...  ...support on critical tasks, allowing you to focus on building client relationships and... 
    Work at office
    Remote work

    AQI Services LLC

    Long Beach, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client-Focused Financial Solutions Advisor. Be the first to apply!