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

Wealth & Investment Solutions Advisor

Bank of America Corporation

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 Corporation

Vacancy posted 2 hours ago
Similar jobs that could be interesting for youBased on the Wealth & Investment Solutions Advisor in Glendale, CA vacancy
  • $155.6k - $306.8k

    Position Summary As a Manager in Investment and Wealth Management, you will help organizations define strategic priorities, solve complex...  .... Enable wealth management transformation across advisor platforms, custodians, Turnkey Asset Management Platforms (TAMPs... 
    Suggested
    Local area
    Visa sponsorship

    Deloitte

    Los Angeles, CA
    12 hours ago
  • $100k

     ...perspectives, experiences, and backgrounds, investing in a culture designed to celebrate...  ...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... 
    Suggested
    Full time
    Temporary work
    Local area
    Flexible hours

    Capital Group

    Los Angeles, CA
    4 days ago
  • Bank of America is actively seeking a client-focused advisor to provide comprehensive financial guidance and customized solutions. You will triage leads, refer to partners based on client needs and assets, meet with clients to review goals, and build detailed financial... 
    Suggested
    Work at office

    Bank of America Corporation

    Glendale, CA
    2 hours ago
  • Bank of America is seeking an Advisor to provide comprehensive financial guidance and tailored brokerage solutions to clients. The role includes triaging leads, referring to partners, reviewing goals, and building detailed financial plans using a range of banking and brokerage... 
    Suggested

    Bank of America Corporation

    Glendale, CA
    3 days ago
  • $131k - $184k

     ...nonprofits and cities grow, delivering solutions to solve all their financial needs...  ...Job Description The JPMorgan Wealth Management (JPMWM) business is...  ...Chase Wealth Management, J.P. Morgan Advisors, J.P. Morgan Self-Directed Investing, J.P. Morgan Investments Direct,... 
    Suggested
    Full time

    Testing Site - JPMC

    Los Angeles, CA
    12 hours ago
  • $170k - $200k

     ...Position Title : Wealth Advisor Salary Range: $170,000 - $200,000/ Year DOE About:...  ...deliver sophisticated wealth management solutions. You will take ownership of business development...  ...needs, and develop customized investment and financial planning strategies. With... 
    Work at office

    Boutique Recruiting

    Los Angeles, CA
    12 hours ago
  •  ...recognized, rapidly growing RIA to help them add a Senior Wealth Advisor in Los Angeles area. This is a fantastic opportunity to...  ...house advanced planning team support, institutiona‑quality investment solutions, centralized operational support, and advanced technology.... 
    Contract work
    For contractors
    Work at office

    hireneXus

    Los Angeles, CA
    1 day ago
  • $170k - $210k

     ...For more than 40 years, Mercer Advisors has been helping families...  ...integrating financial planning, investment management, business...  ...Job Summary The Senior Wealth Advisor focuses on deepening...  ...needs of clients and propose solutions that fit each client's unique... 
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Los Angeles, CA
    12 hours 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 work
    Work experience placement
    Local area

    M&T Bank Corporation

    Los Angeles, CA
    1 day ago
  •  ...Summary As a member of Mountain America’s wealth management team, you will collaborate...  ...provide comprehensive wealth management solutions to our members. This role is pivotal in...  ...and Abilities: Experience providing investment guidance and advice to members. Must be... 
    Work at office
    Remote work
    Work from home

    Mountain America Credit Union

    Glendale, CA
    1 day 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... 
    Full time
    Immediate start

    Columbia Bank (WA, OR & ID)

    Los Angeles, CA
    4 days ago
  •  ...innovative thinking meets disciplined investing as we challenge the status...  ...what matters most.Schwab Wealth Advisory is a fee‑based, non‑...  ...investment advisory solution built on trust, personalized...  ...to our clients. As a Wealth Advisor, you’ll manage ongoing client... 
    Full time
    Work at office

    The Charles Schwab Corporation

    Los Angeles, CA
    1 day ago
  •  ...innovative thinking meets disciplined investing as we challenge the status...  ...what matters most. Schwab Wealth Advisory is a fee‑based, non‑...  ...investment advisory solution built on trust, personalized...  ...to our clients. As a Wealth Advisor , you’ll manage ongoing client... 
    Work at office

    Charles Schwab

    Los Angeles, CA
    1 day ago
  •  ...We are looking for a \"Senior Wealth Advisor\" with deep experience working with High-Net-...  ...markets with private credit and alternative investments sourced directly through the firm's...  ...delivering differentiated investment solutions to clients. Based in Los Angeles or... 
    Work at office
    Relocation

    ZPEED Recruitment

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

     ...Financial Advisor at CAPTRUSTJoin Our Team as a Financial Advisor at CAPTRUST!Who Are...  ...to build and manage a holistic wealth management practice. You'll provide comprehensive financial planning, investment management solutions, and risk management to retirement plan... 
    Temporary work
    Local area
    Flexible hours

    CAPTRUST

    Los Angeles, CA
    4 days ago
  • $70k - $200k

     ...WealthCompany: CitiCiti Global Wealth brings together the full power of...  ...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... 
    Full time
    Work at office

    Citigroup

    Los Angeles, CA
    1 day ago
  •  ...services firm is seeking an experienced Wealth Advisor to join its expanding advisory team....  ...provides comprehensive financial planning and investment advisory services to individuals and...  ...to deliver integrated planning solutions.Support clients through major financial... 

    CyberCoders

    Los Angeles, CA
    3 days ago
  • $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... 
    Full time
    Temporary work
    Work experience placement

    M&T Bank

    Los Angeles, CA
    2 days ago
  •  ...Private Wealth Consultant (PWC) Thornburg is a global investment firm delivering on strategy for institutions, financial...  ...income, equities, and multi-asset solutions. As an independent firm,...  ...Thornburg products to financial advisors and professional buyers focusing... 
    Worldwide
    Flexible hours

    Thornburg Investment Management

    Los Angeles, CA
    4 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 time
    Bank staff

    Fifth Third

    Los Angeles, CA
    12 hours ago
  • U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and advisory within the Wealth Management Team in Beverly Hills. You will facilitate strategies across portfolio management, trust administration, and insurance, tailoring goals-based portfolios... 

    US Bank

    Beverly Hills, CA
    4 days ago
  • $75k - $160k

     ...10-08Wealth ManagementAcross Wealth Management, Goldman Sachs helps...  ...their financial goals. Our advisor-led wealth management businesses...  ...provide financial planning, investment management, banking and...  ...consumer business provides digital solutions for customers to better spend... 
    Full time
    Temporary work
    Part time

    Goldman Sachs

    Los Angeles, CA
    3 days ago
  •  ...Relationship Banker to build trusted client relationships, assess banking needs, and guide customers to suitable deposit and loan solutions. You will open accounts and process loans, delivering consistent service while leveraging digital tools. You will educate clients... 

    US Bank

    Los Angeles, CA
    3 days ago
  •  ...customers with a digital-first mindset. The role requires NMLS registration under the SAFE Act and Regulation Z, with background and credit checks. You will identify financial solutions aligned with clients’ goals and contribute to branch growth and #J-18808-Ljbffr US Bank

    US Bank

    Los Angeles, CA
    3 days ago
  •  ...seeking a Relationship Banker to build trusted client relationships by meeting face to face and engaging customers with tailored solutions. You will assess and fulfill banking needs, open accounts, and guide clients through loans and digital tools. The role emphasizes... 

    US Bank

    Los Angeles, CA
    3 days ago
  •  ...The Wealth Advisor leads assigned client relationships while continuing to serve as a key advisor on more complex relationships led by Senior Wealth Advisors. This role represents the transition from primarily supporting client relationships to taking direct responsibility... 

    Threadline Wealth

    Los Angeles, CA
    3 days ago
  • 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 work
    Afternoon shift

    JPMorgan Chase & Co.

    Glendale, CA
    4 days ago
  •  ...The Senior Wealth Advisor is a senior relationship leader responsible for managing a significant book of high-net-worth and complex client...  ...client needs, independently navigate complex planning and investment situations, and bring together the appropriate internal and external... 

    Threadline Wealth

    Los Angeles, CA
    3 days ago
  •  ...partnered with a highly respected, independent wealth management firm known for its...  ...exceptionally large .We are seeking an experienced advisor to join in a high-impact "hunter"...  ...concentrated stock positions, alternative investments, and tax-efficient portfolio... 
    Relocation package

    Harrison Gray Search

    Los Angeles, CA
    5 days ago
  • $30 per hour

    DHL is seeking a Customer Solution Program Analyst in Alaska, USA. The role focuses on deploying ESS items, client demonstrations, and ensuring flawless shipment manifests while aligning with DHL standards. The position is full-time, with hourly compensation in the $30... 
    Hourly pay
    Full time

    MaziCTools

    Los Angeles, CA
    1 day ago

Do you want to receive more vacancies?

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