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

Wealth Planning & Financial Solutions Advisor

Bank of America

Bank of America is seeking a financial advisor based in Newark, California, responsible for advising clients on achieving their financial goals. Applicants must hold Series 7 and 66 licenses, and have experience in the financial services industry. Key duties include triaging client requests and building financial plans. The position operates Monday through Friday, with some Saturday availability required. Ideal candidates are strong communicators, relationship builders, and possess a dedication to delivering exceptional client experiences. #J-18808-Ljbffr Bank of America

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Planning & Financial Solutions Advisor in Newark, CA vacancy
  • Bank of America in Fremont, California, is seeking a Financial Advisor responsible for offering tailored financial advice to clients. You'll help clients develop financial plans, triage client leads, and ensure compliance with industry regulations. The ideal candidate... 
    Suggested

    Bank of America

    Fremont, CA
    1 day ago
  • $70k - $80k

     ...guided by a common purpose to help make financial lives better through the power of every...  ...providing comprehensive advice and customized solutions to clients to help them achieve their...  ...investment goals, building a financial plan, and recommending brokerage products.... 
    Suggested
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Newark, CA
    1 day ago
  • Bank of America is seeking a proactive client advisor responsible for providing tailored financial advice to clients. This role includes planning financial goals, recommending products, and ensuring compliance with regulations. Ideal candidates will have strong interpersonal... 
    Suggested

    Bank of America

    Castro Valley, CA
    1 day ago
  • $124k - $140k

     ...Summary Focus Partners Wealth is seeking a Senior Associate Wealth Advisor to join our team! The...  ...opportunity to work with a planning centric team dedicated...  ...participation in the financial planning process. Responsibilities...  ...highly personalized solutions tailored to their... 
    Suggested
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Financial Partners Inc.

    Menlo Park, CA
    23 hours ago
  • Charles Schwab in Fremont, California is looking for a qualified individual to provide financial guidance and wealth management services to clients. You will maintain strong client relationships and apply communication strategies to enhance client satisfaction. The ideal... 
    Suggested

    Charles Schwab

    Fremont, CA
    4 days ago
  • $70k - $80k

     ...Financial Advisor This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include...  ...investment goals, building a financial plan, and recommending brokerage products.... 
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Milpitas, CA
    4 days ago
  • $106k - $150k

     ...helping clients build stronger financial futures. From banking and...  ...investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise....  ...identified, Affluent Wealth Advisors work with a team of Wealth experts... 
    Temporary work
    Local area

    First Citizens

    Palo Alto, CA
    23 hours ago
  • $70k - $80k

     ...guided by a common purpose to help make financial lives better through the power of every...  ...providing comprehensive advice and customized solutions to clients to help them achieve their...  ...investment goals, building a financial plan, and recommending brokerage products.... 
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Union City, CA
    4 days ago
  • $106k - $150k

     ...Citizens Bank in Palo Alto seeks an Affluent Wealth Advisor to manage relationships with High Net Worth clients. The advisor will utilize a planning-based approach to understand client needs and deliver tailored financial solutions. Candidates should possess a Bachelor’s... 

    First Citizens

    Palo Alto, CA
    4 days ago
  • Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to help clients achieve their financial goals in Redwood City, California. You will be responsible for triaging client leads, referring to business partners, and meeting... 

    Bank of America

    Redwood City, CA
    4 days ago
  • $88.4k - $132.6k

    Citigroup Inc. is seeking a Wealth Relationship Advisor in Fremont, California. This seasoned professional role involves building and deepening client relationships while providing financial planning and investment advice. Candidates should have 5-8 years of experience... 

    Citigroup Inc.

    Fremont, CA
    1 day ago
  • Charles Schwab Corporation is seeking a Financial Consultant to empower clients with financial guidance and wealth management strategies in Fremont, California. You will...  ...on trust while providing tailored financial planning advice to existing Schwab clients. This role requires... 
    Flexible hours

    Charles Schwab Corporation

    Fremont, CA
    4 days ago
  • TwinThread is seeking a Financial Advisor to deliver personalized investment solutions and foster strong client relationships. The ideal candidate will have at least 2 years of experience in financial services and necessary licenses such as Series 7 and Series 66. Responsibilities... 

    Aumni

    Fremont, CA
    2 days ago
  • $136.8k - $198.38k

     ...is based on the idea that transforming financial lives starts by giving our people the freedom...  ...of the base pay** The Senior Private Wealth Advisor, Practice Lead (Personal Strategy)...  ...related to client onboarding, financial planning, and investor education. Collaborate with... 
    16 hours
    Full time
    Temporary work
    Work experience placement
    Casual work
    Private practice
    Work at office
    Local area
    Remote work
    Work from home
    Flexible hours

    Empower

    Fremont, CA
    1 day ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda,...  ...Job Description: Merrill Wealth Management is a leading provider...  ...management, including planning for retirement, education, legacy...  ...Deliver customized solutions and the full resources of Bank... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Palo Alto, CA
    2 days ago
  • $85k - $110k

     ...Associate Wealth Advisor Menlo Park, CA Position Summary Focus Partners Wealth is seeking...  ...an exciting opportunity to work with a planning centric team dedicated to creating...  ...relationships through active participation in the financial planning process. Responsibilities... 
    Work at office
    Remote work
    2 days per week

    Focus Financial Partners Inc.

    Menlo Park, CA
    1 day ago
  • $80k - $85k

     ...Associate Wealth Advisor – Focus Partners Wealth Focus Partners Wealth is seeking an Associate Wealth Advisor to join a planning‑centric team dedicated to creating personalized wealth advice...  ...and actively participate in the financial planning process. Hybrid Schedule –... 
    Work at office
    Remote work
    3 days per week

    Focus Financial Partners Inc.

    Palo Alto, CA
    23 hours ago
  •  ...Financial Solutions Advisor Registration Candidate- East Bay Market Fremont, California To proceed with your application, you must be at least...  ...discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Fremont, CA
    23 hours ago
  • $86.1k - $107.2k

     ...Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth...  ...opportunity to work with a planning centric team dedicated to creating...  ...through active participation in the financial planning process. Responsibilities... 
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Partners LLC

    Palo Alto, CA
    1 day ago
  • $100.8k - $162.4k

     ...while enabling them to preserve their wealth for future generations, and provide for...  ...Responsibilities Support Wealth Advisor in delivering exceptional services to clients...  ...of all wealth, investment, and financial planning processes Begins to prepare and make... 
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient Capital Partners

    Menlo Park, CA
    3 days ago
  • Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. You'll foster trust-based relationships while guiding clients in their investment journeys and consolidating their assets. This position demands strong... 

    Charles Schwab

    Milpitas, CA
    3 days ago
  • Charles Schwab Corporation is seeking a Financial Consultant to provide clients with financial guidance and wealth management services. This role emphasizes forming lasting client relationships and expanding one’s own financial practice through active networking and referrals... 
    Flexible hours

    Charles Schwab Corporation

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

     ...of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized... 
    Hourly pay
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Fremont, CA
    14 hours ago
  • Bank of America in Fremont is seeking a Financial Solutions Advisor Stage I to kickstart your career in finance. You will obtain your Securities Industry licenses and develop foundational skills to manage client relationships effectively. Success in this role leads to further... 

    Bank of America

    Fremont, CA
    3 days ago
  • Bank of America is seeking a Financial Advisor in Palo Alto, California. This role involves providing tailored financial plans, managing client relationships, and adhering to regulatory requirements. Ideal candidates have experience in the investments industry and hold... 

    Bank of America

    Palo Alto, CA
    4 days ago
  • Mcknights is looking for a Private Client Advisor in Hayward, California. This role involves offering comprehensive financial planning and personalized investment solutions to individuals and families. The ideal candidate should have at least 2 years of experience, strong... 

    Mcknights

    Hayward, CA
    4 days ago
  •  ...California, to build client relationships and offer tailored financial solutions. The role requires 5-8 years of relevant experience and...  ...through organized events. A Bachelor’s degree is preferred along with proficiency in financial planning software. #J-18808-Ljbffr Citi

    Citi

    Milpitas, CA
    23 hours ago
  •  ...Gotta Have Funds is seeking a Junior Financial Advisor in Redwood City, CA. This role...  ...grow in a collaborative financial planning environment. Ideal candidates will...  ...critical support to clients and the team. #J-18808-Ljbffr Golden Summit Wealth & Insurance Solutions

    Golden Summit Wealth & Insurance Solutions

    Redwood City, CA
    4 days ago
  • Focus Partners Wealth in Walnut Creek is seeking an Associate Wealth Advisor to enhance client relationships through comprehensive financial planning. You will collaborate with Wealth Advisors to develop strategies in investment, estate, and tax planning. This role offers... 
    Work at office
    Remote work

    Focus Partners Wealth

    Palo Alto, CA
    2 days ago
  • A leading financial services firm in Union City is seeking a Private Client Advisor to deliver personalized investment solutions and financial planning to clients. The role involves building strong client relationships, supporting team success, and demonstrating a deep... 

    JPMorgan Chase & Co.

    Union City, CA
    4 days ago

Do you want to receive more vacancies?

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