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

Strategic Financial Planner & Advisory Specialist

$70k - $80k

Bank of America

Bank of America is seeking a financial advisor in Los Angeles. The role involves providing comprehensive advice and solutions, managing client relationships, and meeting financial goals through various products. Qualifications include holding Series 7 & 66 licenses and a minimum of one year in the investments industry. The role offers a competitive salary range of $70,000 - $80,000 and is part of an incentive program. #J-18808-Ljbffr Bank of America

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Strategic Financial Planner & Advisory Specialist in Los Angeles, CA vacancy
  • $70k - $80k

    Bank of America is seeking a financial consultant to provide tailored advice and solutions to clients in Montebello, CA. The role involves...  ..., as well as mitigating risks and managing client needs strategically. The ideal candidate holds Series 7 & 66 licenses and... 
    Suggested

    Bank of America

    Montebello, CA
    1 day ago
  • $102.79k - $217.81k

     ...The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities...  .... KPMG is currently seeking a Senior Specialist, Deal Advisory & Strategy, Data Science...  ...the purchase or sales price, including financial and operational trends of target... 
    Suggested
    Full time
    H1b
    Local area

    KPMG

    Los Angeles, CA
    3 days ago
  • $80k - $95k

    Latham & Watkins, a leading global law firm in Los Angeles, seeks a Strategic Advisory and Financial Analyst. This role involves providing financial support and preparing analysis related to client and firm financial metrics. The ideal candidate will have a bachelor's... 
    Suggested

    Careers

    Los Angeles, CA
    3 days ago
  • $100k - $150k

     ...Associate – Strategic Finance Consulting Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services...  ...into enterprise value. Unlike Accounting Advisory, which focuses on historical reporting,... 
    Suggested
    Temporary work

    Palm Tree LLC

    Los Angeles, CA
    3 days ago
  • $98.9k - $181.4k

     ...EY-Parthenon - Corporate Finance - EY Infrastructure Advisory -Strategic Project Manager - Associate Other locations: Primary Location Only...  ...quality project management support on megaprojects, providing financial, strategic and commercial acumen to senior officials, owner... 
    Suggested
    Work experience placement
    Internship
    Summer holiday
    Work at office
    Local area
    Flexible hours

    Ernst & Young Advisory Services Sdn Bhd

    Los Angeles, CA
    1 day ago
  • $98.9k - $181.4k

     ...high quality project management support on megaprojects, offer financial, strategic and commercial acumen to senior officials, owner staff and...  ...risks. Integrate with multidisciplinary teams across advisory services. Develop strategy, financial, delivery and policy analysis... 
    Work experience placement
    Internship
    Work at office
    Local area
    Flexible hours

    Ernst & Young Oman

    Los Angeles, CA
    20 hours ago
  • $87.2k - $106.4k

     ...scenes. The Enterprise Sourcing team is a strategic partner across the company, driving...  ...sourcing strategies. We are seeking a Specialist with experience in Strategic Sourcing or...  ...addition to the full range of medical, financial, and/or other benefits, dependent on the... 
    Contract work

    Disney Cruise Line

    Burbank, CA
    20 hours ago
  •  ...and seeing your work deployed around the world with real impact, Northwood is the place to do it. Role We are seeking a Strategic Sourcing Specialist to drive sourcing strategy, supplier management, and procurement execution across production and new product introduction... 
    Permanent employment
    Contract work
    Flexible hours

    northwoodspace

    Los Angeles, CA
    14 days ago
  •  ...and transform the finance industry together. Schwab Wealth Advisory is a fee based, non‑discretionary investment advisory solution...  ...virtual client relationships while helping deliver customized financial planning support and address foundational portfolio needs.... 
    Work at office

    Charles Schwab

    Los Angeles, CA
    3 hours ago
  •  ...quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution...  ...you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to... 
    Work at office

    Charles Schwab

    Los Angeles, CA
    1 day ago
  • Winston Taylor is seeking a Business Development Specialist in Los Angeles. In this role, you will support the marketing and business development...  ...preparation, manage project timelines, and contribute to strategic planning initiatives. The position offers competitive salary,... 

    Winston Taylor

    Los Angeles, CA
    1 day ago
  • $63.25k - $121.2k

     ...Financial Planner Location: Beverly Hills, CA 90212 Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics...  ...goals to accelerate performance and drive strategic results. Builds trusted client relationships... 
    Work at office
    Local area
    Day shift

    Flagstar Bank

    Beverly Hills, CA
    3 days ago
  • $110k - $135k

     ...Strategic Finance Associate Strategic Finance Associate Freeform builds AI-native manufacturing systems that unify software, hardware...  ...to join our Strategic Finance team and contribute to the financial infrastructure that drives company-wide decision-making. This... 
    Full time
    Casual work
    Flexible hours

    FreeForm

    Los Angeles, CA
    4 days ago
  • $85k - $95k

     ...over 2 years of FP&A experience to work with data and support financial insights. The Analyst will report directly to Finance leadership...  ..., engaging in budgeting, forecasting, financial modeling, and strategic decision-making. The position offers a salary of $85,000 to $9... 

    Addison Group

    Los Angeles, CA
    1 day ago
  • A leading premium bottled water company in Los Angeles is seeking a Financial Analyst to provide analytical and strategic support. This role requires strong analytical skills and involves conducting financial analyses, preparing reports, and collaborating with various finance... 

    The Wonderful Company LLC

    Los Angeles, CA
    4 days ago
  • $100k - $160k

     ...global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments...  ..., financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated,... 

    Houlihan Lokey

    Los Angeles, CA
    2 days ago
  • $175k - $200k

     ...facilities in the U.S. and Europe, and it provides structuring and advisory services to issuers across a range of asset classes. The...  ...origination platforms, multiple issuance shelves, and a wide array of strategic partnerships. Since 2020, the team has helped structure and... 

    Redding Ridge Asset Management

    El Segundo, CA
    20 hours ago
  • $175k - $225k

     ...Rothschild & Co is a leading global financial services group with seven...  .... We have 4,600 talented specialists on the ground in over 40...  ...business divisions - Global Advisory, Wealth Management, Asset Management...  ...an integrated offering of strategic M&A, debt advisory &... 
    Work experience placement
    Work at office

    Dormont Manufacturing Co

    Los Angeles, CA
    4 days ago
  • $81.5k - $103.5k

    GHJ is looking for a Transaction Advisory Services (TAS) Senior Associate WHY we get up in the morning At...  ...By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success... 
    Local area
    Worldwide
    Day shift

    GHJ

    Los Angeles, CA
    2 days ago
  • $70k - $150k

     ...States | 21014415 Join Kroll's Global Real Estate Advisory Group and gain hands‑on experience in the...  ...consulting services for acquisitions, dispositions, financial reporting, tax, financing, insurance and other strategic planning purposes. Our services help owners and... 
    Temporary work
    Local area
    Relocation package

    Kroll

    Los Angeles, CA
    3 days ago
  • $100k - $125k

     ...M&A value creation firm that integrates financial consulting, operational consulting, and...  ...operators, and management teams through strategic events such as mergers, acquisitions, divestitures...  .... The Associate role in Accounting Advisory at Palm Tree is a critical, hands‑on... 
    Work at office

    Palm Tree LLC

    Los Angeles, CA
    20 hours ago
  • $110k - $140k

     ...team members for its Los Angeles office. The role involves assisting in deal execution across various advisory areas, including mergers & acquisitions and strategic advisory. Successful candidates will have a strong finance background, excellent communication skills,... 
    Work at office

    Ducera Partners LLC

    Los Angeles, CA
    1 day ago
  • Ernst & Young Oman is seeking a Senior role in Financial Accounting Advisory Services (FAAS) to enhance team growth across various industries. The successful candidate will need to demonstrate strong leadership skills, manage complex accounting issues, and travel regularly... 

    Ernst & Young Oman

    Los Angeles, CA
    2 days ago
  • $112.3k - $221k

     ...CA. The Senior Wealth Advisor (SWA) serves as a relationship manager providing Total Wealth Advisory—a comprehensive, planning‑led experience anchored in a personal financial plan and spanning a client’s financial and tax needs. Responsibilities Gather data from clients... 

    CliftonLarsonAllen Wealth Advisors LLC

    Los Angeles, CA
    1 day ago
  • $100k - $150k

    Palm Tree LLC is seeking an Associate for its Strategic Finance Consulting team in Los Angeles. This role involves advanced financial modeling, cash flow forecasting, and working directly with CFOs and private equity sponsors to drive enterprise value creation. The candidate... 

    Palm Tree LLC

    Los Angeles, CA
    3 days ago
  • Alvarez & Marsal Deutschland GmbH is seeking an Associate for Transaction Advisory/Financial Due Diligence in Los Angeles. The role involves performing financial due diligence, analyzing financial statements, and building client relationships. The ideal candidate has 2... 

    Alvarez & Marsal Deutschland GmbH

    Los Angeles, CA
    1 day ago
  • $103.7k - $155.5k

    A leading advisory firm is seeking a Financial Due Diligence Senior Associate in Los Angeles, CA. The role involves performing transaction advisory engagements and leading analyses on financial data. Candidates should possess a Bachelor's degree in Accounting, with 2 to... 

    Grant Thornton (US)

    Los Angeles, CA
    20 hours ago
  • Dormont Manufacturing Co in Hawthorne, California is seeking a Strategic Finance Associate to join their team. You will maintain financial models, support M&A activities, and assist leadership with analytical contributions. This early-career role offers significant ownership... 

    Dormont Manufacturing Co

    Hawthorne, CA
    20 hours ago
  • $95k - $135k

     ...EPWA) is a wealth management advisory firm with over $44.1 billion...  ...million or more. Consult with the Financial Planning Manager for clients...  ...systems and databases. Strategic Involvement & Support Collaborate...  ...Certified Financial Planner designation. 3-7 years of experience... 
    Full time
    Temporary work
    Work at office
    Local area
    Flexible hours
    Shift work

    EP Wealth Advisors

    Los Angeles, CA
    2 days ago
  • $57.5k - $106.5k

    BMO U.S. seeks a financial advisor in South Gate, California, to provide financial and investment planning to clients. You will support sales and performance targets by implementing business development strategies, and provide solutions through managed products. A minimum... 

    BMO U.S.

    South Gate, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Strategic Financial Planner & Advisory Specialist. Be the first to apply!