Client-Focused Financial Solutions Advisor
Bank of America ATM
Bank of America in Los Gatos is seeking a dedicated financial advisor to provide customized solutions for clients' financial goals. Responsibilities include planning, triaging client leads, and making referrals based on client needs. This role requires a High School Diploma and Series 7 & 66 licenses. Ideal candidates will have significant experience in the investments industry and strong relationship-building skills. Competitive salary and benefits package available. #J-18808-Ljbffr Bank of America
- JPMorgan Chase is seeking a Financial Advisor to build client relationships, deliver personalized investment solutions, and educate clients on using digital tools to monitor and manage their investments. The role emphasizes integrity, growth, and holistic financial coaching...Suggested
- ...America in Milpitas, CA is hiring for a client-focused associate to welcome and assist clients... ...banking, cash transactions, and financial guidance. You will build relationships,... ...banking, and connect clients to appropriate solutions to meet financial goals. This role emphasizes...SuggestedFlexible hours
$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client... ...Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention...SuggestedTemporary workMonday to FridayShift workDay shift$65k - $75k
...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... ...Identification Customer and Client Focus Risk Management Trading...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- Bank of America is hiring a Financial Solutions Advisor Stage I in California to begin licensing with SIE, Series 7 and 66 exams. You’ll learn to acquire, build and manage client relationships, and guide clients with sound financial advice. Starting in a financial center...Suggested
$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Build a financial plan, recommend brokerage... ...Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention...Temporary workMonday to FridayShift workDay shift- ...Financial Solutions Advisor Registration Candidate- San Jose Market San Jose, California To proceed... ...Growth and delivering for our clients, teammates, communities, and shareholders... ...Client Management Customer and Client Focus Portfolio Management Prospecting...Work at officeImmediate startMonday to FridayShift workDay shift
$45k - $100k
...of applicants. Join a financial services firm where your... ...first. With over 9 million clients and 20,000 financial advisors across the U.S. and... ...privately-owned, placing the focus on our clients rather than... ...investment and financial solutions to your clients? Taking...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...business where you can help your clients achieve their goals through... ...a financial representative focused on client-building and... ...Trust Services · Retirement Solutions · Business Needs Analysis...Full timeContract workFor contractorsWork at office$70k - $80k
...guided by a common purpose to help make financial lives better through the power of every... ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...comprehensive advice and customized solutions to clients to help them achieve their financial...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...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... ...Identification • Customer and Client Focus • Risk Management •...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...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 workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...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 officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$120.56k
...matched by opportunity. As a Financial Advisor at New York Life Insurance,... ...lasting relationships with clients. We believe in your potential... ...needs are met with personalized solutions. Analyze clients'... ...planning or advisory roles, with a focus on client relationship...Full time- ...the status quo and help clients achieve what matters... ...discretionary investment advisory solution built on trust,... ...clients. As a Wealth Advisor , you'll manage... ...relationships, deliver holistic financial planning, and provide... ...helping them stay focused on long‑term goals....Work at office
- ...discretionary investment advisory solution built on trust,... ...an Associate Wealth Advisor , you’ll support 2–4... ...and retaining virtual client relationships while helping... ...deliver customized financial planning support and address... ...culture, and focus on your development means...
- Citi in Santa Clara, California is seeking an entry-level Teller to support branch operations and deliver high-quality client service. You will handle daily banking transactions, assist customers, and promote Citi digital and self-service options. This part-time role requires...Part time
$50.1k - $82.8k
...provides advice and guidance regarding financial solutions that are in the best interests of customers... ...small business solutions). Offers clients advice and guidance on available... ...deliver a personal customer experience. A focus on results and the ability to thrive in...Part timeLocal areaImmediate startDay shift- ...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...priorities and connecting clients to solutions that meet the financial goals... ...work ethic and intense focus on results, acting in the...Work at officeShift workWeekend workDay shift
$25 - $26.77 per hour
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...priorities and connecting clients to solutions that meet the financial goals... ...work ethic and intense focus on results, acting in the...Hourly payWork at officeWeekend workDay shift- ...Jose and Santa Clara, CA seeks a Financial Advisor to work with LPL and TruStage. You... ...service an existing book, grow a client base, and deliver financial solutions without proprietary products. As... ...business in a collaborative, member-focused environment. #J-18808-Ljbffr...
$120.56k
...foundation of strength, stability, and long-term financial leadership. As the largest mutual life... ...brand that opens doors and builds client trust Financial strength and stability... ...relationships Access to a broad portfolio of solutions to meet diverse client needs Ongoing...Full timeContract workWork at officeFlexible hours- ...Credit Union partners with LPL Financial and TruStage to offer a... ...financial services to credit union clients. This employment opportunity... ...Credit Union as a Financial Advisor working with LPL and TruStage... ...KeyPoint Credit Union for financial solutions. This position will offer:...Local area
$150k
...Position: Financial Advisor Locations: Denver, CO | Phoenix, AZ | 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 officeRemote work$118.5k
...seeking an eager, strategic, and decisive financial advisor to fill a position that offers room for... ...will be driven by the need to help clients identify and achieve their financial goals... ...our insurance, annuity, and investment solutions. We act with integrity and humanity in...Start working todayWork at office- ...on the lookout for results-focused individuals who can think... ...purpose. Think of us as financial partners, because at... ...managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our... ...to LTC and Insurance solutions. About the Role: A Senior...Full timeLocal areaImmediate start
$65k - $90k
...Strategic Financial Services Regional Wealth Advisor Primary Locations: Albany/Saratoga Rochester Syracuse... ...that is committed to helping their clients advisors and communities thrive.... ...and business development. You can focus on what you do best and love: building...Full timeLocal area$60 per hour
...Qualifications 7+ years in information security with a focus on emergency response, security engineering, or vulnerability... ...TEKsystemsWe're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are...Contract workTemporary workRemote work- ...purpose to help make financial lives better through the... ...delivering for our clients, teammates, communities... ...presenting customized solutions to clients to help them... ...Customer and Client Focus Referral Identification... ...Credit Solutions Advisor II: FDIC, Safe Act/Loan...Work at officeWork from homeFlexible hoursShift workWeekend workDay shift
$120k - $150k
...Associate Advisor Position ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients with complex planning needs. The firm is intentionally...Work at officeWork from home
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