Strategic Wealth & Banking Advisor
Bank of America ATM
Bank of America in Alhambra and surrounding California centers seeks a licensed financial professional to provide comprehensive advisory services, build financial plans, and refer clients to suitable banking and brokerage products. You will engage with clients, secure requisite licenses (Series 7/66 or 63/65 with 66), and work to meet sales goals while ensuring regulatory compliance. Role emphasizes in-office collaboration across financial centers, strong client communication, and ongoing #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Strategic Wealth & Banking Advisor in San Gabriel, CA vacancy
$85.1k - $161.7k
...join our Accounting and Finance Consulting practice within our Strategic Finance and FP&A solution set. We advise clients on strategic planning... ...accounting, private equity, venture capital or investment banking. High upside candidates with backgrounds in FP&A will also be...SuggestedFull timeWork experience placementInternshipLocal areaRSM International
Los Angeles, CA6 days ago$75k - $160k
Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower... ...their financial goals. Our advisor-led wealth management... ...planning, investment management, banking and comprehensive advice to a... ...client portfolios, spanning strategic and tactical asset allocation...SuggestedFull timeTemporary workPart timeGoldman Sachs
Los Angeles, CA6 days ago- ...adherence to SAFE Act requirements and involves coordinating with internal partners to meet client needs. You will provide guidance on banking and investments, manage referrals, and maintain strict regulatory due diligence while delivering excellent client service in #J-18...Suggested
$143k - $224k
...About this role: Wells Fargo is seeking a Senior Commercial Banking Relationship Manager for clients with annual revenue of $25MM... ...decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback. Lead or...SuggestedFull timeWork experience placementLocal area$21.35 - $32.02 per hour
...with consulting with members about their banking needs, reviewing current banking... ...with a member about a business loan, or strategizing to help a member save for college, a home... ...qualified candidates could be hired as a Member Advisor I or Member Advisor II Member Advisor I...SuggestedHourly pay$20 - $23.5 per hour
...and relevant work experience. Minimum of 1 year of experience in banking, financial services, loan servicing, or a related field... ...with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize...Hourly payContract workTemporary workWork experience placementWork at officeTEKsystems
El Monte, CA4 days ago- ...offering a unique brand of relationship banking and fostering a culture where associates... ...over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is... ...Insurance solutions.About the Role:A Senior Wealth Advisor is an experienced financial professional...Full timeImmediate start
Columbia Bank
Los Angeles, CA3 days ago $71k
IntroductionSince 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the... ....Monitors clients' financial situation by tracking changes in wealth and life circumstances, analyzing financial plan results, identifying...Full timeTemporary workEast West Bank
Pasadena, CA3 days ago$125k - $140k
...This role offers broad exposure to the financial operations and strategic decision-making of a publicly traded real estate company. You... ...:Treasury FunctionsManage daily treasury operations, including bank accounts, cash positioning, liquidity monitoring, forecasting,...Full timeBank staffWork at officeKilroy Realty
Los Angeles, CA5 days ago$92k - $145k
...Associate to join its Technology Finance team within the Commercial Bank’s Sponsor Credit group, an industry leader in delivering... ...presentation skillsParticipate in business and enterprise-wide strategic initiatives, including ad-hoc specialized projects that arise from...Full timeWork experience placementWells Fargo
Los Angeles, CA4 days ago- ...Department of Energy. About the Role Antares is looking for a Strategic Finance Associate to join our growing Finance organization.... ...opportunity for someone with a strong foundation in investment banking, investing, or strategic finance who wants to move closer to...Permanent employmentContract workWeekend work
Antares
Los Angeles, CA3 days ago - ...We are seeking a motivated Financial Advisor who is ready to take the next step in their... ...has a foundation in financial services, banking, insurance, or an early-stage advisory role... ...investments, retirement planning, wealth accumulation, and financial protection....
MassMutual Pacific
Pasadena, CA4 days ago - ...experience in commercial real estate lending or 5 years of other banking or finance experience Thorough understanding of multifamily... ...than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets...
$22 - $23.5 per hour
...Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we... ...goals: C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires, and...East West Bank
Monterey Park, CA5 days ago$50k - $100k
...Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides... ...promotions and programs into customer conversations to provide strategic advice. Organizing work information to ensure accuracy and completeness...Part timeImmediate startDay shiftBmo
Pico Rivera, CA5 days ago$235k - $390k
...buyouts, mergers and acquisitions, recapitalizations, and other strategic transactions Assist with loan workouts, restructurings, and... ...Qualifications ~2–6 years of debt finance, leveraged finance, banking, or related transactional experience ~ Experience...Direct Counsel
Los Angeles, CA5 days ago- ...Commercial Loan Processor Join Our Team, Shape Your Future At New Omni Bank, we believe in the power of talent and innovation to drive success. As a dynamic and forward-thinking financial institution, we're always on the lookout for individuals who share our passion...Full timeWork at office
New Omni Bank
Alhambra, CA5 days ago - Bank of America seeks a financial advisor to deliver tailored investment and banking solutions. You will triage client leads, refer to partners, meet with clients to review goals, build financial plans, and recommend brokerage products. Licenses and regulatory training...Monday to FridayWeekend work
- Mizuho Financial Group, Inc. in Los Angeles area seeks an experienced corporate banking professional to manage relationships with corporate clients, drive origination activity, and oversee portfolio risk. You will present a range of banking solutions, work with product...
$310k - $420k
...navigate complex financial landscapes, ultimately supporting their strategic financial goals and operational needs. Position Summary We are... ...and negotiating debt finance transactions to join our Americas Banking practice. You should have strong academic credentials and a...Contract workWork at office$70k - $80k
...prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...for you. As a Business Development Executive in Mid-Corporate Banking, you will be responsible for growing and retaining profitable relationships... ...of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise. Full...Bank staff
JP Morgan Chase
Los Angeles, CA3 days ago $78.5k
...many of the world’s top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver... ...’s Corporate Finance organization, we focus on our clients’ strategic, operational, financial and capital needs by addressing the full...Rotational programFull timeWork at officeImmediate startVisa sponsorshipWork visa- Northern Trust Corp in Los Angeles is seeking a Banking Advisor to develop new client relationships and manage existing ones. In this role, you will be responsible for analyzing loan terms, structuring agreements, and consulting with clients about their financial goals....
- East West Bank is seeking an Associate Banker to join its team in El Monte, CA. You will assist customers with daily financial transactions... ..., promote suitable banking products, and connect clients with Wealth Management, Mortgage, and Commercial specialists. Ongoing...
$126.82k - $149.2k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial... ...collateral audit, credit policy and procedures, portfolio monitoring, strategic product growth and/or enhancements, regulatory review and...Full timeTemporary workWork experience placementWork at officeLocal area3 days per weekUS Bank
Los Angeles, CA6 days ago$100k - $130k
...functional assumptions, and executive-ready reporting used to support strategic decision-making.Opportunity RequirementsBachelor’s Degree in... ..., FP&A, corporate finance, real estate finance, investment banking, REIT analysis, capital markets, or a related analytical function...Full timeKilroy Realty
Los Angeles, CA5 days ago$35 - $44 per hour
...all AHMC’s affiliated hospitals as part of the loan financial covenants.6. Prepare DSCR and liquidity test monthly for each of AHMC’s bank loans.7. Twice a year, coordinate with all AHMC’s affiliated hospitals for all documents the bank auditors request (accounting and...Work at officeHome officeAhmc Healthcare
Alhambra, CA6 days ago- U.S. Bank is seeking a Relationship Banker to engage customers face-to-face, assess their financial needs, and offer tailored banking solutions. The role focuses on building strong client relationships, opening accounts, and guiding clients through digital banking options...
- Bank of America is hiring in California for an in-office role that emphasizes building client relationships, driving a strong client experience, and meeting financial needs. The position requires bilingual Spanish, weekend flexibility, and strict adherence to laws and...Work at officeWeekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Wealth & Banking Advisor. Be the first to apply!
Related searches