Strategic Wealth & Banking Advisor
Bank of America
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
$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 area$50k - $100k
...Address: 9000 E. Valley Blvd. Job Family Group: Retail Banking Sales & Service Bilingual in Mandarin and English is preferred... ...promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and...SuggestedContract workPart timeLocal areaImmediate startDay shift$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. Organizes work information to ensure accuracy and completeness...SuggestedPart timeLocal areaImmediate startDay shift$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- U.S. Bank is seeking a seasoned wealth management leader to retain and grow medium to large high net worth client relationships in a hybrid role.... ...management, NMLS registration, and a proven ability to provide strategic counsel across banking, trust, and investment products....Suggested
$91k - $110k
...Accepted Accounting Principles would beWall Street investment banking experience is a plus given the required interaction with various... ...evaluate the financial impact of changing assumptions and support strategic decision-making.Ensure the accuracy, consistency, and integrity...Full time$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 office$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 work- ...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
$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 office$70k - $80k
Bank of America is seeking a financial consultant to provide tailored advice and solutions to clients in Montebello, CA. The role... ...products, as well as mitigating risks and managing client needs strategically. The ideal candidate holds Series 7 & 66 licenses and...- ...Opportunity We are seeking a motivated Financial Advisor who is ready to take the next step in... ...has a foundation in financial services, banking, insurance, or an early-stage advisory... ...involving investments, retirement planning, wealth accumulation, and financial protection....
$110k - $135k
...Strategic Finance Associate Freeform builds AI-native manufacturing systems that unify software, hardware, and physics to produce industrial... ..., or related field 2+ years of experience in investment banking, private equity, or a strategic finance role at a high‑growth company...Full timeCasual workFlexible hours$169.38k - $207.02k
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 decisions... ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert...Work experience placementLocal area3 days per week$65k - $140k
...collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines... ...group on implementation of solutions. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders...Contract workPart timeLocal area- ...Management Consultant Senior in Business Banking, you will play a crucial role in the... ...development process, acting as a trusted advisor to Business Relationship Managers-Acquisition... ...the client's needs through strategic, consultative conversations; Leverages expertise...
$23 - $31 per hour
...Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in‑branch interactions, scheduled conversations, and proactive outreach. You will learn about customers’ goals and...Full timeWork experience placementMonday to FridayFlexible hours$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...$127.63k - $237.01k
...integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and... ...capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate services....Remote work- ...individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. Job Description: 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
$22 - $25 per hour
...have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations... ...partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders). Proactively...Full timeFlexible hoursWeekend work$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...$150k - $230k
...Commercial Banking Professional Associates at California Bank & Trust work in a relationship... ...growth. This role is ideal for a strategic lender with deep expertise in commercial... ...quality oversight. You'll serve as a trusted advisor—originating and expanding loans, cross-...Work experience placementWork at officeFlexible hours$28 - $33 per hour
Overview Financial Solutions Advisor Registration Candidate- West San Gabriel Valley Market Join to apply for the Financial Solutions Advisor... ...Registration Candidate- West San Gabriel Valley Market role at Bank of America. This range is provided by Bank of America. Your...Full timeInternshipWork at officeImmediate startMonday to FridayShift workDay shift- 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
$93.7k - $117.2k
...4 years of experience in FP&A, advisory/consulting, investment banking, or related fields Strong Excel/modeling skills and analytical... ...small business owners and their communities. We’re looking for strategic thinkers and passionate doers—people who show up every day ready...Full timeWork at officeLocal area$80k - $95k
...have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your... ...in the preparation of quarterly reports, self-assessment, and strategic plans. Provide Investment Status Report for Director of Community...Full timeWork at officeFlexible hours$20 - $28 per hour
...People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset...Full timeWork at officeFlexible hours$22 - $27.5 per hour
...seeking a Teller to join our National Branch Network. In this front line, customer focused role, you will support customers' everyday banking needs through in-branch interactions, completing transactions accurately while delivering a welcoming and reliable experience. As a...Part timeWork experience placement- ...Treasury Management Officer In Commercial Banking Are you customer focused, enjoy building relationships and providing financial solutions... ...and expanding existing customer relationships Create strategic dialogues around key client-centric issues, incorporating best...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Wealth & Banking Advisor. Be the first to apply!
- financial banking San Gabriel, CA
- private banking San Gabriel, CA
- commercial banking specialist San Gabriel, CA
- international banking San Gabriel, CA
- mortgage banking San Gabriel, CA
- commercial banking San Gabriel, CA
- bank San Gabriel, CA
- bank nurse San Gabriel, CA
- financial research associate
- infor finance consultant

