Client-Focused Financial Solutions Advisor
Bank of America ATM
Bank of America is seeking a financial advisor in Thousand Oaks to provide comprehensive financial advice and customized solutions to clients. Responsibilities include reviewing financial goals, making investment recommendations, and triaging client requests for services. The ideal candidate should hold necessary licenses and have at least one year of experience in the financial services industry. This role is full-time with a competitive salary and benefits. #J-18808-Ljbffr Bank of America
- ...Financial Solutions Advisor- Newbury Park Financial Center Newbury Park, California To proceed with... ...Growth and delivering for our clients, teammates, communities, and shareholders... ...Experience Branding Customer and Client Focus Oral Communications Active...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
$25 - $32 per hour
RadNet, Inc. in Westlake Village, California is seeking a client-focused professional to enhance relationships through a world-class... ...candidate will engage clients to identify appropriate financial solutions and manage branch operations while complying with regulations...SuggestedHourly payFlexible hours- ...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... ...Customer and Client Focus Oral Communications Active...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
- ...loan mortgage originations. Build, manage, and deepen client relationships across a portfolio of banking and investment accounts. Provide comprehensive financial advice, conduct client reviews, and present solutions to help achieve financial goals. Collaborate with core...SuggestedImmediate start
$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... ...Services Trust Services Retirement Solutions Business Needs Analysis...SuggestedFull timeContract workFor contractorsWork at office- ...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
$43.68k - $69.9k
...Oaks, California. This role focuses on providing an exceptional customer... ...lasting relationships with clients. Responsibilities include... ...processing transactions, addressing financial needs, and collaborating with... ...internal partners to deliver solutions. The ideal candidate should...$23.75 - $29 per hour
RadNet, Inc. is seeking a Banking Client Services Representative in Westlake Village, California. This role focuses on enhancing client relationships through advice and guidance, managing risk in branch operations, and acquiring clients. Candidates should have a High School...Hourly payWork at office- ...securities licenses within specified timeframes, managing client relationships, and providing tailored financial advice. The ideal candidate will be self-... ...standards and client confidentiality while delivering integrated financial solutions. #J-18808-Ljbffr Bank of America
$48k - $100k
...advice and guidance. Job Overview Financial Advisors and Wealth Management Client Associates help clients pursue the... ...with their advisory team. The role focuses on delivering goals‑based... ...capitalize on referrals Deliver customized solutions and leverage the full resources of...Shift 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
$80k - $90k
...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the... ...driven, resilient, results focused and effective. The Advisor... ..., and executing highly customized solutions to meet client needs Recommending...Interim roleWork at officeLocal areaImmediate startShift workDay shift$70.3k - $75k
...for a successful career as a Financial Advisor. Raymond James advisors... ...counsel consistent with our client’s objectives, time horizon,... ...Recommends investment products, solutions, and services that are suitable... ...service with a strong focus remaining on what’s best for...TraineeshipWork experience placement- ...California, to provide exceptional service and build lasting relationships with clients. This role involves engaging clients, understanding their financial needs, and offering tailored banking solutions. Ideal candidates will have over a year of sales experience in Retail...
- Koitecc Solutions is looking for a Relationship Banker in Thousand Oaks, California. In this... ...banking solutions to manage and retain client relationships. As an integral part of... ...client expectations by providing tailored financial solutions and using your expertise to address...
- ...Banking Specialist III -- Sales Focus This position, Banking... ...Representative, Personal Banker, Financial Service Representative, etc.... ...Doing ~ Expanding current client relationships and building... ...understanding their needs and providing solutions via the use of all...Flexible hours
$48k - $100k
Bank of America is seeking Financial Advisors and Wealth Management Client Associates in Westlake Village, California. This role involves delivering goals-based financial planning and building solid client relationships. The ideal candidate should have a strong background...- A leading financial institution in Westlake Village, California is seeking an experienced Private Banker to manage client relationships and provide tailored financial advice. In this role, you will generate new business and advise on investments, wealth planning, and credit...
$100k - $125k
...of Interest: Private Client, Wealth Management Company... ...wealth management solutions for its clients through... ...Management team focuses on delivering the full... ...endowments, and investment advisors. Responsibilities Specific... ..., customized financial analyses and strategic...Full timeFlexible hours$170k - $225k
...Identification: 210633297 Job Category: Client Advisory Business Unit: Asset... ...knowledge of investments, financial planning, credit and banking... ..., developing thoughtful solutions and delivering an exceptional... ...credit and banking concepts Focuses on the client experience and...Full timeTemporary workWork experience placementLocal area$70k - $80k
Bank of America is looking for a Financial Advisor to provide comprehensive financial advice and customized solutions for clients. This role focuses on planning clients’ financial goals and recommending products that align with their needs. You will need to hold at least...- ...a first-class experience to clients within J.P. Morgan’s U.S. Private... ..., developing thoughtful solutions and delivering an exceptional... ...experience in Private Banking or Financial Services Bachelor’s Degree... ...credit and banking concepts Focuses on the client experience and...Temporary workWork experience placement
$61k - $250k
Northwestern Mutual Life Insurance Company is offering an exciting opportunity as a Financial Advisor in Westlake Village, California. This role involves building a financial practice that helps clients achieve their financial goals through comprehensive training and support....$142.6k - $261.5k
...Our objective is to provide clients with a unique business perspective... ...and SuccessFactors) that are focused on helping clients improve... ...business needs and technical solutions. You'll be instrumental in... ...Managerial Accounting Financial Accounting Material Management...Summer holidayFlexible hours- ...Fairygodboss is looking for an Associate Relationship Banker to provide exceptional client service and represent our brand in Simi Valley, California. In this role, you'll leverage your financial knowledge to address clients' banking needs and contribute to branch success....
$80k - $90k
A leading financial services firm seeks a Financial Advisor to join their Advisor Development Program in Westlake Village, CA. This role focuses on building client relationships and providing comprehensive investment guidance. The ideal candidate has a Series 7 and 66 license...- A financial services firm in California seeks trainees for a unique development program aimed at preparing future Financial Advisors. The role involves building client relationships, evaluating financial needs, and recommending suitable products. Candidates should have...Traineeship
- ...Bank of America in Agoura Hills, California, is seeking a financial advisor to provide tailored solutions to clients. This role involves developing financial plans, recommending investment products, and building relationships to help clients achieve their financial goals...
- ...Banker who will deliver exceptional service while representing our brand. The banker will engage with clients, manage relationships, and educate them on banking solutions. Successful candidates will have at least 1 year of sales experience, strong communication skills,...
$250k
...build loyalty and help increase sales to individual consumer clients. Responsibilities Work with business credit requests less... ...available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards,...Full time
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