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

Stage I Financial Solutions Advisor

Bank of America ATM

Bank of America is seeking a Financial Solutions Advisor Stage I in El Monte, California. This role focuses on obtaining necessary financial licenses and building client relationships. Candidates will engage in structured training to deliver comprehensive financial advice and solutions to clients while contributing to their financial well-being. The ideal candidate will adapt to new technologies and demonstrate a results-driven mindset in a fast-paced environment. Opportunities for growth within Bank of America are available. #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Stage I Financial Solutions Advisor in El Monte, CA vacancy
  • $28.85 - $33.65 per hour

     ...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...  ...responsibilities and business needs. As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining your Securities... 
    Suggested
    Hourly pay
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    El Monte, CA
    1 day ago
  •  ...Bank of America is seeking a Financial Solutions Advisor Stage I in West Covina, CA. In this role, you'll begin your journey to obtain securities licenses and learn foundational advising skills to help clients manage their financial lives. The position includes comprehensive... 
    Suggested
    Work at office

    Bank of America

    West Covina, CA
    1 day ago
  • $28.85 - $33.65 per hour

    Bank of America is seeking a Financial Solutions Advisor Stage I in Whittier, CA. This role supports clients with financial solutions and builds relationships while progressing through stages. The advisor will complete necessary certifications, develop client relationships... 
    Suggested
    Hourly pay
    Work at office

    Bank of America

    Whittier, CA
    4 days ago
  • $26 - $33.72 per hour

     ...service offering advice and guidance to financial center clients through the full spectrum...  ...borrowing and banking offerings at each stage of the client's life plan. Key responsibilities...  ...meetings and presenting customized solutions to clients to help them achieve their... 
    Suggested
    Hourly pay
    Shift work
    Day shift

    Bank of America

    El Monte, CA
    1 day ago
  • $28.85 - $33.65 per hour

    Job Overview Financial Solutions Advisor Stage I (FSA I) - support clients with financial solutions, build relationships, and progress through stages within Bank of America and Merrill. Key Responsibilities Complete the Securities Industry Essentials (SIE), Series7, and... 
    Suggested
    Hourly pay
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Whittier, CA
    15 hours ago
  • $70k - $80k

     ...Job Description This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and... 
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Alhambra, CA
    2 days ago
  • $70k - $80k

     ...Bank of America is seeking a qualified financial advisor in Alhambra, California, to provide specialized financial advice and solutions tailored to client needs. The role involves triaging client leads, making referrals, and helping clients to build financial plans. The... 

    Bank of America

    Alhambra, CA
    1 day ago
  •  ...Clean Energy Revolution Become a Senior Advisor, Financial Analysis at Southern California Edison...  ...benefit analysis or identifying innovative solutions for various scenario analyses....  ...mode will be discussed at the interview stage. The work mode can be changed based on... 
    Temporary work
    Remote work

    Thomson Reuters Markets Espana SL.

    Rosemead, CA
    15 hours ago
  •  ...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...  ..., grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America Corporation

    Whittier, CA
    a month ago
  •  ...Join the Clean Energy Revolution \u00a0 Become a Financial Reporting Advisor -- SEC Reporting at Southern California Edison (SCE) and build...  ...of this work mode will be discussed at the interview stage. The work mode can be changed based on business needs.\u00a... 
    Remote work
    Relocation

    Southern California Edison

    Rosemead, CA
    5 days ago
  • A top financial institution in California is looking for a Private Client Banker to manage affluent client relationships, provide customized banking solutions, and deliver exceptional service. This role involves actively soliciting referrals, educating clients about digital... 

    JPMorgan Chase & Co.

    Temple City, CA
    3 days ago
  • $100k - $140k

    LPL Financial is seeking a Financial Advisor associated with BMO Bank in Pico Rivera, CA. In this exciting role, you will help clients navigate their financial journeys and grow your business using the bank’s resources and referral system. Requirements include having a... 

    LPL Financial

    Pico Rivera, CA
    1 day ago
  •  ...to real opportunity LPL Financial partners with banks to offer...  ...Program at BMO Bank as a Financial Advisor associated with LPL Financial...  ...to helping clients in every stage of their financial life....  ...look to BMO Bank for financial solutions. This position will offer:... 
    Local area

    LPL Financial Holdings, Inc.

    Pico Rivera, CA
    5 days ago
  •  ...Financial Advisor Your career path should lead to real opportunity LPL Financial partners...  ...dedicated to helping clients in every stage of their financial life. This exciting...  ...families that look to BMO Bank for financial solutions. This position will offer: The... 
    Local area

    LPL Financial

    Pico Rivera, CA
    4 days ago
  • $70k - $80k

     ...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...  ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key... 
    Full time
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Alhambra, CA
    18 days ago
  • JPMorganChase is looking for a Private Client Advisor in Alhambra, California. The advisor will provide comprehensive financial planning and advice to clients, fostering...  ...relationships while delivering personalized investment solutions. Applicants should have at least two years... 

    JPMorganChase

    Alhambra, CA
    1 day ago
  • Quality Talent Group is looking for bankers to join their dynamic Consumer, Small, and Business Banking division in Monrovia, California. The ideal candidate will bring strong customer service and communication skills, with a focus on relationship building. This role offers...

    Quality Talent Group

    Monrovia, CA
    3 days ago
  •  ...Quality Talent Group is seeking bankers for their Consumer, Small, and Business Banking division in South El Monte, CA. Join a leading financial services firm recognized for career growth. This role offers a comprehensive benefits package and opportunities for professional... 

    Quality Talent Group

    South El Monte, CA
    3 days ago
  •  ...seeking a dedicated client service representative. This role is vital for assisting financial center clients by understanding their personal banking needs and providing appropriate solutions. The ideal candidate will have sales experience, excellent communication skills,... 

    Bank of America

    Arcadia, CA
    1 day ago
  •  ...Responsibilities Manages and executes utilities financial transactions such as swaps and options,...  ...analyses of new core business solutions. Demonstrated effective resource and project...  ...mode will be discussed at the interview stage.The work mode can be changed based on... 
    Temporary work
    Remote work
    Relocation

    Thomson Reuters Markets Espana SL.

    Rosemead, CA
    1 day ago
  • $25 - $28 per hour

    Cathay Bank in Arcadia, California is looking for a full-time Relationship Banker. This role involves opening new accounts, cross-selling bank products, and providing exceptional customer service. Candidates should have at least 2 years of banking experience and possess...
    Hourly pay
    Full time

    Ceridian HCM, Inc.

    Arcadia, CA
    4 days ago
  •  ...communication skills. A high school diploma is required, while college education is preferred. The role involves educating clients on banking solutions and requires adherence to regulatory requirements. Join a team that values diversity and client-centric service. #J-18808-Ljbffr... 

    JPMorgan Chase & Co.

    Alhambra, CA
    3 days ago
  •  ...“Top Companies to Grow Your Career” list. This role emphasizes building strong customer relationships and providing tailored financial solutions. Ideal candidates possess strong communication skills and integrity, with a commitment to professionalism. A comprehensive benefits... 

    Quality Talent Group

    Santa Fe Springs, CA
    1 day ago
  • $41.71k - $69k

     ...Specialist in West Covina, California. This role involves delivering exceptional service by assessing customer needs and offering financial solutions. Candidates should have 2-3 years of relevant experience and a degree in a related field. The position offers a salary range... 

    Bank of Montreal

    West Covina, CA
    15 hours ago
  • East West Bank is seeking a Senior Relationship Banker in Arcadia, California, who will manage and enhance long-lasting relationships with customers. You will leverage banking technology and tools to provide high-quality banking experiences and achieve sales goals. The ...

    East West Bank

    Arcadia, CA
    15 hours ago
  • Quality Talent Group is seeking enthusiastic bankers to join their client's Consumer, Small, and Business Banking division in Temple City, California. This position offers a full-time or part-time schedule and an opportunity to grow your career with a leading national bank...
    Full time
    Part time

    Quality Talent Group

    Temple City, CA
    1 day ago
  •  ...Business Banking division in Walnut, California. The role emphasizes building strong customer relationships and providing tailored financial solutions. Applicants should have at least 6 months of customer interaction experience and strong communication skills. The position... 

    Quality Talent Group

    Walnut, CA
    1 day ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco,...  ...prospective clients and capitalize on referrals Deliver customized solutions and the full resources of Bank of America Merrill... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Pasadena, CA
    3 days ago
  • $45k - $100k

     ...to the volume of applicants. Join a financial services firm where your contributions are...  ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud...  ...Delivering personalized investment and financial solutions to your clients? Taking ownership of... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Covina, CA
    2 days ago
  •  ...Investment Advisor Meet with and profile credit union members in order to determine...  ...appropriate products to meet their long term financial goals. Provide advice and guidance...  ...branches, we provide essential banking solutions to more than 250,000 members. We truly value... 
    Full time
    Part time
    Remote work
    Flexible hours

    Wescom Credit Union

    Pasadena, CA
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Stage I Financial Solutions Advisor. Be the first to apply!