Wealth & Investment Advisor
Bank of America
Bank of America is hiring in-office financial professionals to provide comprehensive financial guidance and customized solutions to clients. You will triage leads, refer clients to internal partners based on asset thresholds, and meet with clients to review goals, build financial plans, and recommend brokerage products. This role requires licenses (Series 7/66 or 63/65) and at least one year in investments or financial services. #J-18808-Ljbffr Bank of America
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth & Investment Advisor in El Monte, CA vacancy
- Bank of America is seeking a Financial Advisor to provide comprehensive financial guidance, triage leads, and build customized plans... ...Series 7 & 66 licenses (63/65 acceptable), at least 1 year in investments or financial services, and strong client relationship skills....Suggested
- Bank of America in Los Angeles is seeking a Financial Advisor to deliver comprehensive financial guidance, triage client leads, and refer prospects to partners based on client needs and asset thresholds. You will meet clients to review goals, build a financial plan, and...Suggested
- SchoolsFirst Federal Credit Union is seeking a Financial Advisor to provide member-focused investment guidance and financial planning. You will assist with mutual funds, securities, and consultative services, ensuring compliance and ongoing member relationships. The role...Suggested
- Bank of America seeks a licensed financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes triaging client leads, referrals to partners based on needs, and building financial plans...Suggested
- SchoolsFirst FCU is seeking a Financial Advisor to provide members with information on investment products and to assist with mutual funds, securities transactions, and financial planning. You will assess members' goals and risk tolerance, discuss investment alternatives...Suggested
- ...leads, make referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. This position requires completing licenses and trainings...
- ...build plans, and recommend brokerage products to help them achieve financial milestones. Role requires regulatory licenses and prior investments experience, with a focus on delivering solutions while maintaining compliance in a dynamic, in-office environment. #J-18808-...Work at office
- Bank of America is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients, focusing on financial planning, brokerage products, and referrals. The role requires SAFE Act registration and strong regulatory diligence, ...
- Bank of America is seeking a client-focused advisor to provide comprehensive financial guidance and customized solutions. The role involves triaging leads, routing referrals, and meeting with clients to review goals, build financial plans, and recommend brokerage products...Work at office
- Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referring to partners, and meeting with clients to review goals and build a financial...
- Bank of America is seeking a licensed financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners based on client needs, meet with clients to review goals and build a...Work at office
- 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...Work at office
$83.92k - $125.88k
Citigroup Inc. is seeking a Wealth Relationship Manager in Temple City, California to drive client relationships and provide financial planning solutions. The role requires strong analytical and communication skills, as well as 5-8 years of relevant experience. Responsibilities...Full time$80k - $95k
CRA Investments Officer (Project Management) 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...Full timeWork at officeFlexible hours- Panda Restaurant Group, Inc. is seeking a Senior Financial Analyst (SCM & Consolidation) to partner with the Supply Chain Management organization. You will build and maintain complex financial models for COGS, forecast and AOP, and perform variance analysis to support leadership...
- Panda Restaurant Group, Inc. in Rosemead, CA is seeking a Senior Financial Analyst (SCM & Consolidation) to partner with the Supply Chain Management team. You will build complex financial models to forecast COGS, support the annual operating plan, and prepare leadership...
$115k - $125k
...strategic decision support. The position serves as a trusted advisor to commercial leaders by translating financial and operational... ...new product introductions with financial modeling and return on investment analysis. Monitor sales trends and market activity...Work at officeLocal areaBentley Mills
La Puente, CA16 days ago- BMW of Monrovia, part of Sonic Automotive, seeks a Used Car Buyer to prospect, appraise, and present offers to current vehicle owners for purchase for resale. The role emphasizes hands-on vehicle appraisal, CRM usage, and active sourcing from multiple channels. The position...Base plus commissionHourly pay
$50k - $100k
...preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Offers clients...Part timeLocal areaImmediate startDay shiftBmo
Rosemead, CA3 days ago$50k - $100k
...preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Offers clients...Contract workPart timeLocal areaImmediate startDay shiftBMO Harris Bank
Rosemead, CA3 days ago- Bank of America is seeking a client-facing ambassador to assist customers in the lobby with self-service resources and cash transactions. You will engage deeply with clients to understand goals, educate on digital channels, and connect them to suitable financial solutions...Weekend work
Bank of America
La Puente, CA2 days ago $100k - $145k
Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and ...- Cathay Bank is seeking a credit/financial analyst in El Monte, CA to manage loan covenants and analyze financial statements using nCino. The role requires preparing financial spreads and cash flow analyses for diverse borrowers, and ensuring covenant compliance with loan...
- Associate Personal Banker (SAFE)Wells Fargo is seeking an Associate Personal 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...Work experience placementFlexible hours
Wells Fargo
Rosemead, CA4 days ago $47.84k - $64.48k
...benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once...Full timeWork experience placementFlexible hours$105k - $126k
Quinn Company, your local Caterpillar store, is hiring a Senior Financial Analyst in City of Industry, California.Quinn Company is a Caterpillar dealership founded in 1919. The company sells, services, and rents a full line of new and used construction, agricultural, and...Local areaQuinn CO
City of Industry, CA17 hours ago- Join E&S Ring - A Leader in Residential Property Management At E&S Ring Management, we manage apartment communities in some of California’s most sought-after neighborhoods. With a legacy of excellence and a strong presence in vibrant communities, we’re proud to deliver...Work at officeLocal area
ES Ring Management
San Gabriel, CA4 days ago - East West Bank in California is seeking a Portfolio Manager to lead underwriting, credit monitoring and portfolio management for Commercial Banking relationships. You will analyze financial data to assess loan merits, structure deals, and identify cross-sell opportunities...
$121.9k - $262.1k
...FUNCTION: Provides exemplary client service as the client facing investment expert for Private Bank clients. Primarily focused on... ..., and business partners. Acts in partnership with the Wealth Management Advisor (WMA) to retain and attract new investment assets. Responsible...Bank staff- Fifth Third Bank is seeking a Senior Investment Advisor in Los Angeles, CA to grow assets under management by acquiring new investment opportunities... ...with Private Bank clients. You will collaborate with Wealth Management Advisors, set IPS-based goals for client portfolios...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth & Investment Advisor. Be the first to apply!
Related searches
- investment intern (private equity) El Monte, CA
- investment accountant El Monte, CA
- investment coordinator El Monte, CA
- financial research associate
- infor finance consultant
- junior oracle financial functional consultant
- finance operations associate
- associate financial representative
- oracle cloud financials consultant
- senior wealth advisor