Client-Focused Financial Solutions Advisor
Dormont Manufacturing Co
Dormont Manufacturing Co in Fountain Valley, California, is looking for a dedicated financial advisor to build client relationships and deliver tailored advisory solutions. This role requires obtaining necessary industry licenses like the SIE, Series 7, and Series 66 within the first months of hire. The ideal candidate should have experience in client engagement and effective communication, along with a results-driven mindset. The position includes industry-leading benefits and paid time off. #J-18808-Ljbffr Dormont Manufacturing Co
- Bank of America is seeking a Financial Solutions Advisor Stage I in Fountain Valley, CA. This role involves obtaining necessary Securities Industry licenses and managing client relationships while providing tailored financial advice. The advisor will collaborate with banking...Suggested
$70k - $80k
...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 • Issue...SuggestedFull timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...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 • Issue...SuggestedFull timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- ...coaching from Academy managers to build client relationships, understand client financial picture, and deliver tailored advisory solutions. Serve clients in a financial center, delivering... ...with peers. Results‑driven mindset focused on client interest in fast‑paced...Suggested
$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client... ...Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client...SuggestedTemporary workMonday to FridayShift 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 Active...Temporary workWork at officeMonday to FridayShift workDay shift
- Columbia Bank is seeking a Relationship Banker in Newport Beach, CA, to build meaningful client relationships by providing tailored financial solutions and outstanding service. Responsibilities include educating clients on available banking products and services and originating...
$28.85 - $33.65 per hour
...Safe Act; Loan Originators; FINRA. As a Financial Solutions Advisor Stage I (FSA I), your journey begins... ...from acquiring, building and managing client relationships to considering a client’... ...Client Management Customer and Client Focus Portfolio Management Prospecting Referral...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- ...seeking a passionate individual for a full-time sales-driven position in Costa Mesa, California. The ideal candidate will help clients achieve financial freedom through exceptional customer service and sales techniques. Responsibilities include consulting clients, handling...Full time
$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... ...Trust Services · Retirement Solutions · Business Needs Analysis Northwestern...Full timeContract workFor contractorsWork at office$44.3k - $73k
...Banker II in Costa Mesa, California. This position emphasizes building and maintaining customer relationships, providing tailored financial solutions, and adhering to ethical standards. The ideal candidate will have a high school diploma or equivalent military experience,...- Columbia Bank is seeking a Relationship Banker in Cypress, California, to build long-term client relationships by providing meaningful financial advice and solutions. You will engage clients through financial reviews, offer new deposit accounts, and originate consumer loans...
- The National Black MBA Association is seeking a motivated client engagement specialist in Anaheim, CA. This role involves educating... ...while managing cash transactions and providing tailored financial solutions. Ideal candidates possess strong problem-solving abilities and...
- Job Overview Provide comprehensive financial advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include triaging client leads, making referrals to business partners, meeting with clients to review financial and investment...Temporary workMonday to Friday
$70k - $80k
Dormont Manufacturing Co in Los Alamitos, California is seeking a Financial Advisor responsible for providing customized solutions to help clients achieve their financial goals. The role involves planning investment strategies, triaging client requests, and maintaining...$70k - $80k
Bank of America is seeking a Financial Advisor in Newport Beach, California, where you will provide comprehensive financial advice and solutions to clients. Responsibilities include building financial plans, meeting clients to discuss goals, and managing risks. The ideal...- ...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
$125k
...Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (... ...February 12th, 2026) and services clients across the nation. We are... ...shows. We have teams focused on marketing and business development... ...retirement planning solutions and tax-optimized investment...$51k - $320k
...Build and nurture a robust network of clients seeking tailored financial planning services. Expand your reach... ..., wealth management, and insurance solutions. Collaborate with our expert... ...attitude. Total Compensation First year advisors’ to experienced advisors’ variable performance...InternshipFlexible hours$48k - $100k
...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the... ...driven, resilient, results focused and effective. Key... ...capitalize on referrals Deliver customized solutions and the full resources of Bank of...Work at officeShift workDay shift$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... ...Trust Services • Retirement Solutions • Business Needs Analysis Northwestern...Work at office- ...Capstone Partners Financial is a financial planning firm based in Newport... ...people as much as serving clients. We specialize in helping... ...We offer customized financial solutions to our clients, but just as importantly... ...evident in our culture. Our focus is on collaboration, shared...
- ...meaningful support, Tax & Financial Group (TFG) offers a... ...opportunity is for advisors at any stage of their... ...planning, and insurance solutions under one roof, supported... ...and manage long‑term client relationships through... ...staff so you can focus on clients Practice growth...Local areaHome office
- ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First... ...time‑tested financial principles and a client‑first philosophy. We inspire and motivate... ...our Nation’s military families, you will focus on financial plans that are constantly...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$120k
...potential to thrive as a financial professional,... ...throughout the country. Assist clients by providing peace of... ...products and solutions, such as life insurance... ...working as a financial advisor. Leverage digital tools... ...outside investors. We are focused on the long-term success...Relocation package$50k
...Join a financial services firm where your contributions are... ...first. With over 9 million clients and 20,000 financial advisors across the U.S. and... ...privately-owned, placing the focus on our clients rather than... ...information seeking the right solutions for clients...Work at officeWork from homeHome officeFlexible hours- Alex Mora - State Farm Agent in Anaheim, California is seeking a Financial Account Representative to join their team. The role focuses on establishing customer relationships and educating clients about insurance options, providing a rewarding career with excellent income...
- Koitecc Solutions is looking for a Relationship Banker in Westminster, California to enhance customer experiences and deepen client relationships. You'll be at the forefront of client interactions, ensuring exceptional service with modern banking solutions. The ideal candidate...
- JPMorgan Chase & Co. is seeking a Private Client Banker in Huntington Beach, CA. This role focuses on managing relationships for affluent clients, ensuring the best services are delivered according to their financial needs. Candidates should have at least one year of relevant...
- Bank of America is seeking a Financial Solutions Advisor Stage I in Newport Beach, CA. The position involves obtaining securities licenses and developing client relationships to help them manage their finances effectively. You will receive comprehensive training, coaching...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Focused Financial Solutions Advisor. Be the first to apply!
- customer service specialist Fountain Valley, CA
- bilingual customer service representative spanish english Fountain Valley, CA
- financial customer service representative Fountain Valley, CA
- customer success specialist Fountain Valley, CA
- service delivery representative Fountain Valley, CA
- customer associate Fountain Valley, CA
- logistics customer service representative Fountain Valley, CA
- customer relations specialist Fountain Valley, CA
- airline customer service agent Fountain Valley, CA
- client relations specialist Fountain Valley, CA

