Strategic Financial Advisor: Planning & Investment Solutions
Bank of America ATM
Bank of America in Saratoga, California is seeking a Financial Advisor to provide personalized financial advice and solutions to clients. The candidate will work with clients to create financial plans and recommend investment products while ensuring compliance with regulatory standards. The ideal candidate should have a Solid background in the financial services industry, possess relevant licenses, and demonstrate excellent customer service skills. A high school diploma is required, while further qualifications are a plus. Work hours are Monday to Friday with weekends as needed. #J-18808-Ljbffr Bank of America
$70k - $80k
...providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position focuses on triaging... ...client meetings to review financial and investment goals, building financial plans, and recommending brokerage products. The...SuggestedMonday to FridayShift workDay shift- ...providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. It involves triaging client leads,... ...with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. The...SuggestedTemporary workMonday to FridayShift workDay shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...through financial planning. On your path to... ...Education Funding · Investment & Advisory Services ·... ...Services · Retirement Solutions · Business Needs Analysis... ...commissions and fees, Strategic Employee Benefits...SuggestedFull timeContract workFor contractorsWork at office- ...by a common purpose to help make financial lives better through the power of... ...comprehensive advice and customized solutions to clients to help them achieve their... ...clients to review financial and investment goals, building a financial plan, and recommending brokerage...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
$83k - $110k
...We're looking for a Strategic Finance Analyst to be... ...coming from top-tier financial institutions, global technology... ...enhance our financial planning and analysis (FP&A)... ...of experience in investment banking, private equity... ...to develop innovative solutions to complex problems. As...SuggestedPermanent employmentTemporary workCasual workWork at officeFlexible hours$100k - $130k
...anti-money laundering (AML) solutions scale infinitely and enable... ...minded Senior Strategic Financial Analyst to serve as a key architect of our financial planning and reporting infrastructure... ...and prior private equity or investment banking experience preferred...Contract work$118.5k
...to break into the financial services industry... ...-level financial advisor candidate has a... ...financial data, estate planning, business... ...Responsibilities: Provide strategic recommendations... ...products, plans, investments, and other... ..., and investment solutions. We act with integrity...Full timeContract workWork at officeImmediate startMonday to Friday$63.3k - $117.2k
...Financial Advisor Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines... ...Supports the execution of strategic initiatives in collaboration...Contract workPart timeLocal area$110.18k - $165k
...Senior Staff Financial Analyst Marvell's semiconductor solutions are the essential building blocks... ...analysis, disciplined planning, and strong partnership... ...operating expenses, capital investments, project spend,... ...trends Support the Strategic Planning Review and Annual...Permanent employmentInternshipWork from home$65k - $75k
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include... ...clients to review financial and investment goals and recommend products.... ...Responsibilities Works with clients to plan their short and long‑term...Temporary workMonday to FridayShift workDay shift- ...qualified professional in Cupertino, CA to provide comprehensive financial advice and solutions to clients. This role emphasizes triaging client leads,... ...skills, and have a minimum of one year experience in the investment industry. Competitive pay and benefits are offered. #J-1...
$150k - $203k
...Overview The Corporate Financial Planning and Analysis (FP&A) team at... ...Analyst will develop and deliver strategic, data driven insights as... ...finance roles (Corporate FP&A, Investment Banking, Private Equity /... ...financial results ~ Solutions oriented, with track record...Work experience placement$150k - $200k
...management firm looking for a seasoned Financial Advisor to join our team in San Jose’s... ...experience in risk management, estate planning, investment management, and retirement planning.... ...planning software (eMoney) Develop strategic recommendations for products, plans,...Work at officeDay shift$60k - $75k
...Job Description: Financial Consultant If you no longer want... ...and create complex financial plans, then join a team that is a stable... ...needs and recommending solutions ~ FINRA Series 7 & 66 licensed... ...your clients to different investment strategies and bring together...Work at officeWork from home$77k - $202k
...consulting services related to financial management and strategy.... ...client needs, develop financial solutions, and offer guidance and support... ..., forecasting, and financial planning processes to drive operational efficiency and achieve strategic objectives. Focused on...Full timeH1b$99k - $232k
...clients optimise and align financial planning, consolidation, reporting and... ...performance management solutions that help clients modernize... ...capabilities and enable more strategic, data-driven finance organizations... ...and serve as a trusted advisor across finance...Full timeH1b$194.5k - $263.5k
...motivated Senior Finance Leader of Investments FP&A. This leader will... ...& Places, CS&D) to lead strategic planning, forecasting and analysis across... ...manifest themselves in our financial commitments. We are... ...dashboards, presentations, etc.) ~ Solutions oriented, with a track...Work experience placementLocal area$154k - $208.5k
...their most important financial challenges. Serving... ...Global Business Solutions Group ("GBSG") is Intuit... ...through strategic, financial and operational... ...Responsibilities Strategic planning : Be a trusted advisor to the QuickBooks... ...and drive optimal investment decisions through...Work experience placementLocal areaWorldwide- ...Financial Advisor Job Duties: Serves as an advisor to provide an advice... ...based approach to financial solutions for an assigned book of business... ...solicits new and existing investments and insurance solutions... ...solutions with a financial planning mindset to meet the individualized...
$137.3k - $209.11k
...first networking and security solutions already protect 70% of the... ...delivery for Infoblox's Financial Planning & Analysis function across... ...leadership to align technology investments with enterprise goals... ...Orchestration (ADO) Serve as the Strategic Product Owner (SPO) for FP&...Temporary workWork at officeFlexible hoursShift workNight shift$117k - $167k
Strategic Financial Analyst, Platforms and Devices Central Finance corporate_fare Google place Mountain... ...4 years of experience in financial planning and analysis (FP&A), consulting, or a... ...backed by sustainable and strategic investment. Google is proud to be an equal...Full time$137.9k - $207.3k
...Description As a People Retail Financial Analyst, you will play... ...Own the annual plan, monthly forecast... ...Retail Stores. Complete strategic and financial analysis... ...to store staffing and investments. Drive operational improvements... ...and operational solutions for total store...WorldwideRelocation$28.85 - $33.65 per hour
Job Description Financial Solutions Advisor - Stage I (FSA I) - Helps clients with financial advice and capital solutions as part of Bank of America... ...financial solutions. Collaborate with core banking and investment partners to connect clients to Bank of America and...Hourly payWork at officeMonday to FridayShift workRotating shiftDay shift$140k - $200k
...Description Job Description Senior Financial Advisor San Jose, CA Salary: $140,000 -... ...: We are an independent Registered Investment Adviser based in San Jose, CA. Since our... ...trajectory by providing personalized planning and wealth management to three niches:...Local area1 day per week$150k - $160k
...throughout Kodiak, providing financial support and insights to... ...short and long term planning and reporting of the... ...presentation Support strategic initiatives, purchases, and investments through data-driven... ...improvements and build scalable solutions ~ Excellent...Temporary workWork at officeVisa sponsorshipFlexible hours$137.9k - $207.3k
Sr. Financial Analyst, Investor Relations - Strategic Finance Cupertino, California, United States Corporate Functions... ...earnings disclosures, industry investments, strategic moves, and broader analyst... ...Apple’s Employee Stock Purchase Plan. You’ll also receive benefits...RelocationShift work$160k - $180k
...Strategic Finance / FP&A Analyst We're looking for a highly analytical and business-oriented Strategic Finance / FP&A Analyst... ...closely with leadership across the company to drive strategic planning, financial insights, and operational decision-making. You'll play a...Work at officeRemote work3 days per week$146.8k - $221.2k
...opportunities, leading cross-functional M&A deal teams, and conducting strategic analysis for Apple’s senior leadership. Candidates should have 1-3 years of experience in relevant fields, strong financial modeling skills, and the ability to manage complex projects...- Intuit is seeking a Staff Financial Analyst in Mountain View, California, to drive strategic planning and financial reporting for the QuickBooks Product organization. The ideal candidate will have over 6 years of FP&A experience, strong analytical skills, and proficiency...
- ...Wells Fargo, we're more than a financial services leader - we’re a... ...being. You’ll be rewarded for investing in your community,... ...their financial goals through planning, digital engagement, and customized... ..., credit, and investment solutions. In addition, this role supports...Full timeTemporary workWork experience placementImmediate start
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Financial Advisor: Planning & Investment Solutions. Be the first to apply!
- financial engineer Saratoga, CA
- financial banking Saratoga, CA
- financial software developer Saratoga, CA
- senior financial analyst fp&a Saratoga, CA
- sr financial advisor
- finance associate
- oracle cloud financials consultant
- financial advisor development program
- entry level financial advisor
- financial planner cfp



