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

Financial Solutions Advisor — Client Planning & Investment Guidance

Bank of America

Bank of America in the United States seeks a career‑minded financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals through brokerage and banking products. The role involves triaging client leads, referring to internal partners, and meeting with clients to review goals and recommend suitable products, with emphasis on strong relationship building and adherence to regulatory licensing requirements. #J-18808-Ljbffr Bank of America

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Solutions Advisor — Client Planning & Investment Guidance in Dayton, KY vacancy
  • $48k - $100k

     ...wealth management and investment products and services...  ..., including planning for retirement, education...  ...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients...  ...referrals Deliver customized solutions and the full... 
    Suggested
    Work at office
    Shift work
    Day shift

    Bank of America

    Cincinnati, OH
    3 days ago
  • A financial services firm is seeking a Wealth Advisor to manage and develop client relationships. The role involves selecting investment strategies tailored to client goals...  ...Proficiency in financial planning software and a...  ...success. #J-18808-Ljbffr Kable Workforce Solutions
    Suggested

    Kable Workforce Solutions

    Cincinnati, OH
    2 days ago
  • ## HFA Dedicated Financial Advisor - Advice CenterApplyremote...  ...to helping clients plan for the future while...  ...personalized financial guidance. As part of the NAC,...  ...responsible for providing investment advice and financial...  ...and insurance solutions, as well as current... 
    Suggested
    Full time
    Temporary work
    H1b
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington Bank

    Cincinnati, OH
    5 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming...  ...you can help your clients achieve their goals through financial planning. On your path to becoming...  ...· Education Funding · Investment & Advisory Services ·...  ...Services · Retirement Solutions · Business Needs Analysis... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Cincinnati, OH
    4 days ago
  •  ...Blue Ash, OH Financial Advisor (Future Partner)...  ...of America, we help clients make thoughtful, informed...  ...lives through long-term planning relationships built on...  ...recommendations and guidance. Develop and maintain...  ...Has an interest in investment strategy and portfolio... 
    Suggested
    Full time
    Work at office

    Stratos Wealth Partners

    Cincinnati, OH
    1 day ago
  • Job Description:Financial Planning ConsultantTo be eligible...  ...financial solutions that help Fidelity...  ...Advisory Services (FAS) clients make decisions...  ...-enabled model, Advisors guide clients...  ...retirement planning, investment management,...  ...structured pre-scheduled guidance appointments, as... 
    Full time

    Fidelity Investments

    Covington, KY
    2 days ago
  • $110.7k - $218.3k

     ...Today’s CFOs and financial leaders face increasing...  ..., you will help clients define their...  ...design and implement solutions aligned with...  ...-go-live support planning.Assist with current...  ...and provide guidance to junior team members...  ...through our own investments, commitments, and... 
    Local area
    Visa sponsorship

    Deloitte

    Cincinnati, OH
    20 hours ago
  • $116.2k - $229.1k

     ...Transformation team and help clients modernize the...  ...risk, and drive financial and operational...  ...-enabled solutions.Assess finance capabilities...  ...resource planning, enterprise performance...  ...to provide clear guidance to othersThe...  ...through our own investments, commitments, and... 
    Local area

    Deloitte

    Cincinnati, OH
    2 days ago
  •  ...purpose to help make financial lives better through the...  ...delivering for our clients, teammates, communities...  ...advice and customized solutions to clients to help them...  ...review financial and investment goals and recommend products...  ...Works with clients to plan their short and long‑... 
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Dayton, KY
    3 days ago
  • Jobot seeks a client-focused Financial Advisor to join its Wealth Management team in a role focused on helping individuals,...  ...delivering a high level of personalized service and guidance across investments, retirement, estate planning, and tax-efficient strategies. This on-site... 
    Permanent employment

    Australia-Employment

    Anderson, OH
    3 days ago
  • The Financial Advisor represents WesBanco Securities in an assigned...  ...for providing investment counseling to bank and non-bank clients and offering products...  ...strong organizational and planning skills. Ability to maintain...  ...and insurance solutions. Provide a great client... 
    Full time
    Work at office

    WesBanco

    Newport, KY
    1 day ago
  • WealthBridge Financial Group is seeking a results-oriented Financial Consultant to help clients define their financial objectives and receive tailored advice and strategies across investments, retirement planning, and wealth management. You will assess client needs using... 

    WealthBridge Financial Group

    Newport, KY
    1 day ago
  •  ...: Wealth Management Advisor Location: United States...  ...: This is a client-focused financial services firm committed...  ...holistic financial planning for individuals, families...  ...and insurance solutions to help clients achieve...  ...services, including investment management,... 
    Remote work
    Flexible hours

    The Agency Recruiting

    Cincinnati, OH
    1 day ago
  • The Commas Financial Advisor is a CFP® professional who owns and leads a defined group of client relationships. This is a hands‑on, client...  ...follow‑through across planning, investments, and ongoing service. Commas...  ...-term planning Provide guidance during periods of... 
    Work at office

    Truepoint Wealth Counsel

    Cincinnati, OH
    4 days ago
  • WealthBridge Financial Group is seeking a results-oriented Financial Consultant...  ..., you will engage with clients to understand their financial...  ...to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies... 

    WealthBridge Financial Group

    Covington, KY
    2 days ago
  • $28.85 - $33.65 per hour

     ...common purpose to help make financial lives better through the...  ...Growth and delivering for our clients, teammates, communities,...  .... Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey...  ...of America’s core banking, investment solutions and approach to client... 
    Hourly pay
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Southgate, KY
    4 days ago
  • Description Summary The HFA Financial Advisor Senior - Branch...  ...staff to uncover client needs and offer most...  ...appropriate financial solutions for their short-term...  ...of business. Provide investment/insurance solutions to...  ...comprehensive financial planning approach that... 
    Temporary work
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington Bancshares, Inc.

    Cincinnati, OH
    1 day ago
  • $110k - $150k

     ...practice, putting our clients’ best interests...  ...support and guidance on their financial...  ...Want The Wealth Advisor position is the backbone...  ...in a solutions-focused manner. They...  ...proven return-on-investment activities. They...  ...proficient in CRM and Financial Planning software Skillfully... 
    Temporary work
    Work at office
    Flexible hours

    Carson Group

    Covington, KY
    3 days ago
  • $102.5k - $210.6k

     ...consultant, and trusted advisor across teams,...  ...best-in-class solutions and supporting dynamic...  ...on workforce planning, workload...  ...actionable business guidance, advocating for security...  ...Deloitte and client data. The team leads...  ...through our own investments, commitments, and... 
    Full time
    Flexible hours
    Shift work

    Deloitte

    Cincinnati, OH
    1 day ago
  • $82.6k - $162.8k

     ...implementation of NetSuite solutions that help clients meet their business goals,...  ...professionals across core financial accounting, procure-to-pay...  ...and prototypesDrive test planning, execution, and optimization...  ...of growth. We’re just as invested in our own team’s growth,... 
    Local area
    Visa sponsorship

    Deloitte

    Cincinnati, OH
    1 day ago
  •  ...airports and other aviation clients for more than 70 years...  ...includes both planning and development services...  ...important strategic, financial, and business decisions...  ...industry. From major capital investment programs and airline...  ...innovative financial solutions for airports and... 
    Full time
    Local area

    Landrum & Brown

    Cincinnati, OH
    4 days ago
  • $110.7k - $218.3k

     ...Deloitte, you will help clients design and implement NetSuite solutions that align with their business...  ...across core financial accounting, procure-to-pay...  ...and prototypesDrive test planning, execution, and optimization...  ...growth. We’re just as invested in our own team’s growth... 
    Local area
    Visa sponsorship

    Deloitte

    Cincinnati, OH
    1 day ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative...  ...are provided guidance, connection, and...  ...financial planning practice from the...  ...your business and client base Develop and...  ...Representative or Advisor role upon graduation...  ...—insurance, investments, and annuities—built... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Remote work
    Flexible hours

    Northwestern Mutual

    Cincinnati, OH
    2 days ago
  • $110.7k - $218.3k

    Position Summary Financial Services Senior...  ...& Forensic team helps client leaders translate multifaceted...  ...execution, work planning, and deliverable managementContribute...  ...to provide clear guidance to others The Team Our...  ...& Payments, Wealth/Investment Mgmt, Capital Markets,... 
    Work at office
    Visa sponsorship

    Deloitte

    Cincinnati, OH
    20 hours ago
  • $128k - $252.5k

     ...impact on our clients' success. You’...  ...clients improve financial performance,...  ...verticalized sector solutions in software,...  ...design, test planning, and execution...  ...provide clear guidance to others The...  ...as trusted advisors to our clients...  ..., securities, investment management, and... 

    Deloitte

    Cincinnati, OH
    2 days ago
  • $96k - $181k

     ...dedicated to serving our clients' financial needs through expert advice...  ...personalized banking, borrowing, and investment solutions. The Relationship Manager...  ...as the primary client advisor, developing and...  ...including trust, investment and planning strategists, based on... 
    Full time
    Work at office
    Local area
    Flexible hours
    Night shift

    KeyBank

    Cincinnati, OH
    2 days ago
  •  ...Description We are seeking a highly motivated and experienced Financial Advisor to join our growing team. The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and maintaining strong relationships while... 

    The Misch Group

    Cincinnati, OH
    more than 2 months ago
  • The Wealth Advisor will serve as the primary...  ...contact with the Wealth client. The Wealth...  ...the client’s entire financial and family...  ...structure a goals-based investment management strategy and financial plan. Essential Functions...  ...of investment solutions, risk management,... 

    Kable Workforce Solutions

    Cincinnati, OH
    2 days ago
  • $80.28k - $98.12k

     ...better and smarter financial decisions and enabling...  ...The Wealth Connect Advisor provides personalized...  ...education and investment advice to clients through secure virtual...  ...calls, and digital planning tools. They assess each...  ...advisory, and insurance solutions. Working in a team-... 
    Temporary work
    Work experience placement
    Work at office
    Local area

    Us Bank

    Cincinnati, OH
    1 day ago
  • $85k - $120k

     ...- $120,000 per year Financial Advisor - Wealth Management We...  ...seeking a motivated and client-focused Financial...  ...providing ongoing financial guidance, and delivering a...  ...benefits Retirement plan with company...  ...guidance related to investments, retirement planning,... 
    Local area

    Jobot

    Anderson, OH
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Solutions Advisor — Client Planning & Investment Guidance. Be the first to apply!