Member Financial Solutions Advisor
Kinecta
Kinecta in Lakewood, CA is seeking a Full-Time Administrative Associate to support member services and sales production. You will conduct member conversations, complete standard teller transactions, and promote Kinecta products and services with courtesy and accuracy. Requirements include at least 1 year of retail sales and service experience and successful completion of Kinecta internal certification programs (Level I and II). The role emphasizes detail, math skills, and strong communication. #J-18808-Ljbffr Kinecta
- United States Digital Space LLC is seeking a Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7 and Series 66 licenses and to learn to guide clients through complex financial scenarios with a human-centric approach. You'll start in an in-office environment...SuggestedWork at office
$28.85 - $33.65 per hour
...the company, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift$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...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- GREATER LOS ANGELES AGENCY CA in Cerritos is seeking a Financial Representative to educate middle-income clients on risk protection, financial... ...needs and ethically recommend and sell suitable financial solutions. You will identify markets, travel to meet prospects, and...Suggested
- Kinecta Federal Credit Union in Lakewood, CA is seeking a Full-Time Administrative role focused on member services and sales production. Under supervision, you will handle conversations with members and support growth of Select Employer Groups. The position includes completing...SuggestedFull time
$65k - $140k
...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 client needs and provides solutions though the sales of managed products and services...Contract workPart timeLocal area$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...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- Bank of America is hiring for a Financial Advisor role in an in-office setting. Build comprehensive financial plans using brokerage products... ...stocks, bonds, and funds, while recommending banking solutions aligned to client goals. You will triage requests, refer to...Work at office
$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... ...bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that align with...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...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...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...Role About the Role When a member walks into a Financial Center, they may be making a routine deposit... ...direction. As a Member Experience Advisor (MEA), you'll be that person-... ...discover digital tools and financial solutions that fit their needs. You'll also have...Work at office
$24 per hour
...Member Experience Advisor At Southland Credit Union, our Member Experience Advisors (MEAs) are at the heart of every Financial Center experience. More than a traditional teller or banker, you... ...them with products and digital solutions that fit their needs. Every interaction...Work at office- BMO Financial Group is seeking a results-driven advisor to deliver financial planning and advisory services, collaborating with team members to offer comprehensive banking solutions. The role focuses on identifying client needs and selling managed products, including funds...
$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique... ...Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern... ...investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern...Full timeContract workFor contractorsWork at office- Financial Partners Credit Union in Downey, CA is seeking a Member Advisor to serve as the primary contact for members, delivering exceptional service and tailored solutions while building lasting relationships. You will work with multiple departments to provide accurate...
$70k - $80k
Bank of America in the United States seeks a client-focused financial professional to plan short- and long-term goals with brokerage products and banking solutions. You will build financial plans, recommend strategies, and triage client requests while mitigating risk. The...Temporary workWork at officeFlexible hours$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...- ...insurance, banking, personal loans). Financial Partners Credit Union, recognized as a... ...professional to join our team as a Member Advisor . In this role, you will build... ...members with the right financial solutions. Through strong relationship management...Work at officeLocal area
$22 - $30 per hour
...process. Consumer Lending Specialist/Member Advisor Downey, CA, US 16 days ago Requisition... ...To $30.00 Hourly For almost 90 years, Financial Partners Credit Union has provided banking... ...resource for members seeking financing solutions. You’ll identify their needs, explain...Hourly pay$90k - $160k
...in providing strategic, operational, and financial advice to private equity firms,... ...Restructuring (T&R) Strategic Performance Solutions (SPS) Retail Performance Improvement... ...to interact with junior and senior team members, senior management, and other stakeholders...Full timeWork experience placementLocal area- ...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...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Bank of America in Downey, CA is hiring a Financial Consultant to provide comprehensive advice and customized solutions to clients to help them meet their financial goals. You will triage client leads, refer to partners based on client needs and asset thresholds, meet with...
$22 - $23.5 per hour
...across the U.S. and Asia, we are the premier financial bridge between the East and West. Our... ...help guide businesses and community members on both sides of the Pacific looking to... ...offering tailored product and services solutions leveraging the bank's latest technology...$45.9k - $75.9k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...and with the Bank's policies and procedures. Acts as a key member of a collaborative and versatile branch and market team....Part timeLocal areaImmediate startDay shift- ...guided by a common purpose to help make financial lives better through the power of every... ...life priorities and connecting clients to solutions that meet the financial goals.... ...dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA...Work at officeFlexible hoursShift workWeekend workDay shift
$50k
...Overview Touro University Worldwide (TUW) is seeking a full-time Financial Aid Advisor for the Financial Aid Department in the Los Alamitos, CA location. The Financial Aid Advisor will report to the Director of Financial Services and CFO. The Financial Aid Advisor will...Full timeWork at officeWorldwide- Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, triaging leads, and referring to internal partners. You will meet with clients to review financial and investment goals, build financial plans, and recommend...Work at officeFlexible hours
- ..., CA seeks a Universal Banker to blend teller and platform responsibilities, delivering exceptional service and promoting banking solutions. You will handle transactions, assist with account openings, and teach customers about digital self-service tools. You will build...
- BMO U.S. is seeking a customer-focused banking professional to deliver tailored financial solutions and exceptional service. You will engage customers, perform needs assessments, and collaborate with branch teams to grow relationships while ensuring regulatory compliance...
- ...educate clients on products, and process transactions with accuracy. You will collaborate with branch teammates, leverage digital tools, and actively participate in sales campaigns to deliver exceptional service and financial solutions to clients. #J-18808-Ljbffr U.S. Bank
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