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

Wealth & Financial Solutions Advisor

Bank of America

Bank of America is seeking a Financial Advisor to provide tailored financial advice and solutions to clients. Responsibilities include triaging client leads, building financial plans, and recommending investment strategies. The ideal candidate will have a minimum of one year of experience in the financial services industry and hold necessary licenses, including Series 7 & 66. Competitive salary and benefits package offered. #J-18808-Ljbffr

Vacancy posted 7 hours ago
Similar jobs that could be interesting for youBased on the Wealth & Financial Solutions Advisor in Los Angeles, CA vacancy
  • 124 CCG CCG in Los Angeles is looking for an Internal Wealth Specialist. In this role, you will build and maintain strong relationships with financial professionals while promoting Capital Group solutions and analyzing business intelligence. The candidate should possess... 
    Suggested
    Flexible hours

    124 CCG CCG

    Los Angeles, CA
    7 hours ago
  • A financial services firm seeks a seasoned Wealth Advisor (SVP level) in Los Angeles. The ideal candidate will have over 10 years of experience in wealth management...  ...internal teams for integrated wealth management solutions. This role offers a competitive salary and... 
    Suggested

    Ground Control Business Management

    Los Angeles, CA
    4 days ago
  •  ...guided by a common purpose to help make financial lives better through the power of every...  ...The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to...  ...and interaction with the Merrill Lynch Wealth Management Complex; The role is a bridge... 
    Suggested
    Temporary work
    Work at office
    Shift work
    Day shift

    Bank of America

    Venice, CA
    4 days ago
  • $90k - $100k

     ...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are We...  ...Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive...  ...planning, investment management solutions, and risk management to retirement plan... 
    Suggested
    Temporary work
    Local area
    Flexible hours

    CAPTRUST

    Los Angeles, CA
    2 days ago
  •  ...Financial success is about creating the right roadmap for you that...  ...the trusted and best financial advisor in Los Angeles, we provide our...  ...or tips to grow your wealth, our team provides a personalized...  ...priorities and then we craft tailored solutions to our clients that deliver... 
    Suggested

    Ehuntcpa

    Los Angeles, CA
    7 hours ago
  • $77.6k - $114.7k

    JPMorgan Chase is seeking an Investment Associate in Los Angeles who will collaborate with Financial Advisors to deliver tailored wealth management solutions to high-net-worth clients. Responsibilities include advising on portfolio construction, market implementation of... 

    JPMorgan Chase

    Los Angeles, CA
    1 day ago
  • JPMorganChase is looking for a Private Client Advisor in Alhambra, California. The advisor will provide comprehensive financial planning and advice to clients, fostering...  ...relationships while delivering personalized investment solutions. Applicants should have at least two years... 

    JPMorganChase

    Alhambra, CA
    3 days ago
  • A leading wealth management firm in Los Angeles is looking for a Senior Vice President, Financial Advisor to play a key role in regional expansion. The position offers an opportunity...  ...management and comprehensive financial solutions. The firm caters to high-net-worth... 

    The Rogan Group, Inc

    Los Angeles, CA
    3 days ago
  • $180k

    ROLE - FINANCIAL ADVISOR LOCATION - CENTURY CITY, CA WORK TYPE - FULL-TIME | 100% ON-SITE About The Role Leading fee-only wealth management firm with a client-first philosophy rooted in origins...  ...comprehensive financial solutions beyond portfolio management. Focused... 
    Full time
    Work at office

    W3Global

    Los Angeles, CA
    1 day ago
  •  ...Financial Solutions Advisor- Valley Crest Market Sherman Oaks, California;Montrose, California; Los Angeles, California; Burbank, California; La Crescenta, California; Glendale, California; Glendale, California; La Canada Flintridge, California; Los Angeles, California... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Sherman Oaks, CA
    3 days ago
  • $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 work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Los Angeles, CA
    3 days ago
  • $28.85 - $33.65 per hour

    Bank of America seeks a Financial Solutions Advisor Stage I in Los Angeles, CA. This role involves obtaining essential securities licenses, cultivating client relationships, and providing comprehensive financial advice. You will work in a financial center and help clients... 
    Hourly pay
    Work at office

    Bank of America

    Los Angeles, CA
    2 days ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I in West Hollywood, California, to build client relationships while earning essential securities licenses. The role includes comprehensive training and a structured development program aimed at helping clients... 

    Bank of America

    West Hollywood, CA
    2 days ago
  • $70k - $80k

    Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and... 
    Temporary work
    Monday to Friday

    Bank of America

    Los Angeles, CA
    4 days ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I in Los Angeles, CA. This role includes obtaining necessary Securities Industry licenses and managing client relationships. You will receive extensive training in delivering core banking and investment solutions... 

    Bank of America

    Los Angeles, CA
    3 days ago
  • $28.85 - $33.65 per hour

    Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in Los Angeles, California. In this role, you will obtain necessary securities licenses while receiving training in foundational advisory skills. Responsibilities include managing client relationships... 
    Hourly pay

    Bank of America

    Los Angeles, CA
    2 days ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I in South Gate, California. In this role, you will obtain necessary industry licenses while delivering comprehensive financial advice to clients. The ideal candidate should excel in building client relationships... 

    Bank of America

    South Gate, CA
    4 days ago
  • Bank of America in Culver City is looking for a Financial Solutions Advisor Stage I. This role involves obtaining industry licenses and providing tailored financial solutions to clients. You will engage with customers to understand their financial needs and deliver personalized... 

    Bank of America

    Culver City, CA
    4 days ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I in Los Angeles, California. The role involves securing necessary securities licenses and providing bank and investment solutions to clients. Successful candidates will progress to more advanced roles while... 

    Bank of America

    Los Angeles, CA
    17 hours ago
  • $28.85 - $33.65 per hour

    Bank of America is seeking a Financial Solutions Advisor Stage I in Woodland Hills, California. This role focuses on acquiring essential securities licenses while building strong client relationships through comprehensive training and coaching. Key responsibilities include... 
    Hourly pay

    Bank of America

    Los Angeles, CA
    2 days ago
  • As a wealth advisor you will work directly with the wealth management team to create comprehensive...  ...plans that include a coordinated financial strategy that aligns with each client’s...  ...research and analysis of potential client solutions Cultivate and lead client... 

    Mariner

    Los Angeles, CA
    1 day ago
  • $80k - $95k

     ...Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined... 
    Work experience placement

    Retirement Resource Center LLC

    Pasadena, CA
    7 hours ago
  •  ...Financial Solutions Advisor Registration Candidate - Culver Center Financial Center Culver City, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility... 
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Culver City, CA
    1 day ago
  • $28.85 - $33.65 per hour

     ...Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining securities licenses, including Securities Industry Essentials (SIE),... 
    Hourly pay
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    West Hollywood, CA
    7 hours ago
  •  ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's...  ...Serves clients with excellence providing financial guidance in a manner based on the financial...  ...and implement excellent financial solutions and actively participate in the timely... 
    Work at office
    Local area
    Night shift

    Blue Trust

    Los Angeles, CA
    4 days ago
  •  ...Financial Solutions Advisor Registration Candidate- Central LA Market Hollywood, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Los Angeles, CA
    3 days ago
  •  ...Senior Wealth Advisor Safe Act The Senior Wealth Advisor is a senior strategic professional...  ...problems and develop new, innovative solutions. Required to think beyond existing solutions...  ...for providing a wide variety of financial and investment services to an Ultra high... 
    Work at office

    Citi

    Los Angeles, CA
    1 day ago
  •  ...broader purpose. Think of us as financial partners, because at Columbia, we...  ....8 billion in client assets. Our advisors average $575,000 in GDC. Our...  ...key approach to LTC and Insurance solutions. About the Role: A Senior Wealth Advisor is an experienced financial... 
    Immediate start

    Columbia Bank (WA, OR & ID)

    Los Angeles, CA
    17 hours ago
  • $75k - $125k

     ...a premier California-focused financial services company dedicated to...  ...Market Excellence Awards. Wealth Management is a specialized division...  ...of a dedicated Wealth Advisor to join our team of bank...  ...and educate, develop tailored solutions, recommendations, and implementing... 
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Zions Bancorporation

    Los Angeles, CA
    3 days ago
  • $70k

     ...The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends...  ...problems and develop new, innovative solutions. Required to think beyond existing solutions...  ...for providing a wide variety of financial and investment services to an Ultra high... 
    Full time
    Work at office

    Citigroup Inc

    Los Angeles, CA
    9 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth & Financial Solutions Advisor. Be the first to apply!