Financial Solutions Advisor — Client Growth & Planning
$70k - $80kBank of America ATM
Bank of America in Lancaster, California is seeking a Financial Advisor to provide comprehensive financial advice and customized solutions to clients. This role includes building financial plans and recommending brokerage products. Ideal candidates will have at least one year in the investments or financial services industry. Strong relationship-building and communication skills are essential. The position offers a competitive salary between $70,000 and $80,000, with opportunities for performance-based incentives. #J-18808-Ljbffr Bank of America Corporation
- A leading financial institution in Palmdale, CA is seeking a Financial Solutions Advisor to provide clients with comprehensive banking and investment solutions. The ideal candidate... ...competitive compensation and opportunities for growth within the company. #J-18808-Ljbffr Bank...SuggestedFull time
- ...common purpose to help make financial lives better through the... ...by driving Responsible Growth and delivering for our clients, teammates, communities and... ...advice and customized solutions to clients to help them achieve... ..., building a financial plan, and recommending...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...represent our brand with hospitality and the latest banking technology. You will acquire, manage, and retain client relationships, offering thoughtful financial solutions to address client needs and support branch success. The role requires building trust, handling inquiries...Suggested
$28 - $33 per hour
Overview Financial Solutions Advisor Registration Candidate- Tri Valley Market at Bank of America. This range is provided by Bank... ...every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day...SuggestedFull timeInternshipWork at officeImmediate startMonday to FridayShift workDay shift- ...Relationship Banker to build lasting client relationships by meeting... ...offering tailored banking solutions. This role involves opening accounts... ...and services to meet their financial goals. The position... ...client experience and drive branch growth. #J-18808-Ljbffr US BankSuggested
- OneMain Financial Group is hiring a Loan Sales Specialist in Lancaster, CA. The role focuses on listening to customer needs and delivering friendly, fast, and affordable financing solutions. Team members thrive in a competitive setting with opportunities for professional...
- JP Morgan Chase is seeking a Relationship Banker to welcome clients in our branch and help them achieve their financial goals. You will build trusted relationships by delivering thoughtful banking solutions and leveraging Chase technology to simplify banking for clients...Weekend workAfternoon shift
- ...welcoming, knowledgeable service and leveraging technology to meet clients’ financial needs. You will lead efforts to acquire, manage, and retain... ...ability to work flexible branch hours, and the capacity to educate clients on Chase solutions. #J-18808-Ljbffr JP Morgan ChaseFlexible hours
- OneMain is seeking a Loan Sales Specialist to empower customers by listening to their needs and delivering friendly, fast, affordable financing. In a competitive, supportive environment, you will contribute to branch goals and advance within the company. The role involves...
- U.S. Bank is seeking a Relationship Banker to build and deepen client relationships by meeting face-to-face and advising on banking needs... ...outreach, customer service excellence, and the ability to identify clients’ true financial needs using a #J-18808-Ljbffr U.S. Bank
- ...assigned branches and relationships, delivering comprehensive financial solutions to small businesses with revenues up to $2.5M. You will support two to three branches, build client relationships, and drive growth through proactive outreach and consultative selling....
- OneMain Financial Group in Lancaster, CA is seeking a Loan Sales Specialist to help customers access friendly, fast financing solutions while delivering exceptional service. You will engage customers across channels, manage the loan life cycle (including collections when...
$35.05 - $42.83 per hour
...make better and smarter financial decisions and enabling... ...comprehensive financial solutions to small businesses... ...complex small business client needs and opportunities... ...financial targets and growth goals. The banker identifies... ...applicable incentive plan. If there’s anything we...Full timeTemporary workLocal area- Modern Woodmen of America is looking for dedicated financial representatives in Palmdale, California. The role involves creating tailored financial plans to help various individuals achieve their financial goals, supported by extensive training and development. Candidates...
- ...Valley Emergency Services (SAVES) food bank. This hands-on, fast-paced role involves assisting with food distributions, inventory, client support, volunteer coordination, and event help. The job requires dependability, teamwork, good customer service and communication,...
- ...to the company’s success. As a Wealth Advisor within PNC's Wealth Management... ...strategies, as well as the development of financial plans for clients. Grows and retains an investment and... ...information in creating customized customer solutions. Managing Risk - Assessing and...Full timeTemporary workPart timeWork experience placementWork at office
$26 - $32 per hour
...the best possible relationships with our clients and with each other. Our workplace culture... ...thrive. As a premier California-focused financial services company dedicated to serving its... ...PTO), and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing,...Hourly payWork experience placementWork at officeLocal areaFlexible hours- ...opportunities to improve the customer's financial wellbeing. Collaborates with... ...of wallet. Positions PNC solutions to drive new revenue and... ..., ultimately elevating client loyalty. Delivers a full PNC... ..., pension and stock purchase plans; dependent care reimbursement...Full timeTemporary workPart timeWork experience placementWork at office
- ...and efficient completion of client transactions while maintaining... ...and understanding the client’s financial needs. Cross-trained to... ...clients on digital, self-service solutions including ATMs, Online and Mobile... ...savings accounts, and a 401k plan to teammates. Teammates also...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
$23.08 - $31.25 per hour
...serve to make better and smarter financial decisions and enabling the... ...possible counsel. Strong client relationships are based on trust... ..., and recommending financial solutions based on each customer’s unique... ...employer-funded retirement plan ~ Paid vacation (from two to...Full timeTemporary workLocal area- ...aimed at improving customer financial wellbeing and creating loyalty... ...creating customized customer solutions. Managing Risk - Assessing... ...Accountability, Banking, Client Loyalty, Customer Experience... ..., pension and stock purchase plans; dependent care reimbursement...Full timeTemporary workPart timeWork experience placementWork at office
- ...Launch your financial services career with an organization that positively impacts thousands... ...create and execute tailored financial plans that illustrate members' current situations... ...strengthen relationships, allowing for membership growth and greater community impact. We're...Local area
- ...process and life cycle, presenting tailored solutions based on customer needs Manage the life... ...401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement... ...credit and is dedicated to improving the financial well-being of hardworking Americans. Since...Local areaMonday to Friday
- SchoolsFirst FCU in Lancaster, CA is seeking a Lead Personal Banker (Member Service Representative IV) to deliver World Class member service, promote credit union products, and build lasting relationships with Members visiting branch locations. The role requires 5-7 years...
$96k - $148k
...the future of general. Accountability here is shared, so wins belong to the team and setbacks become lessons. The package is honest: $96,000 - $148,000, a benefits plan that works, mentorship that lasts, and the flexibility to live in Lancaster, CA. #J-18808-LjbffrLive inLocal areaShift work$29.79 - $44.68 per hour
...needed. Assists team and Members with complex loan requests and transactions. Analyzes consumer loan applications and pertinent Member financial and credit data. May have the authority to approve or deny loans within assigned authority level. Has thorough knowledge of...Work at officeRemote work3 days per week$32 - $34 per hour
...Care Manager (HRCM) is responsible for assessment, treatment planning, intervention, monitoring, evaluation, and documentation on identified... ...include other elements, including a full range of medical, financial, and/or other benefits (including 401(k) eligibility and...Full timeImmediate startMonday to FridayFlexible hours- ...Services TypeNon Profit Founded1968 Employees51-200 Specialties financial counselinghousing counselingsupportive housinghousing... ...be responsible for updating and maintaining the business plan to guide the growth and regional investment activities of the CDFI, leading...Full timeWork experience placementLocal area
- Heritage Sierra Medical Group seeks a High Risk (Outpatient) Care Manager (HRCM) to assess, plan, implement, and monitor care for identified high-risk members in outpatient settings. This role collaborates with the Primary Care Physician, members, families, and other health...
$87.89k - $112.18k
...Job Summary Job Summary Under the direction of the Risk Manager assists in planning organizing and implementing a comprehensive risk management program for the District. This includes workers compensation property liability and cyber-risk programs safety initiatives...Full time
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