Licensed Financial Solutions Advisor
Bank of America
Bank of America is hiring a financial advisor to provide comprehensive advice and customized solutions aligned with clients’ financial goals. The role includes building financial plans, reviewing asset thresholds with referrals to partners, and ensuring compliance with SAFE Act registration requirements. Responsibilities include triaging leads, meeting clients, and expanding knowledge through required licenses and trainings. #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Licensed Financial Solutions Advisor in Malibu, CA vacancy
$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayShift workDay shiftBank of America
Woodland Hills, CA1 day ago- ...guided by a common purpose to help make financial lives better through the power of every... ...providing comprehensive advice and customized solutions to clients to help them achieve their... ...knowledge by completing required licenses and trainings. This position is subject...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...America in Westlake Village, CA is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve their financial... ...strategies. The role requires Series 7 & 66 licenses (63/65 acceptable), at least 1 year in...Suggested
$61k - $119k
...Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...focused on client-building and obtaining licenses. Our award-winning training programs... ...Services Trust Services Retirement Solutions Business Needs Analysis Northwestern Mutual...SuggestedFull timeContract workFor contractorsNorthwestern Mutual
Westlake Village, CA2 days ago- Northwestern Mutual invites you to start a financial advisory career as a financial representative, focusing on client building and licensing. You’ll receive award-winning training... ...holistic financial plans and retirement solutions. As an independent contractor, you can...SuggestedFor contractors
- First Bank is seeking a Relationship Banker in Westlake Village, CA to build client relationships, assess financial needs, and promote banking solutions. You will open accounts, drive referrals, support digital adoption, and contribute to branch goals. Ideal candidates...
- ...self-service channels, and accurately process cash transactions. You will build relationships to understand financial needs and connect clients with suitable solutions. Responsibilities include operational excellence, following procedures, and partnering with specialists...Weekend work
- Bank of America in Calabasas is seeking a licensed financial professional to provide comprehensive advisory services and build client financial... ...to partners, and guide clients toward suitable investment solutions. This role requires Series 7 and 66 (or 63/65) licenses, at...
$31 - $43 per hour
...advisory practice of Ameriprise Financial Services Location:... ...integral role in supporting advisors by managing financial planning... ...recommendations and initial product solutions for advisor review and use... ...and team members Licensing Requirements Candidates must...Hourly payFull timePrivate practiceWork at officeAmeriprise Financial
Calabasas, CA1 day ago$105.7k - $132.15k
...empowering technical groups to focus on delivering innovative solutions for our customers. Position Summary: We are seeking a skilled... ...candidate will have a minimum of 4 years of experience in financial planning and analysis within the defense or R&D industry. This...Full timeHRL Laboratories LLC
Malibu, CA13 hours ago$20.75 - $25.5 per hour
...responsible for building client relationships, identifying financial needs, recommending banking solutions, and supporting branch growth through proactive... ...position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing...Hourly payRemote workFirst Bank & Trust Company
Westlake Village, CA3 days ago- ...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.... ...through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Santa Monica, CA1 day ago - Red Bull is seeking an IT ERP Functional Analyst to optimize and support SAP S/4HANA FI/CO finance solutions for a distribution/FMCG environment. You will partner with Finance to drive process improvements, implement enhancements, and provide hands-on configuration and...
$100k
...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...specialists, and executing highly customized solutions to meet client needs Recommending... ...equivalent 63 and 65 in lieu of 66) licenses Minimum of one year of experience...Interim roleWork at officeLocal areaShift workDay shift$150k
...drive into an exciting career with Beer Financial Group, a growing network within Northwestern... ...& Inclusion, with nationally recognized advisors Strong support system: mentoring, expert... ...be required to obtain state insurance licenses, with training provided and sponsorship...Full timeWork at officeLocal areaRemote workFlexible hours3 days per weekBeer Financial Group, Inc.
Santa Monica, CA2 days ago$170k - $225k
...will use your knowledge of investments, financial planning, credit and banking to both advise... ...targeted advice, developing thoughtful solutions and delivering an exceptional client... ...required Series 7, 66 and Insurance licenses required for position; unlicensed candidates...Full timeTemporary workWork experience placementLocal areaAumni
Westlake Village, CA1 day ago$48.01k - $65k
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...services, and recommending financial solutions based on each customer’s unique goals... ...This position requires National Mortgage Licensing System (NMLS) registration under the terms...Full timeTemporary workLocal area$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives... ...meetingsReceive Risk Product State Licensing: Life, Accident, and HealthBuild life... ...a full-time Financial Representative or Advisor role upon graduation.QualificationsAre you...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Santa Monica, CA13 hours ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills... ...a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Westlake Village, CA3 days ago$90k - $160k
...practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors... ...Turnaround & Restructuring (T&R) Strategic Performance Solutions (SPS) Retail Performance Improvement (RPI) Transaction...Full timeWork experience placementLocal areaBerkeley Research Group
Santa Monica, CA1 day ago- ...EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM... ...Wealth Advisor provides personalized financial advice and wealth management strategies... ...financial goals, and creating tailored solutions for investment, retirement, and estate planning...Temporary workWork at officeImmediate startFlexible hours
EP Wealth Advisors
Westlake Village, CA13 hours ago $112k - $140k
...management. From admin work to clinical care, our suite of innovative solutions work together to reduce administrative burden-empowering solo... ...business. The ideal candidate will bring strong experience in financial modeling and a passion for translating complex financial...Summer workPrivate practiceFlexible hoursSimplePractice
Santa Monica, CA1 day ago$85k - $95k
...Partners is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor... ...through active participation in the financial planning process. Responsibilities... ...and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners...Work at officeLocal areaRemote work2 days per weekFocus Financial Partners Inc.
Santa Monica, CA13 hours ago$85k - $95k
...Partners is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor... ...through active participation in the financial planning process. Focus provides team... ...and delivers personalized wealth planning solutions to clients in all 50 states. Focus...Work at officeLocal areaRemote work2 days per weekLE0123 Focus Partners Wealth LLC
Santa Monica, CA2 days ago- ...a Senior Finance Associate to take ownership of property-level financial operations across a growing portfolio. Reporting to the Finance... ...business · 3-5 years of experience in accounting or finance · CPA license preferred · Big 4 or national public accounting firm...Immediate startRemote work
Seegers and Associates
Santa Monica, CA4 days ago $85k - $95k
...Associate Wealth Advisor Focus Partners is seeking an Associate Wealth Advisor to join... ...through active participation in the financial planning process. Responsibilities include... ...and delivers personalized wealth planning solutions to clients in all 50 states. Focus...Work at officeRemote work2 days per weekSCS Financial
Santa Monica, CA4 days ago$110k - $145k
...chain challenges into quantitative performance measures and financial solutions. Foremost, you should be energized to support a defense aviation... ...22 C.F.R. § 120.62 or otherwise eligible for deemed export licensing. US persons include U.S. citizens, U.S. nationals, lawful...Weekly payPermanent employmentWork at officeHermeus
Santa Monica, CA13 hours ago- Northwestern Mutual offers a College Financial Representative internship where students build a financial planning practice while gaining... ...meetings, and goal-driven planning, with weekly coaching and licensing support. A flexible schedule accommodates class commitments,...Full timeInternshipFlexible hours
$80 - $95 per hour
...processes, identifying opportunities for improvement, and driving solutions through implementation. Key Responsibilities Process... ...Functional Partnership: Work closely with Accounting, Finance, Financial Systems, IT, and other stakeholders to ensure process and technology...Temporary workFor contractorsWork at officeLocal area3 days per week- Bank of America Merrill Wealth Management is seeking to grow its Advisor Development talent pool in the Westlake Village area. The... ...net-worth clients with a broad suite of investment and banking solutions, guided by seasoned mentors and extensive training. You will gain...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Licensed Financial Solutions Advisor. Be the first to apply!
