Client Relationship Banker & Solutions Advisor
Bank of America Corporation
Bank of America is seeking a customer-focused professional to engage clients in the lobby, educate them on self-service options, and process transactions accurately. You will build relationships, understand financial needs, and connect clients with suitable solutions to meet their goals. The role requires strong communication, adaptability, and a willingness to work a 1st shift with a 40-hour week across various California locations. #J-18808-Ljbffr Bank of America Corporation
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Relationship Banker & Solutions Advisor in Costa Mesa, CA vacancy
- ...of America in Fountain Valley, CA is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry basics and licenses... ...7, Series 66). You’ll learn to acquire, build and manage client relationships and provide financial guidance with a consultative...Suggested
- JPMorganChase is hiring a Relationship Banker to represent our brand in-branch. You will build and manage client relationships, offer thoughtful financial solutions, and help clients navigate technology tools like the Chase Mobile App and Chase.com. The role requires banking...Suggested
$28.85 - $33.65 per hour
...Responsible Growth and delivering for our clients, teammates, communities and... ...make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ..., building and managing client relationships to considering a client’s complex financial...SuggestedHourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Bank of America Corporation seeks a licensed financial professional to deliver comprehensive advice and customized solutions, helping clients reach financial goals while applying licenses and training. The role involves building plans, recommending brokerage products,...Suggested
- ...Private Client Banker You have a passion for taking care of our... ...valued by building lasting relationships, doing the right thing, exceeding... ...(Private Client Advisors, Mortgage Bankers and Business... ...offers innovative financial solutions to millions of consumers, small...SuggestedImmediate startAfternoon shift
- First Bank in Newport Beach, CA, seeks a Relationship Banker to be the first point of contact for clients, delivering consultative financial guidance and building... ...and coordinate with teammates to offer tailored solutions while adhering to regulatory requirements. This...Work at office
- JPMorgan Chase in Newport Beach, CA is seeking a Relationship Banker for our branch to deliver hospitality, build lasting client relationships, and provide thoughtful financial solutions. You will engage clients in person and by phone, explain Chase products, and guide...
- ...driving Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial...Work at officeWork from homeFlexible hoursShift workDay shift
Bank of America Corporation
Huntington Beach, CAa month ago - Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role includes onboarding new clients, opening accounts, and maintaining client information across systems. The...
- ...offering a unique brand of relationship banking and fostering a... ...managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC.... ...approach to LTC and Insurance solutions.About the Role:A Senior... ...Specialists, Private Bankers, and Wealth Strategists. We...Immediate start
Columbia Bank
Irvine, CA4 days ago $61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a... ...where you can help your clients achieve their goals through... ...Trust Services • Retirement Solutions • Business Needs Analysis... ...achieve their goals Grow relationships with clients to support them...Work at officeUNAVAILABLE
Irvine, CA1 day ago$175k - $200k
...Position Title: Wealth Advisor This remote position places... ...front of ultra-high-net-worth clients across Orange County, with a... ...Responsibilities Originate and develop relationships with ultra high net worth... ...before recommending solutions Work with associates,...January startRemote workFlexible hoursAfternoon shiftBoutique Recruiting
Irvine, CA15 hours ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a... ...where you can help your clients achieve their goals through... ...Trust Services · Retirement Solutions · Business Needs Analysis... ...achieve their goals Grow relationships with clients to support them...Full timeContract workFor contractorsWork at officeUNAVAILABLE
Huntington Beach, CA1 day ago- ...currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... ...advice and building long‑term relationships with clients. The role partners closely with high–... ...internal specialists to deliver integrated solutions. Identify and pursue new business...
Beacon Pointe
Newport Beach, CA5 days ago $200k - $260k
...hiring a growth-minded Wealth Advisor with a CFP or CFA... ...and the ability to take on clients and grow. You define ambition... ...advisory role, steering client relationships that drive results, we want... ...comprehensive wealth-planning solutions for clients. ~ Excellent attention...Full timeImmediate startMission Wealth
Newport Beach, CA5 days ago$50k - $150k
...Financial AdvisorAs a Financial Advisor, you will partner with individuals and families... ...Through personalized strategies, you'll help clients work toward long-term goals such as... ...and access to a wide range of financial solutions designed to support your success. Build...Full timeFlexible hoursTrue Path Financial
Irvine, CA5 days ago- ...experienced team of wealth advisors has knowledge and access to... ...to deliver a differentiated client experience. If you want to work... ...on building trusted client relationships, generating new business, and... ...delivering holistic wealth solutions supported by a world class offering...Permanent employmentTemporary workWork at officeFlexible hours
Corient Services LLC
Newport Beach, CA4 days ago $100k
...values every day: Integrity, Client Focus, Diverse Perspectives,... ...succeed as a Private Wealth Advisor at Capital Group.”As a... ...clients to cultivate and foster relationships within Capital Group. You will... ...marketing and investment solutions, administrative support, compliance...Full timeTemporary workLocal areaFlexible hoursCapital Group
Irvine, CA15 hours ago- BMO Financial Group in California is seeking a customer-focused advisor to deliver tailored financial solutions and strong service. You will engage customers, assess needs, and guide them through everyday banking, retail investments, lending, and home financing, including...
- Bank of America in Newport Beach is seeking a client-focused professional to build relationships and meet financial needs while adhering to regulatory standards. You will work within a structured process, supporting clients with banking services and coordinating with specialists...
- Bank of America in Huntington Beach is seeking a client-focused, results-driven professional to support branch operations and relationship management. You will build relationships with clients to meet financial needs, promote self-service banking, and help drive a positive...
- ...of America is seeking a customer-focused associate to educate clients on self-service banking and assist with cash transactions in a... ...understand their financial priorities and connect them with suitable solutions while managing daily center flow and appointments. A strong...
$70k - $80k
...Responsible Growth and delivering for our clients, teammates, communities and... ...providing comprehensive advice and customized solutions to clients to help them achieve their financial... ...mind to. Builds and nurtures strong relationships. Collaborates effectively with others...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- ...America in Newport Beach, CA is hiring a client-focused Banking Specialist to uncover... ...connect clients with the right banking solutions. You will handle in‑person and inbound inquiries... ...compliance. The role emphasizes relationship building, proactive follow‑ups, and collaboration...
$85k - $145k
...Description Why Work at Mercer Advisors? For more than 40 years,... ...legally bound to act in our clients' best interests — always.*... ...focuses on deepening relationships with an established base of... ...needs of clients and propose solutions that fit each client's unique...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hoursMercer Advisors
Irvine, CA20 days ago- ...growing Registered Investment Advisor (RIA), headquartered in... ...consistent experience for our clients and team. Passion . We pursue... ...comprehensive financial solutions that address complex needs across... ...that fosters long-term relationships and trust. Our advisors understand...Contract workWork at office
Sequoia Financial Group Llc
Irvine, CA20 days ago $120k - $150k
...Description Why Work at Mercer Advisors? For more than 40 years,... ...legally bound to act in our clients' best interests — always.*... ...recommendations to client relationship manager SO's - FP... ...for improvement and proposes solutions Firm-building Represents...Temporary workWork at officeLocal areaMonday to FridayFlexible hoursMercer Advisors
Newport Beach, CA6 days ago$50k - $150k
...Description As a Financial Advisor, you will partner with individuals... ...strategies, you’ll help clients work toward long-term goals... ...a wide range of financial solutions designed to support your success... ...Excellent communication and relationship-building skills. CA Life/...Full timeContract workWork experience placementFlexible hoursTrue Path Financial
Irvine, CA22 days ago- ...through meaningful work, strong relationships, and a collaborative culture... .... About the Financial Advisor Role: As a Financial... ...through personalized insurance solutions and financial planning. Your... ...long-term relationships with clients, understanding their unique...InternshipWork at officeWork from homeVisa sponsorshipFlexible hours
The Fadil Group
Irvine, CA10 days ago - ...Job Description As a Financial Advisor you’ll be part of our entrepreneurial... ...system with the freedom to provide solutions for your clients from a broad portfolio of innovative... ...Developing and maintaining long-term relationships with clients Fact gathering and needs...Work experience placement
RK Partners
Newport Beach, CA13 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Relationship Banker & Solutions Advisor. Be the first to apply!
Related searches
- insurance customer service advisor Costa Mesa, CA
- customer success associate Costa Mesa, CA
- manufacturing customer service representative Costa Mesa, CA
- customer service attendant Costa Mesa, CA
- client service consultant Costa Mesa, CA
- customer associate Costa Mesa, CA
- customer support specialist Costa Mesa, CA
- customer service officer Costa Mesa, CA
- customer service rep remote Costa Mesa, CA
- inbound customer service representatives Costa Mesa, CA