Client-Focused Financial Solutions Advisor (SIE/Series 7/66)
$28.85 - $33.65 per hourBank of America ATM
Bank of America is looking for a Financial Solutions Advisor Stage I (FSA I) in Antioch, California. This role involves obtaining necessary securities licenses and developing strong client relationships to provide tailored financial advice. The ideal candidate will demonstrate a results-driven mindset, self-discipline, and adaptability to technology, ensuring high-quality client service. The position offers hourly compensation ranging from $28.85 to $33.65 based on experience, education, and skill set. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client-Focused Financial Solutions Advisor (SIE/Series 7/66) in Antioch, CA vacancy
$28.85 - $33.65 per hour
Position Overview Financial Solutions Advisor Stage I (FSA I) at Bank of America... ...Industry Essentials (SIE), Series 7 and Series 66 licenses within 30, 120... .... Develop and manage client relationships, assess financial... .... Maintain a client‑focused consultative approach...SuggestedHourly payMonday to FridayDay shift$70k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses... ...Experience Branding Customer and Client Focus Oral Communications Issue...SuggestedTemporary workMonday to FridayShift workDay shift- ...purpose to help make financial lives better through... ...delivering for our clients, teammates, communities... ...As a Financial Solutions Advisor Stage I (FSA I), your... ...Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain... ...Customer and Client Focus Portfolio...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...purpose to help make financial lives better through the... ...delivering for our clients, teammates, communities... ...advice and customized solutions to clients to help them... ...: • Currently holds Series 7 & 66 (63 & 65 in lieu of 6... ...• Customer and Client Focus • Oral Communications...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Bank of America in Antioch is looking for a professional to provide comprehensive financial advice and customized client solutions. The role involves meeting clients, triaging requests, and building financial plans with investment products while ensuring compliance with...Suggested
- JPMorganChase is seeking an Associate Banker in Oakley, California, to deliver exceptional client experiences and foster enduring relationships. In this role, you will assist clients with transactions, educate them on banking technologies, and uphold the bank's service...
$20.34 - $24.86 per hour
...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best. Helping... ...we serve to make better and smarter financial decisions and enabling the communities we... ...products and services, and recommending solutions based on each customer's unique goals and...Temporary work- ...looking for experienced financial professionals to join... ...services, or giving your clients greater peace of mind,... ...Our extensive, agent-focused resources include:... ...Ratings Reports as of 7/30/18. For 65 consecutive... ...industry. Financial Advisors offer investment advisory...Work at office
- ...here. At Wells Fargo, we're more than a financial services leader - we’re a global trailblazer... ...banking products, services, and solutions Drive branch growth by identifying opportunities... ...characteristic. Employees support our focus on building strong customer...Full timeWork experience placementFlexible hours
- SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes... ...to apply, as we’ve consistently seen them succeed in sales and client relationship roles. If you’re competitive, disciplined, and...Full timePart time
- Jeff Chaput - State Farm Agent in Pittsburg, CA is seeking an Insurance and Financial Services Team Member to build customer relationships and promote products like auto, home, and life insurance. This full-time role offers a salary plus commission/bonus and growth opportunities...Full time
- ...stewarding foundation and public grant funding that supports program sustainability, strategic growth, and long-term financial stability. This role focuses on building a?predictable, renewable institutional revenue pipeline?through disciplined calendar management, high-...Interim roleCasual workWork at officeLocal area
North Bay Children
Antioch, CA1 day ago - ...Installers Ready to Close Your Deals Fast ✅ Full Admin Support – You Focus on Selling, We Handle the Rest ✅ Flexible Schedule – Set your... ...qualified leads Educate customers on ADT’s home security solutions Close sales with professionalism and urgency Schedule...Weekly payWork at officeFlexible hours
$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
Antioch, CAmore than 2 months ago$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
Oakley, CAmore than 2 months ago$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
Antioch, CAmore than 2 months ago- ...Accountant to support month-end close in a fast-paced NetSuite environment. The role involves divisional accounting, preparing GAAP financial statements, and assisting with budgeting and forecasting. Ideal candidates will have a Bachelor's degree in Accounting or Finance...
- Evolving Solution Services in Antioch, California is seeking a part-time Office Administrator Assistant responsible for various administrative tasks. The ideal candidate will assist in managing communications, organizing office files, and supporting scheduling efforts....Part timeWork at officeMonday to FridayFlexible hours
- ...individual for an accounting position. Responsibilities include oversight of the monthly accounting close process and preparing accurate financial statements. The ideal candidate will hold a Bachelor's degree in accounting along with 3+ years of relevant experience. This...
- Service Center Brentwood CA Job Summary Caliber Collision has an immediate job opening for an Auto Parts Coordinator to inspect, verify, and distribute parts to workstations while confirming arrival and accuracy with Body Technicians. The Parts Coordinator will...Weekly payImmediate start
Caliber
Brentwood, CA4 days ago - The Parts Counter Person is responsible for customer service and retail sales at an auto parts store. In this position, your responsibilities include selling parts and taking inventory of stock in storage and, if necessary, on shelves By working at a Ford dealership...Local areaFlexible hours
Bill Brandt Ford Inc
Brentwood, CA4 days ago - ...orientations, and engaging in communications strategies to enhance member satisfaction. Ideal candidates should have accounts payable experience and be proficient in social media. This position offers a dynamic work environment focused on hospitality. #J-18808-Ljbffr Troon GolfFull time
- ...” CTAs. It’s about earning attention, building trust, and moving your audience along the journey. Your social media strategy should focus on: Short-Form Video : Reels and TikToks that are either educational, entertaining, or emotional. Example: A popular cafe in Essex showing...Temporary workSummer holidaySeasonal workLocal areaImmediate start
$18 - $20 per hour
Service Center Brentwood CA JOB SUMMARY Caliber Collision has an immediate job opening for an Auto Parts Coordinator to inspect, verify, and distribute parts to workstations while confirming arrival and accuracy with Body Technicians. The Parts Coordinator will also follow...Hourly payWeekly payFull timeLocal areaImmediate start$90k - $100k
Social Media Manager Location: Glendale, CA (4 Days In-Office / Hybrid) Compensation: $90,000 – $100,000 / year About TACORI TACORI is a house of design, precision, and hand-crafted artistry. From our Glendale atelier, we blend California soul with architectural precision...Work at officeShift workTacori
Brentwood, CA4 days ago$6,850 per month
Retail Sales Consultant This position requires office presence of a minimum of five days per week and is only located in the location(s) posted. No relocation is offered. Do you speak Spanish and English? If you do, we're looking for you! Our Retail Careers come ...Hourly payTemporary workPart timeWork at officeRelocationFlexible hoursAfternoon shift- Oakhurst Country Club in Clayton, CA is seeking a driven individual for a full-time Accounting/Membership Communications position. This role includes managing accounts payable, maintaining membership records, and preparing reports. The ideal candidate should have experience...Full time
$6,850 per month
This position requires office presence of a minimum of 5 days per week and is only located in the location(s) posted. No relocation is offered Do you speak Spanish and English? If you do, we’re looking for you! Our Retail Careers come with awesome perks and may include ...Hourly payTemporary workPart timeWork at officeLocal areaRelocationFlexible hoursAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Focused Financial Solutions Advisor (SIE/Series 7/66). Be the first to apply!
Related searches
- part time customer representative Antioch, CA
- client service representative Antioch, CA
- bilingual customer service representative spanish english Antioch, CA
- technical customer service advisor Antioch, CA
- insurance customer service advisor Antioch, CA
- customer service associate Antioch, CA
- customer experience associate Antioch, CA
- social service representative Antioch, CA
- full time customer service associate Antioch, CA
- client experience specialist Antioch, CA