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

Strategic Financial Solutions Advisor

Bank of America

Bank of America is seeking a financial advisory professional to triage client leads, build financial plans with brokerage products, and refer clients to appropriate services. The role emphasizes meeting investment goals, advising on banking and investment strategies, and maintaining regulatory compliance. The position requires active licensure, industry experience, and the ability to cultivate client relationships in a fast-paced environment. #J-18808-Ljbffr Bank of America

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Strategic Financial Solutions Advisor in Florida, NY vacancy
  •  ...state location of position] . Job Profile Financial Advisors are based within a bank branch and work...  ...experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all... 
    Suggested
    Full time
    Temporary work
    Work experience placement
    Work at office

    Fairygodboss

    Florida, NY
    3 days ago
  • $100k - $120k

     ...Service Advisor Location: Jupiter, Florida Are you passionate about building long-term...  ...relationships with clients and guiding them toward financial freedom? An innovative and rapidly...  ...assigned client relationships—providing strategic financial advice and holistic planning... 
    Suggested
    Full time
    Work at office
    Flexible hours

    Radium Search

    Florida, NY
    2 days ago
  •  ...Prudential Advisors is looking for an Experienced Financial Advisor in the Florida market area who is interested in working with Prudential’s existing client...  ...and families that look to Prudential for financial solutions. ***(Must reside in the state of Florida) * *** At... 
    Suggested

    Prudential Advisors

    Florida, NY
    2 days ago
  • $45k - $100k

     ...Financial Advisor OpportunityJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where...  ...program?Delivering personalized investment and financial solutions to your clients?Taking ownership of your business's growth and... 
    Suggested
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Warwick, NY
    3 days ago
  •  ...posting. Summary We are seeking outstanding Advisors to join our growing team. If you are...  ...home with First Horizon Advisors. As a Financial Advisor, you will be responsible for developing...  ...of investment offering and solutions. Engage your connectivity in the community... 
    Suggested
    Work at office

    First Horizon

    Florida, NY
    2 days ago
  •  ...Directory, Email, and Collaboration Platforms and cloud‑based solutions. Continuous improvement of the brand vulnerability management...  ...environment قلم tenants. Proven track record of taking ownership of strategic initiatives and driving results in complex environments.... 

    Apex Systems

    Florida, NY
    1 day ago
  • A growing asset-intensive company in New York is seeking a Senior FP&A Analyst to drive financial planning and reporting while collaborating across departments. The role requires 3-5 years of FP&A experience and a Bachelor's degree in Finance or a related field. Responsibilities... 
    Full time
    Remote work

    StevenDouglas

    Florida, NY
    3 days ago
  •  ...contact this employer to ask for an accommodation or an alternative application process. Full Time Adm Reg Cutler Bay, FL, US Financial Aid Advisor I provide students with the maximum amount of financial assistance to which they are eligible, in accordance with applicable... 
    Full time
    Temporary work
    Local area
    Afternoon shift

    National-College-of-Business-

    Florida, NY
    1 day ago
  •  ...marketplace. Seen as a trusted advisor, this position will work...  ...working capital, and minimize financial and reputational risks. They...  ...delivering customized client centric solutions through a consultative...  ...subject matter expertise on strategic projects related to Cash Management... 
    Temporary work
    Work at office
    Local area

    Orange Bank & Trust Company

    Chester, NY
    3 days ago
  •  ...personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and...  ...and military spouses to start and grow a successful Financial Advisor career. Sponsorship: First Command sponsors your pursuit of full... 
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command

    Florida, NY
    23 hours ago
  • $98.7k - $164.5k

     ...visible role, you'll serve as a trusted advisor, helping protect organizational assets,...  ...drive business-focused risk management solutions that enable exceptional patient care. This...  ...enterprise risk management objectives and strategic projects. Help foster a culture of... 
    Work at office
    Remote work

    McKesson

    Florida, NY
    2 days ago
  •  ...P&L accountability and requires guiding strategic execution across both implementation and...  ...renewal, including SLA/KPI targets and financial penalties. Note that the Commercial team...  ...satisfaction and long‑term engagement with Aptia's solutions. Assess client needs and capitalize on... 
    Contract work

    Jobtailor

    Florida, NY
    4 days ago
  • $100k - $120k

     ...Analyst Location: Lake Mary Schedule: M-F 8-5pm Pay: $100-120K Financial Reporting & Analysis Financial Reporting & Analysis Develop...  ...with budgeting and forecasting activities. Ad Hoc Analysis & Strategic Projects Partner with deal team on acquisitions and integration... 
    Local area

    Vaco

    Florida, NY
    5 hours ago
  •  ...Consultant (IC), a hands‑on role where you’ll learn through proactive client outreach, needs‑based conversations, and solution positioning alongside seasoned Financial Consultants. You’ll gain coaching, mentorship, and real‑time feedback as you build core consulting skills,... 

    Charles Schwab

    Florida, NY
    23 hours ago
  •  ...relationship driven banking experience to life by partnering with clients to help them confidently achieve their financial goals by delivering personalized solutions that support overall financial well-being. This role is accountable for acquiring and deepening client... 
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank Group

    Florida, NY
    3 days ago
  •  ...experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business... 
    Full time
    Part time
    Work at office
    Shift work
    Night shift
    Weekend work
    Day shift

    Truist Inc

    Florida, NY
    1 day ago
  • $18.25 per hour

     ...Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality...  ...and observation, recommending appropriate banking solutions without pressure‑based selling. Generate and manage customer follow... 
    Bank staff
    Work at office
    Local area
    Flexible hours
    Night shift

    Community Financial System, Inc.

    Chester, NY
    2 days ago
  •  ...Monday-Friday 8:15AM-5:00PM. Summary The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively... 
    Temporary work
    Work at office
    Monday to Friday

    First Horizon Bank

    Florida, NY
    1 day ago
  •  ...needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Executes the bank's risk culture and strives for operational excellence... 
    Weekend work

    Jobtailor

    Florida, NY
    4 days ago
  •  ...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...  ...the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Florida, NY
    2 days ago
  • ## Senior Financial AnalystApplyremote type: Hybridlocations: Miramartime type: Full timeposted on: Posted Yesterdayjob requisition...  ...role in driving success, anticipating needs, and providing strategic solutions. If you are someone who demonstrates initiative, adaptability... 
    Work at office

    Greenberg Traurig

    Florida, NY
    2 days ago
  • $96k - $192k

     ...leader in intelligent climate and energy solutions, is committed to creating innovations...  ...decision-making. The analyst will support strategic finance programs such as ERP implementations...  ...Finance (CFIN), Group Reporting, financial close optimization, automation initiatives... 
    Temporary work
    Local area
    Remote work

    Carrier

    Florida, NY
    1 day ago
  •  ...Monday-Friday 8:15AM-5:00PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively... 
    Temporary work
    Work at office
    Monday to Friday

    First Horizon

    Florida, NY
    2 days ago
  •  ...Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor...  ...operating performance and champion strategic initiatives. Successful candidate will have...  ...for collecting, analyzing and reporting financial data and supporting the budget & estimating... 
    Permanent employment

    Collabera

    Florida, NY
    2 days ago
  •  ...TD Bank in Pembroke Pines, Florida, is seeking a Relationship Banker I (bilingual Spanish preferred) to deliver personalized financial solutions and help clients confidently reach their financial goals. You will build lasting relationships by engaging walk-ins, handling... 

    TD Bank Group

    Florida, NY
    3 days ago
  • $25 - $38.46 per hour

     ...Job Summary** Be a problem solver, trusted advisor, and partner to the people and businesses in...  ...relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in... 
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    Warwick, NY
    2 days ago
  •  ...your aspirations are supported as we work together to shape the financial future of our clients and community. “At Cypress Bank & Trust,...  ..., financial needs including providing personalized, tailored solutions. At Cypress Bank & Trust, we believe in providing services to... 
    Work at office
    Local area
    Remote work
    Night shift

    Cypress Bank & Trust

    Florida, NY
    4 days ago
  •  ...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process...  ...small business products/services and recommend appropriate solutions using our value proposition.* Utilize CAMP and other approved... 
    Work experience placement
    Work at office

    Fifth Third

    Florida, NY
    1 day ago
  •  ...customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations... 
    Full time
    Temporary work
    Work experience placement
    Work at office

    PNC

    Florida, NY
    2 days ago
  • A financial services firm is seeking a Financial Professional to assist clients with financial education and support. This role offers remote and hybrid work options and requires ambition and a drive to impact the community positively. No prior experience is necessary as... 
    Remote work

    EA Financial

    Florida, NY
    23 hours ago

Do you want to receive more vacancies?

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