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

Strategic Financial Advisor & Investment Planner

$57.5k - $106.5k

BMO U.S.

BMO U.S. seeks a financial advisor in South Gate, California, to provide financial and investment planning to clients. You will support sales and performance targets by implementing business development strategies, and provide solutions through managed products. A minimum of 4-6 years of experience along with relevant licenses is required. The role also demands strong analytical, communication, and interpersonal skills, with a salary range of $57,500 to $106,500 based on qualifications. #J-18808-Ljbffr BMO U.S.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Strategic Financial Advisor & Investment Planner in South Gate, CA vacancy
  • $70k - $80k

    Bank of America in Bell, California, is looking for a Financial Advisor to provide tailored advice and solutions to clients, helping them...  ...referrals. The role requires at least one year of experience in the investment industry and current Series 7 & 66 licenses. The position... 
    Suggested

    Bank of America

    Bell Gardens, CA
    3 days ago
  • $116.2k - $229.1k

     ...decision-making, manage risk, and drive financial and operational value.Recruiting for...  ...include strategy development, road mapping, strategic PMO, enterprise value creation, and...  ...organizations, as well as through our own investments, commitments, and actions across areas... 
    Suggested
    Local area

    Deloitte

    Los Angeles, CA
    2 days ago
  • Bank of America is seeking a Financial Advisor in Los Angeles to provide comprehensive advice and customized solutions to clients. This role...  ...and 66 licenses and a minimum of one year experience in the investments and financial service industry. The position entails a 40-... 
    Suggested
    Weekend work

    Bank of America

    Los Angeles, CA
    2 days ago
  • Jobtailor in Los Angeles is seeking a skilled Financial Advisor to craft comprehensive financial plans covering investments, insurance, and retirement strategies. You will work with clients to understand goals, monitor plans, and adjust strategies to changing circumstances... 
    Suggested
    Visa sponsorship

    Jobtailor

    Los Angeles, CA
    2 days ago
  • $100k - $150k

     ...Associate – Strategic Finance Consulting Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services. Founded in 2010, Palm Tree partners with private equity firms, business operators, and... 
    Suggested
    Temporary work

    Palm Tree LLC

    Los Angeles, CA
    5 days ago
  • $57.5k - $106.5k

     ...Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in...  ...implementation of solutions. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders... 
    Contract work
    Part time
    Local area

    BMO Financial Group

    South Gate, CA
    1 day ago
  • $113.9k - $168k

     ...Scopely is looking for a Strategic Finance Associate to join our Finance team in Culver...  ...this individual will focus on leading financial and analytical analysis for all of the...  ...development and strategic opportunities (M&A, investments and capital structure related activity)... 
    Local area
    Immediate start
    Worldwide

    Scopely

    Culver City, CA
    2 days ago
  •  ...PurposeDivergent is looking for a highly motivated Strategic Finance (Lead/Senior) professional to...  ..., and the ability to translate financial strategy into operational execution. (S...  ..., manufacturing, and capital investment assumptions into a cohesive enterprise... 
    Temporary work
    Work at office

    Divergent

    Torrance, CA
    3 days ago
  • $85.1k - $161.7k

     ...and Finance Consulting practice within our Strategic Finance and FP&A solution set. We advise clients on strategic planning, financial planning and analysis (FP&A), budgeting,...  ..., private equity, venture capital or investment banking. High upside candidates with backgrounds... 
    Full time
    Work experience placement
    Internship
    Local area

    RSM International

    Los Angeles, CA
    3 days ago
  • $115k - $140k

     ...is an affiliate of Virtus Investment Partners, located in Hartford...  ...an experienced Senior Financial Planner to join our team, dedicated...  ...Financial Planning and Wealth Advisors. You will deliver tailored...  ...also play a pivotal role in strategic projects, collaborating with... 
    Permanent employment
    Visa sponsorship
    Free visa
    Flexible hours

    Virtus Investment Partners

    Los Angeles, CA
    5 days ago
  • $70k - $80k

    Bank of America is seeking a Financial Advisor to provide tailored financial solutions to clients. This role includes triaging client leads...  ...at least a year of experience in the financial service or investments industry. The position requires strong relationship management... 

    Bank of America

    Downey, CA
    1 day ago
  • Jobtailor in Los Angeles, CA seeks a financial professional to engage with clients, understand goals, and develop comprehensive financial plans including investments, insurance, and retirement. You will monitor plans, adjust strategies, and build a client network through... 
    Visa sponsorship

    Jobtailor

    Los Angeles, CA
    3 days ago
  •  ...America is seeking a dedicated professional to provide customized financial advice and solutions that help clients achieve their financial...  ...services, excellent communication skills, and experience in investment products. Join us at Bank of America to be part of a... 

    Bank of America

    Paramount, CA
    1 day ago
  •  ...high-growth consumer goods business to hire a Finance Associate into its Strategic Finance and FP&A team. This role targets individuals coming from Investment Banking who want to apply their financial modeling and analytical skills to real commercial and strategic... 

    Mackie Myers

    Los Angeles, CA
    1 day ago
  • $110k - $135k

     ...Job Description Job Description STRATEGIC FINANCE ASSOCIATE Freeform builds AI-native...  ...Finance team and contribute to the financial infrastructure that drives company-wide...  ...leadership evaluate trade-offs between organic investment, M&A, and balance sheet decisions... 
    Full time
    Casual work
    Flexible hours

    Freeform

    Los Angeles, CA
    a month ago
  •  ...CA location. Reporting to the US Financial Planning & Analysis Manager, you will partner...  ...management of operating expenses and investments. What You’ll Do Support...  ...identify market opportunities and drive strategic initiatives, business development, and... 
    Work at office

    The Staff Pad

    Los Angeles, CA
    21 days ago
  • $70k - $80k

    Bank of America seeks a financial advisor in Carson, California. This role provides comprehensive advice to clients, focusing on financial goals and developing customized investment strategies. Responsibilities include triaging client leads and recommending banking products... 

    Bank of America

    Carson, CA
    3 days ago
  • Bank of America in Culver City is seeking a dedicated financial advisor to provide tailored advice and solutions that help clients achieve...  ...to create financial plans and recommend suitable banking and investment products. Applicants should have Series 7 & 66 licenses and... 

    Bank of America

    Culver City, CA
    2 days ago
  • Bank of America is hiring for a financial advisor role in Monterey Park, California. This position focuses on providing tailored financial...  ...Series 7 and 66 license and have one year of experience in the investment sector. The role offers a competitive salary and benefits to... 

    Bank of America

    Monterey Park, CA
    4 days ago
  • $125k - $155k

     ...private real estate lender and alternative investment manager with over $8.7 billion in...  ...Overview We are seeking a Sr. Associate, Strategic Finance & Investor Relations. They...  ...This position will report to the Chief Financial Officer. While not an exhaustive list,... 
    Full time
    Work at office

    Arixa Capital

    Los Angeles, CA
    15 days ago
  •  ...Analyst to lead budgeting, forecasting, and financial modeling. You will partner with leadership to optimize capital investments, monitor costs, and deliver action-ready...  ...making in a high-visibility role that blends strategic planning with hands-on analysis. #J-18808-... 

    Jacques Marie Mage

    Los Angeles, CA
    1 day ago
  • Senior FP&A Analyst | Drive Strategic Business Growth Los Angeles, United States | Posted...  ..., CA location. Reporting to the US Financial Planning &Analysis Manager, you will partner...  ...management ofoperating expenses and investments. What You’ll Do Supportpreparation of... 
    Work at office

    The Staff Pad

    Los Angeles, CA
    5 days ago
  • Bank of America in Alhambra is seeking a Financial Solutions Advisor to provide tailored financial advice and solutions to clients. The role involves...  ...plan their financial goals and recommending appropriate investment products. The ideal candidate will have strong experience... 

    Bank of America

    Alhambra, CA
    4 days ago
  •  ...seeking an Analyst in Corporate Credit to shape investment strategy for investment grade bonds. You will conduct in-depth financial, market, and economic analysis, develop...  ...market trends, and translate insights into strategic actions for portfolio managers. #J-18808-Ljbffr... 

    DoubleLine

    Los Angeles, CA
    3 days ago
  • $110k - $145k

     ...asymmetric advantage.We are seeking a Strategic Finance Analyst to join our growing finance...  ...quantitative performance measures and financial solutions. Foremost, you should be...  ...more of the following: corporate finance, investment banking, FP&A, consulting, or relevant... 
    Weekly pay
    Permanent employment
    Full time
    Work at office

    Hermeus

    Los Angeles, CA
    5 days ago
  • $110k - $145k

     ...asymmetric advantage.We are seeking a Strategic Finance Analyst to join our growing finance...  ...quantitative performance measures and financial solutions. Foremost, you should be...  ...more of the following: corporate finance, investment banking, FP&A, consulting, or relevant... 
    Weekly pay
    Permanent employment
    Full time
    Work at office

    Hermeus

    Los Angeles, CA
    5 hours ago
  • $70k - $80k

    Bank of America is seeking a financial advisor in Los Angeles. The role involves providing comprehensive advice and solutions, managing client...  ...Series 7 & 66 licenses and a minimum of one year in the investments industry. The role offers a competitive salary range of $70,... 

    Bank of America

    Los Angeles, CA
    3 days ago
  • $70k - $80k

    Bank of America in Torrance is seeking a detail-oriented financial advisor responsible for providing customized solutions to clients. The...  ...triaging client leads, reviewing financial goals, and recommending investment strategies. Candidates must have at least one year of... 

    Bank of America

    Torrance, CA
    2 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial...  ..., education funding, investment and advisory services, trust...  ...more Certified Financial Planner® licensing support2 Fully...  ...commissions and fees, Strategic Employee Benefits Services... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Los Angeles, CA
    3 days ago
  • Hermeus is seeking a Financial Analyst to join our Finance team and help drive financial decision-making across a fast-growing aerospace...  ...performance, build financial models, and provide insights to guide investments and resource allocation. #J-18808-Ljbffr Medium

    Medium

    Los Angeles, CA
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Strategic Financial Advisor & Investment Planner. Be the first to apply!