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 ATM

Bank of America seeks a licensed financial advisor to provide comprehensive advice and tailored solutions helping clients achieve financial goals. The role includes triaging leads, referrals, client meetings, financial planning, and brokerage product recommendations. Compliance with SAFE Act registration is required. The position emphasizes an in-office culture with collaboration, career development, and location flexibility based on role needs and business demands. #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 Redwood City, CA vacancy
  • National Black MBA Association seeks a driven Financial Solutions Advisor I to begin a licensed journey in securities, build client relationships, and guide clients toward comprehensive financial solutions. You’ll start in a financial center, gaining exposure to core banking... 
    Suggested

    National Black MBA Association

    Belmont, CA
    6 days ago
  •  ...banking options, and accurately process cash transactions as needed. You will develop in-depth knowledge of financial products and connect clients to appropriate solutions and services. The role requires strong relationship skills, adherence to laws and bank policies, and... 
    Suggested
    Weekend work

    Bank of America

    Redwood City, CA
    2 days ago
  •  ...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...  ...to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your... 
    Suggested
    Work at office
    Immediate start
    Flexible hours

    National Black MBA Association

    Belmont, CA
    6 days ago
  • $28.85 - $33.65 per hour

     ...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...  ...to learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities... 
    Suggested
    Hourly pay
    Full time
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Foster, CA
    3 days ago
  •  ...connects patients and families to experts who help them understand and take charge of their personal health. About The Role As a Strategic Finance Associate at Solace, you’ll be the finance team’s high-output utility player. You’ll be the one we trust to take ambiguous... 
    Suggested
    Work at office
    3 days per week

    Solace

    Redwood City, CA
    3 days ago
  • A healthcare advocacy marketplace is seeking a Strategic Finance Associate. In this hybrid role based in Redwood City, CA, you'll tackle various strategic finance projects, support reporting, and assist senior leadership in decision-making processes. This position requires... 

    Solace

    Redwood City, CA
    2 days ago
  • Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized solutions. You will triage leads, refer to partners, review goals with clients, and build financial plans that include brokerage products. You will complete... 

    Bank of America

    Belmont, CA
    5 days ago
  • Bank of America seeks a Financial Solutions Advisor Stage I to embark on Securities Industry licensing (SIE, Series 7 and Series 66) and to learn the foundations of advising clients on banking and investment solutions. You will build relationships, assess needs, and guide... 

    Bank of America

    Newark, CA
    2 days ago
  • $140k - $220k

     ...sensitive AI-powered platform that includes solutions for video security, access control, air...  ...opportunity to join a lean but growing Strategic Finance & Business Operations team at a...  ...to several of our senior leadersDrive financial planning and budgeting as the accountable... 
    Full time
    Work visa
    Flexible hours
    Shift work

    Verkada

    San Mateo, CA
    21 hours ago
  • $131.25k - $175k

    Navan Expense is an expense and corporate card solution that eliminates the hassles of expense management while giving finance leaders...  ...Managers expand Expense product offerings within current strategic travel accounts, implement the Expense solution, and increase... 

    TripActions

    Palo Alto, CA
    2 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...  ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    San Mateo, CA
    15 days ago
  •  ...****@*****.***: Senior Financial Analyst, Americas Strategic Finance & Reporting will serve as a...  ...to operate as a trusted business advisor, going beyond the preparation of...  ..., and strategic decision-support solutions related to revenue, profitability,... 
    Part time
    Work at office
    Local area
    Worldwide

    Baker&McKenzie

    Palo Alto, CA
    2 days ago
  • $50k - $100k

     ...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works...  ...promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and... 
    Part time
    Local area
    Immediate start
    Day shift

    Bmo

    Menlo Park, CA
    1 day ago
  • $175k - $225k

     ...DepartmentFranklin Templeton Investment Solutions (FTIS) brings together investment, research...  ...Solutions team combines expertise in strategic and dynamic asset allocation, glide path...  ...plan sponsors, consultants, recordkeepers, advisors and other institutional clients.Serve as... 
    Work at office
    Local area

    Franklin Templeton

    San Mateo, CA
    3 days ago
  • $140k - $180k

     ...any data, DataVisor's fraud and anti-money laundering (AML) solutions scale infinitely and enable organizations to act on fast-evolving...  ...looking for a data-driven and operationally minded Senior Strategic Financial Analyst to serve as a key architect of our financial... 
    Contract work

    DataVisor

    Mountain View, CA
    5 days ago
  • $76k - $99.7k

     ...Snowflake Strategic Finance Analyst At Snowflake, we are powering the era of the agentic enterprise. To usher in this new era, we...  ...About The Team Strategic Finance is where Snowflake's biggest financial questions get answered: what an acquisition is worth, where... 
    Flexible hours

    Streamlit

    Menlo Park, CA
    3 days ago
  • $93.5k - $120.89k

     ...position is also responsible for serving as a financial and operational consultant for a...  ...consultation in support of organizational strategic goals; providing resource allocation support...  ...in subject area to generate creative solutions; ensures all procedures and policies are... 
    Full time
    Work experience placement
    Work at office
    Flexible hours
    Shift work

    Kaiser Permanente

    Redwood City, CA
    5 days ago
  •  ...responsible for leading complex and non-complex financial assessment and modeling efforts, leading...  .../Threats, Opportunity-Based Strategic Planning, system value chain analysis);...  ...opportunities; and recommending and implementing solutions. Evaluates performance/operations/... 
    Temporary work
    Work experience placement

    Kaiser Permanente

    Redwood City, CA
    5 days ago
  • $110k - $125k

     ...seeking an Associate Wealth Advisor to join our team! The Associate...  ...active participation in the financial planning process. Responsibilities...  ...actively support the firm’s strategic priorities Ability to...  ...personalized wealth planning solutions to clients in all 50 states.... 
    Work at office
    Remote work
    2 days per week

    LE0123 Focus Partners Wealth LLC

    Menlo Park, CA
    4 days ago
  •  ...Financial Advisor Opportunity Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company...  ...program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Los Altos, CA
    2 days ago
  •  ...verticals such as Telecom, Energy, Pharmaceutical, Financial, Manufacturing, Information Technology, Government...  ..., Metadata Management and technology staffing solutions. Our mission is to help clients gain strategic advantage and capitalize on their technology and human... 
    Flexible hours

    Softpath System LLC

    Redwood City, CA
    4 days ago
  •  ...guided by a common purpose to help make financial lives better through the power of every...  ...Presents potential home lending product solutions, submits the mortgage application, assists...  ...for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators... 
    Full time
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    Redwood City, CA
    20 days ago
  • $154k - $208.5k

    Company OverviewIntuit is the global financial technology platform that powers prosperity...  ...make that possible.The Global Business Solutions Group (“GBSG”) is Intuit’s largest business...  ...growth and profitability through strategic, financial and operational leadership.Come... 
    Work experience placement
    Worldwide

    Intuit

    Mountain View, CA
    2 days ago
  • $100k - $250k

    We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice while providing a very high level of coordinated advice and service to their clients. Our Financial Advisors must be proficient... 

    Empirical Financial Services, LLC

    Menlo Park, CA
    4 days ago
  • $91.6k - $205.7k

     ...Solution Advisor At SAP, we keep it simple: you bring your best to us, and we'll bring out the best in you. We're builders touching over...  ...to identify and solve business challenges and meet their strategic objectives using SAP solutions. As a part of the sales team,... 
    Full time
    H1b
    Work at office
    Relocation package
    Flexible hours
    3 days per week

    SAP

    Palo Alto, CA
    4 days ago
  • $110k - $130k

     ...Role: Senior Financial Analyst Location: Menlo Park, CA Compensation Range: $110,000 - $130,000 About The Job: In this dynamic role,...  ...and own project financials, control, performance and support strategic decision making. Work closely with the Commercial and Product/... 
    Work at office
    Local area
    Remote work

    TechBulls SoftTech Pvt Ltd

    Menlo Park, CA
    5 days ago
  • $110k - $130k

     ...regulatory experts to empower our clients with solutions that create a safer, healthier, more...  ...Exponent is currently seeking a Senior Financial Analyst to join our Finance Group. This...  ...for Collaborate with management on strategic objectives by performing research and developing... 
    Work at office

    Exponent

    Menlo Park, CA
    2 days ago
  • $49.5k - $82.5k

     ...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
    Part time
    Work experience placement
    Work at office

    PNC

    San Carlos, CA
    1 day ago
  •  ...States is seeking a Relationship Banker to deliver hospitality and expert financial guidance in a branch setting. You will acquire, manage, and retain client relationships, leveraging banking solutions and technology to meet financial needs while adhering to regulatory... 
    Weekend work
    Afternoon shift

    Fairygodboss

    Belmont, CA
    5 days ago
  •  ...Director of Finance and Administration (ADFA) to provide strategic leadership and day-to-day management of financial, administrative, and operational functions for the...  ...resolve complex issues and provide alternative solutions as necessary. May lead process improvement for... 
    Contract work
    Work at office
    Immediate start

    Stanford University

    Stanford, CA
    3 days ago

Do you want to receive more vacancies?

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