Client-Focused Financial Solutions Advisor
Bank of America
Bank of America in San Jose is seeking a Financial Advisor to provide tailored financial solutions to clients. You will triage client leads, develop financial plans, and recommend investment strategies that align with the client's goals. The ideal candidate holds relevant licenses and has at least one year of experience in the investments sector. This full-time role requires strong client relationship skills and a proven track record in the financial services industry. Competitive salary and benefits offered. #J-18808-Ljbffr Bank of America
- United States Digital Space LLC is hiring a Financial Solutions Advisor Stage I. You will begin by obtaining Securities Industry licenses (SIE,... ...Series 7, Series 66) and learn to acquire, build and manage client relationships while guiding clients with advice and...Suggested
- New York Life is hiring a Financial Professional in San Jose, CA, for a full-time sales role. The position focuses on building and nurturing long-term relationships with clients while recommending and selling financial solutions. Strong analytical, financial planning,...SuggestedFull time
$100k
...investment advice and guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the... ...strategiesUnderstands client solutions that are best suited for their... ...accuracyParticipates in on-going training focused on how to develop a book of...SuggestedHourly payFull timeWork at officeDay shift- ...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client... ...Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention...SuggestedTemporary workMonday to FridayShift workDay shift
- Bank of America is hiring a Financial Solutions Advisor Stage I to begin with obtaining securities licenses... ...learn to acquire, build and manage client relationships, guiding clients through... ...responsibility in a center environment, with a focus on helping clients #J-18808-Ljbffr...Suggested
- ...Financial Solutions Advisor Registration Candidate- San Jose Market San Jose, California To proceed... ...Growth and delivering for our clients, teammates, communities, and shareholders... ...Client Management Customer and Client Focus Portfolio Management Prospecting...Work at officeImmediate startMonday to FridayShift workDay shift
- Job Overview As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining the required... ...to acquire, build, and manage client relationships and to consider clients’... ...Client Management Customer and Client Focus Portfolio Management Prospecting Referral...Work at officeMonday to FridayShift workDay shift
- Bank of America in Cupertino is hiring a Financial Solutions Advisor Stage I to begin with licensing classes (SIE, Series 7 and 66) and grow into a client advisory role focused on financial planning and solutions. You will learn to acquire, build and manage client relationships...Work at office
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...and delivering for our clients, teammates, communities and... ...impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your... ...Management Customer and Client Focus Portfolio Management Prospecting...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...and delivering for our clients, teammates, communities and... ...impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey... ...Customer and Client Focus Portfolio Management Prospecting...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shift$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client... ...Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention...Temporary workMonday to FridayShift workDay shift- Bank of America seeks a Financial Solutions Advisor Stage I in San Jose, California. The role involves obtaining essential financial licenses and managing client relationships effectively. Successful candidates will advance through various training phases and have opportunities...
- Bank of America in San Jose, CA seeks a Financial Solutions Advisor Stage I to begin by earning securities licenses and building foundational client advisory skills. You will train on SIE, Series 7 and Series 66 while learning to acquire, grow and manage client relationships...Work at office
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licenses (SIE, Series 7 and 66) and develop foundational... ...to build relationships, deliver solutions, and guide clients through financial needs, within a structured academy and...
$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Build a financial plan, recommend brokerage... ...Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention...Temporary workMonday to FridayShift workDay shift- Charles Schwab is seeking a Wealth Advisor in Campbell, California, where you will manage client relationships, provide tailored investment guidance, and deliver financial planning services. This role is perfect for someone who thrives in a relationship-driven environment...
- ...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...comprehensive advice and customized solutions to clients to help them... ...Branding Customer and Client Focus Oral Communications...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...comprehensive advice and customized solutions to clients to help them... ...Branding Customer and Client Focus Oral Communications...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- KeyPoint Credit Union in San Jose, CA is seeking a Financial Advisor to service an existing book of business and grow new client relationships within the LPL framework. This... ...position offers a path to expanding client solutions without proprietary products, supported by...Local area
- Bank of America is seeking a dedicated professional in Mountain View, California, to provide comprehensive financial advice to clients aiming to meet their financial goals. You will build financial plans and recommend various banking and brokerage products. The ideal candidate...
- ...Relationship Officer and service teams to manage a portfolio of high-value clients. The role emphasizes professionalism, client focus, and wealth planning fundamentals. You will provide financial solutions, grow wallet share, and assess client needs to recommend appropriate...
- Bank of America in San Jose seeks a Financial Advisor to provide tailored financial solutions to clients. Responsibilities include developing financial plans and recommending brokerage products to meet clients’ needs. A valid Series 7 & 66 license is required, alongside...
- Bank of America in the United States seeks a financial advisor who provides comprehensive advice and customized solutions to help clients achieve their financial goals. The role includes triaging client leads, referring to partners, and building investment plans using...
$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern... ...business where you can help your clients achieve their goals through... ...a financial representative focused on client-building and... ...Trust Services · Retirement Solutions · Business Needs AnalysisNorthwestern...Full timeContract workFor contractorsWork at office- ...to contribute to branch sales while delivering best-in-class customer service. You will assist with branch operations, onboard new clients, and provide timely, accurate responses to inquiries. You will identify client needs, explore cross-sell opportunities, and develop...Local area
- WaFd Bank is hiring a Personal Banker in San Jose, CA, focused on strengthening community financial health. The ideal candidate will assist clients with personal and business banking solutions, fostering strong relationships to aid in their financial goals. Candidates should...
- Ameriprise Financial, a leading diversified financial services firm, is seeking a Registered Client Service Associate. You will support high-producing advisors by preparing financial plans, scheduling client meetings and handling client interactions to deepen relationships...Work at officeWork from home
- ...Jose and Santa Clara, CA seeks a Financial Advisor to work with LPL and TruStage. You... ...service an existing book, grow a client base, and deliver financial solutions without proprietary products. As... ...business in a collaborative, member-focused environment. #J-18808-Ljbffr...
$26 - $30.83 per hour
...purpose to help make financial lives better through the... ...delivering for our clients, teammates, communities... ...home lending product solutions, submits the mortgage... ...Customer and Client Focus Referral Identification... ...position Credit Solutions Advisor II: FDIC, Safe Act/...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift$117.36k
...that is a leader in the financial services industry, New... ...peace of mind to your clients while helping them... ...content. Products and Solutions With its subsidiaries,... ...becoming a financial advisor with Eagle Strategies... ...outside investors. We are focused on the long‑term...Full timeContract work
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