Personal Financial Solutions Advisor
Bank of America
Bank of America is recruiting for a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to business partners, review goals, and build financial plans with brokerage products. Required licenses and regulatory knowledge will apply, including SAFE Act registration for residential mortgage originations, with training and background checks as part of the process. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Personal Financial Solutions Advisor in Whittier, CA vacancy
$70k - $80k
...Act, Loan Originators, FINRA. This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on...SuggestedTemporary workMonday to FridayShift workDay shift$23 - $31 per hour
...here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer... ...Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch... ...banking products, services, and solutions Drive branch growth by identifying opportunities...SuggestedFull timeWork experience placementMonday to FridayFlexible hours$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of... ...make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ..., where you receive dedicated and personalized classes for your Securities Industry...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayShift workDay shift- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...SuggestedFull timeTemporary workDay shift
- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker... ...with growth. As a member of a leading financial institution, this role provides a strong... ...relevant banking products, services, and solutions Drive branch growth by identifying opportunities...SuggestedWork experience placementFlexible hours
Wells Fargo
Montebello, CA1 day ago $58.19k - $81.21k
...The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service... ...to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards and...Full time$28 - $33 per hour
Overview Financial Solutions Advisor Registration Candidate- West San Gabriel Valley Market Join to apply for the Financial Solutions Advisor... ...Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials (SIE),...Full timeInternshipWork at officeImmediate startMonday to FridayShift workDay shift$70k - $80k
...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 workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- United States Digital Space LLC is seeking a Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7 and Series 66 licenses and to learn to guide clients through complex financial scenarios with a human-centric approach. You'll start in an in-office environment...Work at office
- Bank of America is hiring a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and learn to deliver foundational client advisory services. You will support clients with banking and investment solutions while...
- GREATER LOS ANGELES AGENCY CA in Cerritos is seeking a Financial Representative to educate middle-income clients on risk protection, financial... ...needs and ethically recommend and sell suitable financial solutions. You will identify markets, travel to meet prospects, and...
$70k - $80k
...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 workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Bank of America seeks a financial advisor to deliver tailored investment and banking solutions. You will triage client leads, refer to partners, meet with clients to review goals, build financial plans, and recommend brokerage products. Licenses and regulatory training...Monday to FridayWeekend work
- Jobtailor in Stanton, CA is seeking a Relationship Banker to build client relationships, assess banking needs, and educate customers on both traditional and digital banking products. You will process accounts, open consumer and business relationships, and help customers...
- Bank of America in the United States seeks a Financial Advisor to provide comprehensive advice and customized solutions helping clients reach financial goals. The role includes triaging client leads, referring to business partners, and reviewing goals with clients to build...
$22 - $23.5 per hour
...over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced,... ...term financial needs and offering tailored product and services solutions leveraging the bank’s latest technology products to meet...Unavailable
San Marino, CA1 day ago$50k - $100k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in...Contract workPart timeLocal areaImmediate startDay shiftBank of Montreal
Rosemead, CA3 days ago$45.9k - $75.9k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in...Part timeLocal areaImmediate startDay shiftBmo
Lakewood, CA2 days ago$19 - $26 per hour
...people are our greatest competitive advantage. As a Relationship Banker, you will combine expert financial knowledge with an advice-led approach to deliver personalized solutions and build lasting customer relationships. You’ll drive sales and service activities, educate...Hourly payFull timeBank staffWork at officeLocal areaFlexible hoursRotating shiftAfternoon shiftFive Star Bank
Lakewood, CA16 hours ago$22 - $25 per hour
...can make a difference in the financial future of our communities.... ...make appropriate financial solutions and recommendations and assist... ...goals are met. Provide quality personalized customer service, maintain... ...appropriate (e.g. Financial Advisors, Mortgage Loan Originators,...Full timeFlexible hoursWeekend workCathay Bank in
Monterey Park, CA1 day ago$63.3k - $117.2k
...Wealth Sales & Service Provides financial and investment planning and advice in collaboration... ...to deliver a comprehensive banking solution in the best interest of the customer.... ...conversations to generate referrals for personal and commercial banking products (e.g. personal...Part timeLocal areaBmo
Santa Fe Springs, CA16 hours ago$90k - $160k
...practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors... ...Turnaround & Restructuring (T&R) Strategic Performance Solutions (SPS) Retail Performance Improvement (RPI) Transaction...Full timeWork experience placementLocal areaBerkeley Research Group
Pico Rivera, CA2 days ago$56.62k - $69.18k
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...our shared ambition to life, and each person is unique in their potential. A career... ...services, and recommending financial solutions based on each customer’s unique goals and...Full timeTemporary workLocal area$52k - $55.68k
...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. **This position is open for the...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift$47.84k - $64.48k
...here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer... ...Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch... ...banking products, services, and solutions Drive branch growth by identifying opportunities...Full timeWork experience placementFlexible hours- ...& Service in Rosemead, CA. You will identify customer needs, advise on financial solutions, and engage in proactive relationship-building across branches and channels. You will deliver personalized service, process transactions, and ensure compliance with regulatory requirements...
- JPMorgan Chase in the United States seeks a Relationship Banker to welcome clients, understand their financial goals, and offer tailored banking solutions. You will build lasting client relationships by delivering exceptional service and leveraging modern digital tools...
$25 - $26.77 per hour
...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...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$25 - $26.77 per hour
...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... ...our clients' financial lives. Is confident in identifying solutions for new and existing clients based on their needs. Communicates...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- U.S. Bank in Norwalk, CA is seeking a Relationship Banker 2 to build strong client relationships and deliver tailored financial solutions in a busy branch environment. You will greet clients, open and service accounts, and advise on deposit and loan products while ensuring...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Financial Solutions Advisor. Be the first to apply!
Related searches
- personal caregiver Whittier, CA
- entry level personal training Whittier, CA
- personal training part time Whittier, CA
- personal training Whittier, CA
- financial Whittier, CA
- finance financial Whittier, CA
- financial banking Whittier, CA
- emergent financial group Whittier, CA
- financial sales Whittier, CA
- financial institutions Whittier, CA