Personal Financial Solutions Advisor
Bank of America ATM
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
- ...customers in lobby transactions and self‑service tools. You will conduct cash transactions, listen to clients’ financial goals, and connect them with appropriate solutions. The role emphasizes relationship building, adherence to policy, and collaboration with experts across...SuggestedWeekend work
$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...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...and mobile banking. You will accurately process cash transactions and build strong knowledge of clients' financial priorities to connect them with the right solutions. The role emphasizes delivering a positive client experience, adhering to applicable laws and bank...SuggestedWeekend work
$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...SuggestedContract workPart timeLocal areaImmediate startDay shift- ...Branch to deliver welcoming service, build lasting client relationships, and apply financial knowledge to meet clients’ needs using Chase’s technology. You will work with clients in person and by phone, requiring 1+ year sales experience, strong communication, and...SuggestedWeekend workAfternoon shift
$25 - $26.77 per hour
Bank Of America Financial Center RepresentativeAt Bank of America, we are guided by a common purpose to help make financial lives better... ...the financial and life priorities and connecting clients to solutions that meet the financial goals.Responsibilities:Executes the bank...Hourly payWork at officeFlexible hoursShift workWeekend 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
$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, 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
$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...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- Bank of America seeks a licensed financial professional to advise clients, build financial plans, and refer opportunities to partners.... ...coordinate with internal teams to deliver brokerage and banking solutions, while adhering to regulatory requirements. The role requires...Work at office
$100k - $140k
LPL Financial is seeking a Financial Advisor associated with BMO Bank in Pico Rivera, CA. In this exciting role, you will help clients navigate their financial journeys and grow your business using the bank’s resources and referral system. Requirements include having a...- 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
- Bank of America in California seeks a financial professional to deliver comprehensive financial guidance and customized solutions, helping clients achieve their goals. You will triage leads, refer to partners by client needs and assets, and meet with clients to review goals...
- 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...
- U.S. Bank is hiring Relationship Bankers to build lasting client relationships, assess banking needs, and offer personalized financial solutions. The role includes account openings, loan processing, and promoting digital tools to customers in a branch setting. Applicants...
- 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...
- Bank of America in Baldwin Park, CA is seeking a Financial Solutions Advisor Stage I. You begin by obtaining Securities Industry licenses (SIE, Series 7 and Series 66) through dedicated classes and exams, then you’ll learn to build client relationships, assess needs, and...
$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...- ...for providing an industry leading client service 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...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
$26 - $36 per hour
...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... ...and services and recommending financial solutions based on each customers unique goals and...Full timeTemporary workLocal area$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 area- ...clients and provide attentive service while offering banking solutions. You will build trusted relationships, educate clients on digital... ...operations. In this role, you will help clients reach their financial goals, assist with account openings, and ensure compliance with...
- ...transactions, and open accounts while promoting digital banking options. The role requires NMLS registration and compliance with related regulations; strong communication and sales skills are essential to provide tailored financial solutions. #J-18808-Ljbffr U.S. Bank
$20.67 - $31.25 per hour
...SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper... ...uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through...Hourly payDay shift$22 - $24 per hour
...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...- ...opportunities to improve the customer’s financial wellbeing. Collaborates with ecosystem partners... ...’s share of wallet. Positions PNC solutions to drive new revenue and customer... ...equal employment opportunity to qualified persons regardless of race, color, sex, religion...Full timeTemporary workPart timeWork experience placementWork at office
$19 - $23 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 timeWork experience placementFlexible hours- ...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 officeFlexible hoursShift workWeekend workDay shift
- ...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...Work at officeFlexible hoursShift workWeekend workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Financial Solutions Advisor. Be the first to apply!
- personal caregiver Whittier, CA
- entry level personal training Whittier, CA
- personal training Whittier, CA
- personal training part time Whittier, CA
- financial Whittier, CA
- financial sales Whittier, CA
- financial banking Whittier, CA
- citizens financial group Whittier, CA
- emergent financial group Whittier, CA
- finance financial Whittier, CA


