Strategic Financial Solutions Advisor
Bank of America ATM
Bank of America in Fountain Valley is seeking a Financial Advisor to provide clients with advice and customized solutions to achieve their financial goals. The ideal candidate will have at least one year of relevant experience and must hold Series 7 & 66 licenses. This position involves strategic client meetings, comprehensive financial planning, and adherence to SAFE Act registration. A strong emphasis is placed on relationship building and effective communication skills to connect with clients. #J-18808-Ljbffr Bank of America
$70k - $80k
...Act; Loan Originators; FINRA. This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position is subject to SAFE Act registration requirements and requires completion of the SAFE Act...SuggestedMonday to Friday- Bank of America is seeking a Financial Solutions Advisor Stage I in Fountain Valley, CA. This role involves obtaining necessary Securities Industry licenses and managing client relationships while providing tailored financial advice. The advisor will collaborate with banking...Suggested
- Job Overview Provide comprehensive financial advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include triaging client leads, making referrals to business partners, meeting with clients to review financial and investment...SuggestedTemporary workMonday to Friday
- ...with banks and the IRS. The ideal candidate will conduct industry research, prepare financial reports, and stay updated on financial trends. A strong skill set in financial analysis and strategic planning is essential for this position. #J-18808-Ljbffr CerraCap VentureSuggested
- ...Principal Solution Advisor - SAP GRC Domain Expert SAP, a global leader in enterprise software, is seeking a highly skilled Principal... ...customer relationships. This role is essential to advancing SAP's strategic objectives and reinforcing our leadership in governance,...Suggested
$60k - $100k
BNY is looking for a Financial Advisor at the Vice President level to join its Wealth Management team. Located in Newport Beach, you will... ...50,000 to $5,000,000 to reach their financial goals through strategic advice and communication. Successful candidates will have strong...- ...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ..., grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$44.3k - $73k
...Banker II in Costa Mesa, California. This position emphasizes building and maintaining customer relationships, providing tailored financial solutions, and adhering to ethical standards. The ideal candidate will have a high school diploma or equivalent military experience,...$44.3k - $73k
...California. The role involves providing exceptional customer experiences by developing lasting relationships and providing tailored financial solutions. Candidates should have customer service experience, preferably in a sales environment, and demonstrate strong communication...$129k
Anduril Industries is looking for a Senior Financial Analyst in Costa Mesa, California. The ideal candidate will be deeply involved in financial planning, analysis, and modeling to support strategic decision-making. With 3-7 years of experience, the role demands advanced...$98k - $120k
Anduril Industries is hiring an entry-level Strategic Finance professional in Costa Mesa,... ...The role involves owning high-priority financial analyses and partnering with business leadership... ...a dynamic team committed to innovative solutions in the defense technology sector. #J-18...$59k - $80k
...operating system that turns thousands of data streams into a realtime, 3D command and control center. As the world enters an era of strategic competition, Anduril is committed to bringing cutting‑edge autonomy, AI, computer vision, sensor fusion, and networking technology...Rotational programFull timeWork experience placementInternshipWork at officeShift work- Columbia Bank is seeking a Relationship Banker in Newport Beach, CA, to build meaningful client relationships by providing tailored financial solutions and outstanding service. Responsibilities include educating clients on available banking products and services and...
$95k - $140k
Financial Advisor page is loaded## Financial Advisorlocations: Newport Beach, CAtime type: Full... ...should result in providing solutions and strategies that are aimed towards... ...execution and development, and execution of strategic direction of business function activities...Flexible hours$95k - $140k
...is a globally recognized, award‑winning financial institution that has been in continuous... ...objectives and appetite for risk, providing solutions and strategies aimed at accomplishing... ...operational execution with development and strategic direction of business function...$51k - $320k
...robust network of clients seeking tailored financial planning services. Expand your reach... ...planning, wealth management, and insurance solutions. Collaborate with our expert planning... ...attitude. Total Compensation First year advisors’ to experienced advisors’ variable performance...InternshipFlexible hours- ...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...Temporary workWork 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. 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
$110k - $130k
...water analysis and environmental monitoring solutions. Position Overview Sensorex is seeking a... ...play a key role in strengthening our financial planning, forecasting, and decision-... ...profitable growth, pricing decisions, and strategic investments. As a senior individual contributor...Permanent employmentFull timeWorldwide- ...passionate individual for a full-time sales-driven position in Costa Mesa, California. The ideal candidate will help clients achieve financial freedom through exceptional customer service and sales techniques. Responsibilities include consulting clients, handling marketing...Full time
$129k - $171k
...command and control center. As the world enters an era of strategic competition, Anduril is committed to bringing cutting‑edge... ...engineering problems into quantitative measures and partial solutions (with a financial lens) Your work will vary from quick‑turn analytical...Full timeWork experience placementAfternoon shift$51k - $320k
Goldbook-Financial in Costa Mesa, CA is seeking candidates for a financial planning role aimed at cultivating client relationships and delivering comprehensive financial services. Ideal candidates should have a 4-year degree and experience in Financial Services or Insurance...$250k
...in Costa Mesa, California. The role involves managing a team of professionals while serving UHNW clients through strategic financial advice and solutions. With over 15 years of experience required, candidates must demonstrate strong leadership in private banking and...- Corient Services LLC in Newport Beach is seeking a Wealth Advisor to empower clients through comprehensive financial solutions. The successful candidate will proactively identify and acquire high-net-worth clients while developing tailored wealth management strategies....
$98k - $130k
Anduril Industries in Costa Mesa, California is looking for a Financial Analyst for its Maritime and Maneuver Dominance Division. The role involves supporting product and program financial management, including forecasting and financial reporting. The ideal candidate will...$60k - $100k
Financial Advisor We're seeking a future team member for the role of Financial Advisor at Vice President level... ...best way to achieve short‑ and long‑term strategic objectives. Promote appropriate services and product solutions to meet client needs. Uncover outside asset...Temporary workWork at office- Anduril Industries in Costa Mesa seeks a Financial Analyst with 1-4 years of experience to support financial planning and analysis. This role involves developing complex financial models, collaborating with teams on budgets, and analyzing financial performance. Candidates...
$98k - $130k
Anduril Industries in Costa Mesa, California is seeking a Financial Analyst to join their Corporate FP&A team. The ideal candidate will have 1-4 years of experience in financial modeling and balance sheet analysis, assisting in financial planning and analysis functions....- ...and a team that wants you to grow and succeed. Principal Solution Advisor - SAP GRC Domain Expert Location: Newport Beach, CA... ...customer relationships. This role is essential to advancing SAP’s strategic objectives and reinforcing our leadership in governance,...Permanent employmentFull timeWorldwideFlexible hours
- ...seeking a Relationship Banker in Cypress, California, to build long-term client relationships by providing meaningful financial advice and solutions. You will engage clients through financial reviews, offer new deposit accounts, and originate consumer loans. The ideal...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Financial Solutions Advisor. Be the first to apply!
- senior financial analyst fp&a Fountain Valley, CA
- financial banking Fountain Valley, CA
- financial sales Fountain Valley, CA
- infor finance consultant
- financial adviser
- strategic finance associate
- trainee financial adviser
- senior associate corporate finance
- associate leveraged finance
- virtual financial advisor

