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
$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...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shift$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$70k - $80k
...Loan Originators; FINRA. This position is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role includes triaging client leads, making referrals to business partners based on client needs...SuggestedTemporary workMonday to FridayShift workDay shift$70k - $80k
Bank of America is seeking a dedicated professional to advise clients and help them achieve their financial goals. The role involves building comprehensive financial plans and recommending investment strategies tailored to client needs. A successful candidate will hold...Suggested- 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
$28.85 - $33.65 per hour
Job Description The Financial Solutions Advisor Stage I (FSA I) is responsible for obtaining the required Securities Industry licenses, including the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. After licensing, the advisor builds, manages, and grows...Hourly payMonday to FridayShift workDay shift$124k - $280k
...helps clients optimise and align financial planning, consolidation,... ...enterprise performance management solutions that help clients modernize... ...capabilities and enable more strategic, data-driven finance... ...relationships and serve as a trusted advisor across finance transformation...Full timeH1b- Bank of America is seeking a Financial Advisor in Fountain Valley, California, to provide comprehensive advice and customized solutions to clients aiming to achieve their financial goals. The role involves triaging client leads, making referrals, and meeting clients to...
- Responsibilities You will own financial analyses that underpin major R&D initiatives around Anduril as well as existing products and... ...translate engineering problems into quantitative measures and partial solutions (with a financial lens) Your work will vary from quick-turn...Afternoon shift
- ...America in the United States is seeking a client-focused advisor to provide specialized financial guidance across borrowing and banking offerings. You... ...relationships through meetings and personalized solutions tailored to life-stage planning. The role balances sales...
- ...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... .... Bilingual skills. Skills Client Management Client Solutions Advisory Customer and Client Focus Referral Identification...Work at officeShift workDay shift
$110k - $185k
...collaboration should result in providing solutions and strategies that are aimed towards... ...execution and development, and execution of strategic direction of business function... ...culture, which has a strong history of financial strength and stability. Movement within...H1bFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...· Trust Services · Retirement Solutions · Business Needs Analysis Northwestern... ...Company commissions and fees, Strategic Employee Benefits Services commissions...Full timeContract workFor contractorsWork at office$51k - $320k
...take the next step in one of the most personally and financially rewarding career paths as a Financial Advisor? Can you be motivated to pursue and build a... ...estate planning, wealth management, and insurance solutions. * Collaborate with our expert planning and wealth...InternshipLocal areaFlexible hours- Bank of America is hiring to support in-branch client education and transactions, with a focus on delivering personalized financial solutions. The role emphasizes in-person service, digital self-service literacy, and building lasting client relationships within a dynamic...
$99k - $130k
...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 placementImmediate startAfternoon shift$120k - $260k
...on a mission to empower individuals to take control of their financial future, and we’re looking for driven, coachable professionals... ...the first point of contact for customers looking for financial solutions- and your sales expertise will play a key role in helping them...Daily paidWork at officeFlexible hours$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...$105.4k - $207.8k
...insights, you’ll deliver innovative, market-driven solutions that modernize finance functions, elevate... ...change. Join us to empower clients to become strategic business partners, manage risk, and unlock new levels of financial and operational excellence. Recruiting for...Local areaVisa sponsorship- ...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
$116.2k - $229.1k
...decision-making, manage risk, and drive financial and operational value.Recruiting for this... ...strategies and technology-enabled solutions.Assess finance capabilities, processes,... ...include strategy development, road mapping, strategic PMO, enterprise value creation, and finance...Local area$116.2k - $229.1k
...will help insurance carriers strengthen financial planning, forecasting, and analytics capabilities... ...and macroeconomic impacts) to support strategic and operational decisions •... ...processes and design scalable future-state solutions • Supporting the implementation and adoption...Local areaVisa sponsorship- Anduril Industries seeks an Associate Director for their Corporate Finance team to drive financial insights and support strategic decision-making. The role demands a strong background in financial analysis and communication, along with creative problem-solving capabilities...
$193k - $220k
...control center. As the world enters an era of strategic competition, Anduril is committed to... ...rapidly scale. This person will oversee financial planning and analysis and program... ...to identify obstacles and present viable solutions.Comfortable working in a fast-moving, ambiguous...Full timeWork experience placementImmediate startFlexible hours$116.2k - $229.1k
...complexity by bringing deep industry insights and integrated solutions to achieve business objectives. From strategy to... ...offering, the Business Finance team helps unlock strategic value through enhanced financial planning, forecasting, and analytics capabilities. By...Local areaVisa sponsorship$250k
...business. Requires thorough understanding of strategic direction of the function within the... ...and business, which have significant financial implications.* Bring together the appropriate... ...product experts to develop long-term solutions that strengthen client relationships with...Full time$250k
...life and business which have significant financial implications. Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. Build... ...the product experts to develop long‑term solutions to strengthen relationships with the firm...Full time$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$82.6k - $162.8k
...Deloitte, you will support the design and implementation of NetSuite solutions that help clients meet their business goals, working alongside... ...technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation...Local areaVisa sponsorship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Financial Solutions Advisor. Be the first to apply!
- financial banking Fountain Valley, CA
- financial sales Fountain Valley, CA
- finance financial Fountain Valley, CA
- financial Fountain Valley, CA
- senior financial analyst fp&a Fountain Valley, CA
- healthcare financial consultant
- financial advisor training program
- finance operations associate
- trainee financial adviser
- financial planning assistant


