Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Strategic Financial Solutions Advisor

$70k - $80k

Bank of America

Bank of America seeks a financial advisor in Carson, California. This role provides comprehensive advice to clients, focusing on financial goals and developing customized investment strategies. Responsibilities include triaging client leads and recommending banking products, with a strong emphasis on risk management and maintaining regulatory compliance. Eligible candidates must hold Series 7 & 66 licenses, have at least one year of experience in the investment industry, and possess excellent communication and relationship-building skills. The position offers a salary between $70,000 and $80,000 annually. #J-18808-Ljbffr Bank of America

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Strategic Financial Solutions Advisor in Carson, CA vacancy
  • $70k - $80k

    Bank of America in Bell, California, is looking for a Financial Advisor to provide tailored advice and solutions to clients, helping them achieve their financial goals. Key responsibilities include building financial plans, triaging leads, and making referrals. The role... 
    Suggested

    Bank of America

    Bell Gardens, CA
    2 days ago
  • Bank of America is seeking a financial advisor to provide comprehensive financial advice and customized solutions to clients. This role includes planning financial goals, recommending strategies, and engaging with clients effectively. Candidates should hold necessary licenses... 
    Suggested

    Bank of America

    Carson, CA
    1 day ago
  • $70k - $80k

    Bank of America is seeking a financial advisor in Gardena to provide comprehensive financial advice and customized solutions for clients. This role involves triaging client leads, making referrals, and reviewing financial goals. Ideal candidates should possess strong communication... 
    Suggested

    Bank of America

    Gardena, CA
    1 day ago
  •  ...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... 
    Suggested
    Full time
    Temporary work
    Day shift

    Bank of America

    Lakewood, CA
    13 hours ago
  • $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... 
    Suggested
    Hourly pay
    Full time
    Work at office
    Immediate start
    Monday to Friday
    Rotating shift
    Day shift

    Bank of America

    Torrance, CA
    1 day ago
  • $70k - $80k

     ...Job Title 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 client needs and... 
    Temporary work
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Long Beach, CA
    4 days ago
  • Bank of America is seeking a financial advisor located in Torrance, California. This position involves providing tailored financial...  ...helping them achieve their financial goals through customized solutions and strategic investment recommendations. The ideal candidate holds a... 

    Bank of America

    Torrance, CA
    5 hours ago
  • $70k - $80k

    Job Overview 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 and asset thresholds... 
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Torrance, CA
    5 hours ago
  • $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... 
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Redondo Beach, CA
    1 day ago
  • $57.5k - $106.5k

    A financial services organization in Torrance, California, seeks a professional to support sales and performance targets for financial...  ...opportunities, managing client relationships, and analyzing data for strategic decision-making. Candidates should have relevant experience,... 

    Hispanic Alliance for Career Enhancement

    Torrance, CA
    3 days ago
  •  ...Financial Solutions Advisor Registration Candidate- LA Metro Market South Gate, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    South Gate, CA
    4 days ago
  • $57.5k - $106.5k

    BMO U.S. seeks a financial advisor in South Gate, California, to provide financial and investment planning to clients. You will support sales...  ...implementing business development strategies, and provide solutions through managed products. A minimum of 4-6 years of... 

    BMO U.S.

    South Gate, CA
    2 days ago
  • Bank of America in Redondo Beach is seeking a Financial Advisor to provide tailored solutions to clients to meet their financial goals. Key responsibilities include client lead management, planning financial strategies, and recommending investment products. The ideal candidate... 

    Bank of America

    Redondo Beach, CA
    3 days ago
  • $57.5k - $106.5k

     ...Provides financial and investment planning and advice in collaboration with other team members...  ...to deliver a comprehensive banking solution in the best interest of the customer. Determines...  ...solutions. Supports the execution of strategic initiatives in collaboration with... 
    Contract work
    Part time
    Local area

    BMO Financial Group

    Manhattan Beach, CA
    5 days ago
  • $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 time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Long Beach, CA
    2 days ago
  •  ...and providing comprehensive financial guidance? Sagient, a leading...  ...to delivering personalized solutions and thrive in a collaborative...  ...forge deep connections, offer strategic insights, and empower individuals...  .... As a Sagient financial advisor, you'll assist clients in identifying... 

    Sagient

    El Segundo, CA
    2 days ago
  • $70k - $80k

    Bank of America in Manhattan Beach is seeking a financial advisor responsible for providing tailored advice and solutions to clients. The position involves assessing client needs to build financial plans, recommending products, and liaising with business partners. Candidates... 

    Bank of America

    Manhattan Beach, CA
    3 hours ago
  • Responsibilities Provides financial and investment planning and advice in collaboration with...  ...to deliver a comprehensive banking solution in the best interest of the customer. Determines...  ...needs. Supports the execution of strategic initiatives in collaboration with... 

    Jobtailor

    Long Beach, CA
    2 days ago
  • TwinThread seeks a Private Client Advisor in Gardena, California, to offer comprehensive financial planning and personalized investment solutions to a diverse client base. The role requires a deep understanding of financial markets, relationship management, and the ability... 

    Aumni

    Gardena, CA
    3 hours ago
  • $75k - $125k

     ...to the company’s success. As a Wealth Advisor within PNC Wealth Management, you will...  ...Advisors deliver tailored advice and strategic planning designed to help clients achieve...  ...with you to develop customized financial solutions that reflect each client’s unique needs... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Wilmington, CA
    1 day ago
  •  ...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 work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Los Alamitos, CA
    more than 2 months ago
  •  ...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 work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Long Beach, CA
    a month ago
  • $90k - $160k

     ...BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams,...  ...Turnaround & Restructuring (T&R) Strategic Performance Solutions (SPS) Retail Performance Improvement (RPI) Transaction... 
    Full time
    Work experience placement
    Local area

    Berkeley Research Group

    Harbor City, CA
    1 day ago
  •  ...production.PurposeDivergent is looking for a highly motivated Strategic Finance (Lead/Senior) professional to join the Finance team. In...  ...acumen, intellectual curiosity, and the ability to translate financial strategy into operational execution. (S06) This role will also... 
    Temporary work
    Work at office

    Divergent

    Torrance, CA
    2 days ago
  • $70k - $80k

    Bank of America is hiring a financial advisor in El Segundo, California. This position requires strong skills in account management and client...  ...6 licenses. The role involves building customized financial solutions for clients, managing financial goals, and provides... 

    Bank of America

    El Segundo, CA
    1 day ago
  • $70k - $80k

    Bank of America in Torrance is seeking a detail-oriented financial advisor responsible for providing customized solutions to clients. The role involves triaging client leads, reviewing financial goals, and recommending investment strategies. Candidates must have at least... 

    Bank of America

    Torrance, CA
    1 day ago
  • $70k - $80k

    Bank of America is seeking a Financial Advisor in Redondo Beach, CA, responsible for providing clients with comprehensive financial advice and customized solutions. This role involves planning financial goals, recommending products, and managing client relationships effectively... 

    Bank of America

    Redondo Beach, CA
    1 day ago
  • $126.82k - $149.2k

     ...businesses we serve to make better and smarter financial decisions and enabling the communities...  ...on our enterprise and business line strategic initiatives, staying one step ahead of...  ...design, develop, and continually optimize solutions that drive adoption, engagement, and... 
    Full time
    Work experience placement
    Local area
    Shift work

    US Bank

    Torrance, CA
    13 hours 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...  ...promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and... 
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    BMO Financial

    Compton, CA
    4 days ago
  • BMO Financial Group in the United States seeks a Wealth Sales & Service professional to provide financial planning and investment advice...  ..., collaborating with a team to deliver comprehensive banking solutions aligned with client interests. The role focuses on achieving... 

    Koitecc Solutions

    Torrance, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Strategic Financial Solutions Advisor. Be the first to apply!