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

Wealth Planning Advisor

$70k - $80k

Bank of America ATM

Bank of America is looking for a financial advisor in South El Monte, California, to provide personalized financial services by assessing client needs and devising strategies. The role requires strong knowledge of investment products and interpersonal skills to manage client relationships effectively. Candidates must hold relevant licenses and demonstrate experience in the financial services industry. This role offers a generous salary range of $70,000 to $80,000 per year, influenced by experience and specific qualifications. Join a team committed to empowering clients financially while fostering your career growth. #J-18808-Ljbffr Bank of America

Vacancy posted 15 hours ago
Similar jobs that could be interesting for youBased on the Wealth Planning Advisor in South El Monte, CA vacancy
  • Join the Clean Energy RevolutionBecome a Financial Planning Advisor at Southern California Edison (SCE) and build a better tomorrow. In this role, you will conduct research and analyses to facilitate the effective management of the Company's financial assets. As part of... 
    Suggested
    Temporary work
    Remote work

    Edison International

    Rosemead, CA
    15 hours ago
  • Join the Clean Energy RevolutionJoin Southern California Edison (SCE) as a Financial Planning, Senior Advisor and contribute to the financial strategies that support a cleaner, safer, and more reliable energy future. In this role, you will deliver high-quality financial... 
    Suggested
    Temporary work
    Remote work

    Edison International

    Rosemead, CA
    3 days ago
  • $70k - $80k

    Bank of America is seeking a Financial Advisor to provide tailored financial solutions to clients. This role includes triaging client leads and recommending brokerage products based on individual needs. The ideal candidate will have Series 7 & 66 licenses and at least a... 
    Suggested

    Bank of America

    Downey, CA
    15 hours ago
  • Bank of America is seeking a senior wealth planning professional to lead advisory engagements for high net worth clients and coordinate with advisors to address estate, tax, and philanthropic goals. The role requires deep expertise across trust and estate planning, investments... 
    Suggested

    Bank of America

    Los Angeles, CA
    2 days ago
  •  ...help them meet their financial goals through comprehensive advice and tailored solutions. Responsibilities include building financial plans and recommending investment products. The ideal candidate will have a strong background in finance, hold the necessary licenses, and... 
    Suggested

    Bank of America

    Los Angeles, CA
    15 hours ago
  •  ...of America in Norwalk, California, seeks a dedicated financial advisor to guide clients towards their financial goals. Responsibilities...  ...include triaging client leads and building customized financial plans using brokerage products. Qualifications include Series 7 & 66 licenses... 

    Bank of America

    Norwalk, CA
    15 hours ago
  • Southern California Edison is seeking a Financial Planning Advisor to research and analyze financial assets, forecast plans, and support regulatory filings. You will collaborate with operating units to develop budgets and long-term plans, delivering strong financial insights... 
    Remote work

    Thomson Reuters Markets Espana SL.

    Rosemead, CA
    2 days ago
  • Southern California Edison is seeking a Financial Planning, Senior Advisor to deliver high-quality financial analysis, strategic insights, and decision support to manage financial resources and advance operational priorities. The role partners with operating units to develop... 
    Temporary work

    Southern California Edison

    Rosemead, CA
    1 day ago
  • SchoolsFirst FCU is seeking a Financial Advisor to provide members with information on investment products and to assist with mutual funds, securities transactions, and financial planning. You will assess members' goals and risk tolerance, discuss investment alternatives... 

    Schoolsfirst-Federal-Credit-Union

    West Covina, CA
    1 day ago
  • Jobtailor in Los Angeles seeks a client-focused insurance advisor to evaluate financial needs and develop tailored insurance plans. You will nurture lasting relationships, offer ongoing guidance, and stay current on product trends to present the best options. Compliance... 

    Jobtailor

    Los Angeles, CA
    2 days ago
  • $20k - $100k

    A financial services company seeks an Entry-Level Financial Advisor Trainee in San Gabriel, CA. The role requires bilingual skills in English and Chinese, with responsibilities focused on selling commercial and personal insurance products to small and mid-sized businesses... 
    Traineeship

    Taos Global Group Inc.

    San Gabriel, CA
    15 hours ago
  • Our Associates Celebrate Lives We celebrate our associates. Consider the possibilities of joining a great place to work! Postal Code: 90601 Category: Sales Job Location: US-CA - Whittier Service Corporation International

    Service Corporation International

    Whittier, CA
    4 days ago
  •  ...position, you would use quantitative tools to provide analytics support for projects and initiatives that help shape SCE’s work on planning for long-term electricity supply and demand, reducing emissions, and adapting to climate change. The work will primarily focus on... 
    Contract work
    Remote work
    Relocation

    Edison International

    Rosemead, CA
    2 days ago
  • $83.92k - $125.88k

    Citigroup Inc. is seeking a Wealth Relationship Manager in Temple City, California to drive client relationships and provide financial planning solutions. The role requires strong analytical and communication skills, as well as 5-8 years of relevant experience. Responsibilities... 
    Full time

    Citigroup Inc.

    Temple City, CA
    15 hours ago
  • Join the Clean Energy RevolutionBecome a Transmission Telecom Planning, Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you will be responsible for supporting & processing complex technical Utility and Non-Utility work requests associated... 
    For contractors
    Local area
    Remote work
    Relocation

    Edison International

    Alhambra, CA
    15 hours ago
  •  ...firm in Los Angeles is seeking a Financial Professional to manage plan sponsor relationships and provide retirement and investment...  ...financial services sector. This position offers professional development and competitive benefits. #J-18808-Ljbffr Voya Financial Advisors

    Voya Financial Advisors

    Los Angeles, CA
    3 days ago
  •  ...help clients achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary...  ...commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned... 
    Full time
    Work at office

    The Charles Schwab Corporation

    Los Angeles, CA
    15 hours ago
  • $162.1k - $270.1k

     ...delivery of solutions for a comprehensive wealth management strategy for individuals,...  ...Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's...  ...determine solutions through the financial planning process. Prioritize short term and long... 
    Full time
    Temporary work
    Work experience placement

    M&T Bank

    Los Angeles, CA
    2 days ago
  •  ...our communities through industry-focused wealth advisory, digital, audit, tax,...  ...platform built for durable, organic growth.Our advisors average $250M in AUM across ~120 households...  ...Total Wealth Advisory—a comprehensive, planning‑led experience anchored in a personal financial... 
    Full time
    Shift work

    CliftonLarsonAllen

    Pasadena, CA
    4 days ago
  •  ...over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is...  ...partnership.The program has a financial planning team that is integrated in their team....  ...Insurance solutions.About the Role:A Senior Wealth Advisor is an experienced financial... 
    Full time
    Immediate start

    Columbia Bank

    Los Angeles, CA
    4 days ago
  • $70k - $200k

     ...Client Coverage, Professional, WealthCompany: CitiThe Financial Advisor is a strategic professional who stays abreast of developments...  ...------------------------------------------Job Family:Financial Planning Services------------------------------------------------------Time... 
    Full time

    Citigroup

    Los Angeles, CA
    1 day ago
  • $169.38k - $207.02k

     ...around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires... 
    Work experience placement
    Local area
    3 days per week

    US Bank

    Los Angeles, CA
    3 days ago
  • Service Corporation International is seeking a proactive Pre-Planning Advisor to drive pre-need sales and referrals while building trusted relationships with families. You will present planning guides, follow up with referrals, and adapt your schedule to meet quotas, including... 
    Remote job
    Afternoon shift

    Service Corporation International

    Whittier, CA
    3 days ago
  •  ...path to value.Supply Chain and Operations houses individuals who help clients develop strategies and operating models that integrate planning, procurement, product design, manufacturing, and fulfillment functions within an organization, as well as connect suppliers and... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Los Angeles, CA
    2 days ago
  • DescriptionAt 1898 & Co., we are helping shape the future of transmission systems across North America. Our Transmission Planning and Power Systems Analysis team works with a diverse mix of clients—investor-owned utilities, public power entities, developers, and ISOs/RTOs... 
    Work at office

    Burns & McDonnell

    Los Angeles, CA
    15 hours ago
  • $116k - $229.1k

     ...solutions optimized for their unique business needs.Recruiting for this role ends on 10/2/26.Work you’ll doAs a Workday Adaptive Planning Sr Consultant, you will team with EERPS-Workday colleagues as well as members from the client team on comprehensive, full-lifecycle... 
    Local area

    Deloitte

    Los Angeles, CA
    3 days ago
  •  ...help clients achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary...  ...to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned... 
    Full time
    Work at office

    The Charles Schwab Corporation

    Los Angeles, CA
    15 hours ago
  • $70k - $80k

     ...a financial consultant to provide tailored advice and solutions to clients in Montebello, CA. The role involves building financial plans using various brokerage products, as well as mitigating risks and managing client needs strategically. The ideal candidate holds Series... 

    Bank of America

    Montebello, CA
    2 days ago
  •  ...Description MAJOR JOB DUTIES AND RESPONSIBILITIES: Provides detailed analysis that identifies and promotes the value of the existing plan, discuss options, provides alternative plan options when appropriate and makes recommendations. Provide customers with counseling... 
    Work at office

    Direct Staffing Inc

    Los Angeles, CA
    4 days ago
  • Overview The Senior Project and Planning Advisor serves as a high-impact strategic partner within the CEO Office, working directly with the Chief of Staff to drive CEO priorities, executive alignment, and organizational performance. This role operates at the center of... 
    Work experience placement
    Work at office

    careers-centralhealth

    Los Angeles, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Planning Advisor. Be the first to apply!