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

Financial Solutions Advisor — Client Growth & Planning

Bank of America ATM

Bank of America seeks a Financial Advisor in Palmdale, CA, to offer comprehensive financial advice and customized solutions. You will work with clients to establish long- and short-term financial goals, providing tailored brokerage products like stocks and loans. This position requires compliance with regulatory acts and emphasizes building strong client relationships. Applicants should have relevant Series licenses, with a proven experience in the financial services industry. #J-18808-Ljbffr Bank of America

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Solutions Advisor — Client Growth & Planning in Palmdale, CA vacancy
  • $70k - $80k

    Bank of America in Lancaster, California is seeking a Financial Advisor to provide comprehensive financial advice and customized solutions to clients. This role includes building financial plans and recommending brokerage products. Ideal candidates will have at least one... 
    Suggested

    Bank of America

    Lancaster, CA
    4 days ago
  • A leading financial institution in Palmdale, CA is seeking a Financial Solutions Advisor to provide clients with comprehensive banking and investment solutions. The ideal candidate...  ...competitive compensation and opportunities for growth within the company. #J-18808-Ljbffr Bank... 
    Suggested
    Full time

    Bank of America

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

     ...Description This role provides comprehensive financial advice and customized solutions to clients, including triaging leads, making referrals, building financial plans, and recommending brokerage...  ...impact and contribute to sustainable growth. #J-18808-Ljbffr Bank of America
    Suggested
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Lancaster, CA
    4 days ago
  • $28 - $33 per hour

    Overview Financial Solutions Advisor Registration Candidate- Tri Valley Market at Bank of America. This range is provided by Bank...  ...every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day... 
    Suggested
    Full time
    Internship
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Palmdale, CA
    3 days ago
  •  ...America in California is seeking a financial advisor to provide comprehensive advice and customized solutions to clients. This role involves building financial plans, triaging leads, and making...  ...incentives and benefits for sustainable growth. #J-18808-Ljbffr Bank of America
    Suggested

    Bank of America

    Palmdale, CA
    4 days ago
  • $28.85 - $33.65 per hour

     ...by a common purpose to help make financial lives better through the power of...  ...We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders...  ...an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey... 
    Hourly pay
    Full time
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Lancaster, CA
    7 hours ago
  •  ...Chase Branch in California. The role centers on acquiring, managing, and retaining client relationships using strong financial knowledge and technology tools to offer tailored solutions. You will engage clients in person and by phone, delivering warm, hospitality‑driven... 
    Flexible hours

    JPMorganChase

    Lancaster, CA
    5 days ago
  •  ...Relationship Banker to represent the Chase brand in a branch setting. You will acquire, manage, and retain client relationships, offering thoughtful financial solutions and leveraging digital tools to enhance the client experience. The role requires strong sales ability,... 
    Weekend work
    Afternoon shift

    JPMorgan Chase & Co.

    Lancaster, CA
    2 days ago
  •  ...of America in Lancaster, CA is seeking a client-focused professional to engage customers...  ..., and connect clients withbanking solutions aligned to their goals. The role emphasizes...  ...delivering service that improves their financial lives while adhering to regulations and... 

    Sacbar

    Lancaster, CA
    3 days ago
  • California Bank & Trust in Acton, CA seeks a customer-focused Client Service Associate (Teller) to be the face of the branch, delivering...  ...with full-time benefits. This role offers training, career growth, and a collaborative culture at a long-standing California bank.... 
    Full time
    Monday to Friday

    California Bank & Trust

    Acton, CA
    4 days ago
  • $25 - $26.77 per hour

     ...guided by a common purpose to help make financial lives better through the power of...  ...We do this by driving Responsible Growth and delivering for our clients, teammates, communities and...  ...priorities and connecting clients to solutions that meet the financial goals. Responsibilities... 
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Lancaster, CA
    3 days ago
  • Modern Woodmen of America is looking for dedicated financial representatives in Palmdale, California. The role involves creating tailored financial plans to help various individuals achieve their financial goals, supported by extensive training and development. Candidates... 

    Modern Woodmen of America

    Palmdale, CA
    2 days ago
  • $94.2k - $141.2k

     ...Grumman Aeronautics Systems (NGAS) is seeking a qualified Principal Financial Analyst to join our team of qualified, diverse individuals....  ...limited to:Supports Monthly/Quarterly Financial Reporting and Planning processes, including financial and cost forecasting, reporting... 
    Full time
    Work at office
    Remote work
    Relocation package
    Shift work

    Northrop Grumman

    Palmdale, CA
    4 days ago
  • California Bank & Trust in Acton, CA is seeking a Client Service Associate (Teller) to be the branch face, delivering friendly, personal service as clients navigate daily banking needs. This full-time role processes debit/credit transactions, opens new accounts, handles... 
    Full time

    Zions Bancorporation

    Acton, CA
    2 days ago
  • Enterprise Bank & Trust in the Los Angeles Metropolitan area seeks a Financial Services Representative to greet customers, open accounts for commercial and consumer clients, and perform teller duties with accuracy. You will respond to inquiries, balance cash drawers, and... 

    Enterprise Bank & Trust

    Lancaster, CA
    2 days ago
  • Modern Woodmen of America is seeking passionate Financial Representatives to help individuals across diverse backgrounds achieve their financial...  ...goals. This role focuses on creating tailored financial plans, providing guidance, and building long-term relationships... 

    Modern Woodmen of America

    Lancaster, CA
    2 days ago
  • $20 - $22.39 per hour

    Client Service Associate (Teller)- Acton, CA Associates at California Bank & Trust work in...  ...thrive. As a premier California-focused financial services company dedicated to serving its...  ...PTO), and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing,... 
    Hourly pay
    Full time
    Work experience placement
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    California Bank & Trust

    Acton, CA
    4 days ago
  • Launch your financial services career with an organization that positively impacts thousands...  ...They create and execute tailored financial plans that illustrate members' current...  ...strengthen relationships, allowing for membership growth and greater community impact. We’re proud... 
    Local area

    Modern Woodmen of America

    Palmdale, CA
    1 day ago
  •  ...Relationship Banker in a Chase Branch. Representing the brand with hospitality, you will acquire, manage, and retain client relationships using financial solutions to meet their needs. The role emphasizes building trust, education on digital tools, and collaboration with... 

    Fairygodboss

    Lancaster, CA
    5 days ago
  •  ...while identifying cross-sell opportunities to help members achieve financial goals. Responsibilities include handling transactions...  ...balancing cash, and delivering courteous service. The role supports growth within a collaborative environment with location flexibility and... 

    Logix Federal Credit Union

    Palmdale, CA
    2 days ago
  • $47.84k - $64.48k

     ...Wells Fargo, we're more than a financial services leader – we’re a...  ...ability to balance service with growth. As a member of a leading...  ...banking products, services, and solutions Drive branch growth by...  ...overview of the following benefit plans and programs offered to... 
    Full time
    Work experience placement
    Flexible hours

    Wells Fargo

    Palmdale, CA
    2 days ago
  •  ...analysis for the system including action plan tracking and facilitation, and management...  ...facilities. Beware of anyone requesting financial or personal information. At UHS and all our...  ...will not email you from a public webmail client like Hotmail, Gmail, Yahoo Mail, etc. If... 
    Local area

    Universal Health Services

    Palmdale, CA
    4 days ago
  •  ...analysis for the system including action plan tracking and facilitation, and management...  ...facilities. Beware of anyone requesting financial or personal information. At UHS and all our...  ...will not email you from a public webmail client like Hotmail, Gmail, Yahoo Mail, etc. If... 
    Local area

    Wellington Regional Medical Center

    Palmdale, CA
    4 days ago
  • $67.4k - $121.9k

     ...Associate Quality Analyst OR Quality Analyst to support their Mission Assurance organization. The candidate will implement quality plans, ensure product standards compliance, and investigate discrepancies. Required qualifications include a Bachelor's or Master's degree... 

    Northrop Grumman Corp. (JP)

    Palmdale, CA
    3 days ago
  • Responsibilities Processes member transactions efficiently, accurately, and promptly including deposits, withdrawals, transfers, sale or processing of negotiable instruments, cash advances, stop payments, address changes, wire transfers, etc. Provides timely and courteous...
    Work at office
    Flexible hours

    Jobtailor

    Palmdale, CA
    5 days ago
  • $27.02 - $39.18 per hour

     ...pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many... 

    SchoolsFirst Federal Credit Union

    Lancaster, CA
    3 days ago
  • $20.8 - $53.1 per hour

     ...Financial Analyst Location: Palmdale, CA 93599 Duration: 12 Months Work Schedule: 4/10-A Active Secret Clearance with an Investigation...  ...with the development and documentation of corrective action plans, and preparing analysis for presentation to various levels of leadership... 
    Hourly pay
    Full time
    Work at office

    ClearanceJobs

    Palmdale, CA
    2 days ago
  • $56.62k - $69.18k

     ...serve to make better and smarter financial decisions and enabling the...  ...first mindset. Strong client relationships are based on trust...  ...and services, and recommending solutions based on each customer’s unique...  ...employer-funded retirement plan ~ Paid vacation (from two to... 
    Full time
    Temporary work
    Local area

    U.S. Bank

    Lancaster, CA
    2 days ago
  • $48.24k - $58.97k

     ...serve to make better and smarter financial decisions and enabling the...  ...first mindset. Strong client relationships are based on trust...  ...and services, and recommending solutions based on each customer’s unique...  ...employer-funded retirement plan ~ Paid vacation (from two to... 
    Full time
    Temporary work
    Local area

    U.S. Bank

    Lancaster, CA
    4 days ago
  • SchoolsFirst FCU is seeking a Personal Banker (Member Service Representative III) to join our team in Lancaster, CA. In this part-time role, you will provide exceptional service to our members, process transactions, and promote credit union products and services. You should...
    Part time

    SchoolsFirst FCU

    Lancaster, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Solutions Advisor — Client Growth & Planning. Be the first to apply!