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 ATM

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 relevant licenses and have at least one year of experience in the financial services industry. The position includes competitive benefits and compensation ranging from $70,000 to $80,000 annually based on experience. #J-18808-Ljbffr Bank of America

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Strategic Financial Solutions Advisor in Newport Beach, CA vacancy
  • 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...  ...Series 7 & 66 licenses. This position involves strategic client meetings, comprehensive financial planning... 
    Suggested

    Bank of America

    Fountain Valley, CA
    3 days ago
  • $70k - $80k

    Job Description This position provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role involves triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting... 
    Suggested
    Temporary work
    Monday to Friday

    Bank of America

    Newport Beach, CA
    3 days ago
  • $110k - $185k

     ...worldwide. With more than 135 years of financial experience and over 24,000 partners, we...  ...should result in providing solutions and strategies that are aimed towards accomplishing...  ...and development, and execution of strategic direction of business function activities... 
    Suggested
    H1b
    Worldwide
    Flexible hours

    Northern Trust

    Newport Beach, CA
    4 days ago
  • 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

    Bank of America

    Fountain Valley, CA
    1 day ago
  • $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... 
    Suggested
    Flexible hours

    Northern Trust Corp

    Newport Beach, CA
    4 days ago
  • $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... 

    Northern Trust

    Newport Beach, CA
    5 days ago
  • $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... 
    Monday to Friday

    Bank of America

    Fountain Valley, CA
    2 days ago
  • 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... 

    Columbia Bank

    Newport Beach, CA
    3 days 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
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Newport Beach, CA
    19 days ago
  • $90k - $135k

     ...helping clients achieve meaningful financial goals while learning directly...  ...your growth? As a Financial Advisor at Cutler Investment Group...  ...or client and figure out the solution. You know how to balance...  ...Begin to take on more lead and strategic roles with the book of business... 
    Work experience placement
    Work at office

    Cutler Investment Group

    Newport Beach, CA
    4 days ago
  • KBS Realty Advisors Inc in Newport Beach, CA is seeking an Associate for Credit & Capital Solutions. The role focuses on structuring, underwriting, and executing capital transactions...  ...in commercial real estate finance. Strong financial modeling skills and proficiency in Excel... 

    KBS Realty Advisors

    Newport Beach, CA
    1 day ago
  • $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 pay
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Fountain Valley, CA
    5 days ago
  • 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.... 

    Corient Services LLC

    Newport Beach, CA
    5 days ago
  • $97.9k - $126.8k

    Irvine Company is seeking a skilled analyst for their Strategic Planning & Analysis group. In this role, you will prepare reports for the Board, handle enterprise-wide business plans, and develop financial models that inform executive decisions. The ideal candidate will... 

    Irvine Company

    Newport Beach, CA
    5 days ago
  • $80k - $90k

     ...medical aesthetics platform is seeking an FP&A Analyst to support financial management, month-end close, and reporting. The role involves...  ...compensation of $80,000 - $90,000 and offers exposure to strategic functions in a rapid growth environment. #J-18808-Ljbffr NakedMD

    NakedMD

    Newport Beach, CA
    5 days ago
  • $120k

     ..., you have the potential to thrive as a financial professional, positively impacting families...  ...a variety of financial products and solutions, such as life insurance, annuities, and...  ...solutions while working as a financial advisor. Leverage digital tools provided by New... 
    Relocation package

    WizeHire

    Newport Beach, CA
    2 days ago
  •  ...Capstone Partners Financial is a financial planning firm based in Newport Beach that is built around developing people as much as serving...  ...confidence needed to succeed. We offer customized financial solutions to our clients, but just as importantly, we invest in our team... 

    Capstone Partners

    Newport Beach, CA
    2 days ago
  • $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 career...  ...estate planning, wealth management, and insurance solutions. Collaborate with our expert planning and wealth... 
    Internship
    Local area
    Flexible hours

    GoldBook Financial

    Costa Mesa, CA
    1 day ago
  •  ...owned wealth management firm in Newport Beach that is seeking Financial Advisors at all stages of their careers. Whether you're newer to the...  ..., allowing them to deliver sophisticated planning solutions while focusing on building lasting client relationships. What... 
    Local area

    rekroot llc

    Newport Beach, CA
    4 days ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start...  ...Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern...  ...Management Company commissions and fees, Strategic Employee Benefits Services commissions... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Irvine, CA
    3 days ago
  • $43.68k - $69.9k

     ...involves creating exceptional customer experiences by building relationships, processing transactions, and providing tailored financial solutions. A high school diploma or GED along with 6 months of customer service experience is required. The position offers a base... 

    Fifth Third Bank

    Newport Beach, CA
    2 days ago
  • $45k - $100k

     ...to the volume of applicants. Join a financial services firm where your contributions are...  ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud...  ...Delivering personalized investment and financial solutions to your clients? Taking ownership of... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Huntington 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

    Irvine, CA
    3 days ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco,...  ...prospective clients and capitalize on referrals Deliver customized solutions and the full resources of Bank of America Merrill... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Newport Beach, CA
    3 days ago
  • $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 program
    Full time
    Work experience placement
    Internship
    Work at office
    Shift work

    Anduril Industries

    Costa Mesa, CA
    5 days ago
  • 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... 

    Bank of America

    Fountain Valley, CA
    1 day ago
  •  ...self-service options, and process cash transactions accurately. You will build relationships, connect clients to appropriate financial solutions, and support operations across centers. The role requires strong communication, problem solving and a proactive approach to meeting... 

    Bank of America

    Huntington Beach, CA
    4 days ago
  • $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 paid
    Work at office
    Flexible hours

    Americor

    Irvine, CA
    1 day ago
  •  ...independence with meaningful support, Tax & Financial Group (TFG) offers a different path forward. This opportunity is for advisors at any stage of their careers- from those...  ..., business planning, and insurance solutions under one roof, supported by deep in‑house... 
    Local area
    Home office

    Tax & Financial Group

    Newport Beach, CA
    1 day ago
  •  ...seeking a results‑driven Wealth Advisor to join our growing team....  ...and delivering holistic wealth solutions supported by a world‑class...  ...market. The ideal candidate is a strategic thinker, a strong...  ...development and client acquisition in financial services, private banking, or... 
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient

    Newport Beach, CA
    2 days ago

Do you want to receive more vacancies?

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