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 1 day 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
    4 days ago
  •  ...Financial Solutions Advisor - OC West Newport Beach, California;San Clemente, California; Costa Mesa, California; Rancho Santa Margarita, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Newport Beach, CA
    4 days ago
  • $70k - $80k

     ...Bank Of America Financial Advisor The following laws or regulations restrict or prohibit the hiring of individuals with certain specified...  ...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

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

    Bank of America is looking for a Financial Solutions Advisor Stage I (FSA I) based in Newport Beach, California. In this role, you'll acquire necessary securities licenses and develop foundational skills to manage client relationships effectively. You'll progress through... 
    Suggested
    Hourly pay
    Full time

    Bank of America

    Newport Beach, CA
    4 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
    1 day ago
  • $28.85 - $33.65 per hour

     ...of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. As a Financial Solutions Advisor Stage I (FSA I), your journey begins by obtaining your Securities Industry licenses - Securities Industry Essentials (SIE... 
    Hourly pay
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Newport Beach, CA
    4 days ago
  •  ...Financial Solutions Advisor - Central OC Los Alamitos, California;Irvine, California; Garden Grove, California; Fountain Valley, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Irvine, CA
    5 days ago
  • $95k - $140k

     ...is a globally recognized, award-winning financial institution that has been in continuous...  ...collaboration should result in providing solutions and strategies that are aimed towards accomplishing...  ...and development, and execution of strategic direction of business function... 
    Flexible hours

    Northern Trust

    Newport Beach, CA
    18 hours ago
  • Bank of America in Fountain Valley is seeking a Financial Solutions Advisor Stage I. The role focuses on building client relationships while providing financial advice and solutions to help clients achieve their goals. Ideal candidates should have experience in client relations... 

    Bank of America

    Fountain Valley, CA
    1 day 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
    3 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
    1 day 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... 

    Bank of America

    Fountain Valley, CA
    2 days ago
  •  ...Financial Solutions Advisor Registration Candidate - Harbor-Edinger Financial Center Fountain Valley, 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... 
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Fountain Valley, CA
    3 days ago
  •  ...Financial Solutions Advisor Registration Candidate - Central OC Market Fountain Valley, 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... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Fountain Valley, CA
    2 days 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
    2 days ago
  • $28.85 - $33.65 per hour

    Road to Financial Solutions Advisor Stage I As a Financial Solutions Advisor Stage I, you will begin by obtaining your Securities Industry licenses, including the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. You will receive dedicated, personalized... 
    Hourly pay
    Monday to Friday
    Rotating shift
    Day shift

    Bank of America

    Fountain Valley, CA
    18 hours ago
  •  ...and a team that wants you to grow and succeed.  Principal Solution Advisor - SAP GRC Domain Expert Location: Newport Beach, CA...  ...customer relationships. This role is essential to advancing SAP’s strategic objectives and reinforcing our leadership in governance,... 
    Permanent employment
    Full time
    Worldwide
    Flexible hours

    SAP

    Newport Beach, CA
    10 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
    1 day ago
  • $98k - $130k

    Anduril-1 is seeking a Financial Analyst based in Costa Mesa, California. This role requires 1-4 years of experience and focuses on developing...  ..., collaborating on budgets, and analyzing financial data for strategic decision-making. Ideal candidates will possess a Bachelor’s... 

    Anduril-1

    Costa Mesa, CA
    1 day ago
  • $85.33k - $145.13k

    Associate Financial Advisor - Northern Trust Securities, Inc. Strategic sales development role within Northern Trust Securities, Inc. (NTSI). Working closely with...  ...with the Senior Financial Advisor to provide solutions and strategies toward accomplishing clients’ goals... 

    015 Northern Trust Securities, Inc

    Newport Beach, 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
    3 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...  ...estate planning, wealth management, and insurance solutions. * Collaborate with our expert planning and wealth... 
    Internship
    Local area
    Flexible hours

    GoldBook Financial

    Costa Mesa, CA
    4 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
    4 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

    Irvine, CA
    1 day 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
    4 days ago
  • $120k

     ...Exciting Opportunity- Financial Services Professional Do you embody the following traits?...  ...Present 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... 
    Relocation package

    New York Life Insurance Company

    Newport Beach, CA
    2 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
    Temporary work
    Monday to Thursday
    Flexible hours
    Shift work

    Americor

    Irvine, CA
    4 days ago
  • As a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You’ll have access to powerful sales tools and a large resource network so you can focus on activities... 
    Work experience placement

    RK Partners

    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 Financial and Insurance Services

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

    Job Overview Financial Advisor job at Edward Jones. Newport Beach, CA. This job posting is anticipated to remain open for 30 days, from 20...  ...orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #J-18808-Ljbffr Dart Solutions
    Traineeship
    Work at office
    Work from home
    Home office
    Flexible hours

    Dart Solutions

    Newport Beach, 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!