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 Financial Advisor in West Chatsworth, California. This role involves providing comprehensive advice and customized solutions to help clients achieve financial goals. Key responsibilities include triaging leads, meeting with clients, building financial plans, and recommending brokerage products. Candidates must hold Series 7 & 66 licenses and have at least one year of investment industry experience. The company offers a competitive salary ranging from $70,000 to $80,000 annually and benefits including paid time off and resources for growth. #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 Chatsworth, CA vacancy
  • $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
    Shift work
    Day shift

    Bank of America

    Woodland Hills, CA
    4 days ago
  • $70k - $80k

    Job Description: This role provides comprehensive advice and customized solutions to clients to help them achieve financial goals. Key responsibilities include triaging leads, making referrals, meeting with clients, building financial plans, and recommending brokerage... 
    Suggested
    Temporary work
    Monday to Friday

    Bank of America

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

    Bank of America in West Chatsworth is seeking a Financial Advisor to provide tailored financial advice and solutions to clients. Responsibilities include building comprehensive financial plans and recommending brokerage products. Candidates should hold Series 7 and 66... 
    Suggested

    Bank of America

    Chatsworth, CA
    2 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern...  ...· Trust Services · Retirement Solutions · Business Needs AnalysisNorthwestern...  ...Management Company commissions and fees, Strategic Employee Benefits Services commissions... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Woodland Hills, CA
    1 day ago
  • $77k - $202k

     ...providing consulting services related to financial management and strategy. These...  ...analyse client needs, develop financial solutions, and offer guidance and support to help...  ...drive operational efficiency and achieve strategic objectives. Focused on relationships,... 
    Suggested

    PwC (US)

    Encino, CA
    3 days 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... 
    Hourly pay
    Full time
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Sherman Oaks, CA
    14 hours ago
  • $70k - $80k

     ...Bank of America Financial Advisor 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... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Sherman Oaks, CA
    3 days ago
  • A leading financial institution in California seeks a Financial Solutions Advisor Registration Candidate to develop skills for advising clients on financial solutions. You will receive training and support for obtaining necessary licenses while building client relationships... 

    Bank of America

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

     ...Overview Join to apply for the Financial Solutions Advisor Registration Candidate- Tri Valley Market role at Bank of America . This range is provided by Bank of America. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more... 
    Work at office
    Immediate start
    Monday to Friday

    Bank of America

    San Fernando, CA
    3 days ago
  • Bank of America is seeking a dynamic financial advisor to provide comprehensive financial advice and customized solutions. This role involves working closely with clients to develop financial plans, recommend banking solutions, and triage client requests. The ideal candidate... 

    Bank of America

    San Fernando, CA
    2 days ago
  • $80k - $90k

     ...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management and investment...  ...internal specialists, and executing highly customized solutions to meet client needsRecommending investment products... 
    Interim role
    Work at office
    Local area
    Immediate start
    Day shift

    Bank of America

    Woodland Hills, CA
    2 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
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Sherman Oaks, CA
    3 days ago
  • $41.72k - $67k

     ...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... 
    Part time
    Local area
    Immediate start
    Day shift

    Bmo

    Woodland Hills, CA
    2 days ago
  • $61k - $119k

     ...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can...  ...Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs AnalysisNorthwestern Mutual's proprietary... 
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Calabasas, CA
    2 days ago
  • $26 - $30.83 per hour

     ...Bank Of America Credit Solutions Advisor II At 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 by driving Responsible Growth and delivering for our clients, teammates, communities... 
    Hourly pay
    Full time
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Mission Hills, CA
    14 hours ago
  •  ...Senior FP&A Analyst to lead planning, forecasting and reporting across the organization. You will partner with departments to refine financial processes, improve budgets and track performance against goals. The role requires 5+ years in FP&A (2+ in leadership), nonprofit... 

    Child Care Resource Center

    Chatsworth, CA
    1 day ago
  • $92.22k - $106.1k

     ..., you will have an opportunity to wear multiple hats and help shape the vision for our Workday Financials Practice. You will be responsible for implementing Workday solutions, working directly with clients, and providing expertise in Workday functionality. Your consulting... 
    Full time
    Contract work
    Local area
    Flexible hours

    Armanino

    Woodland Hills, CA
    3 days ago
  •  ...Financial Advisor At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to... 
    Local area
    Immediate start
    Remote work

    Corebridge Financial

    Woodland Hills, CA
    1 day 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

    Encino, CA
    2 days ago
  • $3,669.33 per month

     ..., the Senior FP&A Analyst will be responsible for leading the financial planning, analysis, forecasting, and reporting functions across...  ...Reporting (20%), Grant and Fund Management Analysis (10%), Strategic Decision Support (5%), Performance Monitoring & Key Metrics Development... 
    Full time
    For contractors
    Work at office
    Local area

    Child Care Resource Center

    Chatsworth, CA
    4 days ago
  • $102.5k - $139.7k

     ...focused D365 client projects, including requirements gathering, solution design, configuration, testing, training, and go-live support....  ...and configure D365 Finance to support core accounting and financial processes such as General Ledger, AP/AR, Fixed Assets, Budgeting... 
    Full time
    Contract work
    Local area
    Flexible hours

    Armanino

    Woodland Hills, CA
    3 days ago
  • $110k - $130k

     ...are passionate about our mission. We're solutions-oriented, always improving, and we operate...  ...professional who combines strong financial acumen with advanced data analysis, systems...  ...The Senior FP&A Analyst will serve as a strategic business partner across Finance, Sales,... 
    Full time
    Temporary work
    Work at office
    Flexible hours
    2 days per week
    3 days per week

    Zevia

    Encino, CA
    3 days ago
  • $23.19 - $28.35 per hour

     ...available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. Builds and...  ...and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for... 
    Local area

    U.S. Bancorp

    Canoga Park, CA
    1 day ago
  •  ...We’re currently seeking a Senior Financial Analyst for our corporate office....  ...reporting, budgeting, forecasting, and strategic decision support for E&S Ring Management...  ...developing dashboards and automated reporting solutions. o Ability: Demonstrated... 
    Work at office
    Local area

    ES Ring Management

    Porter Ranch, CA
    1 day ago
  •  ...VARITE is looking for qualified Financial Analyst III in West Hills, CA. WHAT THE...  ...analytical instruments, clinical development solutions, specialty diagnostics, laboratory,...  ...Ability to work in a team environment ~ Strategic thinker with excellent problem solving... 
    Contract work
    Monday to Friday
    Flexible hours

    Varite

    Canoga Park, CA
    3 days ago
  • $40 - $45 per hour

     ...years of strong analytical experience in financial planning, business analysis ~ Strong...  ...to work in a team environment ~ Strategic thinker with excellent problem solving and...  ...the right businesses without bias. We provide Global Workforce Solutions with a human touch.
    Hourly pay
    Permanent employment
    Full time
    Monday to Friday
    Flexible hours
    Shift work

    LanceSoft

    Canoga Park, CA
    1 day ago
  • $84.75k - $124.3k

     ...Requirements About the Role The Financial Analyst will support the Global...  ...stakeholders, and cross-functional teams to drive strategic projects, improve processes, and deliver...  ..., lifestyle, and digital transformation solutions, we create innovative technologies that... 
    Temporary work
    Work experience placement
    Work at office
    Immediate start
    Flexible hours
    3 days per week

    HARMAN

    Northridge, CA
    2 days ago
  • $84.75k - $124.3k

     ...work you do every day.About the RoleAs a Financial Analyst, you will be providing financial support to the America Professional Solutions Division. You will be focusing on the...  ...business decisions.What You Will DoServe as a strategic finance partner to Sales and Marketing,... 
    Work at office
    Flexible hours

    HARMAN

    Northridge, CA
    2 days ago
  • $3,669.33 per month

     ...of the FP&A Supervisor, the Senior FP&A Analyst will lead the financial planning, analysis, forecasting and reporting functions across...  ...- analyze grant and donation streams and ensure compliance. Strategic Decision Support (5%) - provide financial insights for strategic... 
    Full time
    Work at office
    Monday to Friday
    Weekday work

    Child Care Resource Center

    Chatsworth, CA
    1 day ago
  •  ...goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue...  ...appropriate internal specialists, and executing highly customized solutions to meet client needs Recommending investment products and... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America Corporation

    Woodland Hills, CA
    more than 2 months ago

Do you want to receive more vacancies?

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