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

Client-Focused Financial Solutions Advisor

$70k - $80k

Bank of America ATM

Bank of America in Gilroy, California is seeking a dedicated financial advisor to provide tailored advice and solutions to clients. In this role, you'll work closely with clients to help them meet their financial goals by building comprehensive financial plans that include various brokerage products. The position requires strong communication skills, multitasking ability, and the necessary licenses to ensure compliance with regulations. We offer competitive compensation ranging from $70,000 to $80,000 annually based on experience, along with industry-leading benefits and incentives for high performance. #J-18808-Ljbffr Bank of America

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client-Focused Financial Solutions Advisor in Gilroy, CA vacancy
  • Bank of America is seeking a Financial Advisor to provide customized solutions that help clients achieve their financial goals. You'll be responsible for developing financial plans, managing client relationships, and recommending appropriate investment strategies. The ideal... 
    Suggested

    Bank of America

    Morgan Hill, CA
    4 days ago
  • $70k - $80k

     ...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client...  ...Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention... 
    Suggested
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

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

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

    Bank of America

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

     ...Bank of America Financial Center Representative At Bank of America...  ...and delivering for our clients, teammates, communities and shareholders...  ...and connecting clients to solutions that meet the financial goals...  ...work ethic and intense focus on results, acting in the best... 
    Suggested
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Morgan Hill, CA
    19 hours ago
  •  ...collectively develop creative financing solutions to resolve complex and often unique issues...  ...include collecting and analyzing financial data to determine the creditworthiness of...  ...restructuring for your new and existing clients with the goal of generating income and enhancing... 
    Suggested
    Local area

    MRINetwork

    Gilroy, CA
    1 day ago
  •  ...Job Description Our client is seeking a Senior Financial Analyst to serve as a key member of the FP&A team...  ...planning models, reporting solutions, and dashboards that support strategic...  ...decision-making. This role is highly focused on Adaptive Insights administration... 
    Work at office

    Insight Global

    Morgan Hill, CA
    4 days ago
  • $165k - $190k

     ...innovative communications test and measurement solutions. Anritsu engages customers as true...  ...what Anritsu has to offer you!As a Sr. Financial Analyst based in Morgan Hill you will the...  ...” attitude. Must be results-driven and focus on execution of plans.The annual base salary... 
    Full time
    Work experience placement
    Work at office
    Flexible hours

    Anritsu

    Morgan Hill, CA
    6 days ago
  •  ...seeking a highly analytical and results-driven Senior Financial Analyst to support our client's financial planning, forecasting, reporting, and business...  ...Other comparable FP&A and business intelligence solutions Experience developing dashboards, KPIs, and executive reporting... 
    Work at office
    Local area

    Ledgent

    Morgan Hill, CA
    2 days ago
  • $150k - $185k

     ...Insight Global is seeking a Senior Financial Analyst to serve as a key member of the FP&A team...  ...scalable planning models, reporting solutions, and dashboards that support strategic decision-making. This role is highly focused on Adaptive Insights administration and architecture... 

    Insight Global

    Morgan Hill, CA
    3 days ago
  • $115k - $150k

    Anritsu is a provider of innovative communications test and measurement solutions. Anritsu engages customers as true partners to help develop wireless, optical, microwave/RF, and digital solutions for R&D, manufacturing, installation, and maintenance applications, as well... 
    Full time
    Work experience placement
    Flexible hours

    Anritsu

    Morgan Hill, CA
    3 days ago
  •  ...is a provider of innovative communications test and measurement solutions. Anritsu engages customers as true partners to help develop...  ...assessments and Proof-of-Concepts (PoCs). Influence your team and clients to adopt the proposed solutions, articulating not just the how,... 
    Full time
    Flexible hours

    Anritsu

    Morgan Hill, CA
    3 days ago
  •  ...A technology solutions provider based in Morgan Hill, CA seeks a Sr. SAP Business Systems Analyst - Finance (FICO) to lead complex initiatives...  .... Candidates should have extensive SAP S/4HANA experience, focusing on FICO configurations. The role involves collaboration across... 

    Anritsu

    Morgan Hill, CA
    4 days ago
  • Ledgent Finance & Accounting is seeking a Senior Financial Analyst to support budgeting, forecasting, reporting, and business decision-making for our client. The role emphasizes planning, analytics, and ERP integration to drive strategic initiatives. The ideal candidate... 

    Ledgent

    Morgan Hill, CA
    3 days ago
  • Gill Auto Group is seeking a team member for their Gilroy location, focusing on providing excellent customer service in the automotive industry. The role includes greeting customers, obtaining vehicle information, and ensuring customer satisfaction throughout the service... 

    Gill Auto Group

    Gilroy, CA
    1 day ago
  •  ...Financial Analyst IThe Financial Analyst I supports accounting and operations by analyzing financial and operational data, maintaining...  ...vision, peripheral vision, depth perception and ability to adjust focus.Analysis of Physical Demands Key (Based on typical week):N =... 
    Work at office

    Church Brothers Farms

    San Juan Bautista, CA
    4 days ago
  • $17.95 - $23.35 per hour

     ...About the Role As Beauty Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach and ensure an excellent overall client experience. You will maintain expert knowledge of top beauty... 
    Full time
    Temporary work
    Part time
    Flexible hours
    Night shift
    Weekend work

    Kohl's

    Gilroy, CA
    2 days ago
  • $90k - $110k

    Shoe Palace Corporation is seeking a Senior Financial Analyst in Morgan Hill, CA, to support strategic decision-making through financial planning, budgeting, and analysis. The ideal candidate will have a Bachelor’s degree in Accounting or Finance and 4-6 years of experience... 

    Shoe Palace Corporation

    Morgan Hill, CA
    1 day ago
  • $1,000 per month

    Victory Automotive Group Inc. Parts Specialist Victory Automotive Group Inc. has been recognized as one of the Top 25 ranked Privately Held Companies for 2023! Victory Automotive Group is family owned and operated since 1997 with over 50 locations across the United...
    Relocation package

    Victory Automotive Group

    Gilroy, CA
    19 hours ago
  • Anritsu, Morgan Hill, seeks a Sr. Financial Analyst to drive budgeting, planning, and forecasting using Workday Adaptive Insights. You will design and maintain reports, administer the Adaptive system, and deliver KPI dashboards for cross-functional teams. You will build... 

    Anritsu

    Morgan Hill, CA
    3 days ago
  • $175k - $185k

     ...Senior Financial Analyst Morgan Hill, CA $175,000-185,000/yr Do you have at least 8 years of experience supporting as a financial or senior financial analyst and looking to join a great team with growth? Do you have experience building and designing reports within... 
    Local area

    LHH Recruitment Solutions

    Morgan Hill, CA
    2 days ago
  • Chrysler LLC is seeking a customer service team member for its Gilroy CDJR location. The position involves providing excellent service by greeting customers promptly, obtaining their vehicle information, and ensuring continuous communication throughout the service process...

    Chrysler LLC

    Gilroy, CA
    1 day ago
  •  ...and payments. You will also manage payroll accruals and reports, review time records for 350+ employees, and collaborate with Valcourt Shared Services to ensure accurate financial data and timely processing. Bilingual English/Spanish required. #J-18808-Ljbffr Valcourt

    Valcourt

    Morgan Hill, CA
    4 days ago
  • Church Brothers Farms in San Juan Bautista, CA is seeking a Financial Analyst I to support accounting and operations by analyzing financial data, maintaining KPIs, and preparing reports for decision-making. The role covers budgeting and forecasting support, product costing... 

    Church Brothers Farms

    San Juan Bautista, CA
    10 hours ago
  • $90k - $110k

    Senior Financial Analyst - Morgan Hill, CA page is loaded## Senior Financial Analyst - Morgan Hill, CAlocations: SP: Corporatetime type: Full timeposted on: Posted Yesterdayjob requisition id: JR132921# **AT SHOE PALACE WE RUN. WE SELL. WE HAVE FUN!****AT SHOE PALACE WE... 
    Work at office

    Shoe Palace Corporation

    Morgan Hill, CA
    1 day ago
  • $16.5 - $24.5 per hour

     ...DICK'S Sporting Goods in Morgan Hill is looking for an Advisor to deliver exceptional experiences to athletes. You will guide athletes through checkout and loyalty programs while building strong connections. Join a diverse and inclusive team that empowers you to make a... 

    DICK'S SPORTING GOODS INC

    Morgan Hill, CA
    19 hours ago
  • $200k

    Director of Quality and Risk Management – Healthcare Quality Leadership The Director of Quality and Risk Management is invited to lead transformative healthcare quality initiatives within a highly respected acute care hospital in Northern California. This exciting leadership...
    Full time

    Clinical Management Consultants

    Morgan Hill, CA
    a month ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client-Focused Financial Solutions Advisor. Be the first to apply!