Strategic Financial Solutions Advisor
$70k - $80kBank of America ATM
Bank of America is seeking a Financial Advisor in San Clemente, California. This role involves providing comprehensive advice and customized solutions to clients to help meet their financial goals. Responsibilities include triaging client leads, recommending banking and investment strategies, and building financial plans. Candidates must hold Series 7 and 66 licenses and have a minimum of one year of relevant experience in the investments industry. The position offers a salary range of $70,000 to $80,000 and industry-leading benefits. #J-18808-Ljbffr Bank of America
$70k - $80k
Bank of America is seeking a Financial Advisor in Rancho Santa Margarita, CA. This role involves providing comprehensive financial advice and solutions to clients, meeting their investment goals. Ideal candidates have Series 7 & 66 licenses and at least one year of experience...Suggested$70k - $80k
...Originators, FINRA. Job Description This job is responsible for providing 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...SuggestedTemporary workMonday to FridayShift workDay shift- ...Senior Consultant, Financial Consulting MarshBerry is growing!... ...including, but not limited to strategic planning, perpetuation... ...strategies to effectively find solutions and resolve issues and concerns... ...wealth and retirement plan advisors. Our services include but are...SuggestedWork at officeRemote workMonday to ThursdayFlexible hoursNight shift
$41.71k - $69k
...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...SuggestedContract workPart timeLocal areaImmediate startDay shift- ...client relationships, provide exceptional service, and leverage technology for banking solutions. Ideal candidates will have at least 1 year of sales experience in Retail Banking or Financial Services. Responsibilities include managing client accounts and understanding...Suggested
- Koitecc Solutions is seeking a dedicated Client Relationship Manager to provide exceptional service to clients in Laguna Niguel, California... ...will have at least 1 year of sales experience in banking or financial services, excel in communication, and demonstrate a commitment...
- A leading financial services firm in San Clemente is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions to clients. The ideal candidate should have at least 2 years of experience in a Financial Advisor role, with a strong...
- A prominent financial institution in San Clemente is looking for a dedicated individual to engage customers and provide tailored financial solutions. The ideal candidate will have 2-3 years of experience in customer service or sales within financial services, demonstrating...
- ...lead on M&A engagements and financial consulting projects of all sizes... ...position the company as a strategic partner. Develop prospect... ...provide additional consulting solutions. Identify issues effecting... ...wealth and retirement plan advisors. Our services include but are...Work at officeFlexible hoursNight shift
- A leading financial services firm is seeking a Private Client Advisor in California to offer comprehensive financial planning and advice. The role involves building client relationships, providing investment solutions, and ensuring exceptional investor experiences. Candidates...
- MarshBerry is seeking a Senior Consultant in Financial Consulting to manage financial and organic growth consulting engagements. The role involves collaborating closely with clients to understand business goals, executing client projects, and maintaining strong relationships...Work at officeRemote work
$25 - $27.88 per hour
...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... ...our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates...Hourly payWork at officeShift workWeekend workDay shift$120k - $145k
Senior Advisor, Transmission SME Overview Location : United States, san clemente , California Job skills : Engineering and Project... ...Type Remote or Hybrid Equal Opportunity Employer TRS Staffing Solutions is an Equal Opportunity Employer that recognizes the value of a...Permanent employmentRemote work$41.71k - $50.5k
BMO U.S. is seeking a part-time Financial Services representative in San Clemente, California. The role involves delivering exceptional... ...customers, identifying needs, and guiding them on financial solutions. Responsibilities include collaborating with partners, assisting...Part time- ...financing that suits their individual needs. You’ll guide clients through the entire loan process, evaluate financial information, and offer tailored loan solutions while ensuring compliance with all regulations. This role combines sales, service, and strategy—with the...Work at office
$49k - $59k
...guided by a common purpose to help make financial lives better through the power of every... ...Presents potential home lending product solutions, submits the mortgage application, assists... ..., Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- SchoolsFirst Federal Credit Union in San Clemente, California is seeking a Teller (Member Service Representative I) to deliver exceptional face-to-face service to Members and assist with account transactions. The ideal candidate has a High School Diploma or GED and less...
$41.71k - $50.5k
...California. This role focuses on delivering exceptional customer service, identifying customer needs, and providing tailored financial solutions. The ideal candidate will have 1-2 years of relevant experience, be comfortable using digital tools, and possess strong interpersonal...Part time$41.71k - $50.5k
...Clemente, California. The role, requiring 20 hours per week, involves welcoming and guiding customers, recommending personalized banking solutions, and contributing to an enhanced customer experience. Relevant experience or certification is preferred. The compensation ranges...Part time- Charles Schwab is looking for a dedicated Financial Consultant based in Mission Viejo, California. In this role, you will provide wealth management and financial planning advice, building relationships with existing clients while promoting their financial futures. Successful...Flexible hours
- Charles Schwab Corporation is looking for a Financial Consultant in Mission Viejo, California. You will provide financial guidance to clients while fostering lasting relationships based on trust and mutual goals. This role requires a valid FINRA Series 7 license, with additional...
$100k - $110k
...areas such as project level financing, debt, tax equity, and strategic finance. The ideal candidate will have excellent analytical and... ...multiple workstreams, and an appetite and aptitude for complex financial structures. Responsibilities Create and analyze financial...Work at officeRemote work$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities....Hourly payContract workWork experience placementRemote workFlexible hours$19.81 - $28.01 per hour
...LensCrafters - EyeCare Advisor LensCrafters is a place for visionaries. We've got a vision for pairing state-of-the-art technology... ...iconic eyewear, advanced lens technology and cutting-edge digital solutions. Join our global community of over 200,000 dedicated employees...Minimum wageWork at officeLocal area- ...iconic eyewear, advanced lens technology and cutting-edge digital solutions. Join our global community of over 200,000 dedicated employees... ...by following us on LinkedIn! GENERAL FUNCTION The EyeCare Advisor creates exceptional value in the lives of our customers by...Minimum wagePart timeWork at officeLocal area
- ...transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment tohelping clients own their financial futures. In this exciting role, you’llgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect,...Flexible hours
- ...seeking an FP&A Senior Analyst to join their Finance team. This role involves cost estimating, pricing for government proposals, and financial modeling within a hybrid work environment. The ideal candidate has 2-4 years of relevant experience, strong Excel skills, and the...
- ...seeking a Sr. Manager/Director Portfolio Finance based in Dana Point, CA. This role requires expertise in project finance, strong financial modeling, and the ability to collaborate across teams to support the growth of their renewable energy portfolio. The ideal candidate...
- A leading credit union in Mission Viejo is seeking a Personal Banker (Member Service Representative II). In this part-time role, you will provide world-class service to members, assist with transactions, and resolve account issues. Candidates should have a High School Diploma...Part timeFlexible hours
$25 - $27.88 per hour
Bank of America is hiring for a role in San Juan Capistrano which involves building client relationships to address financial needs and managing daily center operations. The ideal candidate must possess strong communication skills, a passion for enhancing clients' financial...Hourly payWeekend work
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