Financial Solutions Advisor- Valley Crest Market Bank of America CorpFinancial Solutions Advisor- Valley Crest MarketLa Crescenta, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Acknowledge Job Description: Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Financial Solutions Advisor - West San Gabriel Valley Bank of America CorpFinancial Solutions Advisor - West San Gabriel ValleyAlhambra, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor - West Hills Region Bank of America CorpFinancial Solutions Advisor - West Hills RegionEl Segundo, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - West Hills Region Redondo Beach, California; Torrance, California; Redondo Beach, California; El Segundo, California; Torrance, California; Manhattan Beach, California; Inglewood, California; San Pedro, California; Long Beach, California; Montebello, California; Manhattan Beach, California; Long Beach, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - Central LA Bank of America CorpFinancial Solutions Advisor - Central LALos Angeles, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - Central LA Los Angeles, California; South Pasadena, California; Los Angeles, California; Beverly Hills, California; Los Angeles, California; El Monte, California; Alhambra, California; San Gabriel, California; Hollywood, California; Pasadena, California; Monterey Park, California; Arcadia, California; Monterey Park, California; West Hollywood, California; Los Angeles, California; Los Angeles, California; Los Angeles, California; Los Angeles, California; Pasadena, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - Central OC Bank of America CorpFinancial Solutions Advisor - Central OCLos Alamitos, CA$70,000–$80,000 / yearAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor - East San Gabriel Valley Region Bank of America CorpFinancial Solutions Advisor - East San Gabriel Valley RegionAgoura, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor - Beverly West Region Bank of America CorpFinancial Solutions Advisor - Beverly West RegionSanta Monica, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - Beverly West Region Santa Monica, California; Santa Monica, California; Malibu, California; West Los Angeles, California; Santa Barbara, California; Venice, California; Los Angeles, California; Camarillo, California; Los Angeles, California; Santa Maria, California; Los Angeles, California; Los Angeles, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - Gateway Cities Bank of America CorpFinancial Solutions Advisor - Gateway CitiesGardena, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - Gateway Cities Los Angeles, California; Gardena, California; Los Angeles, California; Carson, California; Los Angeles, California; Palmdale, California; Culver City, California; Canyon Country, California; Los Angeles, California; Chatsworth, California; Bell, California; Walnut Park, California; Northridge, California; Palmdale, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Deals Services - Senior Associate, Strategic Finance And Fp&A, Advanced Decision Modeling (Boston/Hybrid) RSMDeals Services - Senior Associate, Strategic Finance And Fp&A, Advanced Decision Modeling (Boston/Hybrid)Los Angeles, CA$85,100–$161,700 / yearThe ideal Senior Associate candidate has 2+ years of related experience in a high growth and fast paced setting and has extensive experience performing in-depth company valuations, building detailed operating and cash flow models, assessing industry and competitive landscapes, performing due diligence, and executing both M&A transactions and private / public financings. Qualifications: Bachelor's degree in Business, Accounting, Finance, Economics, Engineering or a related field, plus 3-5 years of post-bachelor's, work experience involving financial analysis; OR a Master's degree in Business, Accounting, Finance, Economics, Engineering or a related field, plus 3-5 years of related work experience involving financial analysis.
Tax Partner- Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Partner- Private Client Services (PCS)Los Angeles, CAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.
Director, Financial Aid Careers ListingDirector, Financial AidFullerton, CaliforniaReporting directly to the Associate Vice President for Student Affairs and Strategic Enrollment Management, the Director administers, manages, and disburses all student financial aid in a manner consistent with the university's mission and responsiveness to the university's student population. The ideal candidate in this role should have a positive attitude, an active, energetic mind, and a leadership style that is characterized by highly ethical practices and a commitment to inclusivity, openness, flexibility, integrity, and kindness.
Senior Associate, HMNA Financial Planning Hyundai Motor AmericaSenior Associate, HMNA Financial PlanningFountain Valley, CA$63,800–$88,000 / yearPrepare, analyze, and present monthly financial reports reflecting actual performance against budget and forecast, including variance analysis and executive-ready reporting for Regional Headquarters leadership. Develop financial models and scenario analysis for strategic and operational cases to support internal stakeholders and executive decision-making.
Financial Analytics Associate Apartment Income REIT CorpFinancial Analytics AssociateIrvine, CA$75,000–$85,000 / yearCandidates extended an offer will be required to undergo pre-employment screening that includes checking references, a four-panel drug screening that excludes marijuana testing, employment verification & criminal background check. What We Offer: AIR offers attractive total compensation packages designed to recognize and reward performance including: Expected pay rate of $75,000- $85,000 plus 10% annual target bonus.
Experienced Associate - Transaction Advisory Services Baker Tilly Virchow Krause, LLPExperienced Associate - Transaction Advisory ServicesPasadena, CA$63,490–$100,000 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Financial Analyst The Aerospace CorpFinancial AnalystEl Segundo, CA$27.84–$41.76 / hourThis position serves as a trusted financial advisor to all levels of the Engineering & Technology Group (ETG), providing the financial data, trends analysis, and predictive analytics that Aerospace needs to deliver its value proposition our customers and meet our goals. As the operator of a federally funded research and development center (FFRDC), we are broadly engaged across all aspects of space- delivering innovative solutions that span satellite, launch, ground, and cyber systems for defense, civil and commercial customers.
Sales Executive Fund Administration Services SS&C Technologies Holdings IncSales Executive Fund Administration ServicesLos Angeles, CAThis role is responsible for identifying, developing, and closing new business opportunities within target markets, leveraging SS&C's comprehensive suite of fund administration services solutions. The ideal candidate will possess an understanding of the financial services industry, a proven track record of exceeding sales targets, and the ability to cultivate client relationships.
NewBusiness Development Manager BTS (Banking & Trust Services) The Charles Schwab CorpBusiness Development Manager BTS (Banking & Trust Services)Los Angeles, CAAs a Business Development Manager (BDM) within Banking & Trust Services (BTS) Sales, you play a critical role in driving growth across Schwab's banking and lending solutions within the Investor Services (IS) channel. You are responsible for pipeline visibility, opportunity management, client and partner support, and operational excellence, helping accelerate adoption of lending solutions and delivering a seamless client experience.
Assistant Director, Veterans Resource Center (Student Services Professional IV) Careers ListingAssistant Director, Veterans Resource Center (Student Services Professional IV)Fullerton, CaliforniaGeneral knowledge of the policies, practices, and activities of Student Services programs outside the program to which immediately assigned; general knowledge of the principles, problems, and methods of public administration, including organizational, personnel and fiscal management; general knowledge of advanced statistical and research methods. The Assistant Director for the Veterans Resource Center (VRC) works in collaboration with the VRC Director to deliver and integrate student support services specifically tailored to students who are active duty, national guard, reservist, prior service members (veterans), and military-family members.
NewMANAGER, POLICY RESEARCH AND LIBRARY SERVICES Los Angeles County Metropolitan Transportation AuthorityMANAGER, POLICY RESEARCH AND LIBRARY SERVICESLos Angeles, CA$109,470.40–$164,195.20 / yearSix years of relevant experience or three years of relevant supervisory-level experience as a Librarian or a combination of experience as a Research Analyst, Web Master, Records Manager, Archivist, Historian, Cataloguer, Curator, Knowledge Manager, Database Manager, Public Arts Officer, or Planner. Interacting professionally with and performing high-level research on behalf of the Board of Directors, their respective staffs, senior management, various levels of Metro employees, elected officials and outside representatives.
Deals Services - Supervisor, Strategic Finance And Fp&A, Advanced Decision Modeling RSMDeals Services - Supervisor, Strategic Finance And Fp&A, Advanced Decision ModelingLos Angeles, CA$101,000–$203,000 / yearIf you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc.