Financial Solutions Advisor - South Bay Bank of America CorpFinancial Solutions Advisor - South BayLong Beach, 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 - South Bay Long Beach, California; Torrance, California; Redondo Beach, California; El Segundo, California; Torrance, California; Rolling Hills Estates, California; Hawthorne, California; Manhattan Beach, California; Redondo Beach, California; Long Beach, California; Long Beach, California; San Pedro, California; Carson, California; Torrance, California; Manhattan Beach, California; Harbor City, California; Wilmington, California; San Pedro, California; Long 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- Los Angels Metro Bank of America CorpFinancial Solutions Advisor- Los Angels MetroWalnut Park, CA$70,000–$80,000 / yearBack to search results Financial Solutions Advisor- Los Angels Metro Los Angeles, California; Los Angeles, California; Los Angeles, California; Culver City, California; Compton, California; South Gate, California; Walnut Park, California; Compton, California; Montebello, California; Carson, California; Los Angeles, California; Los Angeles, California; Los Angeles, California; Bell, California; Culver City, California; Inglewood, California; Lynwood, California; Los Angeles, California; Los Angeles, California; Los Angeles, California; Los Angeles, California; Los Angeles, California; Los Angeles, California; Inglewood, California; Los Angeles, California; Los Angeles, California; Gardena, California; Los Angeles, California; Los Angeles, California; Los Angeles, California; Gardena, California; Los Angeles, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Responsibilities: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.
NewWealth Advisor - The Baldwin Group Financial Services Baldwin Group ColleagueWealth Advisor - The Baldwin Group Financial ServicesIrvine, CaliforniaResponsibilities include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. Respond to routine client inquiries related to accounts, statements, transfers, administrative requests, and basic planning questions, escalating complex issues appropriately and ensuring professional, timely follow-up.
Financial Advisor Bank of MontrealFinancial AdvisorLong Beach, CA$63,300–$117,200 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
Financial Advisor with Strong Tax Background LMW FinancialFinancial Advisor with Strong Tax BackgroundStudio City, California$86,000–$110,000 / yearSome of your duties will consist of preparing/reviewing individual, LLC, estate, partnership, trust, corporate, gift, and non-profit tax returns, run tax projections and financial forecasts, research tax issues, perform accounting and business management duties, and work on special projects. Assist with various tasks when required including preparing/filing/assisting with filing of: SOIs, 1099s, City of LA, WC & Liab audits, State SOS RenewalsDeliver a full range of tax services for individuals, corporations, partnerships, trusts, etc.
Financial Advisor - Redding, CA Corebridge FinancialFinancial Advisor - Redding, CAWoodland Hills, CaliforniaCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.
Senior Financial Advisor, Corporate Development California Resources CorpSenior Financial Advisor, Corporate DevelopmentLong Beach, CAThe successful candidate will work closely with senior leadership on commercial partnerships, strategic investments, joint ventures, project financings, and acquisitions supporting the continued growth of Carbon TerraVaults portfolio. Through its Carbon TerraVault platform, CRC is developing one of North Americas premier carbon capture and storage ("CCS") businesses, leveraging a unique portfolio of permitted geologic storage assets, strategic infrastructure, and deep operating expertise.
Senior Financial Advisor, Corporate Development California Resources CorporationSenior Financial Advisor, Corporate DevelopmentLong Beach, CAThrough its Carbon TerraVault platform, CRC is developing one of North America's premier carbon capture and storage ("CCS") businesses, leveraging a unique portfolio of permitted geologic storage assets, strategic infrastructure, and deep operating expertise. The successful candidate will work closely with senior leadership on commercial partnerships, strategic investments, joint ventures, project financings, and acquisitions supporting the continued growth of Carbon TerraVault's portfolio.
Financial Advisor Los Angeles SagientFinancial Advisor Los AngelesLos Angeles, CA$100,000–$300,000 / yearAs a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team.
Financial Solutions Advisor - Northwest Houston Area Bank of AmericaFinancial Solutions Advisor - Northwest Houston AreaCypress, CaliforniaKey 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. 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 solutions.
Wealth Advisor - The Baldwin Group Financial Services BRP Group, Inc.Wealth Advisor - The Baldwin Group Financial ServicesIrvine, CAResponsibilities include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. Respond to routine client inquiries related to accounts, statements, transfers, administrative requests, and basic planning questions, escalating complex issues appropriately and ensuring professional, timely follow-up.
Senior Financial Advisor, Corporate Development CRC BrandSenior Financial Advisor, Corporate DevelopmentLong Beach, CaliforniaThrough its Carbon TerraVault platform, CRC is developing one of North America's premier carbon capture and storage (“CCS”) businesses, leveraging a unique portfolio of permitted geologic storage assets, strategic infrastructure, and deep operating expertise. The successful candidate will work closely with senior leadership on commercial partnerships, strategic investments, joint ventures, project financings, and acquisitions supporting the continued growth of Carbon TerraVault's portfolio.
Advisor Financial Aid Universal Technical Institute IncAdvisor Financial AidLong Beach, CA$18–$26 / hourFuture Advisors work closely with Admissions Representative and students to fully understand each student's situation and indicators to determine the student's likelihood of starting school and to develop an accurate projection of the upcoming starts. Works proactively with Admissions, Students Services, Education, Employment Services and Accounting teams to support the needs of students and improve operational outcomes such as show rate, retention, persistence and overall student satisfaction.
Financial Risk & Forecasting Advisor Southern California EdisonFinancial Risk & Forecasting AdvisorIrwindale, CAYou will assess the creditworthiness of large commercial customers and energy market participants, develop forecasting models that support strategic planning, and work directly with executive-level customer representatives to secure financial assurances that mitigate credit risk and safeguard company assets. Incident Management Team Expected Participation: Employees are expected to support emergency response and/or business continuity efforts, including readiness to serve on an Incident Management Team (IMT) when needed.
Career Services Advisor, Senior - Financial Services Practice University of Southern CaliforniaCareer Services Advisor, Senior - Financial Services PracticeLos Angeles, CA$80,010.17–$103,786.08 / yearLean into Marshall Career Service's strategic value of relationship-centered, actively leaning into building positive relationships with students; maintain relationships with student clubs and their leaders, take opportunities to attend club events and be visibly present, and lean into communication during times of conflict. USC has excellent benefits, including health benefits for staff and their family with access to the renowned university medical network; eligibility for retirement plans with employer contributions*; tuition benefits for staff and their family; free Professional Development classes; central Los Angeles location with easy access to commuter trains, buses and free tram pick up services; discounts to sporting and other campus events.
Business Solutions Advisor - Westchester Financial Center Bank of America CorpBusiness Solutions Advisor - Westchester Financial CenterLos Angeles, CA$26–$34.67 / hourJob Description:This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Business Solutions Advisor - Washington Centinela Financial Center Bank of America CorpBusiness Solutions Advisor - Washington Centinela Financial CenterLos Angeles, CA$26–$34.67 / hourJob Description:This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Financial Aid Advisor Touro University CaliforniaFinancial Aid AdvisorLos Alamitos, CaliforniaFull timeAssists other coworkers as needed in any function encompassed in the job description/responsibilities of the Financial Aid Advisor; Works with interdepartmental personnel to resolve student issues; Attends workshops, seminars and webinars for professional development; Utilizes federal and state webinars to remain current with new regulations; Attends conferences and training as approved and required. Formulates, produces and distributes financial aid award notifications and ensures that the financial aid that has been awarded is appropriately disbursed and credited to the students’ accounts.
Financial Planning Advisor Southern California EdisonFinancial Planning AdvisorRosemead, CAAs part of the Corporate Finance - Operational Finance organization, you will collaborate closely with SCE's operating units by performing financial analysis, providing decision support and approvals, developing short- and long-term financial forecasts, and assisting with regulatory filings. Additionally, you will play a key role in coordinating and supporting the creation of operational plans and budgets, preparing monthly forecasts and variance analyses, and identifying cost-saving opportunities.
Financial Solutions Advisor Registration Candidate - Baldwin Park Bank of America CorpFinancial Solutions Advisor Registration Candidate - Baldwin ParkBaldwin Park, CA$28.85–$33.65 / hourAcknowledge 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. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.