Tax Specialist I-Audit Hinderliter de Llamas & AssociatesTax Specialist I-AuditBrea, CA$24–$28 / hourThe HdL Companies help cities, counties and special districts maximize revenues through research and discovery efforts, financial and economic analysis, and provision of software that supports local government operations in a variety of important ways. Review California Department of Tax and Fee Administration (CDTFA) registration data under the guidance of senior team members to confirm that it accurately reflects where companies are operating and/or engaging in taxable sales activity.
NewLead Retail Customer Service Associate FedExLead Retail Customer Service AssociateHuntington Beach, California$20.60–$24.19 / hourFull timeThe Lead Consultant’s time will be spent taking customer orders; coordinating store activities; providing pricing information; recommending the appropriate FedEx Office products and services; producing complex orders; operating equipment that requires advanced operational knowledge and expertise; managing, monitoring and facilitating all production processes. POSITION SUMMARY: The Lead Consultant is knowledgeable in all areas of the Store’s business, including print, signs & graphics, and shipping, and consistently delivers a positive customer experience to all customers.
Insurance Defense Trial Attorney State Farm Mutual Automobile Insurance CompanyInsurance Defense Trial AttorneyCosta Mesa, CA$129,250–$180,000 / yearWith the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Other than authorized and pro bono work, State Farm attorneys are not permitted to handle any legal business outside of State Farm and candidates must cease all outside practice and all suit involvement before joining State Farm.
Client Engagement Specialist (Estate Planning & Probate) Hybrid/Remote Options Available Shoup Legal. A Professional Law CoClient Engagement Specialist (Estate Planning & Probate) Hybrid/Remote Options AvailableCorona, CARemote$65,000–$150,000 / yearWe are a fast-growing estate planning, probate, and trust administration law firm dedicated to helping families protect their loved ones, preserve their assets, and gain peace of mind. We are seeking a Client Engagement Advisor to meet with prospective clients, understand their goals, educate them about available solutions, and help them confidently move forward with our firm.
NewSr. Security Engineer JobotSr. Security EngineerSeal Beach, CA$130,000–$180,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Bachelor's degree in Computer Science, Information Security, Cybersecurity, Information Technology, or a related discipline; equivalent combination of education and relevant work experience may be considered.
Payments Fraud Analyst (Banking) JobotPayments Fraud Analyst (Banking)Riverside, CA$65,000–$75,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role monitors transactions, analyzes data to identify fraud patterns, works closely with management to escalate incidents, and provides quarterly statistical metrics based on system performance and results.
NewPartner JobotPartnerIrvine, CARemote$180,000–$300,000 / yearOur practice specializes in auto liability defense, gig economy, business litigation, commercial, general liability, healthcare, employment, professional liability, restaurant & hospitality, trucking, financial services litigation, product liability, real estate litigation, retail, and insurance coverage. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociateCA$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateCA$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Financial Services Officer - Anaheim Banc of CaliforniaFinancial Services Officer - AnaheimAnaheim, CaliforniaCan articulate with confidence as primary point of contact for any client questions especially regarding new accounts or new products; listens carefully to expressed needs; ability to communicate with other departments in order to find the appropriate solution; developing ability to use and understand business acumen is required. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.
Financial Services Manager Penske Buick GMC of CerritosFinancial Services ManagerCerritos, CA$8,171–$18,923This position has a Pay Scale consisting of the following elements and ranges: Base Hourly Rate of $16.90 plus commission compensation which can range from $0.00 (if baseline benchmarks are not met) with no upper limit. To view, the categories of personal information we collect from job applicants and the purposes for which the information is used, or to exercise your rights under the California Consumer Privacy Act (CCPA), visit our Privacy Policy at https://www.socalpenske.com/privacy-statement.
Insurance and Financial Services Position - State Farm Agent Team Member Alex Mora - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberOrange, CASuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience.
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerIrvine, CA$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerIrvine, CA$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Audit Manager - Financial Services CroweAudit Manager - Financial ServicesCosta Mesa, CaliforniaThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services.
State and Local Tax Financial Services Senior Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior ManagerIrvine, CA$124,000–$335,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Financial Services Representative - State Farm Agent Team Member Alex Mora - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberOrange, CAAssist clients in identifying their insurance needs and recommending appropriate personal lines products (auto, home, renters, etc.) . Our State Farm mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
NewCorporate Counsel, Financial Services Collaborative SolutionsCorporate Counsel, Financial ServicesSanta Ana, CaliforniaWe are looking for a Corporate Counsel to serve as the designated legal lead for our growing Financial Services business and our payments ecosystems across business lines partnering closely with other members of our Legal and Financial Services teams. Working familiarity with payments and money movement concepts (money transmission, stored value/wallets, EFTA/Reg E, card network basics) sufficient to spot issues and partner effectively with business teams.
Financial Services Sales Transformation Lead Senior Manager Accenture PlcFinancial Services Sales Transformation Lead Senior ManagerIrvine, CAThis person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.
Insurance and Financial Services Position - State Farm Agent Team Member Susie Kang - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberOrange, CAAs our SALES & ACCOUNT REPRESENTATIVE, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. ROLE DESCRIPTION: Susie Kang State Farm Insurance Agency is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships.
Financial Services Assistant Penske Honda OntarioFinancial Services AssistantOntario, CA$17–$21.50Accounts for all monies collected for each transaction, provides copies of check/visa slips, and takes steps necessary to ensure all funds are collected in 10 days or less. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
NewManager Financial Services – PAS IDR IncManager Financial Services – PASFountain Valley, CA$702 / hourEvaluates complex commercial and government payer arrangements including ACOs, Direct to Employer, Medicare Advantage, Medi-Cal, medical group, and ambulatory contracts. Proficient in SQL development and Epic systems, with advanced Excel capabilities, alongside strong command of Microsoft Office tools.
Biller IV - HB Patient Financial Services - FT Days University of California, IrvineBiller IV - HB Patient Financial Services - FT DaysAnaheim, CaliforniaFull timeListed among America’s Best Hospitals by U.S. News & World Report for 23 consecutive years, UCI Medical Center provides tertiary and quaternary care and is home to Orange County’s only National Cancer Institute-designated comprehensive cancer center , high-risk perinatal/neonatal program and American College of Surgeons-verified Level I adult and Level II pediatric trauma center , gold level 1 geriatric emergency department and regional burn center . *Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.
Top Partner Manager, Financial Services Google LLCTop Partner Manager, Financial ServicesIrvine, CAIn this particular role, there will be a focus on working with major Financial Services partners; as such, strong candidates will have a deep understanding of our Ads, Cloud, and Payments organizations, products, and programs; the ability to build trusted relationships with senior stakeholders and leadership; and a familiarity with what motivates and drives success with Financial Services institutions. Provide thought leadership and subject matter expertise to grow Google's business in Financial Services, including developing POVs and cross-product area playbooks on critical topics (i.e. GenAI, Agentic Commerce) and advising executive leaders.
Insurance and Financial Services Position - State Farm Agent Team Member Nate Nguon - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberTustin, CAROLE DESCRIPTION: Nate Nguon Ins and Fin Svc Inc - State Farm Agency (Tustin, CA) is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Insurance Producer, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value.
Insurance and Financial Services Position - State Farm Team Member Lelly Woo-Grimes - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberGarden Grove, CALelly Woo-Grimes, the #1 Life Insurance Agent in the company and one of the Top 100 Agents nationwide, is looking for an ambitious Bilingual Sales Representative to join her team in Garden Grove, CA! Work directly with a dynamic and compassionate leader who believes in developing people and building communities.
Financial Services Representative - State Farm Agent Team Member Lelly Woo-Grimes - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberGarden Grove, CALelly Woo-Grimes, the #1 Life Insurance Agent in the company and one of the Top 100 Agents nationwide, is looking for an ambitious Sales Representative to join her team in Garden Grove, CA. Work directly with a dynamic and compassionate leader who believes in developing people and building communities.
NewHealth Information Coder 4 - PB Financial Services - FT Days University of California, IrvineHealth Information Coder 4 - PB Financial Services - FT DaysAnaheim, CaliforniaFull timeListed among America’s Best Hospitals by U.S. News & World Report for 23 consecutive years, UCI Medical Center provides tertiary and quaternary care and is home to Orange County’s only National Cancer Institute-designated comprehensive cancer center , high-risk perinatal/neonatal program and American College of Surgeons-verified Level I adult and Level II pediatric trauma center , gold level 1 geriatric emergency department and regional burn center . *Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.
NewManager Financial Services - PAS IDRManager Financial Services - PASFountain Valley, CALIFORNIAEvaluates complex commercial and government payer arrangements including ACOs, Direct to Employer, Medicare Advantage, Medi-Cal, medical group, and ambulatory contracts. The information obtained will be kept confidential and may only be used in accordance with the provisions of applicable laws, executive orders, and regulations, including those that require the information to be summarized and reported to the federal government for civil rights enforcement.
Biller IV - HB Patient Financial Services - FT Days University of CaliforniaBiller IV - HB Patient Financial Services - FT DaysIrvine, CA2025 University of California, Irvine, UCI Health, and UC Regents. Sign-up to be notified of hiring events, newly posted job opportunities, and much more.
Biller III - HB Patient Financial Services - FT Days University of CaliforniaBiller III - HB Patient Financial Services - FT DaysIrvine, CA2025 University of California, Irvine, UCI Health, and UC Regents. Sign-up to be notified of hiring events, newly posted job opportunities, and much more.
Biller I - HB Patient Financial Services - FT Days University of CaliforniaBiller I - HB Patient Financial Services - FT DaysIrvine, CA2025 University of California, Irvine, UCI Health, and UC Regents. Sign-up to be notified of hiring events, newly posted job opportunities, and much more.
Insurance and Financial Services Position - State Farm Agent Team Member Beth Bettger - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberCerritos, CAAs a Insurance and Financial Services Position - State Farm Agent Team Member with Beth Bettger - State Farm Agent, you will play a key role in driving the growth and success of our insurance agency. Please review our website below, and if you think our office is a good fit, and you are ready to embark on an exciting career in insurance, we want to hear from you! www.bethbettger.com .
NewManager, Financial Services 26-00205 Alura Workforce SolutionsManager, Financial Services 26-00205Fountain Valley, CADESCRIPTION Our client, a leading integrated healthcare organization, is seeking a Manager, Financial Services – Managed Care Analytics to lead financial analysis and reporting initiatives that support managed care contracting and organizational strategy. Analyze financial and operational data from multiple healthcare systems, including data warehouses, cost accounting systems, general ledger, budgeting systems, patient billing data, and payer capitation reports.
Biller III - HB Patient Financial Services - FT Days University of California, IrvineBiller III - HB Patient Financial Services - FT DaysAnaheim, CaliforniaFull timeListed among America’s Best Hospitals by U.S. News & World Report for 23 consecutive years, UCI Medical Center provides tertiary and quaternary care and is home to Orange County’s only National Cancer Institute-designated comprehensive cancer center , high-risk perinatal/neonatal program and American College of Surgeons-verified Level I adult and Level II pediatric trauma center , gold level 1 geriatric emergency department and regional burn center . *Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.
NewAdministrative Assistant II - PB Financial Services - FT Days University of California, IrvineAdministrative Assistant II - PB Financial Services - FT DaysAnaheim, CaliforniaFull timeListed among America’s Best Hospitals by U.S. News & World Report for 23 consecutive years, UCI Medical Center provides tertiary and quaternary care and is home to Orange County’s only National Cancer Institute-designated comprehensive cancer center , high-risk perinatal/neonatal program and American College of Surgeons-verified Level I adult and Level II pediatric trauma center , gold level 1 geriatric emergency department and regional burn center . *Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.
Financial Services Professional Symmetry Financial GroupFinancial Services ProfessionalIrvine, CaliforniaRemote$36,000–$48,000 / yearResponsibilities: Identify client needs and recommend tailored protection and asset-building solutions. We're building a team of GROWTH-MINDED individuals who want: Mentorship from proven leaders.
Biller III-HB Patient Financial Services-FT-Days University of CaliforniaBiller III-HB Patient Financial Services-FT-DaysIrvine, CA2025 University of California, Irvine, UCI Health, and UC Regents. Sign-up to be notified of hiring events, newly posted job opportunities, and much more.
Biller III-HB Patient Financial Services-FT-Days University of California, IrvineBiller III-HB Patient Financial Services-FT-DaysIrvine, CaliforniaFull timeListed among America’s Best Hospitals by U.S. News & World Report for 23 consecutive years, UCI Medical Center provides tertiary and quaternary care and is home to Orange County’s only National Cancer Institute-designated comprehensive cancer center , high-risk perinatal/neonatal program and American College of Surgeons-verified Level I adult and Level II pediatric trauma center , gold level 1 geriatric emergency department and regional burn center . *Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.
Team Based Financial Advisor - Mountain Financial Group - Irvine, CA Thrivent Financial for LutheransTeam Based Financial Advisor - Mountain Financial Group - Irvine, CAIrvine, CA$70,000–$90,000 / yearA diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, Thrivent offers advice, insurance, investments, banking and generosity products and programs. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce).
Financial Advisor Edward D Jones & Co LPFinancial AdvisorMurrieta, CA$45,000–$100,000 / yearEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3a39 and 15b4 and Rule 17a-3a12 of the Securities and Exchange Act of 1934 and conducts background reviews consistent with FINRA Rule 3110e. Compensation: We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorSan Juan Capistrano, CAWith the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Associate Financial Advisor Northern Trust CorpAssociate Financial AdvisorNewport Beach, CA$85,330–$145,130 / yearThe AFA will work with NTSI Capital Markets, Northern Trust Asset Management, and many Third-Party Asset Managers to develop expertise and knowledge to provide best in class execution and investment advice. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
NewFinancial Advisor GoldBook FinancialFinancial AdvisorCosta Mesa, CA$50,000–$150,000 / yearTotal Compensation : First year advisors’ to experienced advisors’ variable performance based compensation range: $51,000 to $320,000+ per year (with experienced specialist advisors' income greatly exceeding this range). Backed by Industry Leaders: As a local firm affiliated with MassMutual and MML Investors, you benefit from the extensive support of a Fortune 100 company with over 170 years of experience and a top 7th independent broker dealer.
Centralized Financial Advisor - Orange County's Credit Union LPL FinancialCentralized Financial Advisor - Orange County's Credit UnionSanta Ana, CaliforniaThis employment opportunity at Orange County's Credit Union in Santa Ana, CA would allow you to join the Investment Program at Orange County's Credit Union as a Centralized Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Orange County's Credit Union for financial solutions.
Centralized Financial Advisor - Orange County''''s Credit Union LPL Financial Holdings IncCentralized Financial Advisor - Orange County''''s Credit UnionSanta Ana, CAThis position will offer: • The ability to service an existing book of business upon hire • The ability to build a strong client base with the credit unions exceptional referral system • The opportunity to find new clients via the credit unions member base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPLs combination of tools, technology, and support • The benefit of LPLs experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the credit unions reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your clients goals.
Financial Advisor - BMO Bank LPL Financial Holdings IncFinancial Advisor - BMO BankPico Rivera, CA$100,000–$140,000 / yearThis employment opportunity at BMO Bank in Pico Rivera, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
NewFinancial Solutions Advisor - Grand and Diamond Bar Financial Center Bank of America CorpFinancial Solutions Advisor - Grand and Diamond Bar Financial CenterDiamond Bar, 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 Registration Candidate - Hidden Valley Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Hidden Valley Financial CenterCorona, 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 and 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.
Financial Solutions Advisor Registration Candidate - Rancho Santa Margarita Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Rancho Santa Margarita Financial CenterRancho Santa Margarita, 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 and 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.