Tax Managing Director, Core Tax Services - Real Estate Focus bdo consultingTax Managing Director, Core Tax Services - Real Estate FocusCosta Mesa, CA$190,000–$335,000 / yearThe Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Tax Managing Director, Core Tax Services bdo consultingTax Managing Director, Core Tax ServicesCosta Mesa, CA$190,000–$335,000 / yearThe Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Tax Managing Director, Transaction Advisory Services bdo consultingTax Managing Director, Transaction Advisory ServicesCosta Mesa, CA$250,000–$350,000 / yearThe Tax Managing Director, Transaction Advisory Services is an essential team member that will team with the west region transaction advisory principals to grow the practice and will lead teams responsible for traditional large firm M&A tax consulting (deal structuring, due diligence, post-deal integration, tax attribute management, and other special projects). The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Managing Director, Risk Advisory Services bdo consultingManaging Director, Risk Advisory ServicesCosta Mesa, CA$220,000–$250,000 / yearThe Managing Director, Risk Advisory Services will work under the direction of a Partner and is responsible for managing and delivering high value solutions to multiple clients in the areas of Internal Auditing and internal control, including business risk assessment and Enterprise Risk Management, business process improvement, Sarbanes-Oxley compliance, information technology audit & control, financial and operational audit, business conduct and fraud/forensic investigations. Ten (10) years of experience within a public accounting firm or Fortune 1000 company performing Risk Assessments, internal audits, Sarbanes-Oxley Readiness services, internal control assessments, management consulting as a Financial, Operational or In Information Technology Subject Matter Expert, required.
NewPhysician - Psychiatry (Behavioral Health) - Mesa Counseling Services VituityPhysician - Psychiatry (Behavioral Health) - Mesa Counseling ServicesRialto, CAWith a growing economy, friendly neighborhoods, and a mix of urban and suburban amenities, Rialto offers a well-rounded, dynamic lifestyle making it a great place to call home. As an equal and valued partner from day one, our ownership model provides you with financial transparency, a comprehensive benefits package including profit distribution, and multiple career development opportunities.
Paralegal State Farm Mutual Automobile Insurance CompanyParalegalOntario, CA$62,062–$92,000 / 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! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more.
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.
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.
Sales Representative / Retail Account Manager (RAM) IDT CorporationSales Representative / Retail Account Manager (RAM)Anaheim, CAOur flagship brand, Boss Revolution, includes Money Transfer, International Calling, and Mobile Top-Up services and supports IDTs mission of enabling people to keep in touch and share resources with family and friends worldwide. RAMs develop a weekly cycle to sell IDT Retail products into retail via a designated route established by his/her Regional Sales Manager.
NewBranch Office Administrator Edward JonesBranch Office AdministratorFountain Valley, CAEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. 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.
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.
NewDirector of Software Engineering JobotDirector of Software EngineeringSeal Beach, CA$200,000–$300,000 / 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. Reporting to the CIO, the Director of Software Engineering will own the engineering roadmap and execution, drive technical strategy and scale high-performing engineering teams to support the growth ambitions.
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.
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.
Insurance Agent Cornerstone FinancialInsurance AgentMonrovia, CA$1,000–$5,000 / monthTemporaryContractorPart timeWe are seeking motivated, coachable individuals who are interested in learning the financial services industry and helping families protect their financial futures. This opportunity offers flexible scheduling, professional development, and the ability to build an independent business while making a meaningful impact in people's lives.
Financial Services Administrative Coordinator Zapata Private Wealth GroupFinancial Services Administrative CoordinatorUpland, CAZapata Private Wealth Group is a boutique financial planning firm focused on building long-term client relationships—not transactions. You will combine your client service experience with new skills, gaining exposure to how a professional financial planning firm operates.
Financial Services Administrative Coordinator CbFinancial Services Administrative CoordinatorUpland, CaliforniaZapata Private Wealth Group is a boutique financial planning firm focused on building long-term client relationships—not transactions. You will combine your client service experience with new skills, gaining exposure to how a professional financial planning firm operates.
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.
Financial Services Representative - State Farm Agent Team Member Derek Tsu - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberSan Marino, CAROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Derek Tsu - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of insurance products reinforces your sales-minded and consultative approach to educating customers on their options.
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.
Financial Services Representative – State Farm Agent Team Member Allan Cheng - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberGlendora, CAEnthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education.
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 .
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.
Insurance and Financial Services Position - State Farm Agent Team Member JIMMY HOESAN - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberArcadia, CAAs a State Farm team member for JIMMY HOESAN - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
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.
Insurance and Financial Services Position - State Farm Team Member Joshua Marsh - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberUpland, CAAs Insurance and Financial Services Position - State Farm Team Member for Joshua Marsh - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments.
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.
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 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.
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 Associate San Joaquin Valley College, Inc.Financial Services AssociateHesperia, CA$24–$28 / hourPart timeCustomer Focus : Personally demonstrates that external or internal customers are a high priority; identifies customer needs and expectations and responds to them in a timely and effective manner; anticipates and prevents delays or other things that can adversely affect the customer; keeps customers informed about the status of pending actions and inquires about customer satisfaction with products or services. The Financial Services Associate meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/Direct and supplementary loans, and other Title IV and non-Title IV programs.
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.
State and Local Tax Financial Services Senior Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior ManagerCA$124,000–$335,000 / yearAs a State and Local Tax Financial Services Senior Manager, you will play a pivotal role in helping our clients navigate complex tax landscapes, focusing on business restructuring, new tax laws, and local tax developments. Within our Tax practice, you will assess state and local tax burdens and recommend strategies that align with clients'' business objectives, addressing issues such as unclaimed property, income and franchise tax, and employment tax.
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.
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.
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.
Financial Services Specialist Loma Linda University Medical CenterFinancial Services SpecialistSan Bernardino, CAAble to communicate effectively in English in person, in writing, and on the telephone; think critically; manage multiple assignments effectively; organize and prioritize workload; work well under pressure; problem solve; recall information with accuracy; pay close attention to detail; work independently with minimal supervision. Able to distinguish colors as necessary; hear sufficiently for general conversation in person and on the telephone, and identify and distinguish various sounds associated with the workplace; see adequately to read computer screens, and written documents necessary to the position.
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 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.
Medical Collector - PB Financial Services - FT Days University of California, IrvineMedical Collector - 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 . Depending on the unit the Collections Representative is assigned to, the incumbent may be required to perform any or all of the following duties: work billing editing error report(s) prior to the submittal of claims to ensure that claims are billed cleanly and free of errors, leading to prompt and maximum pro-fee reimbursement; collecting on insurance invoices/accounts with balances as generated and outlined on assigned account receivable worklists, aging reports, system target files and correspondence received and assigned.
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 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.
Business Litigation/Financial Services/General Liability Attorney - Irvine Klinedinst PCBusiness Litigation/Financial Services/General Liability Attorney - IrvineIrvine, CaliforniaWe’re also looking for attorneys with experience in structuring discovery plans, taking and defending depositions, managing document-intensive cases, drafting dispositive motions, and preparing for trial. Klinedinst is seeking an attorney with at least one year of experience in general litigation (GL), business litigation, and/or financial services to join our expanding team in Irvine , with the opportunity to handle matters throughout the state.
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).
NewFinancial Solutions Advisor - Glendora Financial Center Bank of America CorpFinancial Solutions Advisor - Glendora Financial CenterGlendora, 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.
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 - Harbor-Edinger Financial Center Bank of AmericaFinancial Solutions Advisor Registration Candidate - Harbor-Edinger Financial CenterFountain Valley, CaliforniaOnce 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. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
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.