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.
Enterprise Data Architect East West Bancorp IncEnterprise Data ArchitectPasadena, CAOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. This role is designed for a hands-on enterprise data architect with deep expertise in regulated financial services environments, modern cloud data platforms, enterprise data lifecycle management, and scalable AI/data-driven architectures.
Financial Consulting Senior Associate - Payroll Services (Dayforce) RSMFinancial Consulting Senior Associate - Payroll Services (Dayforce)Los Angeles, CA$62,800–$103,400 / 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. RSM's Payroll Services practice is looking for a dynamic Senior Payroll Specialist with a team-oriented mindset and a love for collaborating and helping clients solve problems.
Financial Solutions Advisor Registration Candidate- Central LA Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- Central LA MarketHollywood, 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. I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses.
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.
NewHiring Event - Part Time Associate Banker SF Valley South (30 Hours) JPMorgan Chase & CoHiring Event - Part Time Associate Banker SF Valley South (30 Hours)Encino, CACreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings. Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
PRINCIPAL FINANCIAL ANALYST (TREASURY) Los Angeles County Metropolitan Transportation AuthorityPRINCIPAL FINANCIAL ANALYST (TREASURY)Los Angeles, CA$99,819.20–$149,656 / yearThe Principal Financial Analyst (Treasury) will manage highly complex financial analysis work in support of Metro's debt program, investments, cash liquidity, banking operations and financial planning to maximize Metro's working capital, strategic initiatives and resource assessment. Performs highly complex financial analysis work in support of Metros Debt, Investment, Cash Liquidity, Banking Operations, or Financial Planning functions to maximize Metros working capital.
Financial Solutions Advisor Registration Candidate- Tri-Valley Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- Tri-Valley MarketNorthridge, CA$28.85–$33.65 / hourMerrill Lynch, Pierce, Fenner & Smith Incorporated, also referred to as "MLPF&S" or "Merrill," makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). 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 youve learned by growing and deepening relationships within a portfolio of clients.
Financial Solutions Advisor Registration Candidate- LA Metro Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- LA Metro MarketSouth Gate, 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. I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses.
NewClient Associate - Commercial Real Estate- Commercial Term Lending JPMorgan Chase Bank, N.A.Client Associate - Commercial Real Estate- Commercial Term LendingPasadena, CAFull timeAs a Client Associate within the Commercial Term Lending team, you will have a relentless internal drive to succeed, a laser focus on providing a best-in-class client experience and the understanding that honing your inherent Sales/Business Development skills is the key to success and advancement. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Financial Services Analyst 2 - Surgery University of CaliforniaFinancial Services Analyst 2 - SurgeryLos Angeles, CA$32.67–$49.71 / hourThis position partners closely with faculty, staff, and external vendors to coordinate purchasing activities, resolve financial inquiries, and ensure timely, accurate processing of procurement and payment transactions in support of the department's clinical, research, and academic mission. As the primary point of contact for purchasing activities across departments, divisions, research labs, and administrative units, you will oversee procurement transactions, travel and expense reimbursements, and vendor payments while ensuring compliance with University policies and procedures.
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 - 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.
Managed Print Services Executive MPSE Xerox CorpManaged Print Services Executive MPSELos Angeles, CARemoteOverview: The Managed Print Services (MPS) Specialist is responsible for driving business growth by expanding existing customer relationships and acquiring new business opportunities through consultative selling and Managed Print Services (MPS) solutions. In this role, you will partner closely with the sales team to identify opportunities, deliver value-driven solutions, and help customers optimize their print environments while contributing to revenue growth.
Insurance and Financial Services Position - State Farm Agent Team Member Jayson Wimmer - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberSimi Valley, CAFull timeEnthusiastic 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. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance.
NewTreasury Management Client Services Associate II Axos BankTreasury Management Client Services Associate IILos Angeles, CaliforniaProvide client training and support for Treasury Management services post-onboarding, including Online Banking, ACH, Wires, Bill Pay, Remote Deposit Capture, Information Reporting, Positive Pay, Lockbox, and Commercial Cards under the direction of senior staff. The Treasury Management Client Services Associate is responsible for delivering excellent client support for a portfolio of Commercial Banking clients using Treasury Management services.
Financial Consulting Manager - Gaming & Hospitality RSMFinancial Consulting Manager - Gaming & HospitalityLos Angeles, CA$88,900–$168,300 / yearActively participate with engagement team and function as an in-charge and go-live lead, facilitating fieldwork by monitoring and reporting regarding productivity and adherence to work plan schedules on assignments as well as critically solve client and adoption challenges. Strong technical and functional accounting experience in US GAAP and/or IFRS for public or private companies, with experience in financial reporting, and hands-on support and research to solve technical accounting matters with AJE and reconciliations as needed.
Chief Financial Officer - Home Warranty Division First AmericanChief Financial Officer - Home Warranty DivisionWest Hills, CaliforniaRemoteFirst American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements. Support strategic initiatives, including new product development, distribution partnerships, technology investments, service network strategy, acquisitions, divestitures, or business transformation efforts.
Sr. Manager, Product Marketing (Fintech) OctopusApp, Inc (Inactive)Sr. Manager, Product Marketing (Fintech)Los Angeles, CARemote$183,300–$215,700 / yearThe Senior Manager, Product Marketing (Fintech), will: Lead, coach, and develop a team of Product Marketers and Lifecycle Marketers focused on accelerating Jobbers Fintech business (payments, financing, lending) including: Build a high-performing, inclusive team culture that values learning, accountability, and collaboration. Partner deeply with Fintech leadership, Product Management, Monetization, and Finance teams to identify and recommend product roadmap, pricing, and promotional opportunities, grounded in research and commercial signal: what customers need, what drives revenue, and what creates competitive differentiation in SMB Fintech.
Compliance Associate - Hybrid Torrance, Boston, Salt Lake City, Media EP Wealth Advisors LLCCompliance Associate - Hybrid Torrance, Boston, Salt Lake City, MediaTorrance, CA$65,000–$73,000 / yearAssist in day-to-day monitoring of all compliance related policies and procedures; Assist with compliance program reviews and audits; Heavy data entry, filing and maintenance duties involving the firm's Compliance Management Software systems; Familiarity with firm related compliance policies and procedures, and a willingness to learn governing regulations and best practices, which include, amongst others, The Investment Advisers Act of 1940, Securities and Exchange Act of 1934; Effectively communicate regulatory and procedural changes and/or important issues to firm employees and/or management and any affected business units; Assist in implementing and enforcing compliance policies and procedures; Running reports and retrieving documents and files when requested; Implement and monitor projects and tasks as directed by AD; Assist with new compliance initiatives; and other special projects and ad hoc duties as assigned by the AD & CCO. his is a hybrid position requiring a combination of on-site and remote work, based out of one of the following locations: Torrance, CA; Salt Lake City, UT; Boston, MA; or Media, 2+ years' experience in an administrative capacity, in the Registered Investment Adviser space preferred.