Financial Solutions Advisor Registration Candidate- Valley Crest Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- Valley Crest MarketGlendale, 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.
Financial Planning Specialist Ameriprise FinancialFinancial Planning SpecialistOrange, California$31.25–$43.27 / hourThis role is responsible for coordinating the financial planning process from data gathering through implementation by preparing planning materials, maintaining accurate client information, creating and tracking deliverables, communicating with clients throughout the planning process, and ensuring advisors have the resources they need to deliver comprehensive financial advice. This position offers the opportunity to deepen your financial planning knowledge, gain hands-on experience supporting sophisticated planning strategies, and work alongside experienced advisors dedicated to delivering exceptional client service.
Financial Advisor Senior City National BankFinancial Advisor SeniorWest Hollywood, CaliforniaRemoteFull timeThe SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with City National Bank colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. Strong understanding of financial planning and the investment process including familiarity with mapping clients’ investment needs to asset allocation models, structuring client investment portfolios, and portfolio analytics.
Financial Solutions Advisor Registration Candidate - Northern Inland Empire Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Northern Inland Empire MarketRancho Cucamonga, 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 Advisor Northern TrustFinancial AdvisorNewport Beach, CA$110,000–$185,000 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. 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.
J.P. Morgan Wealth Management - Private Client Advisor - Whittier, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Whittier, CA and Surrounding AreasWhittier, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Financial Solutions Advisor - West San Gabriel Valley Bank of America CorpFinancial Solutions Advisor - West San Gabriel ValleyAlhambra, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor - South OC Bank of America CorpFinancial Solutions Advisor - South OCRancho Santa Margarita, CA$70,000–$80,000 / yearAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor - South Bay Bank of America CorpFinancial Solutions Advisor - South BayRedondo 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; Manhattan Beach, California; Redondo Beach, California; San Pedro, California; Long Beach, California; Torrance, 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.
Principal Financial Analyst - Corporate FP&A Marvell Technology IncPrincipal Financial Analyst - Corporate FP&AIrvine, CABachelors degree in Business, Finance/Accounting or related fields and 10+ years of related professional experience • Specifically, 8-10 years of experience in high growth technology company with FP&A, Corporate Finance or BU Finance • Semiconductor industry experience preferred, strong communication, critical thinking, collaboration skills and ability to work effectively with various organizations at all levels • High energy and attention to detail, problem solving approach and ability to deliver results • Exceptional analytical skills with demonstrated advanced Excel and PowerPoint skills. Ability to work with incomplete information and deal with varying levels of ambiguity to provide insight from large data sets • Skilled at summarizing data for management reporting, experience with Oracle / OneStream / BI a plus.
Financial Solutions Advisor - OC West Bank of America CorpFinancial Solutions Advisor - OC WestNewport Beach, CA$70,000–$80,000 / yearAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
PWM Private Wealth Advisor U.S. BankPWM Private Wealth AdvisorOntario, California$141,210–$172,590 / yearBasic Qualifications - Bachelor's degree, or equivalent work experience - Eight or more years of experience interacting with High and Ultra High Net Worth clients Preferred Skills/Experience - Requires established network with strong relationship management, networking, and business development skills - Demonstrated success in specific client segments or verticals with developed strategic partnerships - Experience profiling clients and formulating customized strategies to address their needs - Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists - Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication - A passion for problem-solving and acting as a strategic advisor - Ability to make critical decisions independently and act as a business owner - Professional designation such as CFA or CFP is preferred. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Investment Executive (Financial Advisor) Greater Los Angeles, CA Fifth Third BankInvestment Executive (Financial Advisor) Greater Los Angeles, CALos Angeles, CAConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Citi Wealth - Lending Advisor - Vice President Citigroup Inc.Citi Wealth - Lending Advisor - Vice PresidentLos Angeles, CA$157,040–$235,560 / yearOur Lending Advisors serve as dedicated and trusted partners to Wealth Advisors, Regional Directors, and Group Executives, helping them to deliver lending solutions that support clients' liquidity objectives and drive regional growth. The Vice President, Lending Advisor serves as a regionally aligned lending specialist supporting the Citigold and Citi Private Client (CGCPC) segments.
Financial Advisor BMO (Bank of Montreal)Financial AdvisorSouth Gate, CA$57,500–$106,500 / 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.
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.
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.
Student Services Advisor I University of Southern CaliforniaStudent Services Advisor ILos Angeles, CA$25–$30.45 / hourWhen extending an offer of employment, the University of Southern California considers factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, key skills, internal peer equity, federal, state and local laws, contractual stipulations, grant funding, as well as external market and organizational considerations. Lastly, the Student Services Advisor I evaluates student problems, academic, administrative or personal, and refers student to appropriate student services office for additional counseling, and liaises with other offices on behalf of students to facilitate problem resolution.
Financial Advisor (50868) Western GrowersFinancial Advisor (50868)Irvine, CAStrong end-user skill with presentation, word-processing and spreadsheet software with particularly excellent ability to operate and develop spreadsheets for formal presentations. Advanced experience in working with representatives from banking, the brokerage community, investment management firms, with emphasis on fixed income investments.
Financial Solutions Advisor - Registration Candidate - Northwest Houston Area Bank of AmericaFinancial Solutions Advisor - Registration Candidate - Northwest Houston AreaCypress, 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.