Financial Solutions Advisor- Manhattan Village Financial Center - Manhattan Beach

Only for registered members Manhattan Beach, United States

1 month ago

Default job background
Full time $70,000 - $80,000 (USD)

Job summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
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,
  • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products,
  • Mitigates and controls risk as part of daily activities,

Lorem ipsum dolor sit amet
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.

Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.

Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Get full access

Access all high-level positions and get the job of your dreams.



Similar jobs

  • Only for registered members Redondo Beach Full time $73,500 - $106,500 (USD)

    This job is responsible for managing a financial center and its employees on a day-to-day basis. · ...

  • Only for registered members Redondo Beach

    This job is responsible for managing a financial center and its employees on a day-to-day basis. · The key responsibilities include operating as a business owner and fostering a team environment,instilling an effective client-centric and risk culture in the center, · helping clie ...

  • Only for registered members Redondo Beach, CA

    This role is responsible for managing a financial centre and its employees on a day-to-day basis. · ...

  • Only for registered members Manhattan Beach, CA

    This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. · ...

  • Only for registered members Redondo Beach

    As a Financial Solutions Advisor Stage I at Bank of America, you will help clients achieve their financial goals and live their best financial lives through personalized advice and solutions. · ...

  • Only for registered members Redondo Beach Full time $28.85 - $33.65 (USD)

    Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultativ ...

  • Only for registered members Garden Grove Full time $73,500 - $106,500 (USD)

    This job is responsible for managing a financial center and its employees on a day-to-day basis. · ...

  • Only for registered members Long Beach Full time $73,500 - $106,500 (USD)

    This job is responsible for managing a financial center and its employees on a day-to-day basis. · The position involves operating as a business owner and fostering a team environment, · instilling an effective client-centric and risk culture in the center, · and helping clients ...

  • Only for registered members Walnut Park

    The financial center manager is responsible for managing a financial center and its employees on a day-to-day basis. · Develops talent, including proactive sourcing of candidates · Manages client traffic, engaging and appropriately routing clients, and fostering client retention ...

  • Only for registered members Monterey Park Full time $73,500 - $106,500 (USD)

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. · Becoming part of Bank of ...

  • Only for registered members Monterey Park

    This job is responsible for managing a financial center and its employees on a day-to-day basis. It involves operating as a business owner and fostering a team environment. · ...

  • Only for registered members Rolling Hills Estates Full time $70,000 - $80,000 (USD)

    This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, ...

  • Only for registered members Santa Monica Full time $54,400 - $111,500 (USD)

    We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · The Financial Center Manager will participate in a comprehensive on-boarding and education program. · ...

  • Only for registered members Santa Monica $54,400 - $111,500 (USD)

    We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · The Financial Center Manager will participate in a comprehensive, customized on-boarding and education program. · This includes rotations in Op ...

  • Only for registered members Rolling Hills Estates, CA

    This position is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. · Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including s ...

  • Only for registered members Los Angeles Full time $72,000 - $90,300 (USD)

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and ...

  • Only for registered members Huntington Beach Full time $28 - $38.50 (USD)

    The Job Description of this Financial Center Assistant Manager role at Bank of America is to manage a financial center (FC) in collaboration with senior team members. · This involves overseeing functions such as the smooth functioning of the teller line,day-to-day policy and proc ...

  • Only for registered members Los Angeles Full time $28 - $38.50 (USD)

    This position is responsible for managing a financial center in collaboration with senior team members, supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively. · ...

  • Only for registered members Los Angeles

    This position is responsible for managing a financial center in collaboration with senior team members, supporting the operational excellence of the FC ,and ensuring that all aspects run effectively and cohesively. · Manages client traffic, engaging and appropriately routing clie ...

  • Only for registered members Los Angeles

    This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource. · ...

  • Only for registered members Los Angeles Full time $54,400 - $111,500 (USD)

    We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · ...