Financial Advisor jobs in United States, California, Long Beach
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Company
Job type
Job categories
Job title (1)
United States
California
Long Beach
11 jobs found
19.05.2025
BOA
Bank Of America Financial Solutions Advisor - Consumer Investments- West OC United States, California, Newport Beach
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...
Collaborate with the C-Suite and other senior executives at our customers to drive the case for change. Develop and present case for change to the Executive Suite. Understand situational interpretations...
Support the assessment of current customer solutions from SAP and potential areas of opportunity for faster solution adoption & consumption, as well as footprint expansion. Engage with customers to support...
Displays confidence working in a sales role. Builds strong client relationships through effective communication and collaboration. Displays a proactive mindset and effective time management. Demonstrates a results-driven mindset and prioritizes...
Maintain an active knowledge of Chase home lending products, as well as local housing assistance programs and grants available for down payment and/or closing cost assistance. Promoting mortgage products to...
Leads the Client Process Management Process within the client team to identify new business development opportunities. Sources new clients in alignment with the bank's established risk appetite. Leads the client...
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...
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