NewFinancial Specialists, All Other LL.US.13-2099 VoltFinancial Specialists, All Other LL.US.13-2099Santa Fe Springs, CA$35–$48 / hourWorked closely with Program Managers, Finance teams, Control Account Managers (CAMs), and Scheduling functions on the ASARS-2B Production Program, supporting Earned Value Management System (EVMS) reporting, analysis, and variance identification. Hybrid Pay Rate: $35.00 - $48.00 per hour Pay range offered to a successful candidate will be based on several factors, including the candidate's education, work experience, work location, specific job duties, certifications, etc.
NewAccounts Payable Specialist III JobotAccounts Payable Specialist IIIIrvine, CA$60,000–$90,000 / 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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
NewPayroll Specialist JobotPayroll SpecialistVernon, CA$65,000–$80,000 / 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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
NewProject Billing Specialist JobotProject Billing SpecialistAnaheim, CA$80,000–$90,000 / 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. The ideal candidate will have a strong background in job cost, Construction Accounting, Project Accounting, T&M, Time & Material, time and material, and experience with Sage, Vista Viewpoint, viewpoint, job costing, AIA billing, and AIA invoicing.
NewVP, Financial Consultant Charles SchwabVP, Financial ConsultantBrea, CAOpenness to manage wealth on behalf of our clientsincluding:Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. • Strong candidates will also learn toleverageour team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help yourclient’sprogress toward achieving their goals.
Accounts Payable Specialist Vaco LLCAccounts Payable SpecialistIrvine, CA$31–$34 / hourDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Middle Market Underwriting Specialist Sentry InsuranceMiddle Market Underwriting SpecialistIrvine, CA$98,900–$148,300 / yearIn the state of California, at an Underwriting Specialist Senior level, based on qualifications and experience the range for annual compensation for this position is between $119,600 - $179,400. In this role, you will: Work closely with agency partners and internal sales partners to obtain information needed to properly underwrite, price, and program individual policies/accounts.
Accounts Receivable Specialist Telnet IncAccounts Receivable SpecialistSanta Ana, CA$50,000–$55,000 / yearContractorA typical accounting assistant is responsible for a wide range of technology and can work in areas closely related to computers. The main function of an accounting assistant is to compute, classify, and record numerical data to keep financial records complete.
M&A Tax Specialist Diedre Moire Corp.M&A Tax SpecialistLos Angeles, CA$300,000–$400,000 / yearFull timeBuyer and seller allocation of purchase price as, for example, an asset or 338 transaction; IRC Section 1060; GAAP treatment related to structuring and purchase price allocation; Section 1231 gains such as: goodwill, land, and other assets with fair market values higher than original tax cost; Section 197 issues such as: short-lived assets including machinery and equipment, inventory, prepaid expenses, etc. • Post-Transaction Filing Elections and Requirement such as: Adjusting or selecting different tax elections and accounting periods and methods; Year-end conformity with affiliated companies' year-ends and "short-period" returns; Responsibility for the pre- and post-acquisition income tax, payroll tax, property tax and other filings.
Program Financial Specialist Ultimate Staffing ServicesProgram Financial SpecialistIrvine, California$33–$36 / hourThis role contributes to the development, maintenance, and execution of financial processes that support Employee Benefits Public Entity insurance purchasing and risk pools governed by Joint Power Authorities (JPA). Support the annual renewal process by drafting, configuring, and testing client letter templates, ensuring accuracy of financial data and timely distribution.
Financial Specialist U.S. Department of JusticeFinancial SpecialistCA$52,727–$82,938 / yearIf you are claiming 10-point veterans preference based on service-connected disability, in addition to the DD214 or certification requirements (see above bullet), you must also submit an SF-15 Application for 10-point Veterans Preference, plus the proof of entitlement of this preference which is normally an official statement, dated 1991 or later, from the Department of Veterans Affairs certifying to the present existence of the service-connected disability and indicating the percentage of your disability. FOREIGN EDUCATION: If you are using education completed in foreign colleges or universities to meet the qualification requirements, you must show that the education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs and such education has been deemed equivalent to that gained in an accredited U.S. education program; or full credit has been given for the courses at a U.S. accredited college or university.
Financial Specialist FNSFinancial SpecialistTorrance, CaliforniaSince its inception in 1995, FNS has been focused on providing the best total logistics services by implementing our core values: trust, communication, team play, challenge, and balance. For 2025, we have set out to become one of the nation’s top 25 logistics companies with more than $1,500M in sales, with the best employee and customer satisfaction, and a network of over 100 different partners.
Private Client Financial Education Specialist All Financial FreedomPrivate Client Financial Education SpecialistBeverly Hills, CA$70,000–$75,000This role focuses on delivering structured financial education, supporting long-term planning conversations, and maintaining a professional, discreet client experience. We are seeking a Private Client Financial Education Specialist to support a growing financial services organization serving a high-expectation, relationship-driven clientele.
Financial Clearance Specialist II Net2SourceFinancial Clearance Specialist IILos Angeles, CA$28–$33.07 / hourThe TFC is responsible for ensuring transplant patients receive financial clearance by verifying insurance benefits, obtaining authorizations, counseling patients regarding insurance coverage, and providing guidance when coverage has lapsed or is insufficient. The coordinator will analyze complex insurance information, communicate financial requirements to patients and staff, resolve insurance-related issues, and support process improvements that enhance patient care.
NewFinancial Specialist ZobilityFinancial SpecialistSanta Fe Springs, CARemoteContractor will work closely with Program Manager, Finance, Control Account Managers (CAMs), and Scheduling functions on the ASARS-2B Production program to support Earned Value Management System (EVMS) and weekly report of EV metrics along with variances. The Contractor shall provide monthly IPMDARs to external government customer and is responsible for assembly of: Contract Performance Dataset (CPD) (submitted in JSON format) and Performance Narrative Report (Executive Summary and Detailed Analysis).
Financial Clearance Specialist II (Kidney) Tucker Parker Smith Group (TPS Group)Financial Clearance Specialist II (Kidney)Los Angeles, CA$28–$33 / hourThis position works closely with physicians, transplant coordinators, financial counselors, insurance providers, and multidisciplinary clinical teams to help patients navigate complex insurance requirements while supporting exceptional patient care. As a Transplant Financial Coordinator , you will play a vital role in ensuring patients receive timely financial clearance by verifying insurance benefits, securing authorizations, and educating patients on their financial responsibilities.
Financial Clearance Specialist II (Liver) Tucker Parker Smith Group (TPS Group)Financial Clearance Specialist II (Liver)Los Angeles, CA$28–$33 / hourThis position works closely with physicians, transplant coordinators, financial counselors, insurance providers, and multidisciplinary clinical teams to help patients navigate complex insurance requirements while supporting exceptional patient care. As a Transplant Financial Coordinator , you will play a vital role in ensuring patients receive timely financial clearance by verifying insurance benefits, securing authorizations, and educating patients on their financial responsibilities.
Financial Clearance Specialist II (Heart) Tucker Parker Smith Group (TPS Group)Financial Clearance Specialist II (Heart)Los Angeles, CA$28–$33 / hourThis position works closely with physicians, transplant coordinators, financial counselors, insurance providers, and multidisciplinary clinical teams to help patients navigate complex insurance requirements while supporting exceptional patient care. As a Transplant Financial Coordinator , you will play a vital role in ensuring patients receive timely financial clearance by verifying insurance benefits, securing authorizations, and educating patients on their financial responsibilities.
NewFinancial Specialist Donatech CorporationFinancial SpecialistSanta Fe Springs, CARemote$50–$55.40 / hourContractor will work closely with Program Manager, Finance, Control Account Managers (CAMs), and Scheduling functions on the ASARS-2B Production program to support Earned Value Management System (EVMS) and weekly report of EV metrics along with variances. The Contractor shall provide monthly IPMDARs to external government cusomer, and is responsible for assembly of: Contract Performance Dataset (CPD) (submitted in JSON format) and Performance Narrative Report (Executive Summary and Detailed Analysis).
Financial Clearance Specialist II Artech LLCFinancial Clearance Specialist IILos Angeles, CA$28–$33 / hourUnlike many healthcare organizations, Keck performs highly specialized transplant procedures, allowing candidates to gain valuable experience in a niche area of healthcare finance. The TFC is responsible for ensuring transplant patients receive financial clearance by verifying insurance benefits, obtaining authorizations, counseling patients regarding insurance coverage, and providing guidance when coverage has lapsed or is insufficient.
Energy Marketing & Trading Financial Analyst, Associate Specialist Edison InternationalEnergy Marketing & Trading Financial Analyst, Associate SpecialistRosemead, CAAdditionally, you'll: Utilize analytical models and grid planning simulation tools to develop resource portfolios under various future scenarios and forecast the impacts of those portfolios on system pricing, GHG emissions, and other system and market dimensions. As an Energy Marketing & Trading Financial Analyst Associate Specialist, your work will help integrate clean energy, reduce carbon emissions, mitigate climate change risks, and create cleaner air for everyone.
Financial Aid Specialist (Temporary) West Coast University IncFinancial Aid Specialist (Temporary)Irvine, CAFurther, duties will vary based on team assignment but include from conducting file reviews, ISIR reviews, approving financial aid awards, managing state-based funds such as Cal Grant, completing tuition obligation and R2T4 calculations, processing stipends, monitoring, and resolving title IV credit balances, processing refunds, NSLDS reporting, import/export file processing, resolving disbursement and origination errors, evaluating, and approving institutional aid, SEOG and private loan batches, completing various reports as direct. While this position is not student-facing, customer service is a critical aspect of this role as it supports all WCU and/or ACC campuses and works closely with various internal departments for resolution of issues and completion of multi-step processes.
Financial Planning Specialist Ameriprise FinancialFinancial Planning SpecialistOrange, CaliforniaThis 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 Systems Specialist Deloitte Touche Tohmatsu LtdFinancial Systems SpecialistInglewood, CA$74,900–$147,600 / yearOur purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Financial Relationship Specialist CTBC Financial Holding Co LtdFinancial Relationship SpecialistSan Gabriel, CA$20–$27 / hourIdentify cross-sell opportunities, including opportunities to refer customers to other sales representatives (CRE, C&I, PCM, MLO, Cetera Investment Services) through proper customer profiling and needs-based selling. Meet with current and potential customers, to discuss their financial requirements; sell appropriate consumer and commercial financial services products to meet their needs while developing and expanding account relationships.
Energy Marketing & Trading Financial Analyst, Associate Specialist Southern California EdisonEnergy Marketing & Trading Financial Analyst, Associate SpecialistRosemead, CAAdditionally, you'll: + Utilize analytical models and grid planning simulation tools to develop resource portfolios under various future scenarios and forecast the impacts of those portfolios on system pricing, GHG emissions, and other system and market dimensions. As an Energy Marketing & Trading Financial Analyst Associate Specialist, your work will help integrate clean energy, reduce carbon emissions, mitigate climate change risks, and create cleaner air for everyone.
NewFinancial Data, Reporting & Automation Senior Specialist Edison InternationalFinancial Data, Reporting & Automation Senior SpecialistRosemead, CAWorking closely with stakeholders across Finance, you will develop reporting solutions, enhance data quality and governance, and identify opportunities to streamline processes through automation tools such as Power BI and Alteryx. In this job, you'll drive improvements in financial reporting, master data governance, analytics, and process automation that support critical business operations, month-end close, planning activities, and regulatory reporting.
Financial Clearance Specialist II Apidel TechnologiesFinancial Clearance Specialist IILos Angeles, CAContractorUnlike many healthcare organizations, Keck performs highly specialized transplant procedures, allowing candidates to gain valuable experience in a niche area of healthcare finance. The TFC is responsible for ensuring transplant patients receive financial clearance by verifying insurance benefits, obtaining authorizations, counseling patients regarding insurance coverage, and providing guidance when coverage has lapsed or is insufficient.
NewFinancial Aid Specialist (Restricted Funds) (Multiple Positions) Mt San Antonio CollegeFinancial Aid Specialist (Restricted Funds) (Multiple Positions)Walnut, CA$69,637.92–$88,877.52 / yearUnder general supervision, performs specialized duties related to the operation of the College's financial aid programs; interviews, advises, and assists students with program services; processes and awards student financial aid according to federal and state regulations and College policies and procedures; provides information to students and College staff regarding financial aid programs and services; provides assistance for a wide variety of assignments related to the development and implementation of assigned programs, projects, and services. Verifies initial and continuing eligibility of students who have applied for or been granted financial aid and informs affected students of their status; resolves issues related to overpayments, concurrent enrollment; calculates Return of Title IV Aid, including adjustments as defined per regulatory changes and federal updates and other financial aid issues for example Satisfactory Academic Progress (SAP) and Pell usage in a timely manner.
Financial Systems Senior Specialist AAAFinancial Systems Senior SpecialistCosta Mesa, CaliforniaFinancial Systems Senior Specialist The EPM Cloud Senior Specialist is responsible for technical operations associated with the Enterprise Performance Management (EPM), EPBCS (Planning and Budgeting) cloud technologies. You’ll support the Finance MS Access databases that impact personnel data, workforce management, strategic target planning results, and conversion of the existing processes by utilizing EPM EPBCS modules.
NewFinancial Data, Reporting & Automation Senior Specialist Southern California EdisonFinancial Data, Reporting & Automation Senior SpecialistRosemead, CAWorking closely with stakeholders across Finance, you will develop reporting solutions, enhance data quality and governance, and identify opportunities to streamline processes through automation tools such as Power BI and Alteryx. In this job, you'll drive improvements in financial reporting, master data governance, analytics, and process automation that support critical business operations, month-end close, planning activities, and regulatory reporting.
Quantitative Developer/Financial Modeling Specialist (AAP Program) Apollo Global Management IncQuantitative Developer/Financial Modeling Specialist (AAP Program)El Segundo, CA$175,000–$200,000 / yearA leading contributor to addressing some of the biggest issues facing the world today - such as energy transition, accelerating the adoption of new technologies, and social impact - where innovative approaches to investing can make a positive difference. This role sits at the intersection of financial modeling, software development, and process optimization, and will play a critical role in ensuring the accuracy, scalability, and efficiency of asset projection capabilities across multiple rate scenarios.
Sr Financial Accounting Specialist Mercury Insurance Services, LLCSr Financial Accounting SpecialistCalifornia$98,569–$120,473 / yearEnsures the preparation of monthly, quarterly, and annual financial statements are completed in accordance with generally accepted accounting principles (GAAP) and statutory accounting principles (SAP) including footnote disclosure. We reward our talented professionals with a competitive salary, bonus potential, and a variety of benefits to help our team members reach their health, retirement, and professional goals.
NewFinancial Aid Specialist West Coast University IncFinancial Aid SpecialistIrvine, CAAt West Coast University, we have the privilege of educating students seeking careers in healthcare and guide them through their transformational journey from student to caregiver. Our associates are united behind that purpose and share a deep commitment to our values of teamwork, collegiality, transparency, and a student-centric approach to all we do.
Biller IV - HB Patient Financial Services - FT Days University of California, IrvineBiller IV - HB Patient Financial Services - FT DaysAnaheim, CaliforniaFull timeAs Orange County’s only academic health systems, UCI Health is home to the only National Cancer Institute-designated comprehensive cancer center based in the county, the region’s only American College of Surgeons-verified Level I adult and Level II pediatric trauma center , American College of Emergency Physicians Gold Level 1 Geriatric Emergency Department and a nationally recognized regional burn center verified by the American Burn Association. *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.
Financial Advisor GoldBook FinancialFinancial AdvisorCosta Mesa, CA$50,000–$150,000 / yearTotal Compensation : First year advisors’ to experienced advisors’ variable performance based compensation range: $51,000 to $320,000+ per year (with experienced specialist advisors' income greatly exceeding this range). Backed by Industry Leaders: As a local firm affiliated with MassMutual and MML Investors, you benefit from the extensive support of a Fortune 100 company with over 170 years of experience and a top 7th independent broker dealer.
Financial Aid Counselor NEBRASKA CHRISTIAN COLLEGEFinancial Aid CounselorFullerton, CAThe Financial Aid Counselor evaluates financial aid applications, awards need-based and merit-based aid, represents the college to students and parents at outreach activities and with public and private organizations, attends training workshops and conferences, and keeps informed of changes to financial aid programs to ensure compliance with federal and state regulations as well as institutional policies. Communication: Frequent communication with Director of Student Financial Services, Senior Financial Aid Counselor, Loan Specialist, other departments across the University, authorized third parties including but not limited to parents.
Health Information Coder 4 - PB Financial Services - FT Days University of California, IrvineHealth Information Coder 4 - PB Financial Services - FT DaysAnaheim, CaliforniaFull timeAs Orange County’s only academic health systems, UCI Health is home to the only National Cancer Institute-designated comprehensive cancer center based in the county, the region’s only American College of Surgeons-verified Level I adult and Level II pediatric trauma center , American College of Emergency Physicians Gold Level 1 Geriatric Emergency Department and a nationally recognized regional burn center verified by the American Burn Association. *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.
Merrill Advisor Development Program - Financial Advisor: Greater Orange County Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Greater Orange County MarketNewport Beach, CaliforniaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Senior Manager, Financial Aid Refunds West Coast University IncSenior Manager, Financial Aid RefundsIrvine, CAEffectively prioritizes, delegates, and monitors workflow assignments to ensure all operational responsibilities are completed accurately and within established timelines, while proactively balancing processing volumes, regulatory deadlines, staffing resources, training needs, and organizational priorities. Oversee the accurate and timely execution of all assigned back-end financial aid processes, including Return to Title IV (R2T4), tuition refund calculations, reconciliation activities, and other regulatory processing functions, while mitigating institutional risk and supporting positive student and campus experiences.
Manager, Financial Aid Disbursements West Coast University IncManager, Financial Aid DisbursementsIrvine, CAThe Financial Aid Manager is responsible for leading highly regulated back-end financial aid operations, including oversight of accurate, Title IV and non-Title IV credit balance evaluation, stipend processing, timely resolution of all disbursement and origination exceptions, accurate and timely disbursements of federal, state, institutional and private student financial funds that directly affect cashflow. Oversee the accurate and timely execution of all assigned back-end financial aid processes, including evaluating credit balances, processing stipend and resolving issues that prevent aid from paying, and other regulatory processing functions, while mitigating institutional risk and supporting positive student and campus experiences.
NewJunior Wealth Advisor - The Baldwin Group Financial Services Baldwin Group ColleagueJunior Wealth Advisor - The Baldwin Group Financial ServicesIrvine, CaliforniaRespond to routine client inquiries related to accounts, statements, transfers, administrative requests, and basic planning questions, escalating complex issues appropriately and ensuring professional, timely follow-up. Demonstrated experience in customer service, sales support, or relationship management, ideally in a professional or financial services environment, with a track record of supporting revenue growth and client retention.
Account Manager, Financial Institutions Group PIMCOAccount Manager, Financial Institutions GroupNewport Beach, CaliforniaThis individual will engage directly with CIOs, portfolio managers, and senior treasury leaders to position the firm’s full suite of public and private investment capabilities, balance-sheet solutions, and thought leadership. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Financial Aid Advisor Scripps CollegeFinancial Aid AdvisorClaremont, CaliforniaAssists the Financial Aid Assistant with collecting, tracking, and processing all Outside Agency Scholarship, Tuition Remission, State Grant, and Alternative Loan checks in the Workday Financials system, and securely routing all checks received for deposit by the Claremont College Services (TCCS) financial services staff. Reporting to the Director of Financial Aid and working closely with the Associate Director of Financial Aid, the Financial Aid Advisor has primary responsibility for advising and counseling prospective students, current students and parents on all aspects of the financial aid application process and financial literacy.
Financial Analyst III TalentBurst, Inc.Financial Analyst IIICulver City, CA$50–$54.14 / hourThe Music Publishing team here at Client is looking for a royalty payment specialist who will review invoices, calculate and propose royalty payments, and enter and maintain data in internal systems. Notes from the Manager - The manager is looking for someone who is out of school with great experience, someone who is detail oriented, good with numbers/finance experience.
Financial Analyst IV TalentBurst, Inc.Financial Analyst IVCulver City, CA$67–$67.56 / hourThe Music Publishing team here at Apple is looking for a royalty payment specialist who will review invoices, calculate and propose royalty payments, and enter and maintain data in internal systems. Backed by precision, transparency, and results, we connect top talent with leading organizations through trusted partnerships.
Business Solutions Advisor - Westminster Financial Center - Bilingual Vietnamese Required Bank of America CorpBusiness Solutions Advisor - Westminster Financial Center - Bilingual Vietnamese RequiredWestminster, CA$26–$34.67 / hourResponsibilities:Recommends financial advice and guidance that align with client financial goals and needsBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique prioritiesConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsMakes decisions on client requests and makes referrals to appropriate internal partners based on client needs Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experienceRequired Qualifications:Bilingual Vietnamese required. On screen copy: One-on-one career coaching with your managers And, when not helping clients, there's often time for Business Solutions Advisors to continue to manage their portfolios, setting appointments for future conversations; prepare for upcoming client meetings; learning more about our products and services; connect with teammates and partners; and of course, follow up with clients.
Business Solutions Advisor - Montebello Financial Center Bank of America CorpBusiness Solutions Advisor - Montebello Financial CenterMontebello, CA$26–$34.67 / hourOn screen copy: One-on-one career coaching with your managers And, when not helping clients, there's often time for Business Solutions Advisors to continue to manage their portfolios, setting appointments for future conversations; prepare for upcoming client meetings; learning more about our products and services; connect with teammates and partners; and of course, follow up with clients. On screen copy: Manage portfolios Set appointments for future conversations Prepare for upcoming client meetings Learn more about Bank of America's products and services Connect with teammates and partners Follow up with clients Plus, there are opportunities to earn compensation above my base pay.
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 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.