Wealth Strategist/ Client Development Sales Director Northern TrustWealth Strategist/ Client Development Sales DirectorLos Angeles, CA$200,000–$225,000 / yearYou'll cultivate internal and external personal and professional networks to identify new client relationships, and showcase the full capabilities and services of Northern Trust to members of the community, clients (new and existing), and professional advisors. You have knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning), including fee structures and documentation.
Senior Enterprise Sales Executive - Remote CotalitySenior Enterprise Sales Executive - RemoteIrvine, CaliforniaRemoteCotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. Are you a seasoned strategic closer who loves evangelizing complex Insurance Underwriting and Claims solutions to the C-Suite, VPs and other key decision makers or have experience in a similar complex industry?.
Sales Manager Ulta Beauty IncSales ManagerLong Beach, CAWe bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beautys own private label. Leverage store forecast and payroll budgets to support with store scheduling needs and communicate the needs to the GM to maximize productivity, achieve sales and payroll goals, and complete workload on time, and within the payroll budget.
District Sales Manager (Western Region) - Ventrac The Toro CompanyDistrict Sales Manager (Western Region) - VentracCARemote$95,000–$125,000 / yearThis job involves a business advisor relationship-based approach that allows us to create a positive and informative experience by exceeding expectations and demonstrating outstanding product knowledge, along with a world class customer service experience with every interaction for each dealership. Be field expert in territory regarding marketing and product needs, yearly sales programs, dealer development programs, overall sales strategy and other areas that can improve Ventrac.
NewTerritory Sales Manager, West Coast (Analytical Instrumentation) Petroleum Analyzer Co LPTerritory Sales Manager, West Coast (Analytical Instrumentation)CASuccess requires strategic account management, consultative selling, customer outcome focus, and strong collaboration with applications, service, marketing, and product management teams. Identify, qualify, and close opportunities across PACs portfolio of analytical instruments, software solutions, service agreements, training programs, and aftermarket offerings.
Solution Sales Director, Commercial Real Estate - Mortgage Solutions CotalitySolution Sales Director, Commercial Real Estate - Mortgage SolutionsIrvine, CaliforniaSolution Selling: 5 years of experience in a solutions sales role with a proven track record of closing transactions with a prop tech company, real estate data and analytics provider, or related commercial real estate company. The Solutions Sales Director will build relationships with new clients, focusing heavily on landing new logos within three key areas of commercial real estate: Lenders and Banking .
Senior Enterprise Sales Executive (Insurance Solutions) - Remote CotalitySenior Enterprise Sales Executive (Insurance Solutions) - RemoteIrvine, CaliforniaRemoteCotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. Are you a seasoned strategic closer who loves evangelizing complex Insurance Underwriting and Claims solutions to the C-Suite, VPs and other key decision makers or have experience in a similar complex industry?.
Technical Sales Director - Underwriting Technical Solutions CotalityTechnical Sales Director - Underwriting Technical SolutionsIrvine, CaliforniaThis is an excellent opportunity to sell our Valuation & Underwriting solutions in support of the business needs of key insurer, reinsurer and broker Clients and prospective Clients, as part of the broader total value provided by our Technical Sales Directors focusing on delivering Underwriting and Valuation solutions. What You'll Be Doing : Ownership of the full sales cycle to achieve revenue growth goals for assigned products and solutions within the assigned portfolio by developing and managing Client relationships with key decision makers, approvers and influencers.
Sales Associate I TapestrySales Associate ICommerce, California$15–$24.25 / hourOur Competencies for All EmployeesCourage : Doesn’t hold back anything that needs to be said; provides current, direct, complete, and “actionable” positive and corrective feedback to others; lets people know where they stand; faces up to people problems on any person or situation (not including direct reports) quickly and directly; is not afraid to take negative action when necessary. Our Competencies for All People Managers Strategic Agility : Sees ahead clearly; can anticipate future consequences and trends accurately; has broad knowledge and perspective; is future oriented; can articulately paint credible pictures and visions of possibilities and likelihoods; can create competitive and breakthrough strategies and plans.
Sales Associate III TapestrySales Associate IIITorrance, California$15–$24.25 / hourOur Competencies for All EmployeesCourage : Doesn’t hold back anything that needs to be said; provides current, direct, complete, and “actionable” positive and corrective feedback to others; lets people know where they stand; faces up to people problems on any person or situation (not including direct reports) quickly and directly; is not afraid to take negative action when necessary. Our Competencies for All People Managers Strategic Agility : Sees ahead clearly; can anticipate future consequences and trends accurately; has broad knowledge and perspective; is future oriented; can articulately paint credible pictures and visions of possibilities and likelihoods; can create competitive and breakthrough strategies and plans.
Sales Manager - Beauty Saks Fifth AvenueSales Manager - BeautyBeverly Hills, CaliforniaBeauty Expert Development - Focusing on growing the clients beauty closet by fostering and developing a team of beauty experts comfortable to engage across all brands to meet the clients closet needs: Selling Floor Operations - Supporting the running of the day-to-day business operations within the store : Serves as a Management leader on the floor to help resolve client issues and support the general running of the selling floor.
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.
Style Advisor - Del Amo Fashion Center AritziaStyle Advisor - Del Amo Fashion CenterTorrance, CA$20–$30 / hourThe mission of the Sales Department is to deliver world class client experiences, sell clothes and build loyal client relationships. Build deep and personalized connections with our clients, enhancing their loyalty and affinity to Aritzia.
Style Advisor - Los Cerritos Center AritziaStyle Advisor - Los Cerritos CenterCerritos, CA$20–$30 / hourThe mission of the Sales Department is to deliver world class client experiences, sell clothes and build loyal client relationships. Build deep and personalized connections with our clients, enhancing their loyalty and affinity to Aritzia.
Sales Engineer Inforcer LtdSales EngineerCerritos, CAIn this pre-sales role, you will be at the forefront of engaging with prospective and existing MSP partners-delivering compelling product demonstrations, leading technical discovery sessions, and proving the value of inforcer for multi-tenant management. Lead Presales Engagements: Deliver tailored, high-impact product demonstrations that showcase inforcer's capabilities for multi-tenant management, security, and operational efficiency.
Sales Representative BC - San Gabriel, CA (Cantonese or Mandarin Speaking) Fiserv IncSales Representative BC - San Gabriel, CA (Cantonese or Mandarin Speaking)San Gabriel, CA$39,600–$92,400 / yearFor commission eligible employees, the successful candidate is eligible to earn commissions pursuant to the terms of the applicable Fiserv Sales Compensation Plan. You will be on the frontlines of innovation, connecting small and medium-sized businesses (SMBs) with Clover, our award-winning point-of-sale and business management platform.
NewIndustrial Automation Sales Representative - City of Industry OTC Industrial TechnologiesIndustrial Automation Sales Representative - City of IndustryCity Of Industry, CAGrow Your Territory: Perform strategic sales calls, construct localized plans to smash annual goals, and aggressively target high-potential new accounts across City of Industry and surrounding markets. OTC Industrial Technologies is looking for a driven Industrial Automation Sales Representative to own and grow a territory across the City of Industry metro area — one of the most active automation, semiconductor, and advanced manufacturing markets in the country.
Prestige Beauty Advisor Ulta Beauty IncPrestige Beauty AdvisorCompton, CA$17.50–$25.50 / hourEnsure that each guest receives exceptional service by providing a guest-friendly environment, which includes greeting and engaging every guest, personalizing service to their needs, recommending complementary products and/or services, and informing guests of current promotions, events, and services within the store. We bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beautys own private label.
Specialty Beauty Advisor - Clinique Ulta Beauty IncSpecialty Beauty Advisor - CliniqueFontana, CA$18–$28 / hourWe bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beauty's own private label. Build and maintain strong customer relationships and active contact with a growing customer list for Clinique brand sales by interfacing with existing customer base, maintaining active contact with a growing preferred customer list, and follow up on guest inquiries.
Hearing Care Advisor-Irvine, CA Sonova Holding AGHearing Care Advisor-Irvine, CAIrvine, CA$24–$25 / hourThis person should be comfortable providing support to customers in real-time, anticipating their needs, recognizing customer trends, and being able to identify sales readiness. Educate patients on differences in hearing care solutions: What is best for their type of hearing loss, lifestyle and financial situation.
Beauty Advisor Ulta Beauty IncBeauty AdvisorWest Covina, CA$17–$25 / hourEnsure that each guest receives exceptional service by providing a guest-friendly environment, which includes greeting and engaging each guest entering the store, personalizing service to their needs, answering questions about products and services, informing guests about promotions and sales, and recommending complementary Ulta Beauty products and/or services. The Beauty Advisor (BA) is responsible for providing an exceptional experience for all Ulta Beauty guests by engaging each guest to determine their individual needs, conducting cashier tasks, keeping fixtures stocked with merchandise, maintaining overall store cleanliness and completing tasks as assigned.
Mortgage Financing Advisor (Pulte Mortgage) Pulte Group, Inc.Mortgage Financing Advisor (Pulte Mortgage)Mission Viejo, CA$79,000–$98,750 / yearThe Mortgage Financing Advisor is primarily responsible for precontract and preapproval advisory conversations with potential homebuyers to include builder sales training and support, mortgage loan backlog management, marketing efforts and relationship management across all stakeholders. No fee will be owing or paid to Recruiters who submit unsolicited candidates, in the event the candidate is hired by PulteGroup, Inc. or its affiliates as a result of the referral, without a written agreement between PulteGroup, Inc. and through any means other than via our Applicant Tracking System.
Specialty Beauty Advisor - Lancome Ulta Beauty IncSpecialty Beauty Advisor - LancomeSan Clemente, CA$18–$28 / hourWe bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beauty's own private label. Build and maintain strong customer relationships and active contact with a growing customer list for Lancôme brand sales by interfacing with existing customer base, maintaining active contact with growing preferred customer list, and following up on guest inquiries.
Multi Brand Advisor I Ulta Beauty IncMulti Brand Advisor ILaguna Niguel, CA$20–$30 / hourEnsure that each guest receives exceptional service by providing a guest-friendly environment, which includes greeting and engaging every guest, personalizing service to their needs, offering samples, recommending complementary products and/or services, and informing guests of current promotions, events and services within the store. Meet or exceed focused MAC, Clinique, and Estee Lauder brand sales and clientele goals, and contribute to meeting or exceeding the store's goals related to retail and service sales, guest loyalty (including credit), retail shrink and omni-channel sales as set by Ulta Beauty for the store.
Retirement Sales Associate PIMCORetirement Sales AssociateNewport Beach, CA$105,000–$115,000 / yearAt PIMCO, we offer a dynamic work environment where you will have the chance to make a meaningful impact: Exceptional Organizational Skills and Resourcefulness: You excel in managing multiple projects with your outstanding organizational and project management abilities. 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.
NewAdvisor Financial Aid Universal Technical InstituteAdvisor Financial AidLong Beach, California$18–$26 / hourFuture Advisors work closely with Admissions Representative and students to fully understand each student’s situation and indicators to determine the student’s likelihood of starting school and to develop an accurate projection of the upcoming starts. Works proactively with Admissions, Students Services, Education, Employment Services and Accounting teams to support the needs of students and improve operational outcomes such as show rate, retention, persistence and overall student satisfaction.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorNewport Beach, CAThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Account Manager, ETF Sales (West Region) Pacific Investment Management Co LLCAccount Manager, ETF Sales (West Region)Newport Beach, CA$205,000–$240,000 / yearThe Account Manager will gain valuable experience working with wirehouse advisors and teams, independent advisors, and registered investment advisors (RIAs), helping to drive growth in a key business area. 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.
Technical Sales Manager (Pre-Sales Systems Engineer), SD-WAN Palo Alto Networks IncTechnical Sales Manager (Pre-Sales Systems Engineer), SD-WANCAAs a Technical Sales Manager (TSM) for SD-WAN, you will work with your sales partners to establish strong relationships with customers, helping them in the detection and prevention of advanced cyber attacks and breaches, and advising on which applications to deploy from the Palo Alto Networks platform. Establish yourself as a trusted advisor on Palo Alto Networks' SD-WAN products and capabilities, to prospects and customers, working with your Account Managers and the local partners within your territory.
Member Advisor Financial Partners Credit UnionMember AdvisorDowney, CAFinancial Partners Credit Union, recognized as a Top Workplace by USA Today, the Orange County Register, and the Los Angeles Times , and named one of the Best Credit Unions to Work For by American Banker and one of the Best Credit Unions in California by Forbes , is seeking a service-oriented professional to join our team as a Member Advisor . In this role, you will build and grow strong member relationships by sourcing, processing, and delivering credit union products and services while ensuring a high-quality service experience.
Part-Time Beauty Advisor - Sephora Kohl's CorpPart-Time Beauty Advisor - SephoraMontebello, CA$17.95–$23.35 / hourAs Beauty Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach and ensure an excellent overall client experience. Build strong client loyalty and influence clients by identifying their needs and suggesting products to drive sales, including the opportunity to upsell products.
Vice President - Wealth Advisor Focus Financial PartnersVice President - Wealth AdvisorLake Forest, California$100,000–$150,000 / yearBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. This is an ideal opportunity for a business development focused advisor who thrives on building relationships, developing referral networks, and generating new client opportunities while gaining exposure to investment management and client service opportunities.
Senior Loan Advisor - Remote Opportunity (Remote) Swell LoansSenior Loan Advisor - Remote Opportunity (Remote)Irvine, CARemoteLoan Advisors receive company provided leads from a variety of sources, including but not limited to direct mail, call center warm transfers and exclusive online leads generated through Refi.com and 3 rd party partners and can offer their customers the most aggressive Conventional, Jumbo, Non-QM, and Government refinance and purchase programs in the industry at competitive and transparent pricing. We also provide a Loan Advisor Assistant to support administrative tasks and enable a higher degree of customer contact that allows greater sales opportunities.
Service Advisor Meineke Car Care CentersService AdvisorLake Forest, CAIn over 700 shops spanning coast-to-coast, we look for those who share our passion for high quality repair work to help get our customers back on the road. Whether you're looking for a position as a Shop Manager, Technician, or Service Advisor, Meineke provides opportunities for real-world experience in your local area.
Beauty Advisor - Dyson ActionLink Services LLCBeauty Advisor - DysonCosta Mesa, CA$29–$31 / hourYou'll wow shoppers with game‑changing tools, pro‑level tips, and your own magnetic personality-transforming everyday store visits into unforgettable beauty moments! Imagine yourself in the chic, buzzing beauty scene at Nordstrom and Ulta -demonstrating Dyson's revolutionary hair‑styling innovations.
Service Experience Advisor Micro CenterService Experience AdvisorTustin, CALocated at the Knowledge Bar, the Service Experience Advisor focuses on delivering a high-touch experience while helping customers understand the value of services like PriorityCare+, Data Backup, ESET, and other personalized solutions. This front-line role blends basic technical understanding with strong interpersonal skills to guide customers through service intake, recommend actions for appropriate solutions, and ensuring confidence in the repair process.
Advisor Onboarding Specialist AltruistAdvisor Onboarding SpecialistLos Angeles, CA$79,000–$113,000 / yearYou'll own your implementations end to end - running discovery, building and driving the plan, holding both the firm and our internal teams to the milestones, and leading the training that makes an advisory team fluent on the platform. Lead cross-functional implementation efforts across Sales, Customer Success, Operations, Product, Engineering, and Compliance, driving accountability and removing obstacles.
Luxury Sales Consultant Laser Away LLCLuxury Sales ConsultantTustin, CADay-to-day: conducting consultations; educating patients on laser, body contouring, and injectable services; presenting treatment plans and financing options; and partnering with clinicians and your Location Director to deliver a seamless, premium patient experience from arrival through checkout. You'll lead one-on-one consultations, design customized treatment plans, and guide patients through their full aesthetic journey building the kind of trust that turns a first visit into a long-term relationship.
Luxury Aesthetic Sales Consultant Laser Away LLCLuxury Aesthetic Sales ConsultantHermosa Beach, CADay-to-day: conducting consultations; educating patients on laser, body contouring, and injectable services; presenting treatment plans and financing options; and partnering with clinicians and your Location Director to deliver a seamless, premium patient experience from arrival through checkout. You'll lead one-on-one consultations, design customized treatment plans, and guide patients through their full aesthetic journey building the kind of trust that turns a first visit into a long-term relationship.
Sales Development Associate RBC Bearings IncSales Development AssociateCAThe rotational development program curriculum will integrate a balanced mix of internal and external learning opportunities, self‑directed training, collaborative coaching, and hands‑on project work to ensure comprehensive career development and equips associates with both practical skills and core competencies essential to success. About RBC Bearings Incorporated RBC Bearings Incorporated (NYSE: RBC/RBCP) is a leading international manufacturer of highly engineered precision bearings, components and essential systems for the industrial, defense and aerospace industries.
Senior Sales Engineer Rithum CorpSenior Sales EngineerCA$110,000–$150,000 / yearAt this level, you operate as a strategic advisor to both clients and internal teams, leading complex discovery engagements, building executive-level business cases, and driving deals across multi-stakeholder organizations. Competitive time off package with 20 days of Paid Time Off, 9 Company-Paid holidays, 2 paid floating holidays, 7 paid sick days, 2 Wellness days, and 1 Paid Volunteer Day; at 3 years of service PTO increases to 22 days, and at 5 years it increases to 25 days.
Mid-Market Sales Consultant Paychex IncMid-Market Sales ConsultantOrange County, CA$70,000–$120,000 / yearAs Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and advisory services together into a single connected HCM platform.
NewBilingual Service Advisor | $75K-$85K + Bonus - 2150 PromotiveBilingual Service Advisor | $75K-$85K + Bonus - 2150Anaheim, CAThis is a rare opportunity to join a developing high-ticket independent shop early, make a real impact, and grow alongside ownership. If you’re a serious automotive professional looking for a stable long-term opportunity where your experience matters, call in and complete your initial screening with Paige to be considered.
Life Services Financial Solutions Advisor (Series 7 required) - Lincoln, RI Bank of AmericaLife Services Financial Solutions Advisor (Series 7 required) - Lincoln, RIRiverside, CaliforniaKey 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. 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 solutions.
Credit Solutions Advisor - Corona Plaza - Spanish language Fluency Preferred Bank of America CorpCredit Solutions Advisor - Corona Plaza - Spanish language Fluency PreferredCorona, CA$26–$30.83 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experienceRequired Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Financial Solutions Advisor - Grand and Diamond Bar Financial Center Bank of America CorpFinancial Solutions Advisor - Grand and Diamond Bar Financial CenterDiamond Bar, 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- Los Angels Metro Bank of America CorpFinancial Solutions Advisor- Los Angels MetroCulver City, 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.
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 - Gateway Cities Bank of America CorpFinancial Solutions Advisor - Gateway CitiesGardena, 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 - Gateway Cities Los Angeles, California; Gardena, California; Los Angeles, California; Carson, California; Los Angeles, California; Palmdale, California; Culver City, California; Canyon Country, California; Los Angeles, California; Chatsworth, California; Bell, California; Walnut Park, California; Northridge, California; Palmdale, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
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.