Investment Solutions Expert

3 weeks ago


Riverside, California, United States Bank of America Full time
Investment Solutions Expert:

As an Investment Solutions Expert at Bank of America, you will play a critical role in helping high-net-worth clients achieve their financial goals through expert investment advice and guidance. This individual will be responsible for developing and implementing customized investment strategies, analyzing complex financial data, and identifying opportunities for growth.

The successful candidate will possess a strong understanding of investments and financial markets, as well as excellent communication and interpersonal skills. They will be able to work independently, prioritize tasks, and manage multiple projects simultaneously, while providing exceptional client service and responding promptly to client inquiries.

Key Responsibilities:

+ Develop and implement customized investment strategies to help clients achieve their financial goals.
+ Analyze complex financial data, identifying opportunities for growth and developing effective solutions to meet client needs.
+ Collaborate with internal stakeholders to stay up-to-date on market trends and regulatory requirements.
+ Provide exceptional client service, responding promptly to client inquiries and addressing concerns in a timely manner.

Requirements:

* Series 7 and 66 licensed
* 5+ years of experience in investment banking or financial services
* Strong knowledge of investments and financial markets
* Excellent communication and interpersonal skills
* Ability to work independently and manage multiple projects simultaneously

Salary: $75,000 - $82,000 annualized salary, plus formulaic incentives.

  • Riverside, California, United States Bank of America Full time

    Become a part of Bank of America's dynamic team and help shape the future of financial services. As a Senior Financial Solutions Manager, you will have the opportunity to work closely with high-net-worth clients, providing expert guidance on investment strategies and helping them achieve their long-term goals.This role requires a deep understanding of...


  • Riverside, California, United States M and M Commercial Real Estate Full time

    Responsibilities and QualificationsAs a Commercial Real Estate Sales Agent at M and M Commercial Real Estate, your responsibilities will include handling client negotiations and transactions, ensuring paperwork is filled out accurately and legally, and providing market area research to clients so they can make an educated and informed decision.You will also...


  • Riverside, California, United States Staffmark Full time

    As a Creative Digital Solutions Expert, you will be responsible for creating and managing responsive, ADA-compliant websites and digital content for the City of Riverside. This role focuses on designing user-friendly interfaces (UI), maintaining websites through the Drupal CMS, and collaborating with city departments to deliver exceptional user experiences...


  • Riverside, California, United States Instep CA Group Full time

    About the RoleAs a Customer Support Representative at Instep CA Group, you'll have the opportunity to make a real impact on our customers' lives. We're seeking a dedicated and results-driven professional who can deliver exceptional service, drive business growth, and exceed customer expectations.You'll be responsible for building strong relationships with...


  • Riverside, California, United States Ardor Health Solutions Full time

    Travel Nursing Opportunity in CaliforniaArdor Health Solutions is a leading healthcare staffing company seeking experienced Intensive Care Unit (ICU) nurses for travel assignments in Riverside, California.Job Summary:We are looking for dedicated ICU nurses to provide high-quality patient care in a dynamic and fast-paced hospital setting. As a travel nurse...


  • Riverside, California, United States Burlington Full time

    As a Senior Data Analyst for MHE Systems at Burlington, you will be instrumental in driving the company's transformation by providing stable and efficient MHE systems. Your responsibilities will include daily support of Burlington's MHE software systems, working with Business Partners and MHE vendors to resolve problems, and coordinating software and system...

  • IT Solutions Analyst

    4 weeks ago


    Riverside, California, United States Irvine Technology Corporation Full time

    Job Title: IT Solutions AnalystSalary Range: $55,000 - $62,000 per yearLocation: Riverside, CA (up to 40% travel to local site locations)We are seeking an experienced IT Solutions Analyst to join our team at Irvine Technology Corporation. As a key member of our technical staff, you will be responsible for providing expert-level support for Microsoft desktop...


  • Riverside, California, United States Bank of America Full time

    Job Overview: The Elite Client Financial Strategist is a critical role at Bank of America, responsible for managing a portfolio of high-net-worth clients and providing expert investment solutions to meet their complex needs. With a strong focus on relationship-building and exceptional client service, this individual will work closely with clients to...


  • Riverside, California, United States K2 Staffing Full time

    Job Title: Technical Solutions SpecialistWe are seeking a highly skilled Technical Solutions Specialist to join our team at K2 Staffing. As a key member of our IT department, you will be responsible for providing technical support to our sales team and clients. With your strong technical expertise and excellent communication skills, you will ensure seamless...


  • Riverside, California, United States Packsmart LLC Full time

    Job Title: Packaging Sales ExpertWe are seeking an experienced and motivated Sales Expert to join our team in the packaging industry. The ideal candidate will have a strong background in sales, with 5-10 years of experience preferred, especially in bubble packaging and paper bag packaging.The estimated salary for this role is $80,000 - $120,000 per year,...


  • Riverside, California, United States RICK ENGINEERING COMPANY Full time

    Key ResponsibilitiesThe successful candidate will have 4 years of experience in land development and hold a BSCE or equivalent work experience of 8 years.As a Principal Geotechnical Design Expert, you will provide technical leadership and expertise in geotechnical design and construction methods.You will also collaborate with multidisciplinary teams to...


  • Riverside, California, United States Poonam Walia - State Farm Agent Full time

    About Our AgencyPoonam Walia - State Farm Agent is committed to excellence in customer service and community involvement. As a member of our team, you will have the opportunity to grow professionally and make a real difference in people's lives.Your Job DescriptionWe are seeking a highly motivated and customer-focused individual to join our team as a...


  • Riverside, California, United States Lifetime Solutions, Inc. Full time

    Join Our Team:Lifetime Solutions, Inc. is looking for a talented Appointment Setter to become a part of our dynamic team!About the Position:This role offers a unique blend of sales and customer service, allowing you to develop your interpersonal skills and make a real impact on our customers' lives.Key Duties:Identify and pursue new business opportunities...

  • Registered Nurse

    3 weeks ago


    Riverside, California, United States TotalMed Staffing Full time

    TotalMed Staffing is a leading healthcare staffing agency, dedicated to providing high-quality staffing solutions to top healthcare organizations. We are currently seeking an experienced Labor and Delivery Registered Nurse for a 13-week travel nursing position in Riverside, CA.About the PositionThis position offers a salary of $105,027 per year, paid...


  • Riverside, California, United States VARNER & BRANDT LLP Full time

    Transaction Support OpportunityVARNER & BRANDT LLP is a dynamic and growing law firm seeking an exceptional Paralegal Business Law Expert to join our team. As a Paralegal, you will play a critical role in supporting our attorneys with transactional matters, ensuring timely and accurate completion of tasks.Key Responsibilities and RequirementsAssist attorneys...

  • Sales Consultant

    3 weeks ago


    Riverside, California, United States Select Home Improvements Full time

    Select Home Improvements is a dynamic and growing home improvement contractor looking for a skilled Sales Consultant - Home Renovation Expert to join our team in Riverside, CA. In this role, you will be responsible for meeting with homeowners, understanding their needs, and providing personalized solutions to enhance their living spaces.The estimated annual...


  • Riverside, California, United States Empower Solar Inc Full time

    Empower Solar Inc. is a leading provider of solar solutions for residential customers. We are seeking an experienced Electrical Service Panel Installation Expert to join our team.The successful candidate will be responsible for completing residential service panel upgrades to accommodate solar back feed, reviewing photos of upcoming projects, and...

  • Bodywork Expert

    2 days ago


    Riverside, California, United States Hand & Stone - Riverside County Full time

    Why Join Our Team?At Hand & Stone - Riverside County, we offer a comprehensive benefits package that includes flexible scheduling, continuing education training, and a professional and safe work environment.We believe in investing in our employees' growth and development, which is why we provide 12 CEU credits just for completing our new-hire training...

  • Appointment Scheduler

    3 weeks ago


    Riverside, California, United States Lifetime Solutions, Inc. Full time

    About UsLifetime Solutions, Inc. is committed to providing the best water possible to residents of Southern California through in-home water testing and perfect solutions for any issues found.We pride ourselves on being a culture of highly motivated, upbeat, competitive people who are looking for positive-minded individuals to come grow with us.Our Mission:...


  • Riverside, California, United States beBee Professionals Full time $30,000 - $45,000

    OverviewIn our organization, beBee Professionals, we are looking for a highly skilled Customer Service Experience Expert to join our team in Riverside, United States.This role requires providing exceptional support to our customers by answering inquiries, resolving issues, and ensuring customer satisfaction through effective communication and problem-solving...