Current jobs related to Financial Services Consultant - Santa Clara, California - Bank of America


  • Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full time

    Job OverviewWe are seeking a skilled financial professional to join our team at Global Financial Impact - Marco Esquivel. As a key player, you will be responsible for helping clients and businesses achieve their financial goals by providing expert advice and solutions.Salary and BenefitsThe estimated salary range for this position is $25,000 part-time and...


  • Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full time

    Company OverviewGlobal Financial Impact is a dynamic organization dedicated to empowering individuals and businesses to achieve their financial goals. We provide comprehensive financial solutions, expert guidance, and ongoing support to ensure our clients thrive. Salary and BenefitsAs a financial professional with Global Financial Impact, you can expect a...


  • Santa Rosa, California, United States Meron Financial Agency Full time

    Become a successful financial consultant with Meron Financial Agency, where talented professionals excel.QualificationsMust reside in the USMust be a US citizen or legal/permanent residentYour RoleAs a Financial Protection Specialist, you'll be responsible for working with clients to understand their financial goals and develop personalized...


  • Santa Clara, California, United States New York Life Insurance Company - Santa Clara General Office Full time

    About UsNew York Life Insurance Company - Santa Clara General Office prioritizes providing financial security and peace of mind through our insurance, annuity, and investment solutions. We strive to be guided by integrity and humanity in all interactions with our policy owners, business partners, and colleagues. With a long-term perspective, we serve as...


  • Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full time

    Join Our TeamWe are excited to invite highly motivated and ambitious individuals to apply for the Financial Services Representative position at Global Financial Impact - Marco Esquivel. As a valued member of our team, you will play a pivotal role in helping clients and businesses achieve their financial objectives. With a competitive compensation package and...


  • Santa Barbara, California, United States U.S. Bancorp Full time

    About U.S. Bancorp">We are a leading financial institution dedicated to delivering exceptional banking and investment services. Our team of experts is committed to helping individuals and businesses achieve their financial goals.">Job Description">The Financial Services Consultant position plays a vital role in facilitating the delivery of investment...


  • Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full time

    Professional Financial RepresentativeAre you looking for a challenging and rewarding career in the financial services industry? Do you have a passion for helping others achieve their financial goals and a drive to succeed in a dynamic and supportive environment? Overview of Global Financial ImpactGlobal Financial Impact is a leading organization in the...


  • Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full time

    Job Title: Financial Services AdvisorAre you looking for a challenging and rewarding career in the financial sector? Do you have a passion for helping others achieve their financial goals? Company OverviewGlobal Financial Impact is a leading organization in the financial services industry, dedicated to providing expert guidance and support to individuals...


  • Santa Clarita, California, United States Raymond James Financial Services Full time

    About This RoleAs a Wealth Planning Consultant at Raymond James Financial Services, you will play a vital role in supporting our Lead Advisors to ensure every client and prospective client receives exceptional service.You will take the lead on delivering unbiased advice to create outstanding client experiences.Educating clients and prospects about our...


  • Santa Ana, California, United States Alt Financial Network, Inc. Full time

    Mortgage Loan Originator OpportunityWe are excited to offer a Mortgage Loan Originator position at Alt Financial Network, Inc. As a successful Mortgage Consultant, you will be responsible for originating loans, maintaining strong relationships with real estate agents, and staying up-to-date with industry trends.Key ResponsibilitiesOriginate loans through...


  • Santa Clara, California, United States Intellectt Inc Full time

    Job Description:SAP RAR Support ConsultantAt Intellectt Inc, we are seeking a highly skilled SAP RAR Support Consultant to join our team. As a key member of our organization, you will be responsible for providing expert-level support and configuration services for our clients' SAP RAR finance systems.The ideal candidate will have 8+ years of experience in...


  • Santa Maria, California, United States Meron Financial Agency Full time

    About UsMeron Financial Agency is a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a client-centric approach, cutting-edge technology, and a supportive team environment, we offer the tools and opportunities you need to thrive.Compensation StructureWe offer a commission-only compensation structure with...


  • Santa Clarita, California, United States Ria Financial Full time

    Ria Financial OverviewAt Ria Financial, we pride ourselves on being the most progressive and inclusive money transfer business in the world. Our mission is to make financial services accessible to everyone, regardless of their location or background.We offer a range of financial products and services, including money transfers, bill payments, and prepaid...

  • Financial Consultant

    3 weeks ago


    Santa Ana, California, United States El Triunfo Corporation Full time

    We are seeking a highly skilled Financial Consultant to join our team at El Triunfo Corporation in Santa Ana, CA. As a key member of our Accounting and Tax Firm, you will play a crucial role in assisting Hispanic business owners with their financial planning needs.The ideal candidate will be fluent in both English and Spanish, possess strong analytical...


  • Santa Clara, California, United States Frontier Ford Full time

    Job DescriptionAt Frontier Ford, we are seeking a skilled Automotive Service Consultant to join our team. This role requires a mechanically-minded individual with exceptional customer service skills.Responsibilities:Assess customer needs and schedule appointments for our capable service technicians.Use product knowledge as a service advisor and draft cost...

  • Safety Consultant

    3 weeks ago


    Santa Clara, California, United States Lewis Bass International Engineering Services, Inc Full time

    Job Title: Safety ConsultantWe are seeking a highly skilled Safety Consultant to join our team at Lewis Bass International Engineering Services, Inc.Job SummaryAs a Safety Consultant, you will be responsible for ensuring the safety of industrial machinery and equipment. You will conduct on-site evaluations to identify potential hazards and provide...


  • Santa Clara, California, United States Innovations PSI Full time

    At Innovations PSI, we are seeking a skilled Financial Services Coordinator to play a pivotal role in the account opening process. This individual will be responsible for preparing custodian account applications and advisory agreements, as well as setting up accounts on our internal systems.Key Responsibilities:Coordinate the account opening process...


  • Santa Clara, California, United States Agilent Technologies, Inc. Full time

    Company OverviewA leading global company, Agilent Technologies, Inc., is headquartered in California, providing innovative solutions for laboratories. Established in 1999 as a spin-off from Hewlett-Packard, the company has expanded into pharmaceuticals, diagnostics, clinical services, and academia.Job DescriptionThis part-time hybrid role involves credit...


  • Santa Clara, California, United States ServiceNow Full time

    Unlocking Business Potential through Innovative SolutionsWe're on a mission to revolutionize the way organizations work, and we're looking for a talented Senior Product Leader to join our team.About Us:At ServiceNow, we believe that technology should make a real difference in people's lives. Our intelligent cloud-based platform connects people, systems, and...


  • Santa Clara, California, United States ServiceNow Full time

    Company Overview: ServiceNow is a global leader in the enterprise software market, providing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500.About Us: We understand industries, our customers' strategy and desired outcomes and we deeply engage on how ServiceNow can enable their digital transformation priorities via...

Financial Services Consultant

3 weeks ago


Santa Clara, California, United States Bank of America Full time

Bank of America is seeking a talented Financial Services Consultant to join their team. This role will involve providing specialized and personalized service offering advice and guidance to financial center clients.

Key Responsibilities:
  • Client Relationship Building: Acquire new and deepen existing client relationships by conducting client meetings and presenting customized solutions to clients.
  • Financial Advice: Recommend financial advice and guidance that align with the clients' financial goals and needs.
Requirements:
  • A minimum of 2 years of mortgage origination experience or equivalent role at Bank of America.
  • In-depth knowledge of credit and home lending requirements.
  • Strong written and verbal communication skills.
  • Ability to handle ambiguity and adapt to changing circumstances.

The estimated salary for this position is $26,000 - $30,000 per year, based on experience, education, and skill set. Benefits include participation in a formulaic incentive plan and eligibility for health insurance.