Financial Solutions Expert
1 week ago
As a Merrill Financial Solutions Advisor, you will be responsible for working with high-net worth clients to identify their needs and develop personalized investment strategies. This role is ideal for those who enjoy building strong relationships and providing expert advice to clients.
Job Responsibilities
The successful candidate will have two years of experience in the financial service industry, including investment training and knowledge of investment products and services. They will also be self-motivated, efficient, and able to manage time effectively. Key responsibilities include reviewing investment goals, preparing investment recommendations, and leveraging technology to achieve business growth goals.
What We Offer
Merrill provides its employees with comprehensive training and development opportunities to help them achieve their goals. As a Financial Solutions Advisor, you will have the chance to work with a diverse range of clients and build a sustainable book of business. You will also have access to the latest tools and technology to help you succeed in your role.
Salary and Benefits
This role offers an estimated annual salary of $75,000 - $85,000, based on experience, education, and skill set. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics. Additionally, this role is currently benefits eligible and includes access to paid time off, resources, and support to contribute to the sustainable growth of our business and the communities we serve.
-
Senior Financial Planning Expert
6 days ago
Westlake Village, California, United States Disability Solutions Full timeJob Overview:We are seeking a highly skilled Senior Financial Planning Expert to join our Corporate Finance team. The ideal candidate will possess strong financial analytical skills and the ability to clearly present and report financial data.About the Role:This challenging role requires complex problem-solving skills in managing multiple high-profile...
-
Financial Planning and Analysis Expert
6 days ago
Westlake Village, California, United States Disability Solutions Full timeAbout the OpportunityAmeriHome Mortgage is a Western Alliance Bank company, and we are seeking a talented individual to join our Corporate Finance team as a Senior Financial Planning Analyst. This role offers a unique opportunity to drive business growth and make a meaningful impact on the organization.The ideal candidate will have a proven track record of...
-
Wealth Management Professional
1 week ago
Westlake Village, California, United States Disability Solutions Full timeMerrill Financial Solutions Advisors play a critical role in helping clients achieve their financial goals. As a member of our team, you will have the opportunity to work with high-net worth individuals and families, identifying their needs and developing tailored investment strategies. With a strong focus on relationship-building and customer satisfaction,...
-
Manager of Financial Insights
6 days ago
Westlake Village, California, United States Disability Solutions Full timeJob Overview:AmeriHome Mortgage seeks a talented Senior Financial Planning Analyst to join its Corporate Finance team. As a key member of the team, you will provide financial insights and support to drive business decisions. Your responsibilities will include developing financial models, analyzing data, preparing reports, and collaborating with stakeholders....
-
Investment Advisory Specialist
1 week ago
Westlake Village, California, United States Disability Solutions Full timeIf you're passionate about helping others achieve their financial goals, then a career as a Merrill Financial Solutions Advisor may be right for you. As a member of our team, you will work closely with high-net worth clients, building strong relationships and providing expert investment advice. With a focus on client-centric service and ongoing professional...
-
Financial Analyst Lead
6 days ago
Westlake Village, California, United States Disability Solutions Full timeJob Description:AmeriHome Mortgage is seeking a Financial Analyst Lead to join its Corporate Finance team. This role involves forecasting, interest rate risk, budgeting, data analysis, documentation, and other responsibilities.About the Company:AmeriHome Mortgage is a Western Alliance Bank company. We are committed to equal employment and consider all...
-
Financial Planning Strategist
6 days ago
Westlake Village, California, United States Disability Solutions Full timeAbout the Job:AmeriHome Mortgage is seeking a highly skilled Senior Financial Planning Analyst to join its Corporate Finance team. This challenging role requires complex problem-solving skills in managing multiple high-profile priorities, attention to detail, and the ability to work through ambiguous situations. The successful candidate must have a...
-
Sales Expert for Music Lovers
3 days ago
Westlake Village, California, United States Guitar Center Full timeWe are looking for a highly motivated Sales Expert to join our team at Guitar Center Store 101! As a Sales Expert, you will work closely with customers to understand their needs and provide personalized solutions.Primary Responsibilities:Develop strong product knowledge to make informed recommendationsEngage with customers to build trust and drive...
-
Westlake Village, California, United States New York Life Insurance Company Full timeAbout the RoleAs a Financial Services Professional with New York Life, you will be responsible for developing and maintaining relationships with clients, identifying their financial needs, and providing tailored solutions to help them achieve their goals. Key responsibilities include:Conducting financial needs assessments and creating personalized...
-
Senior Sales Leader for Financial Growth
1 week ago
Westlake Village, California, United States New York Life Insurance Company Full timeCareer OverviewAs a Senior Sales Leader with New York Life, you'll be responsible for helping clients identify and achieve their financial objectives. You'll work closely with our team to provide tailored financial solutions and drive business growth.This is an exciting opportunity to join a Fortune 100 company and take your career to the next level. With...
-
Senior Financial Advisor
5 days ago
Westlake Village, California, United States Mainstreet Mortgage Full timePosition OverviewWe are seeking an accomplished Senior Loan Officer to join our team at Mainstreet Mortgage. As a key member of our lending staff, you will be responsible for evaluating loan requests, advising borrowers on their financial status, and guiding them through the loan application process. With a strong focus on customer satisfaction and...
-
Automotive Digital Solutions Expert
5 days ago
Westlake Village, California, United States J.D. Power Full timeAbout J.D. Power:J.D. Power is a leading provider of consumer insights and data analytics, serving major industries worldwide. The company is committed to employing a diverse workforce and providing equal opportunities for all applicants.About the Job:This role requires a highly motivated and energetic individual to work as a Digital Dealer Advisor, driving...
-
Corporate Finance Professional
6 days ago
Westlake Village, California, United States Disability Solutions Full timeAbout the RoleThis is a critical role within the Financial Planning and Analysis team, requiring a deep understanding of financial modeling, data analysis, and presentation. The successful candidate will be responsible for developing and maintaining comprehensive financial models, analyzing data, and presenting findings to executive management.Key...
-
Senior Collections Expert
6 days ago
Westlake Village, California, United States Disability Solutions Full timeThe Senior Remedy Analyst role at AmeriHome Mortgage offers a unique opportunity to leverage your expertise in mortgage banking, collections, accounting, or finance to drive business growth and customer satisfaction. With a strong focus on Remedy and Recovery, this position requires a high degree of analytical ability, attention to detail, and effective...
-
Loan Review Expert
6 days ago
Westlake Village, California, United States Disability Solutions Full timeWhat You'll DoAmeriHome Mortgage is seeking a Mortgage Underwriter I who will perform a thorough analysis of Conventional and Government loans to identify potential risks and ensure compliance with current guidelines and overlays. The successful candidate will have a strong understanding of loan quality and risk management principles and be able to...
-
Mortgage Trading Expert
6 days ago
Westlake Village, California, United States Disability Solutions Full timeOverview: AmeriHome Mortgage Company, LLC is a leading player in the residential mortgage industry. As a VP, Senior Trader, you will play a crucial role in managing our correspondent bulk trading desk and making strategic pricing decisions to maximize company volume and revenue.Salary: $130,400.00 - $153,412.50 per year, depending on location.About the...
-
Senior User Experience Designer
4 weeks ago
Westlake Village, California, United States DesignX Community Full timeSenior User Experience DesignerDesignX Community seeks a seasoned Senior User Experience Designer to join our team. As a Salesforce expert, you will be responsible for designing user-centric experiences within the Salesforce platform.Key Responsibilities:User Research and Analysis: Conduct user research to understand user needs, behaviors, and pain...
-
Residential Mortgage Securities Expert
6 days ago
Westlake Village, California, United States Disability Solutions Full timeWhat We're Looking ForAmeriHome seeks an experienced professional to fill the role of VP, Senior Trader. This challenging position requires complex problem-solving skills, working knowledge of Capital Markets, and experience in Secondary Marketing trading and pricing of residential mortgage loans and MBS. The ideal candidate will have previously demonstrated...
-
Procurement and Contracting Expert
2 weeks ago
Westlake Village, California, United States Eleven Recruiting Full timeAbout Our ClientA leading financial services firm in Westlake, CA, is seeking a seasoned Contracts Manager to join their team.Job Description:This is an exciting opportunity for a talented individual to lead projects, negotiate contracts, and exercise independent judgment on business matters.Responsibilities:Develop and implement strategies to improve...
-
Tax Accounting Expert
1 week ago
Westlake Village, California, United States The LSC Group LLP Full timeJob DescriptionWe are seeking a senior tax accountant to join our team at The LSC Group LLP. As a key member of our accounting department, you will be responsible for preparing federal and state income tax returns, reviewing accounting records, and providing year-end tax planning and projections. Your strong technical skills and excellent communication...