Elite Client Financial Strategist
3 days ago
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 understand their financial goals and develop personalized strategies to achieve them.
The ideal candidate will possess a deep understanding of investments and financial markets, as well as excellent communication and interpersonal skills. They will be able to analyze complex financial data, identify opportunities for growth, and develop effective solutions to meet client needs.
This role requires a strong ability to work independently, prioritize tasks, and manage multiple projects simultaneously. The successful candidate will be highly organized, proactive, and results-driven, with a passion for delivering exceptional client experiences.
Key Responsibilities:
+ Manage a portfolio of high-net-worth clients, providing expert investment advice and guidance to meet their complex needs.
+ Develop and implement customized investment strategies to help clients achieve their financial goals.
+ 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.
-
Elite Client Strategist
2 weeks ago
Riverside, California, United States Bank of America Full timeBank of America is a leader in the financial industry, committed to helping individuals and businesses achieve their goals. As an Elite Client Strategist, you will play a critical role in driving business growth while delivering exceptional client experiences.This position requires a high level of expertise in investments and financial markets, as well as...
-
Elite Financial Services Director
4 weeks ago
Riverside, California, United States Bank of America Full timeJob OverviewWe are seeking a highly skilled Elite Financial Services Director to join our team at Bank of America. This role is responsible for managing complex financial relationships with high-net-worth clients and providing exceptional service to drive business growth.Job DescriptionThe successful candidate will be responsible for:Managing a portfolio of...
-
Financial Manager
3 days ago
Riverside, California, United States Elite Sourcing LLC Full timeJob DescriptionElite Sourcing LLC is partnering with a leading company to find a highly skilled Controller. The ideal candidate will oversee all financial activities, ensuring accurate financial reporting and providing strategic financial guidance. This is an excellent opportunity for a seasoned finance professional looking to take on a leadership role.In...
-
Chief Financial Officer
4 days ago
Riverside, California, United States Elite Sourcing LLC Full timeAccounting Leadership OpportunityElite Sourcing LLC is seeking an experienced Controller to lead our accounting team. In this role, you will be responsible for managing the accounting operations of the company, including financial reporting, budgeting, and forecasting.You will work closely with executive management to provide financial analysis and...
-
Senior Financial Manager
4 weeks ago
Riverside, California, United States Elite Sourcing LLC Full timeElite Sourcing LLC is Partnering with a Leading CompanyThe company we are partnering with is a well-established industry leader seeking an experienced Controller to oversee all financial activities and drive business growth.This is an excellent opportunity for a seasoned finance professional to take on a leadership role and make a significant impact. As a...
-
Elite Relationship Banking Specialist
3 days ago
Riverside, California, United States Bank of America Full timeJob DescriptionWe are seeking a highly skilled Premium Elite Relationship Manager to join our team. As a key member of our organization, you will be responsible for managing a book of high-net-worth clients and delivering exceptional customer service.The ideal candidate will have a strong understanding of investments and financial markets, as well as...
-
Financial Management Leader
3 days ago
Riverside, California, United States Elite Sourcing LLC Full timeJob Title: Financial Management LeaderDescription:Elite Sourcing LLC is seeking a highly skilled and experienced Financial Management Leader to join their team. As a key member of the company, you will oversee all financial activities, ensuring accurate financial reporting and providing strategic financial guidance to support business growth.The ideal...
-
Marketing Strategist
4 days ago
Riverside, California, United States Instep CA Group Full timeJob OverviewWe are seeking a skilled Marketing Strategist to join our team at Instep CA Group. This role will involve directing and leading client sales and marketing campaigns, with a focus on growing our newly acquired market.The successful candidate will be responsible for planning and coordinating territory sales and marketing efforts, including lead...
-
Senior Financial Strategist
1 week ago
Riverside, California, United States Insurance Industry Full timeAbout Our CompanyWe are a leading provider of bail bond insurance services across California, with 35 offices strategically located throughout the state. We are committed to providing reliable, affordable, and efficient bail bonds services to our clients.The ideal candidate for this role will have a proven track record of success in financial leadership,...
-
Digital Operations Strategist
4 days ago
Riverside, California, United States K2 Staffing Full timeWe are seeking an experienced Digital Operations Strategist to oversee and manage all aspects of our business operations. This includes sales, business development, process improvement, strategic planning, and project management.Key ResponsibilitiesDevelop and implement operational strategies to optimize efficiency and productivity.Oversee project management...
-
High Net Worth Client Manager
3 days ago
Riverside, California, United States Bank of America Full timeBank of America is seeking a seasoned Premium Elite Relationship Manager to lead our efforts in serving high net worth clients.This critical role requires a deep understanding of investments, financial markets, and regulatory policies, as well as strong analytical and problem-solving skills.You will be responsible for managing a book of clients, prioritizing...
-
Financial Services Professional
3 days ago
Riverside, California, United States Primerica Financial Services - Lake Elsinore Full timeCompany OverviewPrimerica Financial Services - Lake Elsinore is a leading distributor of financial services, dedicated to helping families achieve financial independence. With a strong focus on providing excellent customer service, our team is passionate about making a positive impact in the lives of our clients.
-
Senior Accountant Position
3 days ago
Riverside, California, United States Elite Sourcing LLC Full timeJob Overview: Elite Sourcing LLC is partnering with a leading company in the industry to find an exceptional Senior Accountant.The ideal candidate is someone who has a strong background in financial management, excellent analytical skills, and the ability to communicate financial information effectively.This role offers an exciting opportunity for a seasoned...
-
Dietitian and Nutrition Specialist
4 weeks ago
Riverside, California, United States Elite Nutrition Services, Inc. Full timeElite Nutrition Services, Inc. Job OpportunityWe are seeking a dedicated and versatile Registered Dietitian to join our team at Elite Nutrition Services, Inc.About the PositionThis hybrid remote job offers a balanced work schedule with opportunities for direct patient care, community engagement, and professional development.Key ResponsibilitiesOne-on-one...
-
Part-Time Financial Consultant
4 days ago
Riverside, California, United States Global Financial Impact - Brian Garcia Full timeJoin Our TeamAt Global Financial Impact, we are passionate about empowering individuals and businesses to achieve their financial goals. We are currently seeking highly motivated and ambitious professionals to join our team as Financial Professionals.Responsibilities and ExpectationsIn this role, you will be responsible for:Developing and executing effective...
-
Senior Financial Advisor Lead
2 weeks ago
Riverside, California, United States Bank of America Full timeJob ResponsibilitiesThe primary responsibility of the Premium Elite Relationship Manager is to manage a book of high-net-worth clients and deliver exceptional customer service. This includes:Developing and implementing personalized investment strategies to meet client goalsProviding ongoing education and support to clients on investment products and...
-
Financial Transaction Coordinator
6 days ago
Riverside, California, United States Locke Your Loan Full timeWe are seeking a highly skilled Financial Transaction Coordinator to join our team of mortgage professionals. This role involves coordinating and facilitating financial transactions, ensuring compliance with regulatory guidelines, and maintaining accurate records.About the CompanyLocke Your Loan is a full-service broker dedicated to providing comprehensive...
-
Premium Wealth Manager Professional
3 days ago
Riverside, California, United States Bank of America Full timeAbout the RoleWe are looking for a seasoned Premium Elite Relationship Manager to lead our team of financial advisors. As a key leader, you will be responsible for driving business growth, developing new relationships, and expanding our client base.The successful candidate will have a proven track record of success in sales, marketing, and relationship...
-
Senior Financial Solutions Manager
1 week ago
Riverside, California, United States Bank of America Full timeBecome 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...
-
Financial Services Representative
4 days ago
Riverside, California, United States KC WEALTH MANAGEMENT LLC Full timeCompany Overview: KC Wealth Management LLC is a rapidly growing financial services company that offers a range of products and services to help families earn more income, become properly protected, debt free, and financially independent.KC Wealth Management LLC has been serving clients in the USA, Puerto Rico, and Canada for [length omitted] years, providing...