Pleasant Hill, CA

Finance Jobs in Pleasant Hill, CA

3 jobs found

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2mo ago

Financial Solutions Advisor Registration Candidate

Bank of America Pleasant Hill, CA

Pleasant Hill, CA

2mo ago Closed

$29 - $34/hr Full time Advisor Banking Client Relations

This position is no longer accepting applications (closed Jul 15, 2026).

Job Description

Based in Pleasant Hill, CA, this entry-level Financial Solutions Advisor Stage I role at Bank of America focuses on earning securities licenses (SIE, Series 7, Series 66) while guiding clients through banking and investment options. The position emphasizes relationship-building, comprehensive advisory support, and compliance with SAFE Act registration, with a pay rate of $29 to $34 per hour.

Responsibilities

Acquire, build and manage client relationships.
Consider a client’s complex financial picture and guide them with advice and solutions, while humanizing financial interactions.
Work in a financial center to deliver Bank of America’s core banking, investment solutions and client care approach.
Provide end-to-end comprehensive advice.
Deliver client reviews and presentations with confidence.
Recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners.
Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Build your network by engaging with banking customers, small business owners and higher net worth clients.
Leverage relationships with households to grow your business.

Requirements

Aptitude for obtaining required industry licenses.
Self-disciplined in time and capacity management.
Experience cultivating client relationships, assessing needs and recommending solutions.
Proven ability to build strong peer relationships through effective communication and collaboration.
Results-driven mindset while prioritizing the client's interests in a complex, fast-paced environment.
Ability to manage multiple tasks simultaneously.
Willingness to learn and adapt to new technology or applications.
Currently holds FINRA Securities Industry Essentials (SIE).
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.

Benefits

World-class training and onboarding programs.
Affordable, competitive and flexible benefits.

We’ll help you

Build a successful career at Bank of America through world-class training and onboarding programs that set you up for success.
Receive training and one-on-one coaching from Academy managers who are invested in your success.
Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
Earn your SIE, Series 7 and Series 66 licenses (63 and 65 accepted in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 30 days of hire and your Series 7 and 66 within 120 days.
Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients; leverage our relationships that reach about half of U.S. households.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Schedule

Monday through Friday with rotating Saturdays.

Shift

1st shift (United States of America).

Hours per week

40 hours per week.

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5mo ago

Private Client Advisor | Series 65

The MOHR Enterprises LLC Pleasant Hill, CA

Pleasant Hill, CA

5mo ago Closed

$150k - $165k/yr Full time 65 Advisor Business Development

This position is no longer accepting applications (closed Apr 24, 2026).

Job Description

Private Client Advisor position in Pleasant Hill, CA with a wealth management firm offering USD 150,000–165,000 base salary plus a performance bonus.

Responsibilities

Act as a trusted financial advisor to high-net-worth individuals and families
Provide comprehensive financial planning and portfolio guidance
Strengthen client retention and growth through exceptional service
Identify and cultivate new client opportunities
Mentor junior advisors and support team development
Collaborate with internal investment and planning teams

Requirements

A minimum of 10 years' experience as a Financial Advisor
Active Series 65 license is required
Proven experience in a fee-based advisory model; RIA experience preferred
Experience managing client portfolios of $500K+; high-net-worth focus preferred
Strong business development and relationship management skills
Interest in mentoring others and contributing to a team-driven culture
Experience with 401(k) or retirement plans is a plus
A stable career history

Benefits

Competitive base salary with team bonus and growth incentives
Access to an established client base and robust referral network
Comprehensive operational and administrative support
A collaborative culture with transparent leadership
Opportunity to contribute to firm growth and assume leadership responsibilities

Schedule

Full-time, in-office, client-facing role

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5mo ago

Financial Services Advisor

The MOHR Enterprises LLC Pleasant Hill, CA

Pleasant Hill, CA

5mo ago Closed

$150k - $165k/yr Full time Advisor Client Relations Client Relationship Management

This position is no longer accepting applications (closed Apr 23, 2026).

Job Description

The MOHR Enterprises LLC seeks a Financial Services Advisor to work onsite in Pleasant Hill, CA, with a salary of USD 150,000 to 165,000 per year.

Responsibilities

Act as the lead advisor for an established book of high-net-worth clients.
Drive financial planning discussions and investment strategy reviews.
Prepare and present comprehensive financial plans.
Identify opportunities to consolidate assets and grow assets under management (AUM).
Maintain meticulous documentation and uphold compliance standards.
Support business development and new client acquisition activities.

Requirements

Ten or more years of direct, client-facing advisory experience.
Series 65 license required; CFP designation preferred.
Strong background in investments and high-net-worth planning.
Proven ability to build trust and convert prospects into clients.
High integrity, professionalism, and accountability.

Benefits

401(k) with company match
Medical, vision, and life insurance
Health Savings Account (HSA) options
PTO and tuition reimbursement

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Finance Jobs in Pleasant Hill, CA

Financial Solutions Advisor Registration Candidate

Private Client Advisor | Series 65

Financial Services Advisor

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