Financial Solutions Advisor I: Licensing & Client Advisory
Bank of America Financial Center
Bank of America is seeking a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, Series 66) and develop foundational client advisory skills. You will learn to acquire, build, and manage client relationships while offering banking and investment solutions. An in-office environment with required attendance supports structured onboarding and ongoing training. Upon license attainment, you’ll advance toward more complex roles within Bank of America and Merrill, #J-18808-Ljbffr Bank of America
- ...Retail Banking Sales Associate to help clients with financial needs, deliver friendly service, and... ...with specialists for complex solutions. The role requires 1+ year of sales in... ...and adherence to banking regulations; licensing via SIE, FINRA, and state registrations...Suggested
$100k
...Merrill Wealth Management Financial Advisor Merrill Wealth... ...Wealth Management Client Associates help clients... ...relationship with their advisory team committed to... ...strategies Communicates solutions to clients that are... ...& 65 in lieu of 66) licenses Two years'...SuggestedShift workDay shift$70k - $80k
...Bank Of America Financial Advisor At Bank of America, we... ...and delivering for our clients, teammates,... ...advice and customized solutions to clients to help them... ...completing required licenses and trainings. This position... ...Account Management Advisory Client Experience...SuggestedTemporary workWork at officeShift workDay shift- Merit Financial Advisors in Chicago is looking for a Service Advisor, a licensed financial professional supporting the advisory team. Key responsibilities include preparing comprehensive financial... ...strategies, and serving as a client point of contact. Applicants should...Suggested
$70k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Responsibilities Works... ...Currently holds Series 7 and 66 licenses (or Series 63/65 in lieu of 66)... ...licenses. Skills Account Management Advisory Client Experience Branding...SuggestedTemporary workShift workDay shift$28.85 - $33.65 per hour
...purpose to help make financial lives better through... ...and delivering for our clients, teammates,... ...Join us! As a Financial Solutions Advisor Stage I (FSA I), your... ...Securities Industry licenses, where you receive dedicated... ...sales experience Skills Advisory Account Management...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- RK Partners is looking for a motivated Financial Advisor in Chicago, Illinois. In this role, you will have the freedom to offer solutions from a comprehensive portfolio of financial... .... Responsibilities include prospecting clients, maintaining relationships, and...
- ...of Bank of America, seeks a Financial Advisor to serve high‑net‑worth clients. The role focuses on building... ...and recommend investment advisory strategies. Communicate solutions that meet client needs, including... ...Current Series7 and66 licenses (Series63 or65 can replace Series...Shift workDay shift
- ...Chase & Co. is seeking a Private Client Advisor to provide comprehensive financial planning and advice. The role involves... ...personalized investment solutions to clients from various financial... ...relationship-building. A Series 7 license is required, along with other certifications...
$65k - $85k
...Job Overview National Financial Solutions Advisor (NFSA I): A contact‑center‑based role that leverages... ...‑to‑end financial advice and support clients in achieving their goals. Responsibilities... ...preferred. Skills Account Management Advisory Client Experience Branding Customer...Shift workDay shift- ...branch setting. You will acquire, manage, and retain client relationships, tailoring financial solutions to meet needs and expand financial wellness. You... ...and collaborate with specialists for complex needs. Licensing requirements and branch-hour flexibility are noted in...
- ...National Financial Solutions Advisor I (Series 7 Required) Chicago, Illinois To proceed with your... ...Responsible Growth and delivering for our clients, teammates, communities and... ...Skills: Account Management Advisory Client Experience Branding Customer...Work at officeFlexible hoursShift workDay shift
- Nuvant Consulting Group is seeking a Business Solutions Consultant in Chicago to build strong relationships with clients by offering tailored financial solutions that support their goals. You will work closely with clients to understand their unique needs, provide strategic...
- ...purpose to help make financial lives better through the... ...delivering for our clients, teammates, communities... ...advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This... ...Account Management Advisory Client Experience Branding...Temporary workWork at officeShift workDay shift
- ...TwinThread is seeking a Private Client Advisor in Oak Brook, Illinois, to offer comprehensive financial planning and investment solutions. This role will focus on... ...of experience in financial advisory, with valid Series 7 and Series 66 licenses. The position offers a...
$24.03 - $26.44 per hour
...impact providing expert financial advice with heart.... ...experience working with clients virtually, gain confidence... ...joining a financial advisory team in your area or... ...insurance and securities licenses necessary for this... ...As a Virtual Financial Advisor at Thrivent, you'll:...Hourly payFull timeLocal areaRemote workWork from homeFlexible hours$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual... ...where you can help your clients achieve their goals through... ...and obtaining licenses. Our award‑winning training... ...• Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis...Work at office- Koitecc Solutions is seeking an Associate Relationship Banker in Chicago, Illinois. This role involves providing exceptional service, using financial knowledge to assist clients, and completing branch operations effectively. The ideal candidate will possess over a year...
- BMO Financial Group in Chicago offers specialized wealth planning for High Net Worth clients, partnering with Private Bankers and Investment Counsellors to deliver comprehensive solutions across financial, tax, estate and trust planning. This role focuses on growth, client...
- JPMorgan Chase & Co. is seeking an Associate Relationship Banker to welcome clients in-branch, understand financial needs, and offer thoughtful solutions. You will use Chase Mobile App, Chase.com, and ATMs to support customers, while building lasting relationships and guiding...Flexible hoursAfternoon shift
- ...Advisor, Commercial Risk The Advisor, Commercial Risk sells... ...relationships with clients, prospects, the service team... ...required; None preferred License(s): Maintains a Property &... ...service, consultation, and financial risk transfer solutions in states where the firm functions...Contract workWork at officeLocal area
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...you can help your clients achieve their goals through... ...and obtaining licenses. Our award-winning training... ...Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs...Full timeContract workFor contractorsWork at office$95.6k - $162.4k
...recognized, award-winning financial institution that has... ...'s most sophisticated clients using leading... ...should result in providing solutions and strategies that are... ...ensure all members of the advisory team are informed and... ...Required Securities license: Series 7, 66 (or 63/6...Flexible hours- Chase is looking for a Private Client Banker to serve as the main contact for a select... ...relationship through proactive guidance, tailored financial education, and coordinated access to... ...year in branch banking, and appropriate licensing. #J-18808-Ljbffr PVH (Tommy Hilfiger/...
- ...opportunity is for advisors at any stage of... ...on the belief that financial advice should be personal... ..., and insurance solutions under one roof,... ...manage long‑term client relationships through... ...and manage your advisory practice, acting... ...health insurance license (or ability to obtain...Local areaHome office
- ...leading investment bank and financial advisory firm dedicated solely to the... ...awards for our M&A work from M&A Advisor and have broad industry... ...products in high‑pressure, client‑critical, transaction‑oriented... ..., Series 63, and Series 79 licenses required at time of hiring or...Full timeWork at officeRemote workFlexible hours
- Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We... ..., that means keeping our clients at the center of everything we... ...State Variable Life & Health License and FINRA licensing including...Temporary work
- Bank of America is seeking a client-focused financial services professional to provide comprehensive advice and customized solutions to help clients reach their financial goals. The role involves building financial plans with brokerage products and banking/managed solutions...
$74.33k - $109.01k
Morningstar, Inc. is looking for a Solution Consultant in Chicago to support clients across North America. This role involves pre-sales solution design and... .... The ideal candidate has experience in the financial services industry, strong communication skills, and...- As a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You’ll have access to powerful sales tools and a large resource network so you can focus on activities...Work experience placement
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