Financial Solutions Advisor Registration Candidate- Glendale Main
$28.85 - $33.65 per hourBank of America Corporation
Job Description The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I) your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help you Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get 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 with clients to systematically identify client needs and appropriate solutions. Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. 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. Required Qualifications Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through effective communication and collaboration. Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment. Executes multiple tasks simultaneously. Learns and adapts to new technology or applications. Desired Qualifications Currently holds FINRA Securities Industry Essentials (SIE) Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience Skills Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen Executive Presence Oral Communications Risk Management Trading Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule Monday – Fridays and rotating Saturdays This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Shift 1st shift (United States of America) Hours Per Week 40 Pay Transparency details US - CA - Glendale - 345 N Brand Blvd - GLENDALE MAIN OFFICE (CA8109) Pay range $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Predictable pay This role is compensated with a base salary and is not incentive eligible. #J-18808-Ljbffr Bank of America Corporation
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through... .... Join us! Financial Solutions Advisor Stage I Journey As a Financial... ...is subject to SAFE Act registration requirements. Pursuant... ...40. Location US - CA - Glendale - 345 N Brand Blvd - GLENDALE MAIN OFFICE (CA8109). Pay &...SuggestedHourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workRotating shiftDay shift$70k - $80k
...purpose to help make financial lives better through the... ...advice and customized solutions to clients to help... ...is subject to SAFE Act registration requirements. Pursuant... ...Beverly Dr - BEVERLY HILLS MAIN OFFICE (CA9111) US -... ...(CA9200) US - CA - Glendale - 3812 San Fernando Rd...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of... ...impact. Role Overview As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedHourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...common purpose to help make financial lives better through the... ...advice and customized solutions to clients to help them... ...is subject to SAFE Act registration requirements. Pursuant to... ...2 E Olive Ave - BURBANK MAIN OFFICE (CA8114), US - CA - Glendale - 203 N Glendale Ave -...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$70k - $80k
Job Description This role provides comprehensive financial advice and customized solutions to clients, including triaging leads, making referrals, building... ...compliance with the SAFE Act, including mandatory registration and background checks. Responsibilities Work with...SuggestedTemporary workMonday to FridayShift workDay shift- ...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... .... This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Bank of America in Glendale, CA is seeking a Financial Solutions Advisor Stage I to start with a structured licensing path (SIE, Series 7, Series 66) and to develop foundational advisory skills. You will learn to acquire, build, and manage client relationships and guide...
- Bank of America in Glendale, CA is seeking a Financial Solutions Advisor Stage I to start license training and build foundational advisory skills. You will acquire SIE, Series 7, and Series 66 and begin serving clients with a consultative approach, progressing toward higher...
- ...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... .... This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... .... This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...to serve customers with a digital-first mindset. The role requires NMLS registration under the SAFE Act and Regulation Z, with background and credit checks. You will identify financial solutions aligned with clients’ goals and contribute to branch growth and #J-18808...
$162.1k - $270.1k
...coordinates on the delivery of solutions for a comprehensive... ...Credit, Investment Advisors and Trust Officers to... ...the client’s current financial situation, goals and... ...Meets and maintains registration requirements under... ...USD). The successful candidate’s particular...Temporary workWork experience placementLocal area$18 - $32 per hour
...Growing together. As a Financial Counselor , we are often the... ...-date knowledge of specific registration requirements for all areas,... ...including but not limited to: Main Admitting, OP Registration,... ...only available to external candidates. Candidates who are currently...Hourly payDaily paidMinimum wageFull timeTemporary workPart timeWork experience placementWork at officeLocal areaRelocation packageMonday to Friday$70k - $200k
...Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to... ...Wealth’s leading investment solutions platform, which allows... ...maintain and renew that registration on an annual basis, to... ...identify and align the candidate's skills and abilities with...Full timeWork at office$162.1k - $270.1k
...coordinates on the delivery of solutions for a comprehensive... ...Credit, Investment Advisors and Trust Officers to... ...client's current financial situation, goals and... ...and maintaining registration requirements under the... ...USD). The successful candidate’s particular combination...Full timeTemporary workWork experience placement- ...with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service... ...Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are...Immediate startAfternoon shift
- Bank of America in Los Angeles is hiring a financial advisor to provide comprehensive advice and customized solutions to clients, triage leads, and refer to partners based on client needs and assets. The role requires pursuing required licenses, meeting sales goals, and...
- Bank of America in Northridge, CA is seeking a Financial Solutions Advisor Stage I. You will pursue SIE, Series 7, and Series 66 licenses and begin serving clients with a consultative approach, building relationships and guiding financial decisions. You will train through...
- Bank of America is seeking a Financial Solutions Advisor Stage I in Los Angeles. You begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and building foundational advisory skills while learning to acquire, manage client relationships, and understand...
- Position Overview: The Student Financial Services Advisor provides comprehensive financial guidance... ...business needs, particularly during peak registration, billing, and payment periods.... ...procedures. In addition, the successful candidate must also demonstrate, through ideas...Hourly payFull timeWork at officeRemote workMonday to Friday2 days per week
- Bank of America is actively seeking a licensed financial professional to deliver comprehensive advice and customized solutions. You will triage client leads, refer to... ...plans using brokerage products. Successful candidates hold Series 7/66 (or equivalents), have 1+ year...
$260k
...Financial Services - Associate Attorney Our client, a global AmLaw... ...management landscape. Candidate Profile ~ JD from a top-tier... ...clients on fund formation, registration, compliance, and ongoing... ...strategic, business-oriented legal solutions Why Join Us? This is a...Work at officeRelocation package$22 - $27 per hour
...inquiries, make appropriate financial solutions and recommendations and... ...appropriate (e.g. Financial Advisors, Mortgage Loan Originators,... ...loans. Must possess an active registration or be eligible for... ...information from potential job candidates and applicants. For more information...Full timeFlexible hoursWeekend work$250k
...opportunities, and present product offers/financial solutions Understand and comply with... ...Banking tools and technologies ~ NMLS registration; Safe Act compliant ~ Consistently... ...purposes) to identify and align the candidate's skills and abilities with a specific...Full time- ...and technology-driven service in a branch setting. You will acquire, manage, and retain client relationships, using financial knowledge to tailor solutions and enhance the client experience. The role requires sales experience, strong communication, and the ability to...Weekend workAfternoon shift
- Bank of America is hiring a Financial Solutions Advisor Stage I. The role focuses on obtaining securities licenses, building client relationships, and delivering comprehensive financial guidance. Training supports earning SIE, Series 7 and Series 66 licenses, with progression...
- Bank of America is hiring for a Financial Solutions Advisor Stage I. You will begin by obtaining SIE, Series 7 and Series 66 licenses and then learn to build and manage client relationships, offering tailored banking and investment advice. The role starts in a financial...
- Bank of America is hiring a Financial Solutions Advisor Stage I in Tarzana, CA. You will embark on obtaining SIE, Series 7 and Series 66 licenses and later support clients with a broad range of banking and investment solutions. The role emphasizes building client relationships...Work at officeFlexible hours
- Bank of America in the United States is seeking a Financial Solutions Advisor Stage I. The role trains you to obtain securities licenses and develop advisory skills, focusing on client needs, banking and investment solutions, and building a trusted financial partnership...Work at office
$124k - $280k
...Our team helps clients optimise and align financial planning, consolidation, reporting and... ...transformation and enterprise performance management solutions that help clients modernize planning,... ...relationships and serve as a trusted advisor across finance transformation...Full timeH1b
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