National Financial Solutions Advisor I (Chandler, AZ) (Series 7 Required)
Bank of America
Financial Solutions AdvisorAt Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family, or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long-term career and a drive to make our clients' financial lives better.Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.Once you have demonstrated success, you will have the opportunity to advance in many roles within Bank of America and Merrill, typically progressing into the next level of Financial Solutions Advisor. And we will support you along the way with dedicated programs, tools and resources throughout your career journey.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.Build your network. 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 all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.As a Financial Solutions Advisor, you can look forward to:Unlimited potential for financial growth.Building a portfolio of clients by providing exceptional client care with industry leading products, services, and education.Robust marketing support to reach wider audiences with greater appeal.Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.We're a culture which:Believes in responsible growth and has a proven dedication to supporting the communities we serve.Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.Required skills:Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)Is comfortable in a sales role, finding ways to nurture strong client relationships.Communicates clearly and confidently with clients from all walks of life.Works well with others and collaborates productively to get things done.Can manage complexity, prioritize tasks and execute in a fast-paced environment.Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.Efficiently manages your time and capacity.Is thorough, and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients.Desired skills:A bachelor's degree, and 0-2 years of experience working in the financial service industry and/or a metrics-based sales environment where goals were met or exceeded.Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.Strong computer skills with an ability to multitask in a demanding environment.Shift: 1st shift (United States of America)Hours Per Week: 40
- ...looking for the next generation of Financial Solutions Advisors—those with a passion for growing a... .../Merrill relationship. As a National Financial Solutions Advisor (NFSA... ...to meet their evolving needs. Required skills Series 7, and 66 or equivalent (if not...SuggestedShift workDay shift
- ...Description:Position DescriptionFinancial Solutions Advisors (FSAs) are phone-based licensed advisors (Series 7 and 66 required) that provide clients with holistic financial advice and guidance by ident... ...)Hours Per Week: 40SummaryLocation: Chandler; JacksonvilleType: Full timeSuggestedFull timeImmediate startFlexible hoursShift workDay shift
- Overview The Participant Services Financial Solutions Advisor (FSA) engages clients in goals‑based conversations... ...product services. Qualifications Series 7 and 66 or equivalent (if not... ...) Hours per week: 40 Regulatory Requirements The position requires SAFE Act registration...SuggestedTemporary workWork at officeShift workDay shift
- ...common purpose to help make financial lives better through the... ...office culture with specific requirements for office-based attendance... ...Participant Services Financial Solutions Advisors (FSA) engage participants... ...• Series 7, and 66 or equivalent (if...SuggestedTemporary workWork at officeShift workDay shift
- Cyber Security Analyst - AZ job at Vensure Employer Solutions. Chandler, AZ. Position Summary We are seeking an experienced Cyber Security Analyst to join... ...activities across the organization. This position requires a blend of analytical prowess, technical expertise, and...Suggested
- ...Gilbert/Tempe/Chandler, AZ JPMorganChase... ...service. The role requires a proactive,... ...Client Advisors, Mortgage Bankers... ...with specialized financial needs. Make clients... ...hours a day, 7 days a week.... ..., delivering solutions to solve all... ...and National Mortgage Licensing...Full timeAfternoon shift
- ...determines which financial products best meet... ...visiting subdivisions as required. Markets and... ...workplace. ~#7 2023 Energage Top... ...mortgage products ~ National lender with... ...offer guidance, find solutions, meet deadlines, and... ...S Alma School Rd, Chandler, AZ, 85248, US...Full timeWork at officeLocal areaDay shift
- Virtual Advisor (MSVA) is Morgan Stanley’s wealth... ...locations and has Financial Advisors and... ...develop goal-based solutions to support their overall... ...and funding Required Qualifications Required... ...Active Licenses: Series 7 Series 66 (or 63... ...orientation, national origin, citizenship...Worldwide
$150k - $185k
...the leading enterprise solution for frontline workforce... ...we closed $185M in our Series C, led by SoftBank and... ...opportunity. The next phase requires a more deliberate, high... ...You Should Bring 4-7 years in sales development... ...to work on-site in our Chandler, AZ office 3-4 days per...Currently hiringWork at officeHome officeFlexible hours3 days per week- WORLD WIDE PROFESSIONAL SOLUTIONS is a project solutions... ...our growing team in Chandler, AZ , supporting a large-scale... ...reporting. This role requires strong leadership,... .... Requirements 3 to 7 years of progressive... ..., religion, age, sex, national origin, disability status...Full timeContract workTemporary workFor contractorsLocal areaWorldwideRelocation package
- ## Senior Financial AnalystChandler, AZ, United StatesFind out how well you match... ...related experience**Preferred requirements:*** MBA with finance... ...agent, embracing technology solutions for efficiency and accuracy... ...race, sex, religion, age, national origin, color, disability,...Permanent employmentLocal area
- ...Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will... ...with growth. As a member of a leading financial institution, this role provides a strong... ...banking products, services, and solutions Drive branch growth by identifying opportunities...
- ...an alert: Licensed Optician-Chandler, AZ-Target Optical At Target Optical... ...and cutting-edge digital solutions. Join our global community... ...skills and local minimum wage requirements. In addition, you may also... ...regard to race, color, gender, national origin, social origin,...Minimum wageLocal area
- WORLD WIDE PROFESSIONAL SOLUTIONS is a project solutions organization... ...to join our team in Chandler, AZ and support a large scale semiconductor... ...and compliance with project requirements. Ensure compliance with... ...color, religion, age, sex, national origin, disability status,...Full timeTemporary workFor contractorsFor subcontractorWork at officeLocal areaRelocation package
- WORLD WIDE PROFESSIONAL SOLUTIONS is a project solutions organization... ...to join our growing team in Chandler, AZ . This role is responsible... ...capabilities Additional Requirements Candidates local to the Phoenix... ...color, religion, age, sex, national origin, disability status, genetics...Full timeTemporary workLocal areaWorldwide
$18 - $23 per hour
...Experienced $18.00 to $23.00 per hour Chandler, Arizona, United States About... ...Animal Clinic | Chandler, AZ Full-Time | 4x10 Schedule | $18... ...Vision Employee Discounts PTO 7 Paid Holidays Preferred Skills... ...identity, sexual orientation, age, national origin, disability, or veteran...Hourly payFull timeFlexible hoursShift work- WORLD WIDE PROFESSIONAL SOLUTIONS is a project solutions organization... ...to join our growing team in Chandler, AZ on a large-scale... ...Semiconductor experience is required, and experience in tool deinstallation... ...color, religion, age, sex, national origin, disability status, genetics...Full timeTemporary workFor contractorsWork experience placementLocal areaImmediate startRelocation
- ...Fargo is seeking a Financial Relationship Advisor in Wealth and... ..., financial solutions, and relationship... ...management requirements for the supported... ...Authority (FINRA) Series 7 and 66 (or 63... ...00 S Price Rd, Chandler, AZ 85286Posting... ...gender identity, national origin, disability...Ongoing contractFull timeWork experience placementWork at officeImmediate start
$31 - $42.4 per hour
...science and engineering solutions that are at the... ...- $42.40 Location: Chandler,AZ You’ll benefit from a... ...passport, if travel is required ~ Able to meet all on... ...regard to race, color, national origin, citizenship, ancestry... ...to speak to an HR Advisor. This contact is for...Full timeWork experience placementRelocation$20 - $24 per hour
...Rental business and our Financial services business make... ...to join our team in Chandler, AZ for following hours: Monday-Friday between 7:00am-4:00pm! What You... ...Job Qualifications & Requirements: High school... ...expression, pregnancy, age, national origin, disability status...Hourly payFull timeWork at officeMonday to Friday- ...Company WORLD WIDE PROFESSIONAL SOLUTIONS is a project solutions... ...to join our growing team in Chandler, AZ supporting the semiconductor... ...business processes to collect required data and report on it. Construction... ...color, religion, age, sex, national origin, disability status,...Full timeTemporary workWork experience placementWork at officeLocal area
$20 - $24 per hour
...Rental business and our Financial services business make... ...to join our team in Chandler, AZ for following hours: Monday-Friday between 7:00am-4:00pm! What You... ...Job Qualifications & Requirements: High school diploma... ...expression, pregnancy, age, national origin, disability...Hourly payFull timeWork at officeMonday to Friday- ...Design EngineerChandler, AZ, United StatesFind out... ...Engineer****Location** Chandler, AZ (Onsite)**Position Summary... ...and translate requirements into compliant engineering solutions and compliance matrices.... ...race, sex, religion, age, national origin, color, disability...Permanent employmentContract workLocal area
- ...Location Gilbert, AZ Job Profile As a Financial Advisor within PNC Wealth Management... ...personalized solutions on behalf of you... ...this level typically require a university or... ...s). Licenses FINRA Series 7 and 66 (or 63, 65)... ...color, sex, religion, national origin, age, sexual...Full timeTemporary workWork experience placementWork at office
- ...of Insurance and Financial Institutions. We... ...care across the nation? Verda Healthcare... ...sensitive healthcare solutions to seniors in our... ...as a Medicare Advisor with in-language... ...as assigned. Requirements: Minimum Qualifications... ...Location: Chandler, AZ (100% in-office)...Full timeWork at officeRelocationMonday to FridayWeekend work
- ...Medical Care North America. Chandler, AZ. Purpose and Scope FMCNA locations... ...process is completed as required. Ensures all provider... ...Utilizes knowledge regarding national accreditation standards, internal... .../veterans #J-18808-Ljbffr JIT Global Freight Solution P LtdLocal area
$24 - $28 per hour
Job Description Chandler, AZ, USA Posted Wednesday, June... ...Rental business and our Financial services business make... ...Monday-Friday between 7:00am-3:30pm! What... ...in computer skills is required Able to multi-task in... ...expression, pregnancy, age, national origin, disability...Full timeLocal areaMonday to Friday- Bank of America is looking for a Financial Advisor in Chandler, Arizona. This role involves providing clients... ...financial advice and customized solutions to meet their investment needs. Responsibilities... ...needs. The ideal candidate has Series 7 & 66 licenses, at least one year of...
- ...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...and expanding knowledge through required licenses and trainings. This position... ...Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66)...Temporary workMonday to FridayShift workDay shift
- ...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...expanding knowledge by completing required licenses and trainings. This... ...Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses...Temporary workMonday to FridayShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to National Financial Solutions Advisor I (Chandler, AZ) (Series 7 Required). Be the first to apply!
- financial advisor development program Chandler, AZ
- jde finance consultant Chandler, AZ
- estate planning consultant Chandler, AZ
- associate corporate finance Chandler, AZ
- wealth advisor Chandler, AZ
- financial planning associate Chandler, AZ
- financial consultant Chandler, AZ
- financial planner Chandler, AZ
- financial counselor Chandler, AZ
- finance associate Chandler, AZ


