Financial Solutions Advisor Registration Candidate - STANLEY, KS
National Black MBA Association
Job Description: 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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 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 Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures, and Guidelines Client Management Causation Analysis Written Communications Weekly Schedule: Monday thru Friday, some Saturdays required Shift: 1st shift (United States of America) Hours Per Week: 40 #J-18808-Ljbffr National Black MBA Association
$22 per hour
...Branch Overland Park, KS Join to apply for the... ...supporting them on their financial journeys. About This... ...partners The Ideal Candidate For This Role Outgoing... ...positive attitude A solution-oriented critical thinker... ...number: R-20251770 Registration Requirement This position...SuggestedFull timeTemporary workFor contractorsWork experience placementFlexible hours$20.25 - $24.75 per hour
...to make better and smarter financial decisions and enabling the communities... ...levels. The successful candidate will be hired for the level... ...services, and recommending solutions based on each customer's... ...Mortgage Licensing System (NMLS) registration under the terms of the S.A.F...Suggested- ...product platform and top resources in the financial industry, while you nurture relationships... ...& 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hireAbility to present complex solutions to a knowledgeable client base while...SuggestedFull time
- ...impact, you may be an ideal candidate for a career at The Western and... ...member of Western & Southern Financial Group, a Fortune 500® company... ...and recommend impactful solutions from a comprehensive line of... ...Representative” roles. Overland Park, KS $29,530.00-$65,380.00 1 week...SuggestedFull time
- Summary of the Job Senior Financial Advisor is accountable for advising... ...expertise to clients. The Ideal Candidate for This Role Bachelor's... ...and 66 (or Series 63 & 65) registrations. State Life, Accident &... ...best deliver a comprehensive solution for them. Ability to...SuggestedContract workTemporary workLocal area
- ...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... ..., and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Temporary workWork at officeShift workDay shift
$20.25 - $24.75 per hour
...to make better and smarter financial decisions and enabling the communities... ...levels. The successful candidate will be hired for the level... ...services, and recommending solutions based on each customer’s... ...Mortgage Licensing System (NMLS) registration under the terms of the S.A.F...Full timeTemporary workLocal area- ...0 W 75th St, Shawnee, KS 66214, USA Job Description... ...has been a trusted financial partner for businesses... ...with modern banking solutions to serve labor organizations... ..., the successful candidate performs a variety of... ...supervision. Required registration on the federal Nation‑...Local area
$22 per hour
...support customers on their financial journeys by getting to know... ...business partners The Ideal Candidate For This Role Outgoing and... ...with a positive attitude A solution‑oriented critical thinker Excited... ...about FNBO benefits at . Registration Requirement This position...Hourly payTemporary workWork experience placementFlexible hours$22 per hour
...will help customers with deposits, withdrawals, and financial planning, ensuring they feel welcome and supported... ...a team, be motivated to do what’s right, and stay solution‑oriented. Must hold S.A.F.E. Act registration with the Nationwide Mortgage Licensing System (NMLS...Hourly payWork experience placement- ...About Us: At Synergy Wealth Solutions, we help advisors grow more than a book of business—we help... ...: We are seeking an Experienced Financial Advisor with a track record of... ...protection-based strategy Licensing and registrations appropriate for the role and market...Full time
$22.25 - $26 per hour
...on providing comprehensive financial services to customers. This... ...recommend suitable banking solutions. Proactively seek opportunities... ...required to maintain current registration with the Nationwide Mortgage... ..."). Busey may consider any candidate for whom an Agency has submitted...Temporary workWork at officeLocal areaImmediate startFlexible hours$20 - $21 per hour
...to identify needs and offer financial solutions to help customers secure... ...the ability to obtain NMLS registration within 90 days Targeted... ...Notice for California Job Candidates ( to understand how we collect... ...more than a company. We are advisors, consultants, problem...Local areaFlexible hoursAfternoon shift$20 - $21 per hour
...interaction to identify needs and offer financial solutions to help customers secure their... ...eveningsYou have the ability to obtain NMLS registration within 90 daysTargeted compensation... ...Privacy Notice for California Job Candidates to understand how we collect and use...Local areaFlexible hours$48k - $100k
...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client... ...capitalize on referrals Deliver customized solutions and the full resources of Bank of... ...66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience Established...Work at officeShift workDay shift- Bank of America is hiring a Financial Solutions Advisor Stage I to begin with obtaining SIE, Series 7 and Series 66 licenses, then progress to client advisory in a financial center. You’ll learn to acquire, build, and manage client relationships while delivering solutions...
$80k - $95k
Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team... ...to identify their financial goals, analyze their... ...Years Preferred FINRA Registrations SRC Indicator: Series... ...discriminate against any candidate or employee on the...Work experience placementWork at office- ...Summary of the Job: The Sr. Financial Advisor is accountable to advise... ...expertise to clients. The Ideal Candidate for This Role: Bachelor’s... ...and 66 (or Series 63 & 65) registrations. State Life, Accident &... ...best deliver a comprehensive solution for the customer. Ability to...Contract workTemporary workLocal area
$45k - $100k
...of applicants. Join a financial services firm where... ...and 20,000 financial advisors across the U.S. and Canada... ...and financial solutions to your clients? Taking... ...Skills/Requirements Candidates should have at least... ...experience Financial services registration, licensing, or...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Officer Development Program (Overland Park, KS)Applyremote type: Officelocations:... ...or other client-facing roles; mortgage or financial services experience is a plus but not required... ...value the experience and perspective of candidates with non-traditional backgrounds. We...Full timeWork at officeLocal areaWork from homeMonday to Friday
$22 per hour
...customers and supporting them on their financial journeys. At FNBO, we always put the... .../peers/business partners The ideal candidate for this role: Outgoing and enjoys engaging... ...Friendly with a positive attitude A solution-oriented critical thinker Excited to...Temporary workWork experience placementFlexible hours- ...are seeking an experienced Financial Advisor to provide comprehensive financial... ...Advisor Location: Leawood, KS Work Type: Full-Time, On-... ...clients. The ideal candidate will be responsible for meeting... ...beneficial. Relevant licenses and registrations such as Series 7, Series 66,...Full timeWork at office
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin by earning Securities Industry licenses (SIE, Series 7, Series 66) and to develop foundational advisory skills for client relationships and financial planning. You’ll work in an in-office environment...Work at office
- ...GENERAL FUNCTION: Selected candidates are intended to become a Retail... ...The Personal Banker I is a Financial Center position focused on... ...services and recommend appropriate solutions using our value proposition.... ...requires S.A.F.E. Act registration at the time of employment through...Work experience placementWork at office
- ...Job Description: Job Title: Financial Advisor Location: Overland Park, KS Employment Type : Full-Time About Capitol Federal At Capitol... ...licenses. Core Competencies Successful candidates typically demonstrate the following competencies:...Full timeFlexible hours
$25.63 - $34.18 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...to support lending decisions.Preferred candidates will possess experience in mortgage... ...to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA,...Full timeWork experience placementLocal area3 days per week- ...(Gmail, Google Drive, etc.) preferred Experience with Salesforce, nCino, or FIS Bankway is a plus Certificates, Licenses and Registrations None Additional Information Able to work a flexible work schedule including overtime as well as travel as needed Equal Opportunity...Remote jobWork at officeFlexible hours
- ...About Us: At Synergy Wealth Solutions , we believe great advisors can come from many backgrounds. What matters... ...a motivated, people-oriented Financial Advisor who is ready to build a career... ..., but not required for the right candidate Professional experience in sales...Full time
$20.25 - $24.75 per hour
...to make better and smarter financial decisions and enabling the communities... ...levels. The successful candidate will be hired for the level... ...services, and recommending solutions based on each customer's... ...Mortgage Licensing System (NMLS) registration under the terms of the S.A.F...Local area$20 - $24.95 per hour
...factors including the successful candidate’s job-related knowledge and... ...range of health and life, financial, and wellness benefits. For... ...people find financial solutions for life. Job Title: Relationship... ...required. Current NMLS SAFE Act Registration or the ability to be...Hourly payFull timeMonday to FridayNight shift
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