Financial Solutions Advisor Registration Candidate - La Brea-Rosewood
$28.85 - $33.65 per hourBank of America ATM
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 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: 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 Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Los Angeles - 466 N La Brea Ave - LA BREA-ROSEWOOD BC (CA9131) Pay and benefits information Pay range $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. 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. Privacy Statement: Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America's efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe. Pay Transparency At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. #J-18808-Ljbffr Bank of America
- ...guided by a common purpose to help make financial lives better through the power of... ...an impact. Join us! 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...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
$28 - $33 per hour
Overview Financial Solutions Advisor Registration Candidate- West San Gabriel Valley Market Join to apply for the Financial Solutions Advisor Registration Candidate- West San Gabriel Valley Market role at Bank of America. This range is provided by Bank of America. Your...SuggestedFull timeInternshipWork at officeImmediate startMonday to FridayShift workDay shift$70k - $80k
...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...is subject to SAFE Act registration requirements. Pursuant to the... ...GLENDALE BC (CA0126), US - CA - La Canada Flintridge - 537 Foothill...SuggestedTemporary 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...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...guided by a common purpose to help make financial lives better through the power of... ...an impact. Join us! 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...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...relationships, assess banking needs, and offer financial solutions. You will open accounts, process... ...knowledge, and strong customer service. NMLS registration is required, and background checks apply. Candidates should be able to work on-site in LA. #J-18808-Ljbffr U.S. Bank
$70k - $80k
...guided by a common purpose to help make financial lives better through the power of every... ...annuities, and banking and money managed solutions Recommends banking and investments strategies... ...CA9121), US - CA - Los Angeles - 3615 S La Brea Ave - BALDWIN HILLS VILLAGE BC (CA9185),...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...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$70k - $80k
...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 officeMonday to FridayFlexible hoursShift workDay shift- A leading banking institution is seeking a Financial Solutions Advisor Registration Candidate in Monterey Park, CA. This full-time position involves obtaining essential industry licenses while building and managing client relationships. Candidates should possess a high...Full time
$70k - $80k
Bank of America is seeking a Financial Advisor in Los Angeles, CA, to provide clients with tailored financial advice and solutions. Responsibilities include planning financial goals... ...strategies that suit client needs. Candidates should hold relevant certifications like...- Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66)... ...relationship management and financial solutions. Successful candidates will progress through stages within a financial center,...Work at office
- Bank of America in Culver City is looking for a Financial Solutions Advisor Stage I. This role involves obtaining industry licenses and providing... ...their financial needs and deliver personalized advice. Candidates will enjoy comprehensive training, while working in a...
$100k
...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...specialists, and executing highly customized solutions to meet client needs Recommending... ..., and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Interim roleWork at officeLocal areaShift workDay shift$150k - $335k
...ideal Bridge Loan Officer candidate has 3-5+ years’... ...both professionally and financially rewarding. They are a... .../based in the Greater LA market. A day in the life... ...competitive loan solutions aligned with client needs... ...exceeding goals Active NMLS registration Mastery of commercial...Full timeRemote work- ...with growth. As a member of a leading financial institution, this role provides a... ...relevant banking products, services, and solutions Drive branch growth by identifying opportunities... ...and ongoing account support. SAFE registration is required at the time of employment...Work experience placementFlexible hours
$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$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- 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 is hiring for a Financial Advisor role in an in-office setting. Build comprehensive financial plans using brokerage products... ...stocks, bonds, and funds, while recommending banking solutions aligned to client goals. You will triage requests, refer to...Work at office
- Bank of America is hiring a Financial Solutions Advisor Stage I to begin licensing and build foundational advisory skills. You will learn to acquire, manage and guide clients through financial solutions with a consultative approach. The Academy provides structured training...Work at office
- Bank of America in Downey, CA is hiring a Financial Consultant to provide comprehensive advice and customized solutions to clients to help them meet their financial goals... ...products. This role requires SAFE Act registration and licenses; bilingual Spanish is preferred...
- Bank of America seeks a financial advisor to deliver tailored investment and banking solutions. You will triage client leads, refer to partners, meet with clients to review goals, build financial plans, and recommend brokerage products. Licenses and regulatory training...Monday to FridayWeekend work
- 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 Santa Monica, CA is hiring a Financial Solutions Advisor Stage I. You will begin with licensing coursework (SIE, Series 7, Series 66) and progress into customer‑facing advisory roles within a financial center. You’ll cultivate client relationships, assess...
$50k - $100k
...provides advice and guidance regarding financial solutions that are in the best interests of... ...education and experience. Canada only: Registration to sell investment products completed... ...source other than directly from a candidate. Any unsolicited resumes sent to BMO,...Contract workPart timeLocal areaImmediate startDay shift- 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...
$32.23 - $35.7 per hour
...the point of service provides financial counseling to patients in a... ...inpatient/outpatient admission and registration for identification of... ...performed in unincorporated LA County, the employer provides... ...data, internal alignment, and a candidate's years of relevant work experience...Work experience placementLocal areaShift workNight shift- 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...
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