Financial Solutions Advisor Registration Candidate - Mid Cities DFW Market
Bank of America ATM
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 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!Job Description: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 youBuild 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:Bachelor’s degree and/or a minimum of one year of financial services industry or sales experienceSchedule: Monday – Fridays and rotating SaturdaysSkills: AdvisoryAccount ManagementClient Experience BrandingCustomer and Client FocusOral CommunicationsIssue ManagementClient Solutions AdvisoryPipeline ManagementActive ListeningAttention to DetailRisk ManagementPolicies, Procedures, and GuidelinesClient ManagementCausation AnalysisWritten CommunicationsMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalent 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: 40SummaryLocation: Fort WorthType: Full time
- Job Overview As a Financial Solutions Advisor Stage I, you will obtain your Securities Industry Essentials (SIE), Series 7, and Series 66 licenses... ...3 & 65 accepted in lieu of Series 66). Complete SAFE Act registration and background check; maintain good standing or face...SuggestedWork at officeImmediate startMonday to FridayDay 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
- Job Summary As a Financial Solutions Advisor Stage I (FSA I), you will obtain your Securities Industry licenses and receive dedicated, personalized... ...a consultative approach with clients. Maintain SAFE Act registration and complete required background checks; failure to...SuggestedMonday to FridayDay shift
- Job Description Finance Advisor - responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging... ...failure to obtain or maintain registration may result in termination....SuggestedMonday to FridayShift workDay shift
$45k - $100k
...applicants. Join a financial services firm... ...20,000 financial advisors across the U.S.... ...financial services/markets and how they work... ...and financial solutions to your clients?... .../Requirements Candidates should have at least... ...Financial services registration, licensing, or...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North... ...; Salt Lake City, Utah; Wichita, Kansas... ...Deliver customized solutions and the full resources... ...accepted, in lieu of 66) registrations required with 5+ years... ...employment and hire qualified candidates without regard to...Work at officeShift workDay shift
$50k
...Join a financial services firm where your contributions... ...and 20,000 financial advisors across the U.S. and... ...training to maintain registrations and licenses in good... ...information seeking the right solutions for clients... ...new opportunities Candidate qualifications: Series...Work at officeWork from homeHome officeFlexible hours- ...Financial Advisor Apply ( locations Dallas/Ft. Worth, TX Charlotte... ...to deliver effective solutions. Personalized Consultations... ...planning, capital markets, and the financial services... ...regulatory license and/or registration (e.g. FINRA, NASAA). The SIE...Full time
- ...Fargo, we're more than a financial services leader - we'... ...deliver integrated solutions across deposits,... ...requirements and SAFE registration. Upon successful completion... ...programs (Credit, Market, Financial Crimes,... ...program requirements. Candidates applying to job openings...Temporary workWork experience placementImmediate start
$23 - $26 per hour
...customer service, conducting financial transactions, and... ...needs and offer solutions through the bank's products... ...to maintain current registration with the Nationwide Mortgage... ...experience, and local market trends. The role may... ...may consider any candidate for whom an Agency has...Temporary workWork at officeLocal areaImmediate startFlexible hoursShift work- ...Fargo, we're more than a financial services leader - we'... ..., services, and solutions * Drive branch growth... ...account support. * SAFE registration is required at the... ...risk programs (Credit, Market, Financial Crimes,... ...program requirements. Candidates applying to job openings...Work experience placementFlexible hours
$76.4k - $138.6k
...security and technology solutions as we consider the... ...that provide speed to market and business value.... ...or exposed assets.The candidate will support third-party... ...salary range for New York City Metro Area, Washington... ...your physical, financial, and emotional well-being...Summer holidayLocal areaFlexible hours$225k - $420k
...stressed and distressed financings, and liability management-style work when the market turns Exposure to both financing and restructuring dynamics, depending on matters and client needs Candidate Profile 3–5 years of finance experience from a peer firm Hands-on drafting...Work at office- ...Senior Wealth Advisor Apply ( locations Charlotte... ...Are you a Certified Financial Planner (CFP®) with a... ...portfolio management solutions targeting clients and... ...financial planning, capital markets and the financial... ...license and/or registration (e.g. FINRA, state, SFC...Full timeWork at officeLocal areaRemote workRelocationMonday to Friday
$63k - $65k
...Financial Advisor/Client Service Representative to support existing clients... ...guidance, and delivering solutions that help clients achieve their... ...positions located in the city and county of San Francisco,... ..., screening, and evaluating candidates. AI helps assess applications...Permanent employment$100k - $110k
...Skills: Experience with financial planning process,... ...expert, partnering with Advisors to deliver comprehensive... ...recommends strategic solutions to improve outcomes. The... ...level Seniority level Mid-Senior level... ...Solutions Advisor- Mid-Cities DFW Area Financial Solutions...Full timeInternship- ...Bankers will provide expert financial solutions to existing and prospective... ...and mortgage and financial advisors. Maintain a high level of... ...goal‑oriented experience. Registration with the National Mortgage... ...brand awareness and obtain market knowledge. Other Qualifications...Night shift
- ...a comprehensive financial planning and investment... .../Service Advisor reports to the Lead... ...when traditional solutions may not apply •... ...Active engagement in marketing and sales efforts... ...) • The ideal candidate will have 3+... ...Certificates, Licenses, Registration • Series 7 and...
- ...hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly... ...(SIE) exam, FINRA Series6, state registration (including63 if required), and Life... ...help small businesses, nonprofits and cities grow, delivering solutions to solve...Immediate startAfternoon shift
- ...associates to become trusted advisors who help customers navigate every financial life stage. Essential... ...to share valued solutions and recommendations via... ...goal‑oriented experience. Registration with the National Mortgage... ...brand awareness and market knowledge. Strong presentation...Night shift
- ...borrowers with realtors, builders, financial professionals, bank stores,... ...in the assigned market Present recommendations for... ...follow-up activities with the registration lock-in; analyze and offer mortgage... ...the evaluation. Successful candidates must also meet ongoing...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate start
- ...purpose to help make financial lives better through... ...product and service solutions that meet their investment... ...products, financial markets, policies, procedures... ...subject to SAFE Act registration requirements.... ...employment and hire qualified candidates without regard to...Work at officeFlexible hoursShift workDay shift
$128.1k - $239.6k
...internal tools and external solutions delivered to our... .... The successful candidate will communicate findings... ...range for New York City Metro Area, Washington... ...support your physical, financial, and emotional well-... ...building trust in capital markets. Enabled by data,...Summer holidayLocal areaRemote workFlexible hoursNight shiftWeekend work$116k - $229.1k
...Summary The Emerging ERP Solutions practice is all about... ...ERP applications like Workday Financials and Infor. We're here to help... ...Solutions-Workday teams are market leaders working with clients... ...Chance Ordinance for Employers, City of Los Angeles’s Fair Chance...Local area- WHO WE ARE:Simpli.fi provides marketing technologies, solutions, and workflow automation for advertisers... ...efficiency opportunities, and provide the financial insights that drive long-term... ...and mentoring employees! Candidates must be authorized to work in the United...Full timeLocal area
$142.6k - $261.5k
...business needs and technical solutions. You'll be... ...solutions COPA and Financial Reporting Lead Fit-... ...creative thinking. Ideal candidates will possess a passion... ...salary range for New York City Metro Area, Washington... ...trust in capital markets. Enabled by data, AI...Contract workSummer holidayFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...· Trust Services · Retirement Solutions · Business Needs Analysis Northwestern... .... Northwestern Mutual is the marketing name for The Northwestern Mutual Life...Full timeContract workFor contractorsWork at office- ...Estate (CRE) loans within the market. Relationship Managers will... ...local community.The ideal candidate will have the ability to develop... ...to deliver comprehensive financial solutions. This role also requires an... ...Relationship BankingServe as a trusted advisor, providing customized...Local area
- ...together investment management, financial planning, and tax strategy in... ...d love to connect! Financial Advisor The Financial Advisor will... ...comprehensive wealth management solutions Maintain and strengthen... ...CRM systems Stay current on market trends and industry developments...Permanent employmentWork at office
$100k - $250k
...We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice while providing... ...and JDs into the client relationship. Our target market is high-net-worth Individuals with assets in...
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