Financial Solutions Advisor Registration Candidate - Menlo Park
$28.85 - $33.65 per hourBank of America
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! 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 Weekly Schedule: Monday thru Friday, with rotating Saturdays required Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NJ - Edison - 46 Parsonage Rd - Menlo Park (NJ7297)Pay and benefits informationPay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis 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. #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 FridayFlexible hoursShift workDay shift
- Financial Advisor - Central Jersey page is loaded## Financial Advisor - Central Jerseylocations... ...variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive... ...offers a full range of expert financial solutions, serving more than 2 million customers...SuggestedLocal 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... .... This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
- ...the utmost hospitality, delivering 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...SuggestedAfternoon shift
$15 per hour
...Job Description Financial Advisor \n Prudential Financial Edison, New Jersey \n \n About the Company \n Take your career... ...a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career...SuggestedMinimum wageFull timeContract workPart time- ...Details Recruitment/Posting Title: Financial Assistance Advisor Job Category: Staff & Executive - Finance... .../Purchasing Department: UBHC - OP Registration Overview: Rutgers University... ...including, but not limited to, the candidate's qualifications, experience, and expertise...Full timeSeasonal workWork at officeFlexible hours
$50k - $100k
...The Financial Advisor role at Barnum Financial Group in Iselin, NJ focuses on building long-term client relationships and developing a financial... ...an entrepreneurial, performance-based position designed for candidates who want greater ownership of their career and earnings....Flexible hours- ...detail and communication skills, and involves collaboration with various teams to implement creative compensation solutions. Located in Madison, WI, candidates must be eligible to work in the United States without visa sponsorship and be willing to relocate. Competitive...RelocationVisa sponsorship
$98.35k - $115.7k
...to make better and smarter financial decisions and enabling the communities... ...advisers. Serves as trusted advisor to clients by continually... ...then implements mitigating solutions. Reviews the accounting and... ...requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA...Full timeWork at officeLocal area3 days per week$21 per hour
...looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our... ...can include weekends and evenings Qualified candidates must complete a video interview assessment after...Hourly payLocal areaFlexible hoursAfternoon shift- Barnum Financial Group Tri State is seeking a full-time Financial Advisor based in Iselin, NJ. You will provide strategic financial planning, assist clients with retirement... ...develop risk management strategies. The ideal candidate will have strong analytical abilities, excellent...Full time
$17.31 - $28.85 per hour
...thrive and achieve balance. We encourage candidates to connect with their recruiter and... ...experience aimed at improving customer financial wellbeing and creating loyalty while increasing... ...in creating customized customer solutions. Managing Risk - Assessing and effectively...Full timePart timeWork experience placementWork at office- A leading financial services firm in Edison, NJ is seeking a Financial Advisor who will provide expert financial guidance and build lasting relationships with clients. The ideal candidate is self-disciplined, motivated to help others, and able to control their schedule...Flexible hours
$90k - $110k
...manufacturing, and distributing formwork solutions for the construction sector, Doka... ...Director of FP&A.Key ResponsibilitiesRegional Financial Planning & Performance ReportingLead the... ...factors, including but not limited to, the candidate’s experience, qualifications, skills,...Temporary workLocal areaImmediate startFlexible hours$110k - $135k
...manufacturing, and distributing formwork solutions for the construction sector, Doka... ...professional to serve as the primary financial advisor to operations and supply chain leadership... ...factors, including but not limited to, the candidate’s experience, qualifications, skills,...Temporary workLocal areaImmediate startFlexible hours- ...modules to support, optimize, and evolve our financial systems. This role partners closely with... ...skillsExperience building analytics solutions for infrastructure, operations and/or... ...factors, including but not limited to, the candidate’s skill set, level of experience,...Full timeTemporary workFor contractorsFor subcontractorLocal areaImmediate start
- ...meaningful conversations that support financial well-being and deepen engagement Lead... ...relevant banking products, services, and solutions Drive branch growth by identifying... ...openings and ongoing account support. SAFE registration is required at the time of employment...Work experience placementFlexible hours
- ...education and advice tailored to suit their financial needs. As a Private Client Banker in... ...with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship... ...(SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life...Afternoon shift
- PNC Financial Services Group, Inc. is seeking a Personal Banker in Franklin Lakes, NJ to grow the branch customer base through proactive... ...engage customers, identify financial needs, and present PNС solutions to build loyalty and wallet share. The role emphasizes strong...Work at office
$45k - $60k
...families achieve long-term financial well-being. With over 55 years... ...more than 1,000 financial advisors. Lincoln Investment serves over... ...standards. Qualifications Candidates should possess skills in Financial... ...appropriate investment solutions. Candidates should possess...Full timeWork at officeRemote workWork from home- ...client relationship management in New Jersey. The role emphasizes identifying loan solutions aligned with client needs and progressing mortgage transactions with internal teams. Candidates should be prepared to manage a customer portfolio, pursue new business...
- Bank of America in Woodbridge Township, NJ is seeking a financial advisor to help clients achieve their financial goals through tailored investment strategies. The ideal candidate should have at least one year of experience in the investments and financial services industry...
- ...guided by a common purpose to help make financial lives better through the power of every... ...most complex, integrated debt capital solutions for commercial banking clients. Products... ...for employment and hire qualified candidates without regard to race, religious creed...Work at officeLocal areaFlexible hoursShift workDay shift
- ...Schools in Edison, NJ. The role involves providing integrated student services, understanding financial aid regulations, and fostering a supportive environment for students. Candidates must have a BA/BS degree and two years of financial aid experience, or comparable...Weekend workAfternoon shift
- ...company’s success. As a Wealth Advisor in PNC Wealth Management,... ...achieve balance. We encourage candidates to connect with their... ...well as the development of financial plans for clients. Grows and... ...creating customized customer solutions.Managing Risk - Assessing and...Full timeTemporary workPart timeWork experience placementWork at office
- ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds... ...already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials®/SIE), Series 6 and/or 7...Local area
- ...the Company MassMutual NJNYC is a financial planning firm with offices across the Tri... ...supporting staff provides customized financial solutions based on our independent platform... ...time hybrid role for a Senior Financial Advisor with expertise in Wealth Management and...Full timeRemote work
- ...Financial Advisor Opportunity Build a career helping people build their financial future with Barnum Financial Group, a MassMutual firm... ...Group provides the resources, expertise, and comprehensive solutions advisors need to make a lasting impact. What You'll Do...
$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about... ...provide comprehensive financial planning, investment management solutions, and risk management to retirement plan participants,...Temporary workLocal areaFlexible hours- ...Astreya is looking for a Project and Financial Coordinator (Engineer) to join our team... ...and asset management. The successful candidate will work closely with Project Management... .... • Support procurement, asset registration, deployment, and decommissioning processes...Contract work
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