Financial Solutions Advisor - Registration Candidate - East Valley Phoenix Area
Bank of America Corporation
Job Description: Please note that this requisition may contain multiple locations but there is not an immediate opening for every location listed. 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's 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 Spanish speaking 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 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. *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** Shift: 1st shift (United States of America) Hours Per Week: 40 #J-18808-Ljbffr Bank of America Corporation
$80k - $115k
WealthBridge Financial Group is seeking driven... ...changers in Phoenix Metro East to join our Phoenix... ...of financial advisors. In this position... ...the 7 planning areas — protection, savings... ...3/66 securities registrations within your... ...protected by law. All candidates must pass a...SuggestedContract workFor contractors- Position Description Financial Solutions Advisors (FSAs) are phone-based licensed advisors (Series 7 and 66 required) that provide clients with... ...where appropriate. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all...SuggestedWork experience placementImmediate startFlexible hoursShift workDay shift
- ...Overview CMG Financial is hiring Consumer Direct Loan Officers for... ...CMG’s suite of mortgage solutions to provide valuable mortgage... ...compliance results across all areas from phone solicitation through... ...role is currently allocated for candidates within geographic regions...SuggestedWork at office
$75k - $172.54k
...Description WealthBridge Financial Group is seeking results-oriented... ..., experienced financial advisors in Phoenix Metro. In this position,... ...plus Series 6/7 and 63/66 registrations preferred - 3+ years of... ...protected by law. All candidates must pass a background check...SuggestedContract work$41.5k - $65.5k
...11/22/2026 Address: 85 East Warner Road, Suite 101 Job... ...and guidance regarding financial solutions that are in the best interests... ...experience. Canada only: Registration to sell investment products... ...other than directly from a candidate. Any unsolicited resumes...SuggestedContract workPart timeLocal areaImmediate startDay shift- ...guided by a common purpose to help make financial lives better through the power of... ...Merrill Participant Services Financial Solutions Advisors (FSA) engage participants in goals-based... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Temporary workWork at officeShift workDay shift
$91.1k - $151.8k
...team practices to help chief financial officers, controllers, and finance... ...with leading-class teams and solutions, helping clients navigate... ...reporting. A successful candidate would possess these skills: Ability... ..., and actions across areas that help drive positive outcomes...Work at officeLocal areaRelocationNight shift- ...Client Banker - South Valley Market - Mesa/Gilbert/... ...Specialists (Private Client Advisors, Mortgage Bankers, and... ...them with specialized financial needs. Make clients’... ...grow, delivering solutions to solve all their financial... ...and Registry (NMLS) registration. Equal Opportunity...Full timeAfternoon shift
$45k - $100k
...Financial Advisor OpportunityJoin a financial services firm where your... ...personalized investment and financial solutions to your clients?Taking... ...?Skills/Requirements Candidates should have at least one of... ...experienceFinancial services registration, licensing, or certificationProfessional...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$52k - $64k
...individuals. This position is open to candidates who reside in and have the... ...reach their long-term financial goals or providing personal... ...obtain FINRA 7 & 63 registrations within corporate-established... ...questions, share thoughts & offer solutions What will set you apart Previous...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from home- Bank of America is seeking a Financial Solutions Advisor to serve mass affluent clients by phone, delivering holistic investment, savings and liability management guidance through Merrill Lynch products. The role requires Series 7 and 66, and bilingual Spanish proficiency...
- WealthBridge Financial Group is seeking driven, results‑oriented career changers in the Phoenix Metro East area to join our advisor team. No prior financial services experience is required; we offer pre-licensing guidance, a 4‑week joint‑field training, and a defined career...
- ...client advisory professional focused on helping customers reach financial goals. The role balances service requests with sales opportunities and provides subject‑matter expertise on the bank's solutions in a collaborative, in‑office environment. You will ask open questions...Work at office
- Bank of America is hiring a Financial Solutions Advisor Stage I to build and manage client relationships, obtain required securities licenses, and deliver core banking and investment solutions. The role advances through Stage II as you grow the client portfolio and expertise...Work at office
- ...Arizona Department Name: East Valley Endocrinology Work Shift:... ...Health. As a Patient Financial Services rep you will be responsible... ...in the metropolitan Phoenix area. We currently have more than... ...appointments, providing registration of patient and insurance information...Daily paidFull timeWork experience placementWork at officeShift work
- ...company, is seeking a Specialized Finance Solutions Delivery Consultant for a direct hire... ...Lake Mary, FL or Mechanicsburg, PA). The candidate must reside within 100 miles of a listed... ...supporting accounting operations, monthly financial reporting, and compliance activities,...
$87.4k - $123.4k
...is based on the idea that transforming financial lives starts by giving our people the freedom... ...life, delivering tailored advice and solutions that meet their long-term goals. This... ...* Active FINRA Series 7, 63, and 65 registrations * FINRA Fingerprinting required * Minimum...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- ...significant impact on operational results within area of work. Works independently under... ...protectionRequired Licensing, Registration and/or CertificationsSecurity+ or other... ...paid to Recruiters who submit unsolicited candidates, in the event the candidate is hired by...Full timeImmediate startWeekend work
$95.6k - $188.4k
...team practices to help chief financial officers, controllers, and finance... ...with leading-class teams and solutions, helping clients navigate... ...the engagement.A successful candidate would possess these skills:Ability... ...one or more of the following areas:Governmental or higher...Local area$100k - $120k
...worth. We aren’t traditional corporate advisors hiding behind wirehouse bureaucracy. We... ...being the Keystone . Most estate and financial plans crumble because advisors don't talk... ...Your recommendations across all planning areas will carry great weight, but you must be...Work at officeRemote work1 day per week- ...Tucson (85701); AZ - Phoenix; AZ - Glendale; AZ - Mesa... ...success. As a Wealth Advisor in PNC Wealth... ...balance. We encourage candidates to connect with their... ...as the development of financial plans for clients. Grows... ...creating customized customer solutions.Managing Risk - Assessing...Full timeTemporary workPart timeWork experience placementWork at office
$5,250 per month
...to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics,... ...home, with 1-3 days in our Tempe office each month. Candidates must reside in the greater Phoenix area. What you’ll do: Build rapport with borrowers...Work at officeRemote workWork from homeMonday to Friday- ...industry insights and integrated solutions to achieve business... ...functional teamsA successful candidate would possess these skills:§... ...strategic value through enhanced financial planning, forecasting, and analytics... ..., and actions across areas that help drive positive outcomes...Local areaVisa sponsorship
$30.76 - $37.6 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...and providing comprehensive financial solutions to small businesses with annual... ...National Mortgage Licensing Service registration under the terms of the S.A.F.E. Act of...Temporary workLocal area$54.6k - $63k
## Financial Specialist SeniorApply: Campus: Tempe: Full... ...appropriate to the area of assignment/field; OR... ...challenges. The ideal candidate will have a strong understanding... ...problems and propose solutions within applicable... ...in metropolitan Phoenix, Arizona, the nation's...Full timePart timeInternshipSecond jobWork at officeRelocation package$50.16k - $75.24k
...more than 135 years of financial experience and over 24,... ...initiatives and assisting in tax solution development work. This... ...reaches across all areas of the business... ...Technology. The successful candidate will be a self-starter... ...2 4357 (Europe, Middle East and Africa) and let us...Interim roleH1bLocal areaWorldwideFlexible hours- ...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....Shift workDay shift
- ...General Function: Selected candidates are intended to become a... ...The Personal Banker I is a Financial Center position focused on using... ...and recommend appropriate solutions using our value proposition.... ...position requires S.A.F.E. Act registration at the time of employment...Work experience placementWork at office
- ...among other leading organizations in the Phoenix area. Are you eligible? You can apply to... ...per week. Career growth paths include: - Financial advisory - Sales specialist - Product Support... .... Category:Finance, Keywords:Financial Advisor, Location:Tempe, AZ-85282 d24ad0b8-823f...InternshipMonday to Friday
$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can... ...Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs AnalysisNorthwestern Mutual's proprietary...For contractorsWork at office
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