Licensed Financial Solutions Advisor (SIE & Series 7)
Bank of America
Bank of America in Torrance is seeking a Financial Solutions Advisor Stage I to begin licensing and learn to build trusted client relationships while guiding clients through their financial picture and needs. As you progress, you’ll advance to Stage II, earn SIE, Series 7 and Series 66 licenses, and deliver end-to-end advice within a supportive Academy, bank, and investment partner ecosystem. #J-18808-Ljbffr Bank of America
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the... ...impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your... ...obtaining your Securities Industry licenses, where you receive... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayRotating shiftDay shift$70k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...knowledge by completing required licenses and trainings. Since this position... ...Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66)...SuggestedTemporary workMonday to FridayShift workDay shift$70k - $80k
...providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include... ...Required Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If the 66 is not currently held but a 63...SuggestedTemporary workMonday to Friday$70k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...knowledge by completing required licenses and trainings. This position is... ...Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses...SuggestedTemporary workMonday to FridayShift workDay shift- ...Financial Solutions Advisor Registration Candidate- LA Metro Market South Gate, California To... ...obtaining your Securities Industry licenses, where you receive dedicated and personalized... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
$61k - $119k
...Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...-building and obtaining licenses. Our award-winning... ...Trust Services Retirement Solutions Business Needs Analysis Northwestern... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual...For contractorsWork at office- ...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This position... ...Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66)...Full timeTemporary workDay shift
$70k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...by completing required licenses and trainings. This position is... ...Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses...Temporary workImmediate startMonday to FridayShift workDay shift- Bank of America is seeking a financial advisor located in Torrance, California. This position... ...financial goals through customized solutions and strategic investment recommendations. The ideal candidate holds a Series 7 & 66 license and has at least one year of experience...
- ...America in Culver City is seeking a dedicated financial advisor to provide tailored advice and solutions that help clients achieve their financial goals... ...and investment products. Applicants should have Series 7 & 66 licenses and at least one year of relevant experience in...
$70k - $80k
...of America in Manhattan Beach is seeking a financial advisor responsible for providing tailored advice and solutions to clients. The position involves assessing... ...with business partners. Candidates must hold Series 7 & 66 licenses and have at least one year of experience in...$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...-building and obtaining licenses. Our award-winning... ...Trust Services · Retirement Solutions · Business Needs Analysis... ...Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...Full timeContract workFor contractorsWork at office$57.5k - $106.5k
...: Wealth Sales & Service Provides financial and investment planning and advice... ...to deliver a comprehensive banking solution in the best interest of the... ...of education and experience. FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses. Life and Health Insurance...Contract workPart timeLocal area$70k - $80k
Bank of America seeks a financial advisor in Carson, California. This role provides comprehensive advice to clients, focusing on financial... ...regulatory compliance. Eligible candidates must hold Series 7 & 66 licenses, have at least one year of experience in the investment...- ...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This position... ...Qualifications : Currently holds Series 7 & 66 (63 & 65 in lieu of 66)...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Financial Advisor Opportunity LPL Financial partners with banks to offer a complete... ...look to BMO Bank for financial solutions. This position will offer:... ...the way. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years...Local area
$70k - $80k
Bank of America is seeking a financial advisor in Gardena to provide comprehensive financial advice and customized solutions for clients. This role involves triaging client leads... ...possess strong communication skills, relevant licenses, and a background in financial services....- ...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This position... ...Qualifications : Currently holds Series 7 & 66 (63 & 65 in lieu of 66)...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Bank of America in Redondo Beach is seeking a Financial Advisor to provide tailored solutions to clients to meet their financial goals. Key responsibilities... ...products. The ideal candidate will have Series 7 & 66 licenses, at least one year of experience in the...
$75k - $80k
## Associate Financial Advisor - South Bay Wealth Advisors - Redondo Beach... ...investment planning, insurance solutions, and ongoing relationship... ...Requirements*** Securities (Series 7 and 66 or Series 7, 63 and... ...registration and/or insurance licensing verification, if applicable....$75k - $80k
...is a different kind of financial services firm, one... ...generosity. South Bay Wealth Advisors is an independent... ...investment planning, insurance solutions, and ongoing... ...Requirements Securities (Series 7 and 66 or Series 7, 6... ...and/or insurance licensing verification, if applicable...Local area- ...tailored to suit their financial needs. As a... ...(Private Client Advisors, Mortgage Bankers... ...24 hours a day/ 7 days a week... ...Industry Essential (SIE) exam, FINRA Series 6/7, state registration... ...) and Life licenses are required - or... ...grow, delivering solutions to solve all their...Immediate startAfternoon shift
$50k
...Join a financial services firm where your contributions... ...and 20,000 financial advisors across the U.S. and Canada... ...registrations and licenses in good standing. A... ...information seeking the right solutions for clients... ...Candidate qualifications: Series 7 and Series 66...Work at officeWork from homeHome officeFlexible hours- Responsibilities Provides financial and investment planning and advice in collaboration... ...deliver a comprehensive banking solution in the best interest of the... ...education and experience FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses Life and Health Insurance...
- ...provides a wide range of financial services to more than... ...in the apparel licensing industry before transitioning... ...About the Financial Advisor Role: As a Financial... ...insurance solutions and financial planning... ...necessary licenses, such as Series 6, 63, and state insurance...InternshipWork at officeWork from homeVisa sponsorshipFlexible hours
$70k - $80k
Bank of America is seeking a Financial Advisor in Redondo Beach, CA, responsible for providing... ...financial advice and customized solutions. This role involves planning financial... .... Candidates should possess Series 7 & 66 licenses, have at least one year of experience...$37 - $65.5 per hour
...Fargo, we're more than a financial services leader - we're... ...to deliver integrated solutions across deposits,... ...Branch Premier Banker LP (license pending) role is a temporary... ...Authority (FINRA)Series 6 and 63 exams (or FINRA... ...Securities Industry Essentials (SIE) exam is also required....Temporary workWork experience placementImmediate start- Bank of America is seeking a financial advisor to provide comprehensive financial advice and customized solutions to clients. This role includes planning financial goals, recommending... .... Candidates should hold necessary licenses, have financial experience, and possess...
$70k - $80k
...are looking for an Investment Advisor to provide comprehensive advice and customized solutions to clients. This role involves... ...meeting with clients, building financial plans, and recommending brokerage... ...Qualifications Current Series7 and 66 licenses (or 63/65 in lieu of 66). If 66...Permanent employmentTemporary workMonday to FridayShift workDay shift- ...knowledge of investments, financial planning, credit and... ...advice, developing thoughtful solutions and delivering an... ...Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed... ...provides individuals, advisors and institutions with...Temporary workWork experience placementLocal area
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