Financial Solutions Advisor Registration Candidate - Southern TN 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!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.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.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 licensesMust be self-disciplined in managing time and capacityExperience in cultivating client relationships, accessing needs and recommending solutionsSuccess creating strong peer relationships through effective communication and collaborationDemonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environmentExecutes multiple tasks simultaneouslyLearns and adapts to new technology or applicationsDesired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE)Bachelor’s degree and/or a minimum of one year of financial services industry or sales experienceSkills:Client Experience BrandingClient Solutions AdvisoryInvestment ManagementPipeline ManagementReferral ManagementClient ManagementCustomer and Client FocusPortfolio ManagementProspectingReferral IdentificationBusiness AcumenExecutive PresenceOral CommunicationsRisk ManagementTradingMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentSchedule: Monday – Fridays and rotating Saturdays***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: 40SummaryLocation: Nashville; Nashville; Germantown; Murfreesboro; Nashville; Franklin; Brentwood; Brentwood; Collierville; Memphis; Smyrna; CordovaType: Full time
- ...is a trusted advisor who engages... ...understand their financial goals and align on solutions that meet... ..., LICENSES, REGISTRATIONS (Ex: CPA,... ...Requirement All candidates must... ...in Memphis, TN, the banking... ...across the southern U.S. The Company... ...brokerage, capital markets, fixed...SuggestedTemporary workWork at office
- ## Financial AdvisorApplylocations: Franklin... ...*, our Financial Advisors have access to a... ...sophisticated investment solutions, advanced... ...Stay informed of market trends, economic... ...Licensing Requirements**Candidates must obtain and... ...all required registrations and licenses, including...SuggestedTemporary workWork at office
$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...SuggestedWork at officeWork from homeHome officeFlexible hours- ...environment and includes financial statement... ...portfolio. The ideal candidate has previous... ...Certificates, Licences, Registrations: None required... ...Headquartered in Memphis, TN, the banking... ...states across the southern U.S. The Company... ...brokerage, capital markets, fixed income, and...SuggestedWork experience placementWork at office
- Shoemaker Financial is a comprehensive financial services... ...provides customized solutions to assist clients in... ...their goals. Advisors will assess clients'... ...preferably in leadership, marketing, or business development... ...various licenses and registrations necessary to be able...SuggestedApprenticeship
- ...General Function Selected candidates are intended to... ...consultative sales process and Financial Needs Assessment to... ...appropriate solutions using our value proposition... ...and other approved Marketing tools to proactively... ...S.A.F.E. Act registration at the time of employment...Work experience placementWork at office
- ...advice tailored to suit their financial needs. As a Private... ...Specialists (Private Client Advisors, Mortgage Bankers and Business... ...exam, FINRA Series 6/7, state registration (including 63 or 66 if required... ...and cities grow, delivering solutions to solve all their financial...Immediate startAfternoon shift
- ...Franklin Rd,Suite 200,Brentwood, TN, 37027,United States... ...industry professionals in the market. SCOPE OF WORK The Security Analyst... ...assist in implementing effective solutions Review security logs and... ...as needed, or directed IDEAL CANDIDATE PROFILE Bachelor’s degree in Information...Work at office
$25.63 - $34.18 per hour
...to make better and smarter financial decisions and enabling the communities... ...lending decisions.Preferred candidates will possess experience in... ..., underwriting, secondary market guidelines, and agency... ...requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA...Full timeWork experience placementLocal area3 days per week$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- ...our team in Franklin, TN.Nissan’s Global Risk Management... ...property, casualty, financial lines, and employee... ...to impactful solutions across our organization... ...will consider qualified candidates with arrest or conviction... ...designed, market-driven products.Join us...Full timeLocal area
- ...Wealth Group provides holistic financial planning, objective solutions, and knowledgeable advice to... ...-site role based in Franklin, TN, supporting financial advisors in delivering comprehensive planning... ...management. Qualifications Candidates should possess strong...Full timeWork at office
- Bankers Life® Financial Advisors help clients live more and worry less through... ...and find financial solutions with help from industry-leading... ...Life financial products and market trends Develop yourself with... ...and build a team The ideal candidate will have: Active Life & Health...Work at officeFlexible hours
- A financial services company in Brentwood, TN is seeking a Financial Advisor to build a client base and provide tailored financial solutions. The ideal candidate will possess active Life & Health licenses and have a history of success in sales. This position offers award...Flexible hours
- ...competitive advantage in the markets we serve. We are all united... ...opportunities to improve the customer's financial wellbeing. Collaborates with... ...of wallet. Positions PNC solutions to drive new revenue and... ...(s) Licenses Candidates being considered for this position...Full timeTemporary workPart timeWork experience placementWork at office
$270k
...Credit Officer – To $270K – Brentwood, TN – Job # 3822-20677 Who We Are The... ...accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank... ...responsibilities include: ~Developing department financial goals including credit quality,...- ...This position is onsite at our Franklin, TN branch but will consider remote if necessary... ...– This role is currently allocated for candidates within geographic regions that do not... ...excluded from this role currently.) CMG Financial is an equal opportunity employer and does...Hourly payWork at officeRemote work
- ...and customer focus to the business. Financial Advisor Location: Franklin & Brentwood ABOUT... ...when customers require investment solutions beyond a bank's traditional capabilities... ...defines our bank. You'll translate complex markets into understandable plans, celebrate...Temporary workWork at officeLocal areaFlexible hours
- ...firm based in Brentwood, TN. We provide comprehensive financial planning to affluent families... ...model: small, focused advisor teams built around trust,... ...depth. The ideal candidate is equally comfortable in... ...alternative investments, and market context Team Contribution...Work at office10 hours per week
- A local credit union in Franklin, TN, is seeking a Full-Time Member Service Representative/Teller. Responsibilities include serving... ...transactions with accuracy, and maintaining excellent member service. Candidates must have a HS diploma or GED, be at least 18 years old, and...Full timeLocal area
- ...competitive advantage in the markets we serve. We are all united... ...employees can thrive. We encourage candidates to connect with their... ...aimed at improving customer financial wellbeing and creating loyalty... ...customized customer solutions. Managing Risk - Assessing and...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...provided by Corporate! Successful Candidate Attributes: • Proven track record... ...partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3...Remote work
$17 per hour
...our dynamic Operations Team in Nashville, TN: Are you passionate about helping people?... ...with our members and ensure their financial transactions are handled with exceptional... ...purpose. To be hired for this position the candidate must pass a drug screen and background check...Hourly payLocal area$5,000 per month
...Description What You’ll Do As a Financial Professional / Team Leader,... ...more. Deliver customized solutions based on client goals, income... ...and learn from experienced advisors through collaboration Stay... .../Location: ~ Brentwood, TN 37027 (On-site Position)...Contract workWork at officeFlexible hours- ...Loan Officer Assistant Location: Franklin, TN Type: Permanent, Direct-Hire We are seeking a highly organized and detail-oriented... ...of 30 to 40 loans per month from intake to closing. The ideal candidate possesses deep mortgage industry knowledge, a grasp of income...Permanent employment
$50k - $55k
Location: Franklin, TN Type: Permanent, Direct-Hire We are seeking a highly organized and detail-oriented Loan Officer Assistant... ...of 30 to 40 loans per month from intake to closing. The ideal candidate possesses deep mortgage industry knowledge, a grasp of income...Permanent employmentTemporary workWork experience placementSelf employmentWork at officeShift work- ...frameworks and business requirements.ESSENTIAL FUNCTIONSMay perform any or all of the following duties:Design, deploy, and manage security solutions (firewalls, Cloudflare WAF/bot mitigation, SIEM, EDR/AV, IDS/IPS, DLP, vulnerability-management platforms).Harden Linux (Ubuntu),...Full time
$15 per hour
...Job Description Job Description Personal Loan Consultant TN– Job Description Department: Sales / Client Services... ...inquiries to determine eligibility for loan programs and alternative financial solutions offered through Priority Plus Financial. This position...Hourly payContract workWork at office- DescriptionOVERVIEWSince 1996, LBMC Technology Solutions has provided industry-specific... ...help organizations implement and support financial solutions to improve our client’s... ...Consultant for our team. Qualified consulting candidates must have a strong financial and...Full timeFor contractorsCasual workRemote workNight shift
$85k - $100k
...Salary: $85-100K (DOE) + discretionary bonus Location: Franklin, TN Our client, a hyper growth organization, is seeking a Senior Financial Analyst to join their Corporate Finance group. Great opportunity to move from an Analyst to a Senior Financial Analyst role What We...Immediate start
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