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
- ...common purpose to help make financial lives better through the... .... Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey... ...position is subject to SAFE Act registration requirements. Pursuant to... ...is open for the entire market and the specific financial...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ## 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
$65k - $80.2k
...make better and smarter financial decisions and enabling... ...to expand our advisor base and deliver an outstanding... ...Deliver economic and market views, investment... ...Assistance, Fertility Solutions and Maternity/Paternity... ...requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC,...SuggestedTemporary workWork experience placementLocal areaFlexible hours- ...Rd, Brentwood, TN 37027, USASUMMARY... ...is a trusted advisor who engages clients... ...their financial goals and align on solutions that meet their... ...SalesforceCERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA,... ...across the southern U.S. The... ...brokerage, capital markets, fixed income,...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- ...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...Apprenticeship
- Bank of America seeks a Financial Solutions Advisor Stage I to begin with obtaining Securities Industry licenses (SIE, Series 7, Series 66) and to develop foundational advisory skills in a designated financial center. Upon successful licensing, you progress to Stage II,...
- ...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
- ...community bank with the full financial capabilities to meet... ...to be a trusted advisor while providing them... ...expert financial solutions to existing and prospective... ...will be experts in marketing Simmons solutions to... ...This position requires registration with the National...Night shift
- Bank of America is seeking a Financial Solutions Advisor Stage I to guide clients through core banking and investment solutions. You will begin by obtaining securities licenses and then develop foundational advisory skills to build and manage client relationships. The role...Work 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
- ...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
$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
- Bank of America in the United States offers a path as a Financial Solutions Advisor Stage I. The role begins with obtaining Securities Industry licenses (SIE, Series 7, Series 66) through dedicated classes, followed by training in core banking and investment solutions while...
- 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
- Alternative Investment Analyst - Franklin, TN Location: 1948 Double Double Drive, Franklin, TN Work Type: Full-time Department: Family... ...the internal databases of performance, investment holdings, market exposures, and interactions with managers in the current portfolio...Full time
- ...full‑time Alternative Investment Analyst based in the Franklin, TN office. The position reports to the Alternative Investment Portfolio... ...update internal databases of performance, investment holdings, market exposures, and interactions with managers. Integrate data supplied...Full timeMonday to Friday
- ...Registered Representative - State Farm Agent Team Member to market financial products. In this role, you will provide consultation on investment... ...and ensuring compliance with industry standards. The ideal candidate will possess a Series 6 or 7 license, strong knowledge of...
- Float Relationship Banker - Middle TN Region Offices Job Category: Branch Delivery Requisition Number: FLOAT006876 Posted: July 20,... ...Complete ongoing product knowledge, digital product knowledge, financial services and sales-oriented training to sustain broad product, service...Hourly payFull timeWork experience placementWork at officeHome officeMonday to Friday
$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,...- ...could be a great fit. This position is onsite at our Franklin, TN Branch ESSENTIAL DUTIES AND RESPONSIBILITIES: Depending on background... ...geographic location, residents of the states of CA & CO, and for NY are excluded from this role currently.) #J-18808-Ljbffr CMG FinancialHourly payWork at office
- ...channels, and process cash transactions with precision. You will build relationships, uncover financial needs, and connect clients to lending, investments and everyday banking solutions. The role emphasizes a strong work ethic, adaptability, and teamwork in a busy financial...Weekend work
- ...Ashton Woods Financial Analyst Position Ashton Woods is more than just a home... ...home builder in the United States, markets its homes through its two award-winning... ...has a hybrid work schedule and candidates must live in the Nashville, TN area. * Responsibilities Prepare...Live inWork at officeLocal area
- ...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
- ...passion 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
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives... ...your practice and obtain support for registrations and certifications such as the Series 6... ...full-time Financial Representative or Advisor role upon graduation.QualificationsAre...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ..., Inc. is hiring an Alternative Investment Analyst in Franklin, TN. This role involves assisting in managing alternative investments... ..., including due diligence and performance monitoring. Ideal candidates will have a Bachelor's degree in finance or a related field and...Work at office
- ...seeking a full-time Alternative Investment Analyst for our Franklin, TN office. The analyst will assist with managing alternative... ...and managing commitments in various investment areas. The ideal candidate will possess a Bachelor's degree with relevant experience, strong...Full timeWork at office
- ...ROLE This is a Wealth Advisor seat on the firm’s flagship... ...wealth advisory: financial planning, client meetings... ...firm based in Nashville, TN. We provide... ...alternative investments, and market context Specialized... ...assigned to the team CANDIDATE PROFILE You Are:...Work at office
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