Financial Solutions Advisor — SAFE Act Licensed Path
$28.85 per hourBank of America ATM
Bank of America is seeking a strong candidate in New York for a financial advisory role focused on providing tailored solutions to clients. Responsibilities include assisting clients in achieving their financial goals, triaging leads, and making referrals to appropriate business partners. Candidates should possess a High School Diploma and demonstrate the ability to build client relationships and manage time effectively. The position offers a competitive hourly salary, starting at $28.85, with comprehensive benefits. #J-18808-Ljbffr Bank of America
- Bank of America is seeking a Financial Solutions Advisor Stage I in New York to guide clients in their financial journeys. This role involves obtaining necessary securities licenses and providing comprehensive advice to enhance client relationships. Successful candidates...SuggestedHourly payFull time
$100k
...guidance. Merrill’s Financial Advisors and Wealth Management... ...is subject to SAFE Act registration requirements... ...Understands client solutions that are best suited... ...guidance through a defined path to become a... ...obtain Series 7 and 66 licenses within allotted program...SuggestedWork at officeShift workDay shift$70k
...review .The Wealth Relationship Advisor SAFE Act is a seasoned professional... ...bank through the use of financial planning and excellent discovery... ...through a select number of solutions using firm models & research... ...Series 7, 66 (or 63 and 65) licenses* Group 1 insurance* This...SuggestedFull timeWork at office- ...Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to... ...’s leading investment solutions platform, which allows us... ...Series 7, 66 (or 63 and 65) licenses Group 1 Insurance... ...required by applicable SAFE Act regulations and Citi policies...SuggestedFull timeWork at office
$28.85 - $33.65 per hour
...purpose to help make financial lives better through the... ...and career paths - whether shaped by military... ...advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This position... ...such, is subject to SAFE Act registration...SuggestedHourly payTemporary workWork at officeFlexible hoursShift workDay shift$28.85 - $33.65 per hour
Financial Solutions Advisor Stage I (FSA I) At Bank of America, the Financial Solutions... ...the first step on a career path through the Academy and the... ...Securities Industry licenses (Securities Industry Essentials... ...position is subject to SAFE Act registration requirements....Hourly payMonday to FridayShift workDay shift$65k - $80k
...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...completion of required licenses and trainings. All employees... ...must register with the federal SAFE Act registry and remain in good standing...Temporary workWork at officeMonday to FridayShift workDay shift$65k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging... ...knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant...Temporary workMonday to FridayShift workDay shift$65k - $80k
...common purpose to help make financial lives better through the power... ...and banking and money managed solutions Recommends banking and... ...& 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold... ...This position is subject to SAFE Act registration requirements. Pursuant...Temporary workWork at officeMonday to FridayShift workDay shift- Bank of America is looking for a Financial Solutions Advisor Stage I in New York. This role focuses on earning securities industry licenses, developing client relationships, and advising on financial solutions. The ideal candidate will be responsible for maintaining licenses...
$70k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include... .... The position is subject to SAFE Act registration requirements; all employees... ...Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66). If you...Temporary workMonday to FridayShift workDay shift$28.85 - $33.65 per hour
Job Overview Financial Solutions Advisor Stage I (FSA I) at Bank of America. Begin with Securities Industry licenses (SIE, Series7, Series66) and receive training to develop client relationships... ...a local center as needed. Maintaining SAFE Act registration and compliance, submitting...Hourly payApprenticeshipWork at officeLocal areaMonday to FridayShift workDay shiftWeekday work- ...Bank of America, we help make financial lives better by connecting... ...Overview The Merrill Financial Solutions Advisor (MFSFSA) supports affluent... ...Currently holds a SIE license. 4+ years of progressive professional... ...This position requires SAFE Act registration. All employees...Work at officeImmediate startShift workDay shift
$28.85 - $33.65 per hour
Position Overview Financial Solutions Advisor Stage I (FSA I) - Entry level role focused on building client... ...the required Securities Industry licenses and receive dedicated training to... ...financial center. Maintain compliance with SAFE Act registration requirements, including...Hourly payMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... .... Join us! As a Financial Solutions Advisor Stage I (FSA I), your... ...obtaining Securities Industry licenses, where you receive dedicated... ...This position is subject to SAFE Act registration requirements. Pursuant...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$250k
## Personal Banker SAFE Act (English/Spanish Speaking Preferred) - Maspeth BranchApplylocations: Maspeth New York United Statestime... ...to uncover opportunities, and present product offers/financial solutions* Understand and comply with Citibank policies, standards and...Full time$73k
...the company’s success. As a Financial Solutions Advisor within PNC's Wealth Management... ...Required Certification(s) Licenses: FINRA Series 7 and 66 (or... ...the Federal Deposit Insurance Act (FDIA) and, for any... ...Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry...Full timeTemporary workPart timeWork experience placement$250k
...Personal Banker Safe Act - Manhattan Area Discover your future at Citi Working at Citi is far more than just a job. A career... ...to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards and...$65k - $85k
Role Overview The National Financial Solutions Advisors (FSAs) help clients and prospective clients with... ...Qualifications Series 7 and 66 licenses, or equivalent (Series 66 must be obtained... ...& Compliance Position is subject to SAFE Act registration requirements. Employees...Work experience placementShift workDay shift$250k
Personal Banker SAFE Act The Personal Banker SAFE Act is an entry level position responsible for assisting in the execution of sales... ...to uncover opportunities, and present product offers and financial solutions Understand and comply with Citibank policies, standards and...Full time- Bank of America is seeking a Financial Solutions Advisor Stage I to build and manage client relationships and provide comprehensive financial advice. Candidates will need to acquire licenses within the first 120 days and develop tailored financial solutions to meet clients...Hourly pay
- ...A financial services company in New York is seeking a Financial Professional dedicated to helping... ...should possess a bachelor's degree and FINRA licenses. The position requires an in-office presence and offers a structured path to becoming a wealth manager along with stable...TraineeshipWork at office
$28.85 - $33.65 per hour
...advice and guidance. Merrill’s Financial Advisors and Wealth Management... ...Development Program Financial Solutions Advisor Stage I (ADP FSA I)... ...your Securities Industry licenses, where you receive dedicated... ...This position is subject to SAFE Act registration requirements....Hourly payTraineeshipWork at officeLocal areaImmediate startShift workDay shift$100k - $300k
Financial Representative - Wealth Management Career Track (Training... ...with a structured career path into Financial Advisor and Wealth Management... ...insurance and investment solutions Educate clients on financial... ...professional training and licensing programs Work closely...Work at office- Une banque reconnue à New York recherche un Associé Conseiller Financier pour établir des relations avec les clients et vendre des solutions d'assurance et d'annuité. Le candidat idéal devra avoir un diplôme de baccalauréat, des compétences en communication et la capacit...
$61.28k - $85.52k
...Citibank (Switzerland) AG is looking for a Personal Banker SAFE Act for the Manhattan Area to assist in execution of sales and customer service activities. This entry-level role focuses on fostering customer relationships, increasing sales to individual clients, and providing...$70k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided by... ...comprehensive advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This position... ...and as such, is subject to SAFE Act registration requirements. Pursuant...Temporary workWork at officeMonday to FridayShift workDay shift- A leading financial services firm in New York is seeking driven individuals... ...bachelor's degree and necessary licensing. This position offers a structured path with benefits including health insurance... ..., and performance-based bonuses. #J-18808-Ljbffr Equitable AdvisorsTraineeshipFlexible hours
- ## Financial Advisor (Multiple Levels)-Manhattan, NYPostulerremote... ...investment management solutions. A FA will need to... ...obtain all within the Licensing and Registration Schedule... ...– Occasional* Moving safely in confined spaces –... ...in a specific career path or are looking to build...Temporary workWork at officeLocal areaWork from homeFlexible hours
- ## Financial Advisor - Newtown, PAPostulerremote type: Sur placelocations... ...investment management solutions. A FA will need to... ...obtain all within the Licensing and Registration... ...– Occasional* Moving safely in confined spaces – Occasional... ...in a specific career path or are looking to...Temporary workWork at officeLocal areaWork from homeFlexible hours
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