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
$100k
...guidance. Merrill’s Financial Advisors and Wealth Management... ...position is subject to SAFE Act registration... ...strategies Understands client solutions that are best suited... ...guidance through a defined path to become a... ...obtain Series 7 and 66 licenses within allotted program...SuggestedHourly payFull timeWork at officeShift workDay shift$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
The Wealth Relationship Advisor SAFE Act is a seasoned professional role.... ...Retail bank through the use of financial planning and excellent... ...through a select number of solutions using firm models & research... ...Series 7, 66 (or 63 and 65) licenses Group 1 insurance This position...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
...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 payFull timeTemporary workWork at officeFlexible hoursShift 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- ...providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include... ...knowledge by completing required licenses and training. This position is subject to SAFE Act registration requirements. Pursuant to...Temporary workMonday to FridayShift workDay shift
$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
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- ...common purpose to help make financial lives better through the power... ...us! Role As a Financial Solutions Advisor Stage I (FSA I), your journey... ...obtaining your Securities Industry licenses, where you receive dedicated... ...This position is subject to SAFE Act registration requirements....Work at officeImmediate startMonday to FridayShift workDay shift
$28.85 - $33.65 per hour
...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 may... ...loans, and as such, is subject to SAFE Act registration requirements....Hourly payTemporary workMonday to FridayShift workDay shift$250k
...Personal Banker Safe Act, Bilingual: English/Mandarin Preferred, Queens Area 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...$250k
...Personal Banker Safe Act, Industry Puente Hills Branch, Officer Discover your future at Citi Working at Citi is far more than... ...to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards and...Full time$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$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 journey... ...your Securities Industry licenses, where you receive dedicated... ...This position is subject to SAFE Act registration requirements. Pursuant...Hourly payFull timeWork at officeImmediate startMonday to FridayRotating shiftDay shift$28.85 - $33.65 per hour
...seeking a client-focused Specialist to provide tailored financial advice and solutions in Riverhead, NY. The role includes planning financial goals... ...client requests while maintaining compliance with SAFE Act regulations. Candidates should possess a high school diploma...Hourly payFull time- Bank of America is looking for a Financial Solutions Advisor Stage I in New York, NY. This role involves obtaining securities licenses, building client relationships, and providing financial... ...program and offers a comprehensive career path. #J-18808-Ljbffr Bank of America
$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 payFull timeTraineeshipWork at officeLocal areaImmediate startShift workDay shift- A financial services company in New York is seeking a Financial Professional... ...bachelor's degree and FINRA licenses. The position requires an in-... ...and offers a structured path to becoming a wealth manager... ...with stable pay and benefits. #J-18808-Ljbffr Equitable AdvisorsTraineeshipWork 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...
$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- 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
- ...TANDEMS is looking for a Licensed Financial Advisor to serve our D2C clients, providing fiduciary investment advice and acting as a subject-matter expert on B2B software solutions. The ideal candidate has 4+ years of experience and a Series 65 or Series 66 license. This...Remote work
- A leading financial institution is seeking a Financial Solutions Advisor in the New York area to provide tailored financial advice and investment solutions to clients... ...in the financial services industry and relevant licenses including Series 7 and 66. Responsibilities...
- A leading financial institution in New York is looking for a financial advisor to provide comprehensive advice and customized solutions for clients to help achieve financial goals. The advisor... ...Applicants should have Series 7 and 66 licenses, with at least one year of...Full time
- A leading financial institution in New York is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients. The role involves building financial plans, triaging... ...must hold relevant series licenses and possess experience in the investments...
- Bank of America is seeking a Financial Solutions Advisor Stage I in New York to help clients achieve their financial goals through personalized... ...The role involves obtaining critical Securities Industry licenses and developing client relationships. Opportunities for advancement...Rotating shift
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is... ...planning. On your path to becoming a financial... ...building and obtaining licenses. Our award‑winning training... ...Services · Retirement Solutions · Business Needs... ...Insurance Contributions Act (FICA) tax purposes....Full timeContract workFor contractorsWork at office- Bank of America in New York, NY is looking for a financial advisor responsible for providing tailored investment solutions to clients. The role includes planning... ...new clients. Candidates must hold Series 7 & 66 licenses and have experience in the investment or financial...
$65k - $80k
Bank of America seeks a financial advisor in New Jersey to provide tailored financial advice and investment solutions to clients. Responsibilities include triaging client needs,... ...products. Candidates should have a Series 7 & 66 license, a minimum of one year in the financial...
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