Financial Solutions Advisor Registration Candidate- Valley Crest Market
$28.85 - $33.65 per hourBank of America ATM
Job Description: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. 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. We’ll help you • Build 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 licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through effective communication and collaboration. Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment. Executes multiple tasks simultaneously. Learns and adapts to new technology or applications. Desired Qualifications: Currently holds FINRA Securities Industry Essentials (SIE) Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience Skills: Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen Executive Presence Oral Communications Risk Management Trading Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday – Fridays and rotating Saturdays 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. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Glendale - 345 N Brand Blvd - GLENDALE MAIN OFFICE (CA8109) Pay and benefits information Pay range $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Getting started Regardless of the position you are interested in, the starting points to building your resume are the same: 1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2. Think about why you can do the job and make a list of your skills that are relative to the job. 3. Identify experiences or accomplishments that show your proficiency in the skills required for the job. 4. Summarize your abilities, accomplishments and skills into a brief, concise document. Considerations when writing a resume • Do be brief. Resumes should be 1-2 pages in length. • Do be upbeat and active in your wording. • Do emphasize what you have done clearly and concretely. • Do be neat and well organized. • Do have others proofread and critique your resume. Spell check. Make it error free. • Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible. • Don't be dishonest, always tell the truth about yourself in the most flattering light. • Don't include salary history or requirements. • Don't include references. • Don't include accomplishments that do not support your professional goals. • Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) • Don't use italics, underlining, shadows or other fancy treatments. Seven steps to a successful interview 1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview? 2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available? 3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight. 4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down. 5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks. 6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease. 7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage. Pay Transparency - Privacy Statement -
- ...Financial Solutions Advisor - Registration Candidate - West Phoenix Area Phoenix, Arizona;Goodyear, Arizona; Peoria, Arizona; Carefree, Arizona To proceed... ...Saturdays This position is open for the entire market and the specific Financial Center location will be...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- ...Financial Solutions Advisor - East Valley Phoenix Area Phoenix, Arizona;Apache Junction, Arizona; Mesa, Arizona... ...position is subject to SAFE Act registration requirements. Pursuant to the SAFE... ...for employment and hire qualified candidates without regard to race, religious...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
- ...Merrill Advisor Development Program - Financial Advisor: Greater Arizona Market Phoenix, Arizona;Scottsdale,... ...executing highly customized solutions to meet client needs... ...subject to SAFE Act registration requirements.... ...and hire qualified candidates without regard to race...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... .... This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...with the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service... ...Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are...SuggestedAfternoon shift
- ...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... .... This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Temporary workWork at officeMonday to FridayShift workDay shift
- ...with the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service... ...Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and life licenses are...Immediate startAfternoon shift
- ...Bank Of America Credit Solutions Advisor II At Bank of America, we are... ...purpose to help make financial lives better through the power... ...such, is subject to SAFE Act registration requirements. Pursuant to the... ...performance managers, and market leaders to provide...Full timeWork at officeFlexible hoursShift workWeekend workDay shift
- ...Alternate titles: Financial Advisor Retirement Transition · Sell Your... ...in the advisor's existing market) Engagement Type: Book... ...they step back. Typical candidates: Advisors 55–75 years old... ...regulators and FINRA. Securities registration requires filing Form U4...Full timeLocal areaFlexible hours
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda... ...referrals Deliver customized solutions and the full resources of... ...5 accepted, in lieu of 66) registrations required with 5+ years'... ...employment and hire qualified candidates without regard to race,...Work at officeShift workDay shift
- ...impact providing expert financial advice with heart.... ...contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program.... ...workshops and marketing your practice. Have... ...range of expert financial solutions, serving more than 2 million...Local area
$10k - $49.99k
...Alternate titles: Senior Financial Advisor Arizona · Wealth Advisor... ...Premium Financing, Digital Marketing, CPA Alliances, Advanced Planning... ...figures are reviewed with candidates based on individual book... ...regulators and FINRA. Securities registration requires filing Form U4...Full timeContract workFor contractorsSelf employmentWork at officeLocal areaFlexible hours$26 - $26.76 per hour
...clients while supporting the Financial Advisors at Copper State Wealth Management. The ideal candidate should be tech-savvy,... ...implementation of the Credit Union's marketing function. Responsible... ...standards for licensing and registration. Acquire and maintain...Work at office- A major financial institution in Phoenix, Arizona, is looking for a Financial Advisor to provide comprehensive advice and customized solutions to clients. The role includes crafting financial plans... ...meeting regulatory requirements. Candidates must hold relevant licenses,...
$80k - $95k
Wealth Advisor Supported with a robust array... ...of resources and solutions, The Wealth... ...to identify their financial goals, analyze their... ...developments in security markets in order to... ...Preferred FINRA Registrations SRC Indicator:... ...discriminate against any candidate or employee on...Work experience placementWork at office- Bank of America is seeking a Financial Solutions Advisor Stage I in Phoenix, Arizona. This role involves obtaining necessary securities licenses... ...financial advice, and collaborating with partners. Candidates should have a high school diploma, with preferred qualifications...
$80k - $115k
...Titles Military‑to‑Civilian Financial Advisor Veteran Financial Services... ...Premium Financing, Digital Marketing, CPA Alliances, Advanced... ...state, or local law. All candidates must pass a background check... ...regulators and FINRA. Securities registration requires filing Form U4...Civilian ContractorContract workFor contractorsSelf employmentWork at officeLocal areaRelocationFlexible hours- ...with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service... ...Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are...Afternoon shift
- ...Fargo, we're more than a financial services leader – we’... ..., services, and solutions Drive branch growth... ...account support. SAFE registration is required at the... ...programs (Credit, Market, Financial Crimes, Operational... ...requirements. Candidates applying to job...Work experience placementFlexible hours
- ...CompanyWe’re a diversified financial services leader with... ...and growth through advisor and client... ...manage the end-to-end candidate experience.Understand... ..., advice, investment solutions, external practice acquisition... ...Securities Agent Registration (S63 or S66).Active IAR...Full timeWork experience placementH1bWork at officeLocal areaWork from homeVisa sponsorship1 day per week
- ...Transactions Energy Markets Sr Analyst Location: Overland Park... ...The Opportunity The successful candidate will contribute to technical... ...engineers, consultants, and financial analysts, with the expectation... ...will report to the transaction solution team within Black & Veatch...Work experience placementWork at officeFlexible hours3 days per week
- ...with the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service... ...Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are...Immediate startAfternoon shift
$45k
...our members to achieve financial security through... ...providing mortgage product solutions that facilitate the... ...licenses/state registrations as required. What sets... ...process for assessing market data and establishing... ...filled. Thus, interested candidates are encouraged to...Work at officeRelocation packageFlexible hours- ...with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service... ...Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are...Afternoon shift
- ...purpose to help make financial lives better through the... ...subject to SAFE Act registration requirements. Pursuant... ...home lending product solutions, submits the mortgage... ...performance managers, and market leaders to provide... ...position Credit Solutions Advisor II: FDIC, Safe Act/...Full timeWork at officeFlexible hoursShift workWeekend workDay shift
- ...Universal Tellers & Relationship Bankers (North West Valley) Desert Financial is considered a leader in the local credit union space and we are growing like crazy! LOCATIONS IN THIS MARKET: Greenway Fry's - 15215 N Cotton Lane Surprise AZ 85388 Surprise...Hourly payLocal area
- ...Teller And Relationship Banker Opportunities Desert Financial is considered a leader in the local credit union space and we are growing like crazy! LOCATIONS IN THIS MARKET: Happy Valley - 2501 W. Happy Valley Rd. Phoenix, AZ 85027 Union Hills - 826 E. Union...Hourly payLocal areaMonday to Friday
- ...Financial Advisor At Gallagher Benefit Services, you're a trusted partner... ...participants. The ideal candidate is motivated by focusing... ...relationships and providing solutions and services to employees of... ...operations, compliance, and marketing, so you can fully grasp the...Full timeLive outWork at officeLocal areaFlexible hours
- ...Private Wealth Advisor The Private Wealth Advisor... ...the Blue Trust target market and has the ability to... ...excellence providing financial guidance in a manner based... ...excellent financial solutions and actively... ...Certifications, Licenses and Registrations: Certified Financial...Work at officeLocal areaNight shift
$17.98 - $32.12 per hour
...Growing together. As a Financial Counselor , we are often the... ...-date knowledge of specific registration requirements for all areas,... ...only available to external candidates. Candidates who are currently... ...not limited to local labor markets, education, work experience,...Hourly payDaily paidMinimum wageFull timeTemporary workPart timeWork experience placementWork at officeLocal areaRelocation package
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor Registration Candidate- Valley Crest Market. Be the first to apply!
- finance associate Glendale, AZ
- financial advisor Glendale, AZ
- estate planning consultant Glendale, AZ
- financial planning assistant Glendale, AZ
- associate corporate finance Glendale, AZ
- financial planning administrator Glendale, AZ
- financial planning associate Glendale, AZ
- jde finance consultant Glendale, AZ
- financial planner Glendale, AZ
- financial counselor Glendale, AZ

