Financial Solutions Advisor I — Launch SIE/Series Licensing
National Black MBA Association
National Black MBA Association seeks a driven Financial Solutions Advisor I to begin a licensed journey in securities, build client relationships, and guide clients toward comprehensive financial solutions. You’ll start in a financial center, gaining exposure to core banking and investment services while pursuing SIE, Series 7, and Series 66 licenses. With progression through the Academy, you’ll develop advisory skills, collaborate with partners, and expand your client base across diverse #J-18808-Ljbffr National Black MBA Association
- Bank of America in Placentia, CA seeks a Financial Solutions Advisor Stage I to begin licensing and handling client relationships, building a foundation in advisory skills and financial solutions. You'll progress toward Stage II with ongoing training and mentorship. You...SuggestedWork at office
- Bank of America is hiring a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, Series 66) and move into client-focused advisory work within a financial center in San Francisco. You will learn to build and manage client relationships,...SuggestedWork at office
- Bank of America in San Jose, CA seeks a Financial Solutions Advisor Stage I to begin by earning securities licenses and building foundational client advisory skills. You will train on SIE, Series 7 and Series 66 while learning to acquire, grow and manage client relationships...SuggestedWork at office
- Bank of America in California is seeking a Financial Solutions Advisor Stage I in Fresno. The role begins with obtaining Securities Industry licenses (SIE, Series 7, Series 66) and advancing through a dedicated academy to develop advisory skills for banking, investments...Suggested
- Bank of America is seeking a Financial Solutions Advisor Stage I in Fresno, CA. The role focuses on building client relationships, delivering... ...guidance, and completing necessary securities licenses (SIE, Series 7, Series 66) as part of a structured development program...Suggested
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin by earning SIE, Series 7 and Series 66 licenses and to develop foundational skills in advising clients on banking and investment solutions. You will work in a financial center delivering client care...Work at office
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin by earning Securities Industry licenses (SIE, Series 7, Series 66) and to develop foundational advisory skills for client relationships and financial planning. You’ll work in an in-office environment...Work at office
- ...Wealth Management is offering an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I). You... ...Securities Industry Essentials (SIE), Series 7 and Series 66 exams and learn to... ...client’s financial picture. Upon licensing, you move to a financial center to...Traineeship
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the... ...impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your... ...obtaining your Securities Industry licenses, where you receive... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- ...Bank Of America Financial AdvisorAt Bank of America, we are guided... ...comprehensive advice and customized solutions to clients to help them... ...knowledge by completing required licenses and trainings. This position... ...holds Series 7 and 66 (63 and 65 in lieu of...Temporary workWork at officeMonday to FridayFlexible hoursDay shift
$70k - $80k
...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This position... ...Qualifications: Currently holds Series 7 and66 (63 and 65 in lieu of...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This position... ...Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- TIAA is seeking Financial Services Consultants in a hybrid environment to guide participants on retirement options, investments and insurance. You will help educate clients, explain options clearly and complete transactions while aligning with TIAA’s mission to provide...
$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial... ...client-building and obtaining licenses. Our award-winning training... ...Services · Retirement Solutions · Business Needs AnalysisNorthwestern... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...Full timeContract workFor contractorsWork at office$70.3k - $80.5k
## Financial Advisor Trainee (Woodland Hills, CA)Applylocations... ...investment products, solutions, and services that are... ...obtaining mandatory industry licenses within prescribed... .../Certifications SIE required provided that... ...from start of program. Series 7 & 66 or ability to obtain...TraineeshipWork experience placement$70k - $100k
...of a team providing financial advice with heart. You... ...experienced financial advisors and other experts,... ...financial industry. Licensing and Training Over your... ...Industry Essentials (SIE) Series 6 and 63, 7 and 66, or... ...of expert financial solutions, serving more than 2...Base plus commissionWork at officeLocal area- ...America in Kentucky is seeking a client-focused financial professional to provide comprehensive advice and customized solutions that help clients meet their financial goals.... ...products. This role requires completing licenses and trainings, maintaining regulatory compliance...
- ...comprehensive advice and customized solutions to clients Triaging client... ...Meeting with clients to review financial and investment goals Building financial... ...by completing required licenses and trainings Requirements Currently holds Series 7 and 66 (or the equivalent 63...Monday to Friday
$75k - $110k
...providing personalized financial plans that uncover... ...nationwide team of financial advisors, we strive to secure... ...Services - Retirement Solutions - Business Needs... ...and their investment licenses by the end of their first... ...insurance licensing, SIE, Series 6 & Series 63 or Series...Full timeContract workTemporary workWork experience placementWork at officeMonday to FridayFlexible hours$45k - $100k
...applicants. Join a financial services firm... ...20,000 financial advisors across the U.S. and... ...Get registered and licensed and learn how to be... ...investment and financial solutions to your clients?... ...Licensing: SIE (which can be obtained... ...Firm sponsorship), Series 7 and Series 66...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...headquarters, the Advisor Mastery Program (AMP... ...of Raymond James Financial Advisors. The... ...investment products, solutions, and services that... ...mandatory industry licenses within prescribed... ...Licenses/Certifications SIE required provided... ...of the program. Series 7 and Series 66 or...ApprenticeshipTraineeshipWork experience placement
$25 - $38.46 per hour
...problem solver, trusted advisor, and partner to the... ...plan-based approach to financial advice. As a PCB, you... ...appropriate financial solutions to KeyBank's client base... ...within Key (required) Licenses and Certifications... ...Industry Essentials (SIE) (required) Life, Accident...Hourly payWork experience placementFlexible hoursDay shift- ...providing expert financial advice with heart.... ...your state insurance licenses (life, health &... ...variable contracts), Series 7 and 66... ...Thrivent’s comprehensive advisor onboarding program... ...Attainment of FINRA SIE, life and health... ...expert financial solutions, serving more than...Local area
- ...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This position... ...Securities Industry Essentials (SIE) Bachelor’s degree and/or a...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This position... ...Qualifications: Currently holds Series 7 and 66 (63 and 65 in lieu of...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$75.9k - $126.5k
...Financial Advisor - Nyack, NY Join Wilmington Advisors @M&T serving the Hudson Valley... ...delivering personalized wealth management solutions to affluent individuals, families,... ...2 years’ sales experience FINRA Series 7, 63 and 65 or 66 licenses Pertinent state Life/Variable...Work experience placementLocal area$50k
...Join a financial services firm where your contributions... ...and 20,000 financial advisors across the U.S. and Canada... ...registrations and licenses in good standing. A... ...information seeking the right solutions for clients... ...Candidate qualifications: Series 7 and Series 66...Work at officeWork from homeHome officeFlexible hours$28.85 - $33.65 per hour
...Bank Of America Financial AdvisorAt Bank of America, we are guided... ...comprehensive advice and customized solutions to clients to help them... ...knowledge by completing required licenses and trainings. This position... ...Industry Essentials (SIE)Bachelor's degree and/or a minimum...Hourly payTemporary workWork at officeFlexible hoursShift work- ## Investment Executive (Financial Advisor) Houston Heights, TXApplylocations... ..., and developing a team of licensed retail bankers. May handle... ...investment strategies and product solutions. Conduct solo and joint... ...Industry Experience.* Series 7, 66 (or 63 and 65) and appropriate...
$61.88k
...and innovator in the financial services industry and... ...You Make The Financial Advisor is responsible for identifying... ...and insurance solutions. Manage, retain, and grow... ...branch leadership and licensed bank personnel,... ...NASD licenses: FINRA Series 7, Series 66 (or 63 &...Hourly payFull timeContract workWork experience placementWork at officeShift work
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