Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Solutions Advisor I Licensing & Client Impact

Bank of America ATM

Bank of America is seeking a Financial Solutions Advisor Stage I in West Covina, CA. In this role, you'll begin your journey to obtain securities licenses and learn foundational advising skills to help clients manage their financial lives. The position includes comprehensive training and the opportunity to advance to Financial Solutions Advisor Stage II. You will work in a collaborative in-office culture, focusing on client needs and delivering tailored financial solutions. Competitive pay and leading benefits are offered as you grow your career with Bank of America. #J-18808-Ljbffr Bank of America

Vacancy posted 17 hours ago
Similar jobs that could be interesting for youBased on the Financial Solutions Advisor I Licensing & Client Impact in West Covina, CA vacancy
  • $70k - $80k

    Bank of America is seeking a qualified financial advisor in Alhambra, California, to provide specialized financial advice and solutions tailored to client needs. The role involves triaging...  ...ideal candidate should possess relevant licenses, at least one-year investment... 
    Suggested

    Bank of America

    Alhambra, CA
    3 days ago
  • $100k - $140k

    LPL Financial is seeking a Financial Advisor associated with BMO Bank in Pico Rivera, CA. In this exciting role, you will help clients navigate their financial journeys and grow your business using...  ...having a Series 7 and 66 license and three years of investment sales... 
    Suggested

    LPL Financial

    Pico Rivera, CA
    2 days ago
  • JPMorganChase is looking for a Private Client Advisor in Alhambra, California. The...  ...will provide comprehensive financial planning and advice to...  ...personalized investment solutions. Applicants should have at least...  ...and possess essential licenses such as Series 7 and Series... 
    Suggested

    JPMorganChase

    Alhambra, CA
    2 days ago
  •  ...purpose to help make financial lives better through...  ...and delivering for our clients, teammates,...  ...workforce  and positively impact the communities we serve...  ...! As a Financial Solutions Advisor Stage I (FSA I), your...  ...Securities Industry licenses, where you receive dedicated... 
    Suggested
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    West Covina, CA
    9 days ago
  •  ...memorable experiences for our clients and employees, making them...  ...using the latest banking solutions and cutting-edge financial technology combined with...  ...63 if required), and Life licenses are minimum requirements....  ...through NMLS notifications may impact your employment with the... 
    Suggested
    Immediate start
    Afternoon shift

    JPMorganChase

    Walnut, CA
    1 day ago
  • $45k - $100k

     ...applicants. Join a financial services firm where...  ...over 9 million clients and 20,000 financial advisors across the U.S. and...  ...partner for positive impact to improve the...  ...Get registered and licensed and learn how to be...  ...investment and financial solutions to your clients?... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Covina, CA
    3 days ago
  • $70k - $80k

     ...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client...  ...requirements and requires completion of necessary licenses and trainings. Responsibilities Works with... 
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Alhambra, CA
    3 days ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I in El Monte, California. This role focuses on obtaining necessary financial licenses and building client relationships. Candidates will engage in structured training to deliver comprehensive financial advice... 

    Bank of America

    El Monte, CA
    3 days ago
  •  ...located in West Covina, seeks an Experienced Financial Advisor to join their dynamic team. The advisor will help clients achieve their financial goals through customized...  ...Bachelor's degree and the required financial licenses. Strong communication skills and a commitment... 

    Strategic Fortune Wealth Management

    West Covina, CA
    17 hours ago
  • $70k - $80k

     ...purpose to help make financial lives better through the...  ...delivering for our clients teammates communities...  ...workforce and positively impact the communities we serve...  ...advice and customized solutions to clients to help...  ...by completing required licenses and trainings. This position... 
    Full time
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Alhambra, CA
    19 days ago
  • Edward Jones in Covina, California is seeking a Financial Advisor to build client relationships and support clients in achieving their financial goals. You will develop your own practice while benefiting from a supportive team and extensive training. Ideal candidates will... 

    Edward Jones

    Covina, CA
    1 day ago
  •  ...management is seeking a Junior Financial Advisor to enhance profitability by...  ...engaging with high-profile clients. The ideal candidate will...  ...provide tailored financial solutions. Join a dynamic team where your...  ...contributions will significantly impact client satisfaction and... 

    The Recruitment Council

    Claremont, CA
    2 days ago
  •  ...purpose to help make financial lives better through...  ...and delivering for our clients, teammates,...  ..., and how we make an impact in the communities we...  ...! As a Financial Solutions Advisor Stage I (FSA I), your...  ...Securities Industry licenses, where you receive dedicated... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America Corporation

    Whittier, CA
    a month ago
  •  ...Private Client Banker At Chase, we are passionate about...  ...delivering the latest banking solutions and cutting-edge financial technology combined with...  ...63 if required), and Life licenses are minimum requirements....  ...through NMLS notifications may impact your employment with the... 
    Immediate start
    Afternoon shift

    Chase

    Temple City, CA
    2 days ago
  •  ...memorable experiences for our clients and employees, making them...  ...the latest banking solutions and cutting‑edge financial technology combined with friendly...  ...63 if required), and Life licenses are minimum requirements....  ...NMLS notifications may impact your employment with the firm... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Temple City, CA
    4 days ago
  • $63.3k - $117.2k

     ...Provides financial and investment planning and advice...  ...comprehensive banking solution in the best interest of...  ...customer. Determines client needs and provides solutions...  ...Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66...  ...to grow and make an impact. We strive to help you... 
    Contract work
    Part time
    Local area

    BMO Financial Group

    Pico Rivera, CA
    1 day ago
  • A top financial institution in California is looking for a Private Client Banker to manage affluent client relationships, provide customized banking solutions, and deliver exceptional service. This role involves actively soliciting referrals, educating clients about digital... 

    JPMorgan Chase & Co.

    Temple City, CA
    4 days ago
  • $28.85 - $33.65 per hour

    Bank of America is seeking a Financial Solutions Advisor Stage I in Whittier, CA. This role supports clients with financial solutions and builds relationships while progressing through stages. The advisor will complete necessary certifications, develop client relationships... 
    Hourly pay
    Work at office

    Bank of America

    Whittier, CA
    17 hours ago
  •  ...Job Description Experienced Financial Advisor Job Description Strategic...  ...unique opportunity to help clients in your community reach their...  ...Insurance Agency LLC, CA Insurance License # 0644976), member FINRA/...  ...the advice, strategies, and solutions needed to succeed over the... 

    Strategic Fortune Wealth Management

    West Covina, CA
    17 hours ago
  • Financial Advisor Opportunity Join a financial services firm where your contributions...  ...advisors partner with clients to help them achieve their...  .... We help you positively impact clients’ lives and work together...  ...: Get registered and licensed and learn how to be a financial... 
    Traineeship
    Work at office
    Home office
    Flexible hours

    Edward Jones

    Covina, CA
    1 day ago
  • SkyKey Financial is seeking licensed Life Insurance Agents who are ready to transition from traditional...  ...insurance to providing tailored retirement solutions. This role offers full training,...  ...consultations, and emphasizes building strong client relationships. The position promises... 
    Remote job
    Flexible hours

    SkyKey Financial

    Alhambra, CA
    2 days ago
  • $60k - $75k

    Job Description: Financial Consultant If you no longer want...  ...time on sourcing new clients and would rather have the...  ...uncovering needs and recommending solutions • FINRA Series 7 & 66 licensed and hold appropriate...  ...while making a positive impact in the community The base... 
    Work at office
    Work from home

    Fidelity Investments

    City of Industry, CA
    17 hours ago
  • $28.85 - $33.65 per hour

    Job Overview Financial Solutions Advisor Stage I (FSA I) - support clients with financial solutions, build relationships, and progress through stages within Bank of America and Merrill. Key Responsibilities Complete the Securities Industry Essentials (SIE), Series7, and... 
    Hourly pay
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Whittier, CA
    1 day ago
  • $26 - $33.72 per hour

     ...service offering advice and guidance to financial center clients through the full spectrum of borrowing...  ...meetings and presenting customized solutions to clients to help them achieve their...  ...employees so they can make a genuine impact and contribute to the sustainable growth... 
    Hourly pay
    Shift work
    Day shift

    Bank of America

    El Monte, CA
    17 hours ago
  •  ...Chase & Co. is looking for a Relationship Banker in Walnut, California. This role involves exceeding client expectations through exceptional service and technology solutions while building lasting relationships with assigned clients. The ideal candidate will have at least... 
    Flexible hours

    JPMorgan Chase & Co.

    Walnut, CA
    4 days ago
  • Bank of America is seeking an enthusiastic professional for a client-facing role in Walnut, California. This position involves engaging clients, assisting with transactions, and providing financial solutions to meet their goals. Strong emphasis on relationship building... 
    Flexible hours

    Bank of America

    Walnut, CA
    3 days ago
  • A leading financial institution in California is seeking a motivated individual to engage clients in the lobby and educate them on transaction processes through self-service resources. Key responsibilities include processing cash transactions and building relationships... 

    Bank of America

    Pomona, CA
    4 days ago
  • $70.3k - $75k

     ...Overview To provide basic financial consulting services to...  ...achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal...  .../or potential concerns impacting NFIS clients and/or...  ...Life & Health Insurance License preferred (or the ability... 
    Internship
    Local area
    Monday to Friday

    Navy Federal Credit Union

    Fullerton, CA
    1 day ago
  • TwinThread is seeking a Private Client Advisor in Whittier, California to provide comprehensive financial planning and advice. In this...  ...personalized investment solutions and deepen client relationships...  ...Advisor, holds the required licenses, and demonstrates a commitment... 

    Aumni

    Whittier, CA
    1 day ago
  • $69k - $127.8k

     ...Treasury Advisor - Treasury & Payment Solutions Specialty Groups [Sponsor Finance] About...  ...and deposit products to clients across diverse industries...  ...pipeline management. Analyze financial, company, and industry...  ...ways to grow and make an impact. We strive to help you... 
    Contract work
    Part time
    Work experience placement
    Local area

    BMO Financial Group

    City of Industry, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Solutions Advisor I Licensing & Client Impact. Be the first to apply!