Financial Solutions Advisor Registration Candidate- San Francisco Market
$28.85 - $33.65 per hourNational Black MBA Association
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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 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 Shift 1st shift (United States of America) Hours Per Week 40 Pay Transparency details US - CA - San Francisco - 1640 Van Ness Ave - VAN NESS FINANCIAL CENTER (CA5127)Pay and benefits informationPay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis 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. 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. #J-18808-Ljbffr National Black MBA Association
- ...by a purpose to help make financial lives better, we drive Responsible... .... As a Financial Solutions Advisor Stage I (FSA I) , you will... ...position is subject to SAFE Act registration requirements. All... ...Sales - Banking. Location San Francisco, CA. #J-18808-Ljbffr Bank...SuggestedFull timeInternshipWork at officeImmediate startRelocationMonday to FridayShift workDay shift
$28.85 - $33.65 per hour
...guidance. Merrill’s Financial Advisors and Wealth... ...effective. Financial Solutions Advisor Overview As... ...investments and financial markets and apply key principles... ...subject to SAFE Act registration requirements.... ...Transparency details US - CA - San Francisco - 555 California St...SuggestedHourly payTraineeshipWork at officeShift workDay shift- ...Relationship Banker - San Francisco Financial Market San Francisco, California;San Francisco, California... ...and connecting clients to solutions that meet the financial goals. **Responsibilities... ...for employment and hire qualified candidates without regard to race, religious...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$250k
...leverage technology/ marketing tools available to... ...present product offers/financial solutions Understand and... ...and technologies NMLS registration; Safe Act compliant... ...00pm Employees in a San Francisco City or County location... ...identify and align the candidate's skills and...SuggestedFull timeMonday to Friday$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... ...position is subject to SAFE Act registration requirements. Pursuant to... ...position is open for the entire market and the specific Financial...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$306k - $390k
...enterprise software is sold and the Solutions Consultant is the... ...proposalsPrior experience selling to mid-market and enterprise accounts in... ...and complexity, and the candidate’s experience and expertise,... ...below. For roles based in San Francisco or New York City, the...Live inLocal area$70k - $80k
Overview The role focuses on providing comprehensive financial advice and customized solutions to clients, helping them achieve their short‑ and long... ...based on business needs. Primary locations across San Francisco (multiple financial center sites). Minimum Education...Full timeTemporary workWork at officeMonday to FridayDay shift- Financial Solutions Advisor Stage I (FSA I) - a career entry point that combines training, client relationship building, and comprehensive financial... ...Bank of America and Merrill solutions. Follow SAFE Act registration requirements for any residential loan mortgage...Immediate startMonday to FridayShift workDay shift
- ...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...position is subject to SAFE Act registration requirements. Pursuant to... ...position is open for the entire market and the specific Financial...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$25 - $26.77 per hour
This position is open for the entire market and the specific Financial Center location will be based on... ...priorities and connecting clients to solutions that meet the financial goals.... ...Pay Transparency details US - CA - San Francisco - 1640 Van Ness Ave - VAN NESS FINANCIAL...Hourly payShift workWeekend workDay shift$200k - $300k
...Hybridlocations: San Francisco California United... ...new, innovative solutions. Required to think... ...have significant financial implications.* Serve as a trusted advisor to clients who frequently... ...current global market conditions.*... ..., and qualified candidates will receive consideration...Full time$250k
...have significant financial implications.... ...Serve as a trusted advisor to clients who frequently... ...long‑term solutions to strengthen relationships... ...covered the UHNW market / Extensive... ...Location San Francisco, California, United... ...employer, and qualified candidates will receive...Full time$250k
...Banker, Downtown San FranciscoApplylocations: San Francisco California United... ...strategies for the market under management,... ...have significant financial implications.* Bring... ...develop long-term solutions that strengthen client... ..., and qualified candidates will receive...Full time- ...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
- ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...specialists, and executing highly customized solutions to meet client needs Recommending... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$75k - $125k
YOUR IMPACTAs a Financial Planner, you will be instrumental... .... You will work with advisors to cultivate deep,... ...provides digital solutions for customers to better... ...to help others. Candidates should have an interest... ...base salary for this San Francisco, California, United States...Full timeTemporary workPart timeApprenticeshipWork experience placementWork at office- ...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
- ...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
$37.56 - $45.9 per hour
...to make better and smarter financial decisions and enabling the... ...Provides comprehensive financial solutions to small businesses with... ...Chance Act as well as the San Francisco Fair Chance Ordinance. U.S.... ...of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA...Temporary workWork experience placementLocal area- ...advice tailored to suit their financial needs. As a Private... ...Specialists (Private Client Advisors, Mortgage Bankers and Business... ...exam, FINRA Series 6/7, state registration (including 63 or 66 if required... ...and cities grow, delivering solutions to solve all their financial...Immediate startAfternoon shift
$47.84k - $64.48k
...Fargo, we're more than a financial services leader – we’... ..., services, and solutions Drive branch growth... ...account support. SAFE registration is required at the... ...015 Stockton Street SAN FRANCISCO, California 94108... ...risk programs (Credit, Market, Financial Crimes, Operational...Full timeWork experience placementFlexible hours$66k - $124.8k
...consideration. Prepare market, quote rates for... ...solve problems and offer solutions. ● Works well with... ...Certificates, Licenses, Registration: ● Property and... ...sufficient/appropriate candidate slate has been... ...Pursuant to the San Francisco Fair Chance Ordinance...Full timeContract workTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours$75k - $160k
.... Our Private Wealth Advisors (PWAs) deliver an unparalleled... ...wealth management, financial services, or related... ...innovative solutions for clientsSelf-motivated... ...base salary for this San Francisco, California, United States... ...accommodations for candidates with special needs or...Full timeTemporary workPart time- ...Nantucket, Washington, D.C. and the San Francisco Bay Area. Publicly-traded... ...by superior long-term financial results, a fortress balance... ...Groups.Find Problems and Devise Solutions: As we grow alongside our... ...experiences.RequirementsSuccessful candidates should have a strong record...Remote work
$100k - $122k
...analysis. Stakeholder & Market Engagement Engage... ...ability to analyze financial statements and apply... ...highly valued. We welcome candidates from traditional... ...analytics and workflow solutions in the global capital... ...026-07-24 Location: San Francisco, California, United States...Live inWork at officeLocal areaWorldwideFlexible hours2 days per week- ...RESPONSIBILITIES Support company-wide financial planning, forecasting, and... ...projects including market analysis and scenario planning... ...BI tools is a plus STRONG CANDIDATES MAY ALSO HAVE Experience in... ...example, the requirements of the San Francisco Fair Chance Ordinance, where...Flexible hours
$80k - $120k
Financial Advisor - San Francisco Federal Credit Union An investment program partnership between San Francisco Federal Credit Union and LPL Financial... ...will be the trusted face of investment and insurance solutions within our branches, helping members make confident, values...$116.1k
...Corporate Finance job at Chime. San Francisco, CA. About the role We’re... ...in shaping our business and financial strategy while driving high-... ...the Accounting and Capital Markets teams to enhance the accuracy... ...and individuals. We hire candidates of any race, color, ancestry...Full timeWork at officeLocal areaRemote workNight shift- ...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Note: This requisition contains multiple... .../ GED / Secondary School or equivalent. SAFE Act registration required for residential loan mortgage originations...Temporary workBank staffImmediate startMonday to FridayShift workDay shift
$110k
..., Full Time Analyst, San Francisco Healthcare - USA, 202... ...and strategic advisory solutions, including mergers &... ...to corporate, financial service and public sector... ...employer, and qualified candidates will receive... ...- TMT Equity Capital Markets - Senior Associate/Junior...Full timeWork at office
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