Licensed Financial Solutions Advisor
National Black MBA Association
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 with structured training, progressing toward higher levels within Merrill, serving a diverse client base and coordinating with banking and investment partners to meet clients’ financial goals. #J-18808-Ljbffr National Black MBA Association
- ...Financial Solutions Advisor - Greater Queens NY Market Flushing, New York;Jamaica, New York; Forest Hills, New York; Flushing, New York To... ...include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...annuities, and banking and money managed solutions Recommends banking and investments strategies... ...Aptitude in obtaining required industry licenses Must be self-disciplined in managing...SuggestedHourly payTemporary workWork at officeMonday to FridayShift workDay shift- ...guided by a common purpose to help make financial lives better through the power of every... ...providing comprehensive advice and customized solutions to clients to help them achieve their... ...knowledge by completing required licenses and trainings. This position may be responsible...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...guided by a common purpose to help make financial lives better through the power of every... ...providing comprehensive advice and customized solutions to clients to help them achieve their... ...knowledge by completing required licenses and trainings. This position is subject...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
- ...guided by a common purpose to help make financial lives better through the power of every... ...providing comprehensive advice and customized solutions to clients to help them achieve their... ...knowledge by completing required licenses and trainings. This position may be responsible...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
$25 - $38.46 per hour
## Licensed Private Client BankerApplylocations: Auburn, WAtime type... ...Be a problem solver, trusted advisor, and partner to the people... ...with a plan-based approach to financial advice. As a PCB, you will deliver... ...refer appropriate financial solutions to KeyBank's client base with...Hourly payWork experience placementDay shift$22.05 per hour
...Life to find qualified candidates for a Financial Advisor position in Staten Island, NY. New... ..., retirement planning, and investment solutions to individuals, families, and businesses... ...professionals through training, mentorship, and licensing support. Position Overview...$50k
...Join a financial services firm where your contributions are valued.... ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...to maintain registrations and licenses in good standing. A firm-... ...information seeking the right solutions for clients Comfortable in...Work at officeWork from homeHome officeFlexible hours- ...Relationship Banker to grow and retain client relationships, offering financial solutions and exceptional service. You will engage customers with... ...customer-focused mindset, and be prepared to obtain an NMLS license after employment. The role includes account services, loan...
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...focused on client‑building and obtaining licenses. Our award‑winning training programs... ...Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern...Full timeContract workFor contractorsWork at office- ## Branch Service Advisor | Financial Licensing RequiredApplylocations: Saint Petersburg, Florida - United Statestime type: Full timeposted on:... ...help clients self-discover and articulate the value of a solution.* Works with guidance (but not constant supervision) to propose...Work experience placementWork at officeMonday to Friday
- ...gathering and configuration establishment of licensed, vendor packaged business software... ...administer implemented business system solutions, as deemed necessary. To develop major... ...Qualifications Oracle E-Business Suite Financials in release 12.0 or higher, Responsible for...Relocation
$75k - $110k
...families by providing personalized financial plans that uncover... ...nationwide team of financial advisors, we strive to secure financial... ...Trust Services - Retirement Solutions - Business Needs Analysis Financial... ...begins and their investment licenses by the end of their first contract...Full timeContract workTemporary workWork experience placementWork at officeMonday to FridayFlexible hours$52.5k - $96.25k
## Financial Advisor - PNC Wealth ManagementApplylocations: Denver - 1144 15th Street (CO034):... ...experts guide you in creating personalized solutions on behalf of you and your clients. Our... ...**No Required Certification(s)## **Licenses**FINRA Series 7 and 66 (or 63,65)...Full timeTemporary workPart timeWork experience placementWork at office- Equitable Advisors seeks an Entry Level Wealth Manager in Wichita, KS to build client relationships and craft tailored financial strategies. You will discuss products, manage portfolios, and... ...offering a structured path through licensing and mentorship within Equitable...Work at office
- ...happiness depends on it. We believe that financial peace of mind forms the fabric of strong... ...the Job * As a Financial Services Advisor, you will work directly with real people... ...first * Ability to obtain appropriate licenses (Life,Health,7,66) * A connector of people...
- Huntington Bank in Ottawa, OH is seeking a Financial Relationship Banker to help customers achieve financial goals by offering deposit, loan and other banking solutions. You will nurture consumer and business relationships through proactive outreach, appointments, and referrals...
- NBH Bank seeks a Relationship Banker II to grow client relationships and provide tailored financial solutions. You will introduce clients to mortgage, business and installment loan options, while leveraging digital banking tools to enhance service and efficiency. Training...
$72k - $90k
..., generous benefits and by delivering cutting-edge technology solutions for our clients. Founded in 1990, WWT is a global technology... ...as assigned Ability to manage budgets, analyze financial reports, and track profitability across projects Skilled at...Full timeRemote workShift work- ...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented... ...expertise to offer comprehensive solutions, including investment opportunities, retirement... ...and maintain client relationships. Licenses or certifications in financial planning...
$23.46 per hour
...and serve as a leader of positive change. Financial Counselor Financial Counselor, under the... ...for accuracy. Provides financing solutions for patients including developing payment... ...financial assistance/counseling programs. Licenses And Certifications Preferred Not Applicable...Hourly payDaily paidFull timePart timeApprenticeshipWork experience placementWork at officeShift workNight shiftWeekend workAfternoon shift- ...workforce needs across the healthcare industry. Through our Workforce Solutions segment, Unitek partners with hospitals and health systems to... ...development programs nationwide. Job Description As our Financial Aid Administrator (FAA), you will meet and communicate with...
- ...a Banking Service Professional to support sales and service activities in the banking office. You will educate clients on banking solutions, perform teller and platform transactions, and assist the Market Manager in achieving quality service while adhering to procedures...Work at office
- Aon plc in Norwalk, CT is seeking a Senior Consultant to support the Financial Services Data Solutions team within the Human Capital Rewards Solutions practice. The role focuses on compensation benchmarking and advisory insights for McLagan clients, with hybrid work requiring...Work at office2 days per week
- ...options, including mobile, online, and ATM transactions. You will process cash transactions accurately and work to understand clients' financial goals. You will build relationships, manage center traffic, and collaborate with experts to meet client needs while adhering to...Weekend work
- ...within the bank. The role emphasizes consultative sales to identify and meet customer needs, growing households, and cross-selling while processing teller transactions and working with branch partners to deliver holistic financial solutions. #J-18808-Ljbffr Fifth Third
$50k - $100k
Description The Financial Advisor will be responsible for providing personalized financial advice and strategies to a diverse client base... ...compliance within the FS Department. Maintain all active/required licenses. Meet new business sales goals set by the company. Work to...$100k - $250k
...relationships, and want to provide meaningful financial leadership, we want to hear from you.... ...Alpharetta. We\'re seeking a Financial Advisor to help lead the growth of this new... ...emphasis on sales Life and Health Insurance License and Series 65 required CFP®, CPA®, or a...Work at officeLocal area- Who We Are At Corebridge Financial, we believe action is everything. That’s why every day... ...the Role We are searching for a Financial Advisor to provide a personalized retirement and... .... Must have an active FINRA Series 7 license and a Series 63 and 65 or 66. You also...16 hoursImmediate start
- ...Department of Health Working Title: OPS FINANCIAL COUNSELOR - 64956463 Responsible to... ...e.... HMS, Dentrix, Careware, FMMIS and Solution Reach. . Experience dealing with HMO or... ...Department's VALOR program, which expedites licensing for military veterans, the Department...Work at officeMonday to Friday
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