Financial Solutions Advisor Registration Candidate - River Park Financial Center
$28.85 - $33.65 per hourBank of America
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. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. 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 well‑being 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. 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 StageI, you will typically progress into the next role, Financial Solutions Advisor StageII. As a successful Financial Solutions Advisor StageII, 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. 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), Series7 and Series66 licenses (63 &65 accepted, in lieu of 66) through structured lessons and dedicated study time. 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. You must obtain your SIE within 30 days of being hired & your Series7 & 66 within 120 Days – a requirement for the role. 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 and Benefits 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 that they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Other Information 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. Company Culture 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. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well‑being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi‑faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Partnering Locally. Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact. Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion. Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values. Learn about our four values that represent what we believe. Pay Transparency: #J-18808-Ljbffr Bank of America
- ...common purpose to help make financial lives better through the... ...Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey... ...working in a financial center where you will help to deliver... ...position is subject to SAFE Act registration requirements. Pursuant to...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...purpose to help make financial lives better through the... ...guidance to financial center clients through the... ...presenting customized solutions to clients to help them... ...is subject to SAFE Act registration requirements. Pursuant... ...position Credit Solutions Advisor II: FDIC, Safe Act/...SuggestedWork at officeWork from homeFlexible hoursShift workWeekend workDay shift
$250k
...business opportunities through Centers of Influence (COIs) and the... ...and present product offers/financial solutions Understand and comply with... ...and technologies NMLS registration; Safe Act compliant Consistently... ...employer, and qualified candidates will receive consideration...SuggestedFull time- ...General Function: Selected candidates are intended to become a... ...The Personal Banker I is a Financial Center position focused on using the... ...and recommend appropriate solutions using our value proposition... ...requires S.A.F.E. Act registration at the time of employment through...SuggestedWork experience placementWork at office
$43.68k - $69.9k
...GENERAL FUNCTION: Selected candidates are intended to become a Retail... ...The Personal Banker I is a Financial Center position focused on using... ...and recommend appropriate solutions using our value proposition... ...requires S.A.F.E. Act registration at the time of employment through...SuggestedFull timeWork experience placementWork at office- Bank of America in Fresno, CA seeks a Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7 and Series 66 licenses and to build client relationships. You’ll progressively deliver core banking and investment solutions, growing through staged roles while...
$250k
...referral business opportunities through Centers of Influence (COIs) and the Member Get... ..., and present product offers/financial solutions Understand and comply with Citibank... ...Banking tools and technologies ~ NMLS registration; Safe Act compliant ~ Consistently demonstrates...$65k - $140k
...Provides financial and investment planning and advice in collaboration with other team members... ...to deliver a comprehensive banking solution in the best interest of the customer. Determines... ...any source other than directly from a candidate. Any unsolicited resumes sent to BMO,...Contract workPart timeLocal area$4,570 per month
...activities and support student financial success. In this role,... ...plans. The ideal candidate brings strong... ...extended hours during registration, payment deadlines, year... ...and Sequoia National Parks, San Francisco, Los Angeles... ...adopted by the U.S. Centers for Disease Control and...Full timeWork at officeRemote work1 day per week$45.38k - $75.63k
...achieve balance. We encourage candidates to connect with their... ...opportunities to improve the customer's financial wellbeing. Collaborates with... ...of wallet. Positions PNC solutions to drive new revenue and... ...partnerships as well as community Centers of Influence to acquire,...Temporary workWork experience placementWork at office$70.3k - $75.6k
...data driven management and financial analysis as needed across the... ...MINIMUM REQUIREMENTS: The ideal candidate for this position must have... .... CERTIFICATES, LICENSES, REGISTRATIONS: None. COMPENSATION: The... ...for movie theaters, theme parks, etc. via ADP Lifemart, TicketsatWork...Contract workWork at officeLocal areaRemote workFlexible hours- ...collectively develop creative financing solutions to resolve complex and often... ...0MM. The successful candidate will solicit the sale of bank... ...collecting and analyzing financial data to determine the... ...accountants, attorneys and other centers of influence. Develop and...Local area
$98.28k - $120.12k
...to make better and smarter financial decisions, enabling the communities... ...a range of tailored payment solutions powered by the latest... ...is an in market sales role, candidates who resides within a reasonable... ...requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA...Full timeTemporary workWork experience placementWork at officeLocal area3 days per week$160k - $240k
...operates ambulatory surgery centers and surgical... .... Our Conifer Health Solutions subsidiary provides revenue... ...ideal hospital CFO candidate must be able to... ...leadership in management, financial operations, hospital... ...Business Office to include Registration, Scheduling, IV/...Work at officeRelocation package$180k - $282.5k
...succeed as the Public Private Solutions Sales Specialist (West) at... ...Group PPS in the West to financial advisors and portfolio solution strategists... ...building sales narratives centered around portfolio... ...you’re ready to start the candidate journey with us. Apply now...Full timeTemporary workLocal areaFlexible hours$350k
...CenterNuvia Dental Implant Center is rapidly expanding and looking... ...patient care and innovative solutions.With over 50 locations... ...to learn and grow. An ideal candidate would have knowledge of dental... ...active dental license & DEA registration in the state of operationCurrent...Permanent employmentTemporary work- Company Description Principal Financial Group® is a global financial services company focused... ...This full-time, on-site Financial Advisor role is based in Fresno, CA. The Financial... ...with internal teams to deliver integrated solutions. Advisors are expected to build long-...Full time
- ...Our ideal candidate : We are seeking candidates deeply committed to our mission: to transform... ...business stability to create a better financial system - a system that drives inclusive... ...prospects, organizations, and centers of influence; expand existing business by...Full timeContract workWork at officeMonday to Friday
$110k - $138k
...cybersecurity, cloud and infrastructure solutions. Through its Advanced Technology Center (ATC)—a collaborative ecosystem... ..., or solution architecture. Candidates should be able to describe solutions... ...Program, Wellness program Financial Benefits: Competitive Pay, Profit...Full timeWork experience placementRemote workFlexible hoursShift work$22 per hour
...Bi-Lingual Call Center Agent We are recruiting for Bi-Lingual (English/Spanish) Call Center Agents to join our centralized... ...immediately to supervisor Overall knowledge of the financial programs, registration and insurance verification Registering patients for...Hourly payImmediate startMonday to Friday$30 per hour
...recognizes new problems and develops solutions within appropriate time... ...and lines of business. Candidates are typically placed into... ...Accounts # Pre-tax commuter and parking benefits #401(k) Savings... ...Stock Purchase Plan # Financial planning and group legal #...Hourly payTemporary workWork experience placementInternshipWorldwideFlexible hours$28.8 - $31.45 per hour
...obtained. Successful candidates may be eligible... ...– physical, financial, and developmental... ...Patient Service Center/Mobile/Long Term... ...instructor, and resource advisor for new employees... ....Administer oral solutions according to... ...entry of patient registration; entry of test order...Full timePart timeWork experience placementWork at officeMonday to FridayFlexible hoursShift work- ...ownership model provides you with financial transparency, a comprehensive... ...sign-on bonus for qualified candidates. Seeking Board Eligible/... ...Saint Agnes Medical Center Fresno, California ~436-bed... ...landmarks like Yosemite National Park and Sequoia National Park, Fresno...Summer workLocal areaRelocation package
$21.68 - $26.5 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...services, and recommending financial solutions based on each customer’s unique goals... ...Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of...Full timeTemporary workLocal area$41.5k - $60.5k
...provides advice and guidance regarding financial solutions that are in the best interests of... ...education and experience. Canada only: Registration to sell investment products completed... ...source other than directly from a candidate. Any unsolicited resumes sent to BMO,...Contract workPart timeLocal areaDay shift$26 - $35 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...products and services and recommending solutions based on each customers unique goals... ...Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of...Full timeTemporary workLocal area$14.45 - $18 per hour
...information and identifying solutions Comfort using digital tools... ...or consultative role, such as financial advising, insurance, retail... ...will be performed. Successful candidates may be able to participate in... ...Assistance Program, (virtual) fitness center programs, and the associate...Hourly payMinimum wageTemporary workSeasonal workWork at officeLocal areaWeekend workAfternoon shift- ...or consultative role, such as financial advising, insurance, retail... ...asking questions and recommending solutions based on customer... ...will be performed. Successful candidates may be able to participate in... ...Assistance Program, (virtual) fitness center programs, and the associate...Hourly payMinimum wageTemporary workSeasonal workWork at officeLocal areaWeekend workAfternoon shift
- ...ownership model provides you with financial transparency, a comprehensive... ...CA state license is a plus.Candidates wanting to work in an... ...work at all United Health Care Centers.Up to $50k sign-on bonus available... ...like Yosemite National Park and Sequoia National Park, Fresno...Full timePart timeSummer workLocal areaRelocation packageWeekend workWeekday work
- ...client relationships, opening new accounts, supporting daily branch operations, and helping customers identify the right financial solutions. Ideal candidates have teller experience, strong attention to detail, and a professional approach to client service, compliance, and...Full time
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