Financial Solutions Advisor Registration Candidate - Mt. Prospect-Golf Plaza, IL - Central Chicago M
$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) through 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 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. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - IL - Mount Prospect - 1080 S Elmhurst Rd - MT. PROSPECT / GOLF PLAZA BC (IL4450) Pay and benefits information 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 they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. #J-18808-Ljbffr National Black MBA Association
- ...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...such, is subject to SAFE Act registration requirements. Pursuant to the... ...Focus Portfolio Management Prospecting Referral Identification Business...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$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... ...Focus Portfolio Management Prospecting Referral Identification Business...SuggestedHourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...based upon the candidate's skills and experience... ...Description The Financial Advisor (FA) role is a... ...management solutions. A FA will need... ...will serve as the central point of contact... ...the Licensing and Registration Schedule Self‑... ...market to meet prospects, clients and partners...SuggestedWork at officeLocal areaWork from homeFlexible hours
- ...Bank Of America Financial AdvisorAt Bank of America, we are guided by a common purpose... ...providing comprehensive advice and customized solutions to clients to help them achieve their... ..., and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursDay shift
$50k
...Join a financial services firm where your contributions... ...20,000 financial advisors across the U.S.... ...clients' and prospective clients' needs,... ...to maintain registrations and licenses in good... ...the right solutions for clients Comfortable... ...opportunities Candidate qualifications:...SuggestedWork at officeWork from homeHome officeFlexible hours$80k - $90k
...guidance. Merrill's Financial Advisors and Wealth Management... ...of both existing and prospective clients. Additionally... ...executing highly customized solutions to meet client needs... ...subject to SAFE Act registration requirements.... ...ST - BANK OF AMERICA PLAZA (CA9193), US - CA - Ontario...Interim roleWork at officeLocal areaImmediate startShift workDay shift$100k
...Company We’re a diversified financial services leader with more than... ...Key Responsibilities Manage advisor recruiting pipeline by... ...Maintain accurate and timely candidate records in recruiting contact... ...and expertise effectively to prospective advisors. (i.e., overcome objections...Full timePart timeWork experience placementH1bLive inLocal areaRemote workVisa sponsorship$45k - $100k
...applicants. Join a financial services firm... ...20,000 financial advisors across the U.S. and... ...understand clients' and prospective clients' needs,... ...and financial solutions to your clients?... .../Requirements Candidates should have at least... ...services registration, licensing, or certification...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$75k - $110k
...providing personalized financial plans that... ...of financial advisors, we strive to... .... Diversity is central to shaping our... ...in the Greater Chicago Area for a Financial... ...and Oak Brook IL Offices. The... ...Services - Retirement Solutions - Business... ...plan. The candidate will need to obtain...Full timeContract workTemporary workWork experience placementWork at officeMonday to FridayFlexible hours$198.9k
...sought after to answer complex financial, economic, and regulatory... ...responsibilities. Associates are central members of each project team... ...experts. Ideal Associate Candidates Will Possess An MBA with an... ...salary for this position in Chicago, IL is $198,900 annually. Actual...Contract workFor contractorsWork experience placementFor subcontractorWork at office- ...vary based upon the candidate's skills and experience... ...Description: The Financial Advisor Trainee (FA Trainee)... ...You will meet with prospects and clients to analyze... ...and annuity solutions, where suitable Able... ...within Licensing & Registration Schedule Self-directed...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours
$70k - $80k
...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... .... This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... ..., and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions helping clients reach their financial goals. You will triage... ...completing required licenses and trainings; SAFE Act registration is mandatory for residential mortgage...
$28.85 - $33.65 per hour
...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Hourly payTraineeshipWork at officeLocal areaImmediate startShift workDay shift$22.05 per hour
...York Life to find qualified candidates for a Financial Advisor position in Staten Island,... ...planning, and investment solutions to individuals, families,... ...pointer-events-auto scroll-mt-[calc(var(-header-height)... ...Key Responsibilities Prospect and develop new client relationships...$61.88k - $105k
...Associate, Financial Advisor, Brooklyn, NYSantander is a global leader... ...appropriate investment and insurance solutions consistent with regulatory... ...professional licenses, registrations, continuing education... ...application process for all candidates. If you require any assistance...Hourly payFull timeContract workWork experience placementWork at officeShift work$70k - $100k
...of a team providing financial advice with heart. You... ...experienced financial advisors and other experts,... ...could be a good fit for candidates seeking their first... ...fingerprinting and securities registration and/or insurance... ...of expert financial solutions, serving more than 2...Base plus commissionWork at officeLocal area- ...retirement readiness, Voya Financial is committed to... ...available. Voya Financial Advisors®, Inc., a leading... ...and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct... ...preferred Securities registrations - Series 7, 65 & 66 preferred...Local area
$78.5k - $163k
## Senior Consultant, Financial Reporting & Accounting... ...Roseland, NJ: Boston, MA: Chicago, ILtime type: Full... ...subpractice in Real Estate Solutions offering has a primary... ...hedge funds, pension advisors and owners/developers.... ...) is essential. The candidate should possess strong...Full timeWork experience placementRemote workFlexible hours- ...having a sense of financial security is... ...evaluating clients and prospects, understanding... ..., and retirement solutions to cultivate and... ...licensed to allow registration as an IAR of OneDigital... ...Investment Advisors. Education and Experience... ...(Series 7/66): Candidates holding a Series...Contract workWork at office
- ...client relationships. Provides financial solutions that meet client needs... ...with sourcing and prospecting for new clients and client... ...including new or transfer of registration and applicable NMLS background... ...background standards. Successful candidates must also meet ongoing...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... ..., and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...GENERAL FUNCTION: Selected candidates are intended to... ...to meet existing and prospective customer’s needs, while... ...sales process and Financial Needs Assessment to build... ...appropriate solutions using our value proposition... ...requires S.A.F.E. Act registration at the time of...Work experience placementWork at office
- ...GENERAL FUNCTION:Selected candidates are intended to... ...Personal Banker I is a Financial Center position... ...needs of customers or prospects. The Personal Banker... ...recommend appropriate solutions using our value proposition... ...S.A.F.E. Act registration at the time of employment...Work experience placementWork at office
$80k - $90k
...advice and guidance. Merrill’s Financial Advisors and Wealth Management... ...goals of both existing and prospective clients. Additionally, you’... ...executing highly customized solutions to meet client needs Recommending... ...is subject to SAFE Act registration requirements. Pursuant to...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...DescriptionFinancial Data AnalystChicago or Decatur, IL. or Erlanger, KY. Position Summary The Financial Data Analyst will lead and manage data analytics for... ...you to apply anyway. You may be just the right candidate for this role or another one of our openings. ADM requires...
$41.25k - $68.75k
...TellerApplylocations: IL - Mt. Prospecttime type: Full... ...will be based in Mt Prospect IL at the Mt Prospect... ...balance. We encourage candidates to connect with their... ...at improving customer financial wellbeing and creating... ...creating customized customer solutions.* **Managing Risk** -...Full timeTemporary workPart timeWork experience placementWork at office$123.2k - $200k
## Wealth Advisor Regional Sales Manager -... ...OH - Pepper Pike: IL - Chicago: AZ - Phoenix: GA... .... We encourage candidates to connect with their... ...customer and/or prospect management... ...customized customer solutions.* **Managing Risk... ...wellness program with financial incentives.In...Full timeTemporary workPart timeWork experience placementWork at office$22 - $28 per hour
...Wintrust delivers the sophisticated solutions of a large bank while staying... ...banking offices in Chicago, Denver, Milwaukee, Grand Rapids... ...work. Wintrust is a $66 billion financial institution based in Rosemont... ...several factors, such as a candidate’s qualifications, skills, and...Hourly payFull timeTemporary workFlexible hoursShift work
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