Financial Solutions Advisor Registration Candidate- Mount Vernon Financial Center
$28.85 - $33.65 per hourBank of America ATM
Job Description: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 QualificationsAptitude 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 QualificationsCurrently holds FINRA Securities Industry Essentials (SIE)Bachelor's degree and/or a minimum of one year of financial services industry or sales experienceSkills:Client Experience BrandingClient Solutions AdvisoryInvestment ManagementPipeline ManagementReferral ManagementClient ManagementCustomer and Client FocusPortfolio ManagementProspectingReferral IdentificationBusiness AcumenExecutive PresenceOral CommunicationsRisk ManagementWeekly Schedule: Monday thru Friday, some Saturdays requiredThis 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: 40Pay Transparency detailsUS - VA - Alexandria - 7802 Richmond Hwy - Mount Vernon (VA9672)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.SummaryLocation: AlexandriaType: Full time
$28.85 - $33.65 per hour
...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... ...referrals or financial center clienteleRequired Qualifications...SuggestedHourly payFull timeTemporary workWork at officeFlexible hoursDay shift- ...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... ...referrals or financial center clientele Required Qualifications...SuggestedTemporary workWork at officeFlexible hoursShift workDay shift
- ...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... ...is subject to SAFE Act registration requirements. Pursuant to the...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
$21.68 - $36.13 per hour
...and Business Banking solutions; make recommendations... ...meeting and maintaining registration requirements under the... ...proven retail sales, call center, customer service, or... ...(USD). The successful candidate's particular... ...Bank Corporation is a financial holding company headquartered...SuggestedHourly payLocal area$50k
...Join a financial services firm where your contributions... ...20,000 financial advisors across the U.S.... ...are at the center of our... ...training to maintain registrations and licenses in good... ...seeking the right solutions for clients Comfortable... ...opportunities Candidate qualifications:...SuggestedWork at officeWork from homeHome officeFlexible hours- ...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... ...through referrals or financial center clientele • Provides...Temporary workImmediate startMonday to FridayShift workDay shift
$70k - $80k
...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... ...through referrals or financial center clientele • Provides...Temporary workWork at officeShift workDay shift$45k - $100k
...applicants. Join a financial services firm... ...20,000 financial advisors across the U.S.... ...People are at the center of our partnership... ...and financial solutions to your clients?... .../Requirements Candidates should have at least... ...Financial services registration, licensing, or...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North... ..., Tennessee; Mount Pleasant, South Carolina... ...Deliver customized solutions and the full resources... ...accepted, in lieu of 66) registrations required with 5+... ...employment and hire qualified candidates without regard to...Work at officeShift workDay shift
- ...Merrill Advisor Development Program - Financial Advisor: Delaware South Jersey... ...Rehoboth Beach, Delaware;Mount Laurel, New Jersey... ...highly customized solutions to meet client... ...subject to SAFE Act registration requirements. Pursuant... ...and hire qualified candidates without regard to...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...engage clients to understand their financial goals, and connect them to appropriate solutions while following all laws and bank policies. The ideal candidate is a motivated self-starter,... ...work weekends or extended hours at nearby centers. #J-18808-Ljbffr JobtailorWeekend work
$17.25 - $24.23 per hour
...Bank is seeking a full-time employee for their Clinton, MD financial center. The role focuses on providing exceptional customer... ...processing transactions, and promoting various banking solutions. Ideal candidates should have a High School Diploma and 6 to 12 months of...Hourly payFull time- ...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... ...through referrals or financial center clientele • Provides...Temporary workWork at officeImmediate 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... ...such, is subject to SAFE Act registration requirements. Pursuant to the... ...referrals or financial center clientele Provides coaching...Temporary workWork at officeFlexible hoursShift 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... ...through referrals or financial center clientele Provides...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$100k
...Baldwin Group Wealth Advisors, LLC is an... ...RIA firm offering financial planning and investment... ..., and provider solutions, while leading... ...engagement. The ideal candidate has strong B2B... ...with centers of influence, engaging... ...maintains all required registrations and continuing education...Full timeContract work- ...interim vSOC (Virtual Security Operations Center) and subsequently, a permanent national... ...trends, emerging cyber threats, and new solutions that may impact the CSOC environment... ...immediate consideration, please apply today. Candidates must be able to work full-time in Costa...Permanent employmentFull timeContract workFor contractorsInterim roleImmediate startRelocation
$45.76k - $59.5k
...existing client relationships. Provides financial solutions that meet client needs based on... ...this role, including new or transfer of registration and applicable NMLS background check... ...criminal background standards. Successful candidates must also meet ongoing regulatory...Temporary workNight shiftWeekend work- ...them confidently achieve their financial goals by delivering personalized solutions that support overall financial well... ...to obtain and maintain active registration with the Nationwide Mortgage Licensing... ...Process We'll reach out to candidates of interest to schedule an...Work at officeLocal areaWork from homeFlexible hours
$60k - $75k
...Financial Consultant If you no longer want to spend... ...in our Investor Center, you will engage face... ...needs and recommending solutions FINRA Series 7 & 6... ...hold appropriate state registrations, OR ability to... ...geographic location, candidate's relevant experience...Full timeWork at office- Atlantic Union Bank seeks a Senior Financial Consultant responsible for delivering investment solutions to clients while managing... ...bank branches. The ideal candidate has a Bachelor’s degree, five... ...experience, and necessary FINRA registrations. Strong communication and...
$50k
...Jones invites you to join as a financial advisor, building your own practice... ...training to maintain registrations and licenses in good standing... ...information, seeking right solutions for clients. Comfortable with... ...for new opportunities. Candidate Qualifications Series 7 and...Work at officeHome officeFlexible hours$20 - $22 per hour
...Description Assistant General Manager - Mount Vernon ABOUT HONEYGROW honeygrow is a... ...Day, Fourth of July, and Labor Day. Financial Wellness: 401(k) with company match and... ...honeygrow reserves the right to hire those candidate(s) without any financial obligation to...Hourly payCasual workWork at officeShift workNight shift- ## Financial Advisor Associate - Great Falls, VAPostulerremote type: Sur... ...offered may vary based upon the candidate's skills and experience,... ...most appropriate Wealth solutions* Identifies opportunities within... ...within the Licensing and Registration Schedule* Self-directed,...Temporary workTraineeshipWork experience placementCasual workWork at officeLocal areaWork from homeFlexible hours
- Relationship Banker - Langston Boulevard Financial Center job at Bank of America Corporation. Arlington, VA. Responsibilities Executes... ...our clients’ financial lives. Is confident in identifying solutions for new and existing clients based on their needs. Communicates...Flexible hoursShift workWeekend workDay shift
- ...consulting firm is seeking an experienced Oracle Functional Consultant specializing in Financials. The candidate will leverage their extensive experience to gather requirements, design solutions, and support the implementation of Oracle Financial modules tailored for...
- GENERAL FUNCTION The Financial Center Manager will participate in a comprehensive... ...approach for successful candidates to prepare for a Financial... ...recommend the appropriate solutions to meet those needs... ...position requires S.A.F.E. Act registration at the time of employment...Work at office
- ...customers, using your financial knowledge to offer thoughtful solutions to help address their financial... ...Specialists (Financial Advisors, Mortgage Bankers, and... ...Series 6/7, state registration (including 63 or 66 if... ...site health and wellness centers, a retirement savings...Full timePart timeImmediate startAfternoon shift
$24.9 - $30.38 per hour
...on delivering superior financial products and services... ...Neighborhood Financial Center within the Mountain... ...selected for employment, the candidate will be hired into a... ..., product and service solutions to communicate... ...which requires annual registration as a Mortgage Loan Originator...Hourly pay16 hoursFull timeMonday to FridayFlexible hoursShift workNight shiftWeekend workAfternoon shift- ...a different kind of financial institution — combining... ...the right financial solutions. Success requires a... ...VP) Licensing: NMLS registration required (may be obtained... ...relationships with centers of influence,... ...No, disregard. Ideal Candidate Profile Experience in...Full timeWork at office
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