Licensed Financial Solutions Advisor I
Bank of America ATM
Bank of America in Brentwood is looking for a Financial Solutions Advisor Stage I (FSA I). You will gain essential Securities Industry licenses and learn how to advise clients on financial matters effectively. The role includes obtaining federal securities licenses, managing client relationships, and delivering strategic presentations in a supportive and collaborative environment. Position offers competitive pay and benefits, with a focus on helping clients achieve their financial goals. #J-18808-Ljbffr Bank of America
$70k - $80k
Financial Solutions Advisor - Washington DC Market Washington, District of Columbia; Rockville, Maryland; Bethesda, Maryland; Washington, District... ...applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration...SuggestedTemporary work$28.85 - $33.65 per hour
...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...SuggestedHourly payTemporary workWork at officeShift workDay shift$28.85 - $33.65 per hour
...Responsibilities Provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. Triage client leads. Make referrals to... ...required. Aptitude in obtaining required industry licenses. Self‑disciplined in managing time and capacity....SuggestedHourly payTemporary workShift workDay shift$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... ...begins obtaining your Securities Industry licenses, where you receive dedicated study...SuggestedHourly payTraineeshipWork at officeLocal areaImmediate startShift workDay shift$28.85 - $33.65 per hour
Job Summary As a Financial Solutions Advisor Stage I (FSA I), you will begin by obtaining Securities Industry licenses (Securities Industry Essentials [SIE], Series 7, and Series 66). Once licensed, you will learn foundational skills to advise clients on their financial...SuggestedHourly payWork at officeImmediate startMonday 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 is subject...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$70k - $80k
...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...Temporary workWork at officeShift workDay shift- ...ago Requisition ID: 2739 Summary The Financial Advisor is responsible for fostering and maintaining... ..., adding value by anticipating solutions and partnering with clients for implementation... ...and/or Series 65 (Investment Advisor) licenses, or the ability to obtain these...Full timeBank staff
- ...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...Temporary workWork at officeImmediate startMonday 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...Temporary workWork at officeFlexible hoursShift workDay shift
- ...Northwestern Mutual is offering an internship for College Financial Representatives in Washington, D.C. This role helps students work... ...schedule around their classes. Performance-based earnings, bonuses, and support for licensing are part of the program. #J-18808-Ljbffr...InternshipFlexible hours
- ...guided by a common purpose to help make financial lives better through the power of every... ...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...Work at officeImmediate startMonday to FridayShift workDay shift
- ...guided by a common purpose to help make financial lives better through the power of every... ...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...Work at officeImmediate startMonday to FridayShift workDay shift
- ...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... ...obtaining your Securities Industry licenses, where you receive dedicated study time...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
$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$50k - $100k
...Financial Advisor The Financial Advisor works in concert with the retail branch banking system... ...investment and insurance solutions for United Bank customers. An additional... ...product/solution fluent and maintain licensing capability. Prepare reports and present...Contract workWork at office$50k - $100k
...Job Description The Financial Advisor works in concert with the retail branch banking system... ...investment and insurance solutions for United Bank customers. An additional... ...product/solution fluent and maintain licensing capability. Prepare reports and present...Contract workWork at office$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$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...Work at office$50k
...Edward Jones invites you to join as a financial advisor, building your own practice with support... ...to maintain registrations and licenses in good standing. Work with a firm‑provided... ...Adaptable to new information, seeking right solutions for clients. Comfortable with critical...Work at officeHome officeFlexible hours$77k - $202k
...people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial...Full timeH1b$66.56k - $99.32k
...Business TD Wealth Job Description The Financial Advisor Associate (FAA) works with TD Wealth... ...suggesting the most appropriate Wealth solutions Identifies opportunities within the... ...the ability to obtain all within the Licensing and Registration Schedule Self-directed...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours- ...Northwestern Mutual is offering an internship for College Financial Representatives in Washington D.C. This program allows students to... ...performance-based earnings, and support for obtaining financial licenses like the Series 6 & 63. The compensation ranges from USD $500....InternshipFlexible hours
$80k - $90k
...provider focused on goal‑based financial planning and investment products. The Merrill Advisor Development Program (MDP) offers... ...needs, and execute customized solutions. Recommend suitable investment... ...Salesforce. Qualifications Series7 & 66 licenses (or Series63 & 65 in lieu of 66...Interim roleWork at officeImmediate startDay shift$80k - $90k
...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client... ...specialists, and executing highly customized solutions to meet client needs Recommending... ...Series 7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one year experience working...Interim roleWork at officeLocal areaImmediate startShift workDay shift$141k - $200k
...recent growth, they are hiring a Financial Consultant in their Bethesda,... ...financial planning. Trusted Advisor Status: You’ll become the go-... ...tools to deliver tailored solutions without limitations. Brand Builder... ...Series 7 & 66 (or 63 & 65) licenses—required. CFP certification—...Work at officeFlexible hours$45k - $100k
...volume of applicants. Join a financial services firm where your... ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...training - Get registered and licensed and learn how to be a financial... ...investment and financial solutions to your clients? Taking ownership...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$45k
...NASA Federal credit Union is looking for a Financial Advisor who provides professional advisory services to Retail and Business clients.... ...track record of performance requiring minimum supervision. Licensing required: Series 7, and combination of 63, 65, or 66 required...Full timeTemporary workWork at officeImmediate startRemote workFlexible hours- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco,... ...prospective clients and capitalize on referrals Deliver customized solutions and the full resources of Bank of America Merrill...Work at officeShift workDay shift
- ...PARK Overview The purpose of the Financial Representative is to meet the needs of... ...and selling the corresponding financial solutions. A Financial Representative must educate... ...reliable transportation, maintain a driver's license, and have at least the minimum amount of...Work at officeLocal area
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