Licensed Financial Solutions Advisor I (SIE/Series 7/66)
Bank of America ATM
Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses, receiving dedicated training for SIE, Series 7 and Series 66 exams, and learning the fundamentals of client advisory. You will start in a financial center, build relationships with clients, and progress to Stage II with continued training, mentorship, and access to the bank's broad banking and investment solutions. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Licensed Financial Solutions Advisor I (SIE/Series 7/66) in Los Angeles, CA vacancy
- Bank of America in Santa Monica, CA is hiring a Financial Solutions Advisor Stage I. You will begin with licensing coursework (SIE, Series 7, Series 66) and progress into customer‑facing advisory roles within a financial center. You’ll cultivate client relationships, assess...Suggested
- Bank of America in Glendale, CA is seeking a Financial Solutions Advisor Stage I to start license training and build foundational advisory skills. You will acquire SIE, Series 7, and Series 66 and begin serving clients with a consultative approach, progressing toward higher...Suggested
- Bank of America in Glendale, CA is seeking a Financial Solutions Advisor Stage I to start with a structured licensing path (SIE, Series 7, Series 66) and to develop foundational advisory skills. You will learn to acquire, build, and manage client relationships and guide...Suggested
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and build foundational skills in client relationship management and financial solutions. Successful candidates will progress through...SuggestedWork at office
- Bank of America in Northridge, CA is seeking a Financial Solutions Advisor Stage I. You will pursue SIE, Series 7, and Series 66 licenses and begin serving clients with a consultative approach, building relationships and guiding financial decisions. You will train through...Suggested
- Bank of America is seeking a Financial Solutions Advisor Stage I in South Gate, CA, to start with essential licensing (SIE, Series 7, 66) and build client relationships through comprehensive financial guidance. You will begin in a financial center, delivering advisory...Work at office
- Bank of America in Los Angeles seeks a Financial Solutions Advisor Stage I. The role starts with obtaining SIE, Series 7, and Series 66 licenses and then delivering core banking and investment guidance. You will build relationships with clients, assess their financial picture...Work at office
- ...common purpose to help make financial lives better through the... ...Join us! As a Financial Solutions Advisor Stage I (FSA I), your... ...your Securities Industry licenses, where you receive dedicated... ...Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your...Work at officeImmediate startMonday to FridayShift workDay shift
$28 - $33 per hour
Overview Financial Solutions Advisor Registration Candidate- West San Gabriel Valley Market Join... ...obtaining your Securities Industry licenses, where you receive dedicated and... ...your Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Once you obtain your...Full timeInternshipWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the... ...Join us! As a Financial Solutions Advisor Stage I (FSA I), your... ...your Securities Industry licenses, where you receive dedicated... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$70k - $80k
...the United States seeks a client-focused financial professional to plan short- and long-... ...goals with brokerage products and banking solutions. You will build financial plans,... ...while mitigating risk. The role requires Series 7 & 66 (or 63/65), at least one year in investments...Temporary workWork at officeFlexible hours$70k - $80k
...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...knowledge by completing required licenses and trainings. This position... ...: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift 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... ...knowledge by completing required licenses and trainings. This position... ...: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift 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... ...knowledge by completing required licenses and trainings. This position... ...Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift 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... ...knowledge by completing required licenses and trainings. This position... ...Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Bank of America is hiring for a Financial Advisor role in an in-office setting. Build comprehensive... ...funds, while recommending banking solutions aligned to client goals. You will... ...outcomes. The position requires Series 7 and 66 licenses (or 63/65 with plan to complete). #J...Work at office
- **Join Equitable Advisors: A Pathway to Possibilities... ...manager through licensing and employment. Enjoy... ...on our diverse financial products and services... ...demonstrating how these solutions can be tailored to... ...State Life & Health, SIE, Series 7, Series 66 Personal Attributes...Work experience placementLocal areaRemote workFlexible hours
Equitable Advisors LLC
Los Angeles, CA5 days ago - ...guided by a common purpose to help make financial lives better through the power of... ...The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to... ...investment solutions. Required Skills: Series 7 & 66 must be obtained within 120 days; Series...Temporary workWork at officeShift workDay shift
Bank of America
Venice, CA2 days ago - ...common purpose to help make financial lives better through the... ...us! As a Financial Solutions Advisor Stage I (FSA I), your journey... ...your Securities Industry licenses, where you receive... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...MassMutual, a leading financial services... ...motivated Financial Advisor who is ready to... ..., and protection solutions. You will have... ...Active Life Insurance license required.... ...Nice-to-Haves: SIE, Series 6, Series 7, Series 63, Series 65, Series 66, or Variable Products...Full time
MassMutual Pacific
Pasadena, CAmore than 2 months ago - A leading banking institution is seeking a Financial Solutions Advisor Registration Candidate in Monterey Park, CA. This full-time position involves obtaining essential industry licenses while building and managing client relationships. Candidates should possess a high...Full time
- ...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...knowledge by completing required licenses and trainings. This position... ...: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Bank of America is hiring a Financial Solutions Advisor Stage I to begin licensing and build foundational advisory skills. You will learn to acquire, manage and guide clients through financial solutions with a consultative approach. The Academy provides structured training...Work at office
$70.3k - $75k
...successful career as a Financial Advisor. Raymond James... ...investment products, solutions, and services that are... ...obtaining mandatory industry licenses within prescribed... ...Licenses/Certifications SIE required provided... ...from start of program. Series 7 & 66 or ability to obtain...TraineeshipWork experience placement$70k - $80k
Bank of America is seeking a Financial Advisor in Los Angeles, CA, to provide clients with tailored financial advice and solutions. Responsibilities include planning financial goals... ...hold relevant certifications like Series 7 & 66, possess at least one year of experience...$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern... ...-building and obtaining licenses. Our award-winning... ...Trust Services · Retirement Solutions · Business Needs AnalysisNorthwestern... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...Work at officeNorthwestern Mutual Life Insurance Company
Santa Monica, CA5 days ago$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial... ...-building and obtaining licenses. Our award-winning training... ...Services · Retirement Solutions · Business Needs AnalysisNorthwestern... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Los Angeles, CA5 days ago$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern... ...-building and obtaining licenses. Our award-winning... ...Trust Services · Retirement Solutions · Business Needs Analysis... ...Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...For contractorsWork at officeNorthwestern Mutual Life Insurance Company
Santa Monica, CA2 days ago- Bank of America is actively seeking a licensed financial professional to deliver comprehensive advice and customized solutions. You will triage client leads, refer to partners... ...products. Successful candidates hold Series 7/66 (or equivalents), have 1+ year in investments...
$70k - $200k
...at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our... ...Wealth’s leading investment solutions platform, which allows us to... ...Securities Industry Essentials - SIE, Active Series 7, 66 (or 63 and 65) licenses Group 1 Insurance...Full timeWork at officeCitigroup
Pasadena, CA14 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Licensed Financial Solutions Advisor I (SIE/Series 7/66). Be the first to apply!
Related searches
- financial counselor Los Angeles, CA
- private wealth advisor Los Angeles, CA
- senior wealth advisor Los Angeles, CA
- junior oracle financial functional consultant Los Angeles, CA
- entry level financial advisor Los Angeles, CA
- associate corporate finance Los Angeles, CA
- financial advisor associate Los Angeles, CA
- financial consultant Los Angeles, CA
- financial advisor training program Los Angeles, CA
- estate planning consultant Los Angeles, CA