Licensed Financial Solutions Advisor (SIE/Series 7)
Bank of America ATM
Bank of America is looking for a Financial Solutions Advisor Stage I in Eatontown, New Jersey. This position involves obtaining essential securities licenses, receiving personalized training, and managing client relationships to deliver financial solutions. You will collaborate with banking and investment partners to advise clients on achieving their financial goals. The role offers a structured career path with a robust training program, and is eligible for benefits, with hours from Monday to Friday including rotating Saturdays. #J-18808-Ljbffr Bank of America
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the... ...Position Overview As a Financial Solutions Advisor Stage I (FSA I), your... ...obtaining your Securities Industry licenses, where you receive... ...Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Once...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the... ...considerations. As a Financial Solutions Advisor Stage I (FSA I), you will obtain Securities Industry licenses and receive dedicated,... ...Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. After...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift- Bank of America is seeking a Financial Solutions Advisor Stage I in Eatontown, NJ. In this role, you will obtain necessary securities licensing and participate in training to enhance client relationships and financial advisory skills. You will provide comprehensive financial...SuggestedMonday to Friday
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...‑building and obtaining licenses. Our award‑winning training... ...Services • Retirement Solutions • Business Needs Analysis... ...Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...SuggestedWork at office$95k - $250k
...looking for an experienced financial advisor to advise our clients and help... ...Current professional license CPA, or CFP (Certified Financial... ...Board of Standards) and FINRA Series 7 and 66, is required About... ...offer tailored financial solutions. We are looking for driven...SuggestedStart working today- ...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This position... ...Qualifications: • Currently holds Series 7 & 66 (63 & 65 in lieu of 66)...Temporary workWork at officeMonday to FridayShift workDay shift
$80k - $90k
...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates... ...and executing highly customized solutions to meet client needs... ...Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one year experience working...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...for dedicated employees in Red Bank, NJ to provide financial advice and customized solutions to clients. Responsibilities include planning... ...and triaging requests. Ideal candidates will hold Series 7 and 66 licenses with a year of industry experience. This position...
- ...job poster from Prudential Financial Business Development Manager at Prudential Advisors Prudential Advisors is... ...architecture platform for client solutions Competitive payouts (... ...today! Requirements: Series 6 and 63 licenses required; Series 7 and 66 (or 63/65) preferred...Full time
$80k - $90k
A leading financial institution in Red Bank, NJ, seeks a Financial Advisor through its Advisor Development Program. The role involves working... ...and deliver tailored financial solutions. Candidates should possess Series 7 & 66 licenses and a minimum of one year in financial...$25 - $38.46 per hour
...problem solver, trusted advisor, and partner to the... ...plan-based approach to financial advice. As a PCB, you... ...appropriate financial solutions to KeyBank's client base... ...within Key (required)Licenses and CertificationsFINRA... ...Industry Essentials (SIE) Upon Hire (required)Life...Hourly payImmediate startDay shift- Overview At Northeast Financial Network , we are dedicated to helping individuals and businesses... ...full-time role for a career Financial Advisor located in Holmdel, NJ. The Financial... ..., Finance, and Financial Advisory LAH, SIE, Series 6 or 7, 66 or 63 are preferred Interest in...Full time
$80k - $135k
...looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing... ...clients Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus Compensation $80,000-...Work at office- ...tailored to suit their financial needs. As a... ...(Private Client Advisors, Mortgage Bankers... ...24 hours a day/ 7 days a week *... ...Industry Essential (SIE) exam, FINRA Series 6/7, state... ...required) and Life licenses are required - or... ...grow, delivering solutions to solve all their...Full timeImmediate startAfternoon shift
- Join Northwestern Mutual as a College Financial Representative intern where you'll receive guidance and support for building a financial... ...proprietary software, and receive extensive support for insurance licensing and necessary certifications. #J-18808-Ljbffr UNAVAILABLEFull timeInternshipFlexible hours
$75k - $200k
...Group CSI Group is a leading financial services firm transforming... ...planning, tax, and estate solutions that empower individuals and... ...The Servicing Financial Advisor plays a critical role in helping... ...financial plans and portfolios. Series 65 license required. Life Insurance...- ...FCU in Middletown, NY is looking for a Financial Partner to provide exceptional service and... .... The role involves promoting tailored solutions, handling transactions, and engaging with... ...need a High School Diploma and an NMLS License, with 4+ years of customer service or sales...
$61k - $119k
Northwestern Mutual is seeking a Financial Advisor in Red Bank, NJ, offering a unique opportunity to start a business helping clients achieve... ...ranging from $61K to $119K in the first three years, and additional licensing support and benefits. #J-18808-Ljbffr UNAVAILABLE- ...interested in helping families dedicatedly navigate life stages? The Financial Advisor role may be for you. Description Are you passionate about... ...and implementing financial plans into the appropriate solutions based on client goals Building a Relationship Based Practice...Full timeInternshipWork at office
- A leading financial services firm in Holmdel Township is seeking an experienced financial professional... ...from a support network and independent advisor experience. Required qualifications include Series 6 and 63 licenses, an insurance license, and at least two years...
- ...Vice President, Financial Advisor About the Company Prominent independent investment management firm Industry Investment Management... ...the expectation that assets will transfer upon transition. A Series 7 and 65/66 are required, with a CFP strongly preferred. The...
$1,000 per month
...Overview College Financial Representatives in the internship... ...Risk Product State Licensing: Life, Accident, and... ...certifications such as the Series 6 & 63 or CFP ® . Get... ...Financial Representative or Advisor role upon graduation.... ..., LTC) Support for SIE, Series 6, Series 63...Full timeInternshipLocal areaFlexible hours$80k - $90k
A major financial institution is seeking candidates for the Merrill Advisor Development Program - Financial Advisor role, focusing on developing client relationships... ...needs. Successful applicants will hold Series 7 & 66 licenses, have a minimum of one year of experience in...$95k - $250k
Integrated Financial Concepts in Red Bank, New Jersey, is seeking an experienced financial advisor to support clients in making profitable financial decisions. The role involves... ...in financial software, and have essential licenses such as CPA or CFP. Compensation ranges...$60k - $100k
...transition—to join our growing team as Financial Services Representatives. This role offers... ...business by providing financial solutions to individuals and businesses. No prior... ...development programs. Sponsorship for required licenses and continuing education. We can...Remote workFlexible hours$83.13k - $117.46k
...and operations of the company identity solutions. The team member will work closely with... ..., governance, or support role Licenses and Certifications: Epic Security... ...support our employees' physical, emotional, financial, personal, career, and community...Full timeTemporary workWork experience placementLocal areaFlexible hoursShift work- Valley Bank is looking for a Banking Service Professional in Shrewsbury, NJ. This role involves providing exceptional customer service, supporting various banking activities, and selling bank products. Successful candidates will exhibit excellent communication and organizational...
- ...seeking a customer-focused individual dedicated to providing exceptional service. The role involves engaging with customers to analyze financial needs, recommending products, and assisting with transactions. Applicants should demonstrate a friendly demeanor while maintaining...
- A financial services company is seeking a Financial Services Representative in Red Bank, NJ. The role involves building client relationships, providing financial solutions, and participating in training programs. Candidates should have a bachelor's degree or equivalent...
- ...Job Description Job Description At C&A Financial Group, our advisors are known as Cash Flow Strategists —trusted partners who help clients... ...Work alongside diverse experts to deliver comprehensive solutions Grow your own business while enjoying flexibility and...Work at officeWork visa
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