Licensed Financial Solutions Advisor I
Bank of America
Bank of America is hiring for a Financial Solutions Advisor Stage I. This entry‑level role involves obtaining securities licenses (SIE, Series 7, 66) and learning to advise clients across core banking and investment solutions. Training is provided, with progression to Stage II and beyond within Merrill and Bank of America. You will start in a financial center, build client relationships, and move toward a phone‑based capacity as locations are determined, with path to broader opportunities across #J-18808-Ljbffr Bank of America
Vacancy posted 6 hours ago
Similar jobs that could be interesting for youBased on the Licensed Financial Solutions Advisor I in Collierville, TN vacancy
- ...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 (FSAI), your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...personalized investment advice, products and solutions based upon clients' individual goals and... ...and risk tolerance to determine which financial strategies and solutions best meet the... ...Series 7, 66 (63 and 65 in lieu of 66) licenses.3. Applicable state health and life insurance...SuggestedFull timePart timeWork at office
- Fidelity Investments is seeking a Financial Representative to serve as the friendly face of the branch in the Memphis area. You will deliver... ...with team members. Training is provided to earn FINRA licenses (Series 7/66) and ongoing professional growth opportunities....Suggested
- A leading financial institution seeks a motivated financial advisor to enhance client relationships and provide expert investment advice. The position involves... ...bachelor’s degree and the appropriate financial licenses. The role offers a competitive salary and comprehensive...Suggested
- ...culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.... ...state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must...SuggestedAfternoon shift
- ...culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.... ...state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must...Immediate startAfternoon shift
- Federal Express Corporation is seeking a Global Air Freight Industry Verticals Product Advisor to guide strategic initiatives, understand customer needs, and align product solutions with market dynamics. This hybrid role requires collaboration with engineering, operations...
- ## ## Job Description:**Financial Consultant**If you no longer want to spend your time on sourcing new clients and would... ...building relationships, uncovering needs and recommending solutions* FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to...Work at office
- ...Tennessee, seeks an investment advisor to foster and grow client... ...personalized investment advice and solutions based on individual goals.... ...and extensive knowledge of financial products. The ideal candidate... ...Bachelor's degree and FINRA licenses, with strong organizational and...
$46.79k - $58.47k
...person and on the phone to determine their financial needs, and meeting those needs by... ...customers on emerging technology and digital solutions such as mobile, online and ATM offerings... ...with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer...Local areaFlexible hours- ...expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations... ...applications, such as Microsoft Office Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role,...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
- JPMorganChase in Tennessee seeks a Relationship Banker to represent Chase with hospitality and provide thoughtful financial solutions. The role focuses on acquiring, managing, and retaining client relationships using up-to-date banking technology and a client-first approach...Afternoon shift
- ...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... ...the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the...Work at officeFlexible hoursShift workWeekend workDay shift
- Truist Financial Corporation is seeking a customer-focused professional to provide outstanding service in person and by phone, developing and expanding client relationships while cross-selling financial products. The role includes occasional teller duties, requires a high...Weekend workDay shift
- ...banking. This role works directly with the lending team to analyze financials, assess credit risk, underwrite credit requests, and provide... ...extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
- ## Financial Representative - Memphis, TNApplylocations: Germantown, TNtime type: Full timeposted on: Posted Todayjob requisition id:... ...your experience* We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses* Degree...Full time
- ...sponsorship for this position. The Role We believe that as a Financial Representative, you make a key impact on the branch atmosphere... ...are provided to prepare for the required Series 7 and Series 66 licenses A degree, equivalent experience, or other professional...Full time
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern... ...meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life... ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...will process transactions accurately, respond to customer questions with care, and connect customers to the right bank partners and solutions when needs arise. You will follow bank policies and procedures to safeguard customers and the Bank, mitigate risk, and ensure...Local area
- .... This role involves processing transactions accurately, addressing customer inquiries, and connecting them with appropriate bank solutions. Ideal candidates should have a high school diploma, customer service and cash handling experience, and a commitment to service excellence...
- ...extensions, modifications, and amendments Perform detailed financial statement, tax return, cash flow, and global cash flow... ...are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.For contractorsLocal area
- ...message the job poster from Modern Woodmen of America Launch your financial services career with an organization that positively impacts... ...lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials/...Full timeLocal area
- First Student, Inc. in the United States is seeking a Senior Financial Analyst to compile and analyze financial information, producing monthly, quarterly, and annual reports with accuracy to support budgeting and forecasting. You will supervise forecasting efforts, assist...
- A financial consulting firm in Collierville, Tennessee is seeking a dedicated Financial Consultant to help clients develop personalized financial plans and achieve their long-term objectives. The ideal candidate will have a Bachelor's degree in finance, solid analytical...
- ...you save for your future and achieve your financial goals Other fringe benefits include... ...Summary The Customer Support & Retention Advisor engages with potential customers regarding... ...Through professional, empathetic, and solution-oriented communication, the Advisor helps...Hourly payContract workTemporary workWork experience placementWork at officeLocal areaRemote workMonday to Friday
- ...credit analyses, including gathering, analyzing, and interpreting credit information for new and existing customers. Prepare detailed financial analyses with customer financial information and Bank underwriting standards and requirements, assessing risk in extending credit...Local area
- gpac in Memphis, TN, is hiring a Credit Analyst for an on-site role in E Memphis. You will analyze financials, assess credit risk, underwrite requests, and provide structuring recommendations to the lending team. You will prepare credit memos, annual reviews, financial...
- ...Treasury Management Officer in Commercial Banking Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury...
- ...customers and identify opportunities to help customers with their financial needs by identifying cues and clues while processing their... ...skills ~ Knowledge of and the ability to learn bank products and solutions ~ Ability to travel for training, other development...Contract work
$9.72k - $16.52k
The Global Air Freight Industry Verticals Product Advisor provides strategic guidance and expertise on industry verticals products & solutions, customer needs, and market dynamics. Understanding of industry-specific supply chains, customer needs, buying behaviors, and...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Licensed Financial Solutions Advisor I. Be the first to apply!

