Licensed Financial Solutions Advisor - Series 7 Ready
$28.85 - $33.65 per hourDormont Manufacturing Co
Dormont Manufacturing Co is looking for a Financial Solutions Advisor Stage I in Thousand Oaks, California. This role involves obtaining necessary industry licenses including the Securities Industry Essentials and Series 7 & 66, with comprehensive training provided. Candidates will be responsible for building and managing client relationships while delivering tailored financial solutions. The position offers an hourly pay rate of $28.85 to $33.65 and comes with industry-leading benefits. Applicants should possess a High School Diploma or equivalent and demonstrate strong communication and organizational skills. #J-18808-Ljbffr Dormont Manufacturing Co
- ...This position entails obtaining securities licenses within specified timeframes, managing... ...client relationships, and providing tailored financial advice. The ideal candidate will be self... ...while delivering integrated financial solutions. #J-18808-Ljbffr Bank of AmericaSuggested
$70k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...knowledge by completing required licenses and trainings. This position is... ...Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses...SuggestedTemporary workMonday to FridayShift workDay shift- ...Financial Solutions Advisor Registration Candidate- CA Coastal Market Thousand Oaks, California;Newbury... ...obtaining your Securities Industry licenses, where you receive dedicated and... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Obtain Securities Industry Essentials (SIE) license within 30 days of hire. Obtain Series 7 and Series 66 licenses (or Series 65... ...accounts. Provide comprehensive financial advice, conduct client reviews, and present solutions to help achieve financial goals. Collaborate...SuggestedImmediate start
$28.85 - $33.65 per hour
...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...effective. As a Financial Solutions Advisor within the... ...obtaining your Securities Industry licenses, where you receive dedicated... ...Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you...SuggestedHourly payTraineeshipWork at officeShift workDay shift- ...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
$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern... ...-building and obtaining licenses. Our award-winning training... ...Services · Retirement Solutions · Business Needs Analysis... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual...For contractorsWork at office$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...client-building and obtaining licenses. Our award-winning training... ...Trust Services Retirement Solutions Business Needs Analysis... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...Full timeContract workFor contractorsWork at office- ...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 officeImmediate startMonday to FridayFlexible hoursShift 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- ...seeking a dedicated individual to provide comprehensive financial advice and customized solutions in Thousand Oaks, California. The role involves... ...investment strategies. The ideal candidate will have relevant licenses, a background in the investments industry, and...Full time
$70.3k - $75k
...for a successful career as a Financial Advisor. Raymond James advisors... ...Recommends investment products, solutions, and services that are suitable... ...mandatory industry licenses within prescribed timeframes... ...months from start of program.* Series 7 & 66 or ability to obtain within...TraineeshipWork experience placement$70.3k - $75k
...for a successful career as a Financial Advisor. Raymond James advisors... ...Recommends investment products, solutions, and services that are suitable... ...mandatory industry licenses within prescribed timeframes... ...months from start of program. Series 7 & 66 or ability to obtain within...TraineeshipWork experience placement- Dormont Manufacturing Co is hiring for a Financial Solutions Advisor in Westlake Village, CA. This role focuses on building client relationships... ...Candidates will undergo training to acquire necessary securities licenses and develop their financial advising skills....Traineeship
$48k - $100k
...investment advice and guidance. Job Overview Financial Advisors and Wealth Management Client... ...capitalize on referrals Deliver customized solutions and leverage the full resources of... ...Financial Advisor Required Skills FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66...Shift workDay shift- Bank of America is seeking a financial advisor in Thousand Oaks to provide comprehensive financial advice and customized solutions to clients. Responsibilities include reviewing financial... ...ideal candidate should hold necessary licenses and have at least one year of...Full time
$70k - $80k
Bank of America is looking for a Financial Advisor to provide comprehensive financial advice and customized solutions for clients. This role focuses on planning clients... ...needs. You will need to hold at least Series 7 and 66 licenses and have experience in the investment...- Dormont Manufacturing Co is seeking a Financial Advisor to join their Advisor Development Program in Westlake Village, California. You... ...resources for personal growth and development. A Series 7 & 66 license along with a minimum of one year in the financial services...
$80k - $90k
A leading financial services firm seeks a Financial Advisor to join their Advisor Development Program in Westlake Village, CA. This role focuses on... ...comprehensive investment guidance. The ideal candidate has a Series 7 and 66 license and at least one year in the finance industry....$43.68k - $69.9k
...lasting relationships with clients. Responsibilities include processing transactions, addressing financial needs, and collaborating with internal partners to deliver solutions. The ideal candidate should possess a high school diploma or GED, along with customer service...$25 - $32 per hour
...enhance relationships through a world-class service model. The successful candidate will engage clients to identify appropriate financial solutions and manage branch operations while complying with regulations. Ideal candidates should possess a high school diploma,...Hourly payFlexible hours$43.68k - $69.9k
...to great opportunities. Are you ready to take the next step? Discover a... ...to understand and address their financial needs, the banker will provide solutions that span across the customer's lifecycle... ...through the Nationwide Mortgage Licensing System (NMLS). Working...Work at office$1,000 per month
...Overview College Financial Representatives in the internship program... ...Receive Risk Product State Licensing: Life, Accident, and Health... ...certifications such as the Series 6 & 63 or CFP®. Get inspired... ...Financial Representative or Advisor role upon graduation. #LI-Onsite...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills... ...life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility...Full timeInternshipLocal area- ...knowledge of investments, financial planning, credit and... ...advice, developing thoughtful solutions and delivering an... ...Bachelor’s Degree required Series 7, 66 and Insurance licenses required for position; unlicensed... ...provides individuals, advisors and institutions with...Temporary workWork experience placementLocal area
- ...Launch your financial services career with an organization that positively impacts thousands... ...or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials®/SIE), Series 6 and/or 7 license, and Series 63 license, as...Local area
$25 - $32 per hour
...conversation with every interaction to identify appropriate financial solutions. Leverage internal partnerships to acquire, expand and retain... ...This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment...Hourly payFor contractorsWork at officeRemote workFlexible hours- Raymond James Financial is offering a unique Advisory Mastery Program (AMP) aimed at preparing... ...trainees for a career as a Financial Advisor in Westlake Village, California. The... ...client pipeline, and finalizing industry licensing. Candidates should ideally possess a bachelor...Traineeship
- A financial services firm in California seeks trainees for a unique development program aimed at preparing future Financial Advisors. The role involves building client relationships, evaluating financial... ...’s degree and sales experience. Licenses are required, and comprehensive...Traineeship
- ...Accounts Representative, Personal Banker, Financial Service Representative, etc. At First... ...understanding their needs and providing solutions via the use of all appropriate product features... ...or banking experience preferred Life License (LB) preferred NMLS registry required...Flexible hours
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