Licensed Financial Solutions Advisor - SIE & Series Path
Bank of America ATM
Bank of America is hiring a Financial Solutions Advisor Stage I in Fairfax, VA. You will pursue SIE, Series 7 and Series 66 licenses, then move into a financial center to provide core banking and investment solutions. The role emphasizes building client relationships, delivering comprehensive financial advice, and advancing through a structured Academy program. The position requires training, LICENSING within set timelines, and collaboration with banking partners to serve diverse client needs #J-18808-Ljbffr Bank of America
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...planning. On your path to becoming a... ...building and obtaining licenses. Our award-winning training... ...· Retirement Solutions · Business Needs Analysis... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...SuggestedFull timeContract workFor contractorsWork at office$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor... ...planning. On your path to becoming a financial... ...building and obtaining licenses. Our award-winning... ...Services · Retirement Solutions · Business Needs Analysis... ...Industry Essentials (SIE), and Series 6, 7, and 63....SuggestedFor contractorsWork at office- ...common purpose to help make financial lives better through the... ...Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey... ...your Securities Industry licenses, where you receive dedicated... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- ...common purpose to help make financial lives better through... ...backgrounds and career paths - whether shaped by... ...advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This position... ...Industry Essentials (SIE) Bachelor’s degree and...SuggestedTemporary workWork at officeFlexible hoursShift workDay shift
$70k
...Financial Advisor Trainee Through distance learning, apprenticeship... ...investment products, solutions, and services that are... ...mandatory industry licenses within prescribed... .../Certifications SIE required provided that... ...start of the program. Series 7 and Series 66 or the...SuggestedApprenticeshipTraineeshipWork experience placement- ...invites you to start a new financial advisory practice as a financial... ...then grow into a financial advisor role. You will build client... ...holistic plans, and pursue licenses (SIE, Series 6/7/63, life/health). Training... ...benefits, and a path to ownership via a #J-18808...
$70k
...areas related to financial services, under varying... ...headquarters, the Advisor Mastery Program (... ...products, solutions, and services that... ...mandatory industry licenses within prescribed... ...Licenses/Certifications SIE required provided... ...start of the program. Series 7 and Series 66 or...ApprenticeshipTraineeshipWork experience placement$45k - $100k
...applicants. Join a financial services firm... ...20,000 financial advisors across the U.S. and... ...Get registered and licensed and learn how to be... ...and financial solutions to your clients?... ...Licensing: SIE (which can be obtained... ...Firm sponsorship), Series 7 and Series 66 will...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Your career path should lead to real opportunity LPL Financial partners with banks to... ...Union as a Financial Advisor associated with... ...Union for financial solutions. This position will... ...: Series 7 and 66 (63/65) required... ...required Insurance license required Three...Local area
$240k - $270k
...primary relationship advisor for high net worth and... ...of Truist Wealth solutions. Accomplished and highly... ...objective and sound personal financial planning and... ...FINRA: Maintains proper licenses including Series 7, Series 66, the... ...Industry Essentials (SIE) Exam as applicable Life...Full timePart timeWork at officeLocal areaShift workDay shift- ...Our client, Triangle Financial, is hiring an Associate Financial Advisor. The Associate Advisor is a proactive, solutions-oriented professional who thrives... ...: Bachelor’s Degree Licenses – Security Industry Essentials (SIE) Exam, Series 66, Life and Health (or...Work experience placement
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors... ...to take the first or next step on a path to financial security. 3 out of 4 of... ...Insurance/risk management Training and licensing support: ~ First Command offers a...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$50k
...Join a financial services firm where your contributions... ...and 20,000 financial advisors across the U.S. and Canada... ...registrations and licenses in good standing. A... ...information seeking the right solutions for clients... ...Candidate qualifications: Series 7 and Series 66...Work at officeWork from homeHome officeFlexible hours- ...area is looking to add an experienced Advisor to their team-no book of business is... ...recently named to Barron's Top 1500 Financial Advisors list. This is a great opportunity... ...of client advisory experience Series 7 and 66 licenses, along with Virginia Life & Health...Work at office
$55k - $75k
...Overview To provide basic financial consulting services to assist... ...a registered representative/advisor/agent of Navy Federal Financial... ...period of time FINRA Series 7 and combination of NASAA Series... ...required. Life & Health Insurance License preferred (or the ability to...InternshipLocal areaMonday to Friday$90k - $150k
...At Cornerstone Advisor Group, we're redefining financial planning by focusing on people, not just products. As... ...with our team to create innovative solutions that align with clients' evolving financial... ...: • • Active Life Producer License in your state of residency • Proven...Flexible hours- ...Financial Advisor This role can be hybrid remote depending on proximity... ..., comprehensive investment solutions, and the flexibility to... ...coaching Training and licensing support Professional development... ...include: FINRA Series 7 and Series 66 (or Series 6...Full timeContract workFor contractorsWork at officeRemote work
- ...help clients build, protect, and grow their financial future. As a Financial Advisor, you will develop trusted client relationships... ...compensation. Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more. Comprehensive...Full time
- ...military families toward financial security since 1958. We... ...for seasoned financial advisors who are ready to... ...strategies, insurance solutions, day-to-day finances, and... ...strongly preferred. Licensing & Certifications Required: Series 7 & 66 (or 6, 63, 65) and...For contractorsLocal areaFlexible hoursShift work
- Overview Financial Advisor Careers at First Command: Shaping Positive Financial... ...first or next step on the path to financial security. First... ...Offer We have a specialized licensing and comprehensive training program... ...prepare and test for your SIE, S6, S63, S65 and state Life...Hourly payMinimum wageTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$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... ...Representative or Advisor role upon graduation.... ...DI, LTC) Support for SIE, Series 6, Series 63 registrations...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$90k - $110k
...area, is seeking an experienced Associate Financial Advisor (AFA) to join their rapidly growing... ...objective and independent advice, service, and solutions always in the best interest of our... ...growth. Qualifications ~ Series 65 required ~ Bachelor's degree in...Remote workWork from home$92k - $115k
...manager for a portfolio of financially complex client... ...broad range of retail solutions including banking, mortgage... ...with the financial advisor on assigned... ...Industry Essentials (SIE), FINRA Series 7, 66 (63 and 65 in lieu... ...applicable Insurance licenses (Life, Health, and Variable...Full timePart timeWork at officeShift workDay shift$100k
...proven track record of creating lending solutions for your clients and a desire to assist... ...VA, Conventional, USDA)Analyze borrower financials and ensure accurate, complete loan applicationsRun... ...Qualifications: • Current NMLS State License or Federal NMLS Registration • Provide...Work at officeLocal area$45k - $65k
A financial services agency in Fairfax, VA is looking for a Financial Services Representative to assist clients with financial planning... ...and communication skills, alongside certifications such as SIE and Series 6, 63, and 65. Candidates will manage customer portfolios and...- ...Financial Advisor At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be... ...Investment Products. Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to...Work at office
- Founded in 2010, Covenant Wealth Advisors is an award‑winning,... ...The Opportunity The Associate Financial Advisor (AFA) role is an opportunity... .... No product quotas. A clear path to Lead Advisor. What You’ll... ...management firm. Current Series 65 (or equivalent) and a clean...Work at office1 day per week
- Senior Financial Consultant--Wealth Management (Fairfax/McLean/Woodbridge... ...for providing investment solutions to individuals and businesses... ...registrations to include Series 7 and Series 66 (or Series 63... ...life insurance and annuities licenses. AWMA or CFP designations preferred...Full timeBank staffWork at officeLocal area
$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- ...customers, using your financial knowledge to offer thoughtful solutions to help address their... ...Specialists (Financial Advisors, Mortgage Bankers, and... ...Securities Industry Essential (SIE) exam, FINRA Series 6/7, state... ...if required), and Life licenses are required. All unlicensed...Full timePart timeImmediate startAfternoon shift
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