Financial Solutions Advisor I — License Path & Client Impact
Bank of America Corporation
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 school diploma and demonstrate strong communication, adaptability, and results-driven skills. Join a dynamic team and advance your career in a supportive environment. #J-18808-Ljbffr Bank of America Corporation
- 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 services...SuggestedWork at office
- ...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,... ...and Merrill. A structured development path and comprehensive benefits support this...Suggested
- Bank of America is seeking a Financial Solutions Advisor Stage I in Los Angeles. You begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and building foundational... ...while learning to acquire, manage client relationships, and understand a client’...Suggested
- Bank of America seeks a financial advisor to deliver tailored investment and banking solutions. You will triage client leads, refer to partners, meet with clients to review goals... ...plans, and recommend brokerage products. Licenses and regulatory training are required. The...SuggestedMonday to FridayWeekend work
- Bank of America is hiring a Financial Solutions Advisor Stage I in Tarzana, CA. You will embark... ...SIE, Series 7 and Series 66 licenses and later support clients with a broad range of banking and... ...clients’ goals. A detailed licensing path and in-office plus flexible model...SuggestedWork at officeFlexible hours
- ...purpose to help make financial lives better... ...delivering for our clients, teammates, communities... ...and career paths - whether shaped by... ...workforce and positively impact the communities we... ...and customized solutions to clients to help... ...required licenses and trainings. This...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$28.85 - $33.65 per hour
...purpose to help make financial lives better... ...delivering for our clients, teammates,... ...backgrounds and career paths - whether shaped... ...workforce and positively impact the communities... ...As a Financial Solutions Advisor Stage I (FSA I),... ...Industry licenses, where you receive...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Bank of America in Los Angeles is hiring a financial advisor to provide comprehensive advice and customized solutions to clients, triage leads, and refer to partners based... ...assets. The role requires pursuing required licenses, meeting sales goals, and building strong client...
$70k - $80k
...purpose to help make financial lives better... ...delivering for our clients, teammates, communities... ...and career paths - whether shaped by... ...workforce and positively impact the communities we... ...and customized solutions to clients to help... ...required licenses and trainings. This...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- Bank of America in the United States seeks a Financial Advisor to provide comprehensive advice and customized solutions helping clients reach financial goals. The role includes... .... This position requires Series 7 & 66 licenses (63/65 acceptable), at least one year in investments...
- Bank of America is hiring a Financial Solutions Advisor Stage I. The role focuses on obtaining securities licenses, building client relationships, and delivering comprehensive financial guidance. Training supports earning SIE, Series 7 and Series 66 licenses, with progression...
$70k - $80k
...This role provides comprehensive financial advice and customized solutions to clients, including triaging leads, making... ...CRPC). Obtained relevant insurance licenses. Skills Account Management... ...to help employees make a genuine impact and contribute to sustainable growth...Temporary workMonday to FridayShift workDay shift- ...Branch, delivering attentive service and leveraging banking solutions to meet clients’ financial needs. You will build and retain meaningful... ...service recommendations. The role emphasizes compliance, licensing requirements, and collaboration with a team of experts...
- ...purpose to help make financial lives better... ...delivering for our clients, teammates, communities... ...and career paths - whether shaped by... ...workforce and positively impact the communities we... ...and customized solutions to clients to help... ...required licenses and trainings. This...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Equitable Advisors invites you to join The Retirement Benefits Group (RBG) to help professionals in education, healthcare... ...government secure retirement security. Our program provides licensing and employment with a path from training to wealth management, offering a flexible...Flexible hours
- ...purpose to help make financial lives better through... ...and delivering for our clients, teammates,... ..., and how we make an impact in the communities we... ...us! As a Financial Solutions Advisor Stage I (FSA I), your... ...Securities Industry licenses, where you receive dedicated...Work at officeImmediate startMonday to FridayShift workDay shift
$61k - $119k
...Overview Becoming a financial advisor at Northwestern... ...can help your clients achieve their... ...planning. On your path to becoming a financial... ...and obtaining licenses. Our award‑... ...Services • Retirement Solutions • Business Needs... ...you have a bigger impact on your clients and...Work at office- ...the job Unlimited Impact, Uncapped Income,... ...Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial... ...Sponsorship of Licensing/Credentialing (SIE/Series...Work experience placementWork at office
- ...Relationship Banker to manage client relationships at a branch and... .... You will leverage Chase solutions and tech to meet client needs... ...refer to specialists for complex financial needs. The role requires... .../evening hours. Training and licensing support are provided. #J-1880...Weekend workAfternoon shift
- Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning... ...clientele and find financial solutions with industry-leading training, mentors... .... The ideal candidate has active licenses and a proven track record in sales and...
- ...a world-renowned financial institution with a... ...approach to serving our clients' financial needs... ...a Financial Advisor to join our team.... ...personalized investment solutions to help clients... ...ability to greatly impact our future trajectory... .... Health and Life License Successful...
- U.S. Bank is seeking a Relationship Banker to build lasting client relationships, meeting clients face to face and advising on... ...Regulation Z, with background and credit checks. You will identify financial solutions aligned with clients’ goals and contribute to branch growth...
- ...branch setting. You will acquire, manage, and retain client relationships, using financial knowledge to tailor solutions and enhance the client experience. The role... ...communication, and the ability to work weekends/evenings. Licensing and compliance training are required to meet...Weekend workAfternoon shift
- Bank of America in Los Angeles is seeking a client-focused Financial Center Associate to engage customers in the lobby, educate on self-service... ...clients' financial goals, and connect them with suitable solutions while ensuring compliance with laws and bank policies. We...
$150k
...About Beer Financial Group (BFG)... ...by a vision of impacting lives today and... ...role in helping clients achieve financial... ...Inclusion and a path to financial independence... ...Mutual Advisor: A Glance... ...personalized insurance solutions and financial... ...clients. Licenses: Obtain...Full timeWork at officeLocal areaRemote workVisa sponsorshipFlexible hours3 days per week$120k
...Description Join us at Worthington Financial Partners, where your drive meets opportunity. As a Licensed Financial Advisor, you'll empower families to... ...supporting communities and clients alike. You'll have the... ...tailored advice and solutions. Stay informed on market...- ...Job Description Job Description As a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You’ll have access to powerful sales tools and a large resource...Work experience placement
$124k - $280k
...business. We support our clients by addressing the... ...clients optimise and align financial planning,... ...performance management solutions that help clients modernize... ...and serve as a trusted advisor across finance transformation... ...applicants that are impacted by the Los Angeles...Full timeH1b$38 - $46 per hour
...of Ameriprise Financial Services Location... ...Make a Lasting Impact At Angeles... ...about helping clients build... ...alongside our advisors, you'll support... ...defined career path with opportunities... ...financial planning solutions while building... ...management software. Licensing Requirements...Full timePrivate practiceWork at officeLocal area$85k - $300k
...Job Description Financial Sales Representative... ...in Los Angeles! Licensed or Unlicensed, we want... ...& Financial Advisor $85,000 to $300,0... ...marketing and sales solutions ( we'll make sure you... ...financial needs of your clients •A clearly defined career path, including...Fixed term contract
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor I — License Path & Client Impact. Be the first to apply!
- financial sales Monterey Park, CA
- financial institutions Monterey Park, CA
- finance financial Monterey Park, CA
- financial Monterey Park, CA
- financial banking Monterey Park, CA
- financial planning consultant
- healthcare financial consultant
- junior finance consultant
- financial advisor associate
- financial planning associate





