Financial Solutions Advisor Registration Candidate - Northern Inland Empire Market
$28.85 - $33.65 per hourNational Black MBA Association
Job Description The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At 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 by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role‑specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help you Build a successful career at Bank of America through world‑class training and on‑boarding programs that set you up for success. Get training and one‑on‑one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. Provide end‑to‑end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications Aptitude in obtaining required industry licenses. Must be self‑disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through effective communication and collaboration. Demonstrates a results‑driven mindset while prioritizing client’s interest in a complex, fast‑paced environment. Executes multiple tasks simultaneously. Learns and adapts to new technology or applications. Desired Qualifications Currently holds FINRA Securities Industry Essentials (SIE) Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience Skills Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral IdentificationBusiness Acumen Executive Presence Oral Communications Risk Management Trading Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday – Fridays and rotating Saturdays Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Rancho Cucamonga - 7387 Day Creek Blvd - VICTORIA (CA6241)Pay and benefits informationPay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. #J-18808-Ljbffr National Black MBA Association
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the... ...impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your... ...position is subject to SAFE Act registration requirements. Pursuant to... ...position is open for the entire market and the specific Financial...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...Financial Solutions Advisor - Northern Inland Empire Area Corona, California;Chino, California;... ...is subject to SAFE Act registration requirements. Pursuant... ...is open for the entire market and the specific Financial... ...and hire qualified candidates without regard to race,...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key duties include triaging client leads,... ...brokerage products. This role is subject to SAFE Act registration requirements. Employees engaged in residential...SuggestedTemporary workMonday to FridayShift workDay shift$45k - $100k
...applicants. Join a financial services firm... ...20,000 financial advisors across the U.S.... ...financial services/markets and how they work... ...and financial solutions to your clients?... .../Requirements Candidates should have at least... ...Financial services registration, licensing, or...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$50k
...Join a financial services firm where your contributions... ...and 20,000 financial advisors across the U.S. and... ...training to maintain registrations and licenses in good... ...information seeking the right solutions for clients... ...new opportunities Candidate qualifications: Series...SuggestedWork at officeWork from homeHome officeFlexible hours- Bank of America is seeking a Financial Solutions Advisor Stage I in California. You start by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and learn to build client relationships, advise on financial solutions, and deliver comprehensive financial guidance...Work at office
- ...Manager is looking for a Junior Financial Advisor to join their team. You... ...points - continuous and registration FPI All regulatory and legislative... ...knowledge of financial markets Knowledge of insurance and... ...financial roadmap and investment solution Manage clients' wealth by...Work at officeFlexible hours
$41.71k - $69k
...advice and guidance regarding financial solutions that are in the best... ...collaborative and versatile branch and market team. Probes to... ...experience. Canada only: Registration to sell investment products... ...other than directly from a candidate. Any unsolicited resumes sent...Contract workPart timeLocal areaImmediate startDay shift- ...developments in the assigned market and develop and... ...LMI mortgage solutions, lender paid assistance... ...must meet the Consumer Financial Protection Bureau qualification... .... Successful candidates must also meet ongoing... ...requires SAFE registration at the time of employment...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- Bank of America is seeking a Financial Advisor to provide customized financial solutions and advice to clients. The role includes developing financial plans,... ...investment goals, and managing client relationships. Candidates should possess Series 7 & 66 licenses and have at...
$70k - $80k
Bank of America is looking for a Financial Advisor in La Verne, California. You will provide comprehensive advice and solutions to help clients achieve their financial goals by... ...making investment recommendations. Successful candidates will have their Series 7 & 66 licenses...- Bank of America in Fontana, CA is seeking a seasoned Financial Advisor to provide comprehensive guidance and customized solutions helping clients reach their financial goals. You will triage leads, refer to partners, review goals, build plans, and recommend brokerage products...
$45k - $100k
...is strongly preferred or equivalent work‑related experience within the securities/financial services industry. Financial services and/or sales experience. Financial services registration, licensing, or certification. Professional and/or military career progression....Traineeship- Western & Southern Life is seeking a Financial Representative in Ontario, California.... .... Responsibilities include developing marketing plans, securing client appointments, and providing tailored financial solutions. Ideal candidates should possess a high school diploma,...
- Bank of America seeks a Financial Advisor in San Dimas, California, responsible for providing tailored financial advice and solutions to clients. You'll build financial plans and recommend brokerage products while triaging client leads and making referrals. The role requires...
$31.39 - $50.14 per hour
CREDIT ANALYST II - Middle Market In Office, Ontario, CA. WHAT IS THE OPPORTUNITY? The... ...Provide customized credit and banking solutions to support working capital, capital expenditures... ...of North America’s leading diversified financial services companies. To learn more about...Hourly payWork at officeRemote work$25 per hour
As an Admissions Advisor for a certified Great Place to Work, you will guide prospective... ...DESCRIPTION:.Reporting to the Director of Financial Aid and working closely with the... ...valuable skills for the public health job market.Looking ... Show more $61,000.00 yearly...Hourly payFull timeTemporary workPart timeWork from home$25 - $26.77 per hour
...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 Execute the...Hourly payFlexible hoursShift workWeekend workDay shift$25 - $27.88 per hour
...are guided by a common purpose to help make financial lives better through the power of every... ...life priorities and connecting clients to solutions that meet the financial goals. This position is open for the entire market and the specific Financial Center location...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$25 - $26.77 per hour
...operational excellence. Build relationships with clients to meet financial needs. Follow established processes and guidelines to do what... ...improves clients’ financial lives. Confident in identifying solutions for new and existing clients based on their needs. Effective and...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$149.52k - $175.9k
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z....Full timeWork experience placementLocal area$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...· Trust Services · Retirement Solutions · Business Needs Analysis Northwestern... .... Northwestern Mutual is the marketing name for The Northwestern Mutual Life...Full timeContract workFor contractorsWork at office$20 - $23 per hour
...Lendmark Financial ServicesAt Lendmark Financial Services, we believe... ...providing personal loan solutions. This position focuses on building... ...of the branch.Actively market all branch products and services... ...and Experience of the selected candidate.This position is eligible for...Work at office$5,108.04 - $6,223.54 per month
...Inland Empire Utilities Agency Senior Financial Analyst SALARY $5,108.04 - $6,223.54 Biweekly... .... The successful candidate must possess excellent... ...and investment advisors, and other partners to... ..., we create innovative solutions and drive our mission forward...Full timeContract workWork experience placementSecond jobWork at officeLocal areaTrial periodVisa sponsorshipWork visa- ...California, United States (Hybrid) Need W2 candidates. Cybersecurity Risk Analyst The... ...cybersecurity program and control assessor and advisor in governance, risk, and compliance... ...security review in technology products and solutions (including security tools and systems),...
- ...helps customers progress toward their financial goals through planning, digital engagement... ...deposit, credit, and investment solutions. In addition, this role supports everyday... ...only licensed bankers to receive the IAR registration without the Series 65/66. Requirements...Temporary workWork experience placementImmediate start
$49.5k - $82.5k
...competitive advantage in the markets we serve. We are all united... ...employees can thrive. We encourage candidates to connect with their... ...opportunities to improve the customer's financial wellbeing. Collaborates with... ...of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...asset management is seeking a Junior Financial Advisor to enhance profitability by supporting... ...with high-profile clients. The ideal candidate will possess a Certified Financial Planner... ..., and provide tailored financial solutions. Join a dynamic team where your contributions...
- JPMorganChase is seeking a Private Client Advisor in Rancho Cucamonga, California.... ...involves offering comprehensive financial planning and investment solutions to clients, focusing on... ...management and client education. Candidates should have at least 2 years of financial...
$49.5k - $82.5k
...competitive advantage in the markets we serve. We are all united... ...employees can thrive. We encourage candidates to connect with their... ...opportunities to improve the customer's financial wellbeing. Collaborates with... ...of wallet. Positions PNC solutions to drive new revenue and...Work experience placementWork at officeShift work
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