Licensed Financial Solutions Advisor: SIE & Series 7 Ready
Bank of America ATM
Bank of America is looking for a Financial Solutions Advisor Stage I in Anaheim, California. This role offers onboarding programs to gain necessary industry licenses and develop client relationship skills essential for success. As a Financial Solutions Advisor, you will help clients with banking and investment solutions, receiving coaching and support to build a successful career in the financial services industry. This position provides benefits, a competitive hourly pay, and opportunities for advancement within the organization. #J-18808-Ljbffr Bank of America
$70k - $80k
...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)...SuggestedFull timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$28.85 - $33.65 per hour
Job Description The Financial Solutions Advisor Stage I (FSA I) is responsible for obtaining the required Securities Industry licenses, including the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. After licensing, the advisor builds, manages, and grows...SuggestedHourly payMonday to FridayShift workDay shift$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor Stage I in Cerritos, California. The role includes obtaining Securities Industry licenses and developing client relationships. Candidates should have a high school diploma or equivalent, with the opportunity to grow...SuggestedHourly pay$61k - $119k
Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...-building and obtaining licenses. Our award-winning... ...Trust Services Retirement Solutions Business Needs Analysis Northwestern... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual...SuggestedFull timeContract workFor contractorsWork at office- Bank of America is seeking a Financial Solutions Advisor Stage I in Fountain Valley, CA. This role involves obtaining necessary Securities Industry licenses and managing client relationships while providing tailored financial advice. The advisor will collaborate with banking...Suggested
$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... ...obtaining your Securities Industry licenses, where you receive... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...common purpose to help make financial lives better through the... ...Join us! As a Financial Solutions Advisor Stage I (FSA I), your... ...obtaining your Securities Industry licenses, where you receive... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once...Work at officeImmediate startMonday to FridayFlexible hoursShift 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 officeImmediate startMonday to FridayShift workDay shift
- ...impact providing expert financial advice with heart. Thrivent... ...your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and... ...’s comprehensive advisor onboarding program. After... ...Attainment of FINRA SIE, life and health licenses...
$120k - $260k
...empower individuals to take control of their financial future, and we’re looking for driven,... ...for customers looking for financial solutions- and your sales expertise will play a key... ...them get back on track! So if you're ready to make a real impact, work with an amazing...Daily paidTemporary workMonday to ThursdayFlexible hoursShift work$120k - $260k
...Join Our High-Performing Sales Team Ready to elevate your career with a company that... ...individuals to take control of their financial future, and we're looking for driven, coachable... ...for customers looking for financial solutions- and your sales expertise will play a...Daily paidFlexible hoursWeekend workAfternoon shift- ...progress toward their financial goals through planning,... ...credit, and investment solutions. In addition, this role... ...Relationship Banker LP (license pending) role is a temporary... ...Authority (FINRA) Series 6 and Series 63 examinations... ...Industry Essentials (SIE) exam is also required....Full timeTemporary workWork experience placementImmediate start
$50k - $150k
...Description Job Description Financial Advisor - In-Office Position Are you ready to take control of your career and... ...business by providing financial solutions to individuals and businesses.... ...programs. Sponsorship for required licenses and continuing education....Work at 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... ...Financial Representative or Advisor role upon graduation.... ..., LTC) Support for SIE, Series 6, Series 63...Full timeInternshipLocal areaFlexible hours$25 - $29.61 per hour
...a common purpose to help make financial lives better through the power... ...potential home lending product solutions, submits the mortgage... ...the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators... ...you appear relaxed and at ease. 7. Follow-up - Send a brief follow...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift$41.71k - $69k
...provides advice and guidance regarding financial solutions that are in the best interests of... ...confidence to approach customers. * Readiness to collaborate and work in different capacities... ...and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position...Contract workPart timeLocal areaImmediate startDay shift- A leading financial services company is seeking a Private Client Advisor to provide comprehensive financial planning... ...Financial Advisor and a valid Series 7 and Series 66 license. You will be responsible... ...delivering personalized investment solutions, while also embracing...
- SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated... ...Qualifications: Life Insurance License (or willingness to obtain) Strong communication... ...passionate about making a difference and ready to advance your career, we want to...Full timePart time
- ...provides a wide range of financial services to more than... ...in the apparel licensing industry before transitioning... ...About the Financial Advisor Role: As a Financial... ...insurance solutions and financial planning... ...necessary licenses, such as Series 6, 63, and state insurance...InternshipWork at officeWork from homeVisa sponsorshipFlexible hours
- ...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
$40k - $55k
...Full-Time | In-Office Position Are you ready to build a rewarding career in insurance... ...Grove, CA! About Lelly Woo-Grimes: Licensed in CA, AZ, FL, and TX Fluent in... ...customers and provide tailored coverage solutions Build relationships in the local community...Full timeFor contractorsWork at officeLocal areaImmediate startMonday to Friday$28 per hour
...Job Title: Career Advisor (Case Manager) - Vietnamese... ...to deliver solutions that address today... ...with job readiness activities, including... ...Supportive Services & Financial Assistance • Determine... ...Driver's License and reliable transportation... ...investigations; (7) Investigate and...Hourly payFull timeFor contractorsApprenticeshipWork experience placementSecond jobWork at officeLocal areaImmediate start$70.3k
...This role at CU SoCal in Financial Services would allow... ...team as a Financial Advisor associated with LPL... ...Diploma or equivalency. ~ License and/or certifications:... ...hold a FINRA Series 7, 66 or 63 & 65 in lieu... ...to wealth management solutions. Nurture relationships...Full timeLocal areaRemote workWorldwideMonday to FridayFlexible hoursAfternoon shift$80k
...Registered Investment Advisor, is seeking an Advisor to join our Financial Services team. As... ..., retirement readiness, education funding... ...deliver integrated solutions that protect assets... ...will be considered). Series 65 or 66 and state... ...Health Insurance License may be required or...Full timeContract workInternshipLocal area- Lincoo Financial & Insurance Services Inc. is hiring a Licensed Sales Professional in La Palma, California. This role involves serving as a dedicated financial partner, developing personalized insurance plans, and maintaining client relationships. Candidates should have...Remote jobFlexible hours
$100k
...looking for an opportunity to break into the financial services industry! Our successful Entry-Level Financial Advisor candidate has a passion for developing long-term... ...needs Qualifications: Valid FINRA Series 6, 7 & 63/66 preferred but not required Baseline...Work at office$61k - $119k
Northwestern Mutual is seeking a financial advisor in Anaheim, California, to help clients achieve their financial goals. As a financial representative... ...by building client relationships and obtaining required licenses. The role offers performance-based earnings with average...- ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly... ...Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed...Full timeImmediate startAfternoon shift
- ...Description Job Description Financial Representative - Bilingual in... ...is a plus Are you ready to take control of your career... ...business by providing financial solutions to individuals and businesses... ...Sponsorship for required licenses and continuing education....Remote workFlexible hours
$32.21 - $46.72 per hour
...position provides support for Financial Advisors/Wealth Advisors. Increases... ...technical proficiency, requiring a licensed professional with deep... ...is desirable.Must hold active Series 6, 63 plus Life & Health licensesPreferred: FINRA Series 7, 65 or 66 plus CA DOI Life &...Remote workWork from homeHome office
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