Financial Solutions Advisor I — Start Your Licensing Path
$28.85 - $33.65 per hourDormont Manufacturing Co
Bank of America is looking for a Financial Solutions Advisor Stage I in El Cerrito, California. This role involves obtaining essential securities licenses and developing skills to manage client relationships while providing comprehensive financial solutions. You'll benefit from thorough training and the chance to interact with a diverse clientele. The position offers competitive pay ranging from $28.85 to $33.65 hourly, emphasizing opportunities for growth within the company. #J-18808-Ljbffr Dormont Manufacturing Co
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... .... Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey... ...your Securities Industry licenses, where you receive dedicated... ...the role. Build your network. Starting at a financial center, you’ll...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...Position Overview The Financial Solutions Advisor Stage I (FSA I) is responsible for obtaining Securities... ...(SIE), Series 7, and Series 66 licenses, then providing client advice, building... ...Friday with rotating Saturdays. Roles may start in a phone‑based capacity until...SuggestedHourly payMonday to Friday$28.85 - $33.65 per hour
...Safe Act; Loan Originators; FINRA. As a Financial Solutions Advisor Stage I (FSA I) at Bank of America,... ...obtain required Securities Industry licenses (Securities Industry Essentials [SIE]... ...required timelines. Build your network starting at a financial center, interacting...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey... ...begins obtaining your Securities Industry licenses, where you receive dedicated study...SuggestedHourly payTraineeshipWork at officeLocal areaImmediate startShift workDay shift$50k
...Join a financial services firm where your contributions... ...and 20,000 financial advisors across the U.S. and Canada... ...us the best place to start or build your career.... ...registrations and licenses in good standing. A... ...information seeking the right solutions for clients...SuggestedWork at officeWork from homeHome officeFlexible hours$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client... ...and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE...Temporary workMonday to FridayShift workDay shift$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position includes responsibilities such... ...Planning Counselor (CRPC). Any required insurance licenses. Skills Account Management; Advisory Client Experience...Temporary workMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...Overview As a Financial Solutions Advisor Stage I (FSA I) at Bank of America, you will obtain Securities Industry licenses and receive dedicated training to become a client‑focused advisor. The role includes foundational advisory skills, client relationship development...Hourly payImmediate startMonday to FridayShift workDay shift- ...common purpose to help make financial lives better through the power... ...from all backgrounds and career paths - whether shaped by military... ...advice and customized solutions to clients to help them achieve... ...knowledge by completing required licenses and trainings. This position...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$63.3k - $117.2k
...Provides financial and investment planning and advice in collaboration with other team members... ...to deliver a comprehensive banking solution in the best interest of the customer. Determines... ...experience. FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses. Life...Contract workPart timeLocal area$66.56k - $80k
LPL Financial is seeking a dedicated Wealth Advisor in Berkeley, CA, who delivers tailored Non-Deposit Investment Products and services to clients. This role... ...of investment sales experience, possess relevant licenses, and excel in fast-paced environments. The position offers...- Koitecc Solutions in Berkeley, CA, is looking for a professional to provide financial and investment planning in collaboration with team members. The role involves determining... ...relevant experience and financial industry licenses. The position offers a competitive salary...
- ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly... ...including 63 if required), and Life licenses are minimum requirements. All unlicensed... ...registration immediately after your start date, and timely completion of...Immediate startAfternoon shift
- ...Wells Fargo, we're more than a financial services leader - we’re a... ...banking products, services, and solutions Drive branch growth by... ...coordinate seamless handoffs to licensed bankers or other specialists,... ...initiate the process after your start date. Loan Originators must meet...Full timeWork experience placementFlexible hours
$66.56k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial... ...advice-based approach to financial solutions for an assigned book of business. Actively... ...institution) Must maintain Licenses and FINRA registrations: Active State...Work at officeLocal area- ...Lucas Valley-Marinwood, CA. The role offers detailed responsibilities such as building customer relationships and assisting with financial solutions. The ideal candidates will benefit from a comprehensive package that includes health coverage, a 401(k) plan, and career...
- ...Senior Home Lending Advisor Join our fun, high-energy... ...and promoting the financial products offered by Chase... ...National Mortgage Licensing System and Registry (NMLS... ...after your start date, and timely completion... ...cities grow, delivering solutions to solve all their financial...Work experience placementLocal areaImmediate startRelocation
- ...Micro1 is seeking a Financial Advisor (CFA or CFP) to contribute to AI training by applying expertise in financial planning. The role involves... ...contractor position in California, ideal for those interested in combining finance with innovative AI solutions. #J-18808-LjbffrFor contractorsRemote work
- ...Wells Fargo, we're more than a financial services leader - we’re a... ...deposit, credit, and investment solutions. In addition, this role... ...The Relationship Banker LP (license pending) role is a temporary... ...initiate the process after your start date. Loan Originators must meet...Full timeTemporary workWork experience placementImmediate start
- ...Wells Fargo, we're more than a financial services leader - we’re a... ...banking products, services, and solutions Drive branch growth by... ...coordinate seamless handoffs to licensed bankers or other specialists,... ...initiate the process after your start date. Loan Originators must meet...Full timeWork experience placementFlexible hours
- ...common purpose to help make financial lives better through the power... ...from all backgrounds and career paths - whether shaped by military... ...home lending product solutions, submits the mortgage application... ...the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators...Full timeWork at officeFlexible hoursShift workWeekend workDay shift
$43.1k - $58.3k
...Larkspur, California. In this role, you will deliver exceptional service, identify customer needs, and guide them through banking solutions. Experience in consultative sales or customer service and proficiency in digital tools are preferred. The position offers a competitive...- ...Who We Are At Corebridge Financial, we believe action is everything... ...selves to work. Financial Advisor Sonoma and Napa, CA Who... .... To help you get started, we offer you the resources needed... ...planning tools Company-paid E&O, licensing fees, continuing education...Remote jobLocal areaImmediate startRelocation
- ...Financial Advisor Corebridge Financial Services has been helping Americans plan for and enjoy... ...and best practices. To help you get started, we offer you the resources needed to create... ...planning tools Company-paid E&O, licensing fees, continuing education and...Local areaImmediate startRemote work
$120k - $145k
...functional role sits on the Finance team and provides an entry point into any & all data that makes our business tick. You’ll start with financial & operational data and expand into sales & marketing data. Within a few months, we’ll want you to develop a full mental map...Full timeWork at officeRemote workFlexible hours- Quality Talent Group is seeking bankers to join a leading bank's Consumer, Small, and Business Banking division in San Anselmo, California. This full-time or part-time role offers a chance to build strong customer relationships and assist with various banking products....Full timePart time
- ...candidates should have a Bachelor’s degree and relevant experience in banking or sales. The position includes responsibilities such as building referral business opportunities, educating clients on financial solutions, and providing coaching to branch staff. #J-18808-Ljbffr...
- Quality Talent Group is looking for bankers to join their Consumer, Small, and Business Banking division. This role offers a chance to build customer relationships and support banking needs. With locations in California, this position provides a comprehensive benefits ...
$20.38 - $36.44 per hour
...Financial Counselor Optum is a global organization that delivers care, aided by technology to help millions of people live healthier... ...help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. Combine two of the...Hourly payMinimum wageFull timeWork experience placementWork at officeLocal areaMonday to FridayShift work$25 - $26.77 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...individuals bring from all backgrounds and career paths - whether shaped by military service,... ...priorities and connecting clients to solutions that meet the financial goals. This...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift
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