Licensed Financial Solutions Advisor SIE & Series 7
Bank of America ATM
Bank of America in New Jersey is hiring a Financial Solutions Advisor Stage I to begin licensing and develop foundational client-advisor skills. You will train in a financial center, learning to acquire, build, and manage client relationships while preparing for Series exams and broader responsibilities.
Progression to Stage II and further opportunities within Bank of America and Merrill are available as milestones are met, with dedicated academy support and structured development programs.
#J-18808-Ljbffr- Bank of America Corporation in the United States seeks a Financial Solutions Advisor Stage I to guide clients toward their financial goals... .... You will begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and develop foundational skills in client...Suggested
$65k - $80k
...Bank Of America Financial AdvisorAt Bank of America, we are guided... ...comprehensive advice and customized solutions to clients to help them... ...knowledge by completing required licenses and trainings. This position... ...:Currently holds Series 7 & 66 (63 & 65 in lieu of 66)...SuggestedTemporary workWork at officeMonday to FridayDay shift- ...common purpose to help make financial lives better through the... ...Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey... ...obtaining your Securities Industry licenses, where you receive... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$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 and 66 (or the equivalent 63...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...Citi's Wealth Solutions Advisor SAFE Act role in Jacksonville provides proactive investment and banking guidance,... ...digital and in-market channels. The position requires SIE and active Series 7/66 licenses, 2–5 years in financial services, and strong communication skills to...Suggested
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a... ...client‑building and obtaining licenses. Our award‑winning... ...Trust Services • Retirement Solutions • Business Needs Analysis... ...Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...Work at office- **Join Equitable Advisors: A Pathway to Possibilities... ...manager through licensing and employment. Enjoy... ...clients on our diverse financial products and services... ...demonstrating how these solutions can be tailored to... ...State Life & Health, SIE, Series 7, Series 66 Personal...Work experience placementLocal areaRemote workFlexible hours
$100k - $150k
...professionals transition into financial services - and build... ...elite Financial Advisors , supported by: ·... ...required. Licensing & Training · Most aspiring... ...licensing (SIE / Series 7 / 66) is fully supported... ...insurance and investment solutions · Typical first-...Full timeWork at office3 days per week$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a... ...client-building and obtaining licenses. Our award-winning... ...Trust Services Retirement Solutions Business Needs Analysis... ...Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...Full timeContract workFor 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... ...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
$61k - $119k
...Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...-building and obtaining licenses. Our award-winning... ...Trust Services · Retirement Solutions · Business Needs Analysis... ...Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...Full timeWork at office$137k
...Financial Advisor Track | The Tri-Harbor Financial Group - NYC We are currently... ...diverse portfolio of financial solutions, including financial planning, investment... ...stipends · Sponsorship of Licensing/Credentialing (Series 6/7, 63, SIE, Life Accident and Health, CFP,...Full timeWork experience placementWork at officeLocal area$70k - $92.5k
...the idea that transforming financial lives starts by giving our people... ...who are already fully licensed! Sign-on bonus eligibility applies... ...the base pay. The Wealth Solutions Advisor at Empower works with... ...What You Will Bring: ~ FINRA Series 7, 63, and 65 (or 66) registrations...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaRelocation packageFlexible hours$150k - $300k
...and help others do the same. As a Financial Advisor, you’re not just taking a job —... ...insurance, investment, and retirement solutions Access to carefully selected... ...insurance coverage Paid training and licensing for Life & Health, SIE, Series 7, Series 66 Reimbursement for...Full timePart timeLocal areaFlexible hours$61k - $119k
...candidate to fill an open Financial Advisor Role that offers room for... ...to develop comprehensive solutions that will help their clients... ...advisor. Training, Licensing & Designations: Northwestern... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual...Full timeWork at officeRelocationMonday to Friday$110k - $125k
...Banking & Markets - Capital Solutions Group - Private Equity... ...coverage teams- Act as a trusted advisor to clients, delivering... ...Technical Skills: Advanced financial modeling and analysis; deep... ..., or MBA preferredRequired Licensing- SIE, Series 7, Series 63, and Series 79...Full timeTemporary workPart time- ...About Us WealthBridge Financial Group helps... ...education. We aim to be the advisors clients trust for life... ...to deliver holistic solutions. Grow your book. You’... ...Active Life & Health license in New York, in good... ...securities licenses (SIE, Series 6, 7, 63, 65, or 66) Professional...Work at officeFlexible hours
- ...Fifth Avenue Financial, a MassMutual firm, is seeking financial advisors to join our team. Our most successful... ...Resident insurance license, Life & Health Minimum... ..., or economics Series 6 or 7 Series 66, 63, or 65... ...do not already have the SIE, Series 7, 66, you will...
$70k - $150k
...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...team. The Financial Advisor (FA) is a licensed retail broker position that provides investment... ...personnel as needed to deliver client solutions; Strictly adhering to compliance...Work at officeLocal areaWork from homeShift workDay shift- ...Financial Advisor This role can be hybrid remote depending on proximity... ...platform, comprehensive investment solutions, and the flexibility to... ...management coaching Training and licensing support Professional... ...include: FINRA Series 7 and Series 66 (or Series 63...Full timeContract workFor contractorsWork at officeRemote work
- ...Financial AdvisorWork Location: New York, New York, United... ...: The Financial Advisor (FA) role is a three-year... ...investment management solutions. A FA will need to... ...investment salesSIE, Series 7, Series 63 requiredRequired... ...obtain all within the Licensing and Registration...Work at office
$60k - $110k
...Northwestern Mutual seeks a Financial Advisor to join our Midtown Manhattan office... ...personalized investment solutions to help clients work toward their... ...Mutual also sponsors licensing for Financial Advisors, including the SIE, Series 6, and Series 63, so this is an...Full timeWork experience placementWork at officeRelocationMonday to Friday- ...Bank of America is seeking a financial advisor-like professional to provide comprehensive advice and customized solutions to clients in New York. The role emphasizes triaging leads... ...investment and banking products. Licenses and trainings are required, including potential...
$200k - $300k
...Strategic Wealth & Liquidity Solutions (Tech & Healthcare) -... ...corporations and to achieve their financial aspirations. We work with Venture... ...: Serve as a trusted advisor to clients, understanding their... ...the HNW segment. ~ FINRA Licensed Series 7, 63/66. ~ Profound and proven...Full time- ...Job Description Financial Sales with NM110:... ...customized financial solutions spanning... ...Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC... ...investment licenses (SIE, Series 6, 7, 63,... ...strategies. Our advisors build practices centered...Flexible hours
- Job Description As a Financial Representative you will build... ...guidance and provide solutions to help clients meet... ...Package Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC)... ...Personalized Mentorship from Top Advisors and Industry Leaders...
$28k - $125k
...provided by Equitable Advisors. Your actual pay... ...clients secure their financial well-being... ...remote-work technology solutions. You will also upskill... ...the required state licenses as well as sitting for the SIE which must be passed... ...pursuit of FINRA Series 7 and 66 registrations...Full timeTemporary workLocal areaRemote work- ...Equitable Advisors is dedicated to making a positive impact in... .... Our network of over 4,300 financial professionals across the U.S... ...becoming a wealth manager through licensing and employment. Role... ...: State Life & Health, SIE, Series 7, Series 66 Personal Attributes...Work experience placementWork at officeLocal areaFlexible hours
- ...Entry Level - Financial Advisor - NY, New YorkEquitable Advisors is dedicated to making a positive... ...to becoming a wealth manager through licensing and employment.Role HighlightsClient... ...: State Life & Health, SIE, Series 7, Series 66Personal Attributes: values...Work at officeLocal areaFlexible hours
- ...Kingswood U.S. is a leading financial services firm dedicated to providing best-in-class solutions to help financial advisors achieve their & their clients' goals.... ...RIAbusiness model, industry trends, licensing requirements (e.g. Series 7, 65, 66), and regulatory...Work at office
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