Financial Solutions Advisor Registration Candidate - Mitchell Hammock Financial Center
Bank of America ATM
Job Description 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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description 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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description 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) though 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. 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 Identification Business Acumen Executive Presence Oral Communications Risk Management Weekly Schedule Monday thru Friday, some Saturdays required Shift 1st shift (United States of America) Hours Per Week 40 #J-18808-Ljbffr Bank of America
$45k - $100k
...applicants. Join a financial services firm... ...20,000 financial advisors across the U.S. and... ...People are at the center of our... ...investment and financial solutions to your clients?... ...Skills/Requirements Candidates should have at least... ...services registration, licensing, or certification...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...tailored to suit their financial needs. Job Description... ...(Private Client Advisors, Mortgage Bankers and... ...FINRA Series 6/7, state registration (including 63 or 66 if... ...innovative financial solutions to millions of consumers... ...site health and wellness centers, a retirement savings...SuggestedImmediate startAfternoon shift
- Bank of America Financial Solutions Advisor Stage I is a structured program guiding you through licensing (SIE, Series 7, Series 66) and then placing you in a financial center to advise clients. You will build relationships with individuals and small businesses, assess...Suggested
- ...to make an impact, you may be an ideal candidate for a career at The Western and Southern... ...Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. Default:... ...needs and goals and recommend impactful solutions from a comprehensive line of products,...SuggestedFull time
- ...to deliver exceptional hospitality and financial guidance in a branch setting. You will... ...experience and provide tailored financial solutions. The role requires at least 1 year of... ...compliance training are mandatory, with support for necessary registrations. #J-18808-Ljbffr AumniSuggestedWeekend workAfternoon shift
- ...Accounting Specialist - UBA/Center for Academic... ...outside customer service financial issues and questions.... ...through the department’s Registration system and FSU... ...functionality issues and provides solutions and follow-up.... ...Qualifications The preferred candidate should have purchasing...Full timeTemporary workPart timeLocal area
- Bank of America seeks a Financial Solutions Advisor Stage I to begin with SIE, Series 7, and Series 66 exams, building client relationships and... ...tailored financial guidance. You'll start in a financial center, progressing through stages to Financial Solutions Advisor...
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining required licenses (SIE, Series 7, Series 66) and to develop... ..., and financial solutions. You will progress within a center, building relationships with banking customers and higher...
$250k
...business opportunities through Centers of Influence (COIs) and the... ...and present product offers/financial solutions Understand and comply with... ...and technologies NMLS registration; Safe Act compliant Consistently... ...to identify and align the candidate's skills and abilities with...Full time- ...GENERAL FUNCTION: Selected candidates are intended to become a Retail... ...The Personal Banker I is a Financial Center position focused on using... ...and recommend appropriate solutions using our value proposition... ...requires S.A.F.E. Act registration at the time of employment through...Work experience placementWork at office
- ...GENERAL FUNCTION Selected candidates are intended to become a Retail... ...The Personal Banker I is a Financial Center position focused on using... ...and recommend appropriate solutions using our value proposition... ...position requires S.A.F.E. Act registration at the time of employment...Work experience placementWork at office
- ...Financial Professional Opportunity For over 75 years, Gabor Financial Solutions has marketed and sold insurance and financial products... ...and registered investment advisor that offers brokerage, investment... ...6 or Series 7 securities registration Valid FINRA Series 65...
- Indian River State College is seeking a student-centered Financial Aid Advisor who guides students and families through the financial aid process, helping with resources, eligibility, and planning. You will evaluate aid applications, exercise professional judgment, and...
$41.38k
...State College is seeking a student-centered Financial Aid Advisor who is passionate about helping learners... ...resources; Preparing Financial Aid solutions for general students; Serving as a... ...minimum salary and are based on the candidate's education and experience. | Open...Work experience placementWork at officeLocal areaFlexible hours- ...guided by a common purpose to help make financial lives better through the power of every... ...the first point of contact for financial center clients, helping to uncover personal banking... ...small businesses, offering appropriate solutions, and connecting clients to specialists....Work at officeFlexible hoursShift workWeekend workDay shift
$70k
...Wealth Relationship Advisor SAFE Act is a seasoned... ...bank through the use of financial planning and... ...through a select number of solutions using firm models & research... ...Required US FINRA Registration: SIE; Series 7;... ...employer, and qualified candidates will receive...Full timeWork at office$65k - $80.2k
...to make better and smarter financial decisions and enabling the communities... ...investments to expand our advisor base and deliver an... ...Adoption Assistance, Fertility Solutions and Maternity/Paternity... ...requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA...Temporary workWork experience placementLocal areaFlexible hours- Fifth Third Bank in Gainesville, FL is seeking candidates for a Retail Personal Banker II track. The program includes an onboarding... ...development, relationship building, and delivering broad financial solutions with a strong emphasis on customer service. #J-18808-Ljbffr...
$103.95k - $127.05k
...make better and smarter financial decisions and... ...referral sources, and centers of influence. Your ability... ...financing solutions will be critical to your... ...posted remote; however, candidates who are located near... ...requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC,...Full timeLocal areaRemote work3 days per week- ...Working Title: FINANCIAL ANALYST III - 55000671 STATE... ...DESCRIPTION COST CENTER 928 / OFFICE OF WORK... ...from consideration. Candidates must be United States... ...approaches to recommend solutions to management. Prepare... ...provide a letter of Registration Exemption from the SSS...Work experience placementWork at officeMonday to Friday
- ...primary relationship advisor for high net worth and... ...suite of Truist Wealth solutions. Accomplished and highly... ...and sound personal financial planning and financial... ...internal and external centers of influence such as the... ...new or transfer of registration, and applicable NMLS acceptable...Full timePart timeWork at officeLocal areaShift workDay shift
$48.43k
...the phone to determine their financial needs, and meeting those... ...an exciting opportunity for candidates with retail or sales experience... ...perspective about Regions’ solutions Conducts outbound phone calls... .... This position requires registration with the Nationwide Mortgage...Full timeFlexible hours$120k - $140k
Company OverviewAt Motorola Solutions, we believe that everything starts... ...OverviewThe Command Center Solutions and Services team delivers... ...from legacy systems to NG911.Financial & Cost ManagementBudgeting:... ...region. Strong preference for candidates based in the Southeast.Target...Full timeFor subcontractorRemote workRelocation$84k - $156k
...then Nationwide Financial could be the place... ...partners are at the center of everything we... ...our Retirement Solutions team located in the... ...plans including, advisor/consultant, third... ...state licenses/registrations within the time period... ...in the event the candidate is subsequently...Full timeTemporary workPart timeCasual workHome office- ...consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit... ...service. Assist banking center management with “on the job... ...Salesforce CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7...Full timeTemporary workWork at office
- ...existing client relationships. Provides financial solutions that meet client needs based on... ...this role, including new or transfer of registration and applicable NMLS background check... ...criminal background standards. Successful candidates must also meet ongoing regulatory...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly... ...(SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life... ...on-site health and wellness centers a retirement savings plan backup childcare...Immediate startAfternoon shift
$23.25 - $30.75 per hour
...actually offered may vary based upon the candidate’s skills and experience, job-... ...delivering personalized banking solutions that support long term financial goals. This role is accountable for... ...to obtain and maintain active registration with the Nationwide Mortgage Licensing...Work at officeLocal areaWork from homeFlexible hours$80.5k - $166.1k
...environments. The ideal candidate will have expert... ...(Cerner Millennium) solutions, system build, implementation... ...Referral Management, Registration and Scheduling,... ...Health, Community Living Centers (CLC), Oncology,... ...Stock Purchase Plan # Financial planning and group...Temporary workFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...services, trust services, retirement solutions, and business needs analysis.... ...Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and...Full timeContract workFor contractorsWork at office
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