Virtual Financial Solutions Advisor
$24.25 - $26.25 per hourSunmark Federal Credit Union Inc.
Sunmark Federal Credit Union Inc. in Latham, NY (HQ) seeks a customer-focused representative to deliver tailored financial solutions over the phone, identify member needs, support consumer loan requests, open deposit accounts, and educate on options that fit goals. Starting pay is $24.25-$26.25 per hour, with training followed by a hybrid schedule (up to 2 days/week). You will grow member relationships through consultative conversations, promote digital banking tools, and collaborate across #J-18808-Ljbffr Sunmark Federal Credit Union Inc.
- ...Bank Of America Financial AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better through the... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursDay shift
$50k
...Join a financial services firm where your contributions are valued.... ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...clients via face-to-face and virtual sourcing strategies (e.g., residential... ...seeking the right solutions for clients Comfortable in...VirtualWork at officeWork from homeHome officeFlexible hours$61.88k - $105k
...Associate, Financial Advisor, Brooklyn, NYSantander is a global leader and innovator in the financial... ...appropriate investment and insurance solutions consistent with regulatory and... ...client appointments through in-person, virtual, and telephone channels to identify financial...VirtualHourly payFull timeContract workWork experience placementWork at officeShift work$61.88k
...leader and innovator in the financial services industry and is evolving... ...You Make The Financial Advisor is responsible for identifying... ...appointments through in-person, virtual, and telephone channels to... ...appropriate investment and insurance solutions. Manage, retain, and grow an...VirtualHourly payFull timeContract workWork experience placementWork at officeShift work$45k - $100k
...volume of applicants. Join a financial services firm where your contributions... ...clients and 20,000 financial advisors across the U.S. and Canada,... ...clients via face-to-face and virtual sourcing strategies (... ...personalized investment and financial solutions to your clients? Taking...VirtualTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...guided by a common purpose to help make financial lives better through the power of... ...make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...Bank of America and Merrill to meet virtually all their financial needs. Required...Work at officeImmediate startMonday to FridayShift workDay shift
- Bank of America’s Merrill Wealth Management is offering an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I). You begin by studying for the Securities Industry Essentials (SIE), Series 7 and Series 66 exams and learn to build client relationships...Traineeship
- Landmark Credit Union in Glendale, WI is seeking a Personal Financial Officer to assist members with a broad range of financial needs,... ...role emphasizes cross-selling and delivering tailored financial solutions, with opportunities to grow within the branch and participate...
- Bank of America in Placentia, CA seeks a Financial Solutions Advisor Stage I to begin licensing and handling client relationships, building a foundation in advisory skills and financial solutions. You'll progress toward Stage II with ongoing training and mentorship. You...Work at office
- Bank of America in Kentucky is seeking a client-focused financial professional to provide comprehensive advice and customized solutions that help clients meet their financial goals. You will triage leads, refer to partners, and meet with clients to review goals and recommend...
$70k - $80k
...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... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- Bank of America in San Jose, CA seeks a Financial Solutions Advisor Stage I to begin by earning securities licenses and building foundational client advisory skills. You will train on SIE, Series 7 and Series 66 while learning to acquire, grow and manage client relationships...Work at office
- National Black MBA Association seeks a driven Financial Solutions Advisor I to begin a licensed journey in securities, build client relationships, and guide clients toward comprehensive financial solutions. You’ll start in a financial center, gaining exposure to core banking...
- Bank of America is seeking a Financial Solutions Advisor Stage I in Fresno, CA. The role focuses on building client relationships, delivering banking and investment guidance, and completing necessary securities licenses (SIE, Series 7, Series 66) as part of a structured...
$70k - $80k
...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... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- Bank of America in California is seeking a Financial Solutions Advisor Stage I in Fresno. The role begins with obtaining Securities Industry licenses (SIE, Series 7, Series 66) and advancing through a dedicated academy to develop advisory skills for banking, investments...
- Bank of America is seeking a client-focused advisor to provide specialized financial guidance for banking and borrowing needs in a fast-paced environment... ..., analyze client needs, and present tailored solutions to help clients reach their life goals. The role emphasizes...
- Bank of America is hiring a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, Series 66) and move into client-focused advisory work within a financial center in San Francisco. You will learn to build and manage client relationships,...Work at office
- ...relationships by meeting customers face to face and offering tailored financial guidance. You will assess banking needs, explain deposit and... ...customer and account information, while promoting suitable solutions. Role includes originating and closing consumer loans, opening...
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin by earning Securities Industry licenses (SIE, Series 7, Series 66) and to develop foundational advisory skills for client relationships and financial planning. You’ll work in an in-office environment...Work at office
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin by earning SIE, Series 7 and Series 66 licenses and to develop foundational skills in advising clients on banking and investment solutions. You will work in a financial center delivering client care...Work at office
- ...Relationship Banker to engage clients across in-person, appointments, and virtual channels. You will assess banking needs, process basic... ...processing requests, and partnering with branch teams to deliver personalized solutions with a digital-first mindset. #J-18808-Ljbffr...Virtual
- ...involves managing a broad portfolio of member relationships, creating tailored service solutions, and delivering MCP-driven plans for engagement and renewal. You will conduct on-site and virtual briefings, including workshops and webinars, and collaborate with Gartner’s Sales...VirtualWorldwide
$90k - $120k
...annual reviews, supporting senior advisors in the delivery and execution... ...with the delivery of virtual education as needed• drive client... ...within Workplace Wealth Solutions• develop a deep understanding... ...recommendations• collaborate with Financial Advisors supporting...VirtualFull timeFlexible hours- Homestead Advisers Corporation in Arlington, VA seeks a Senior Financial Advisor to retain Homestead Funds shareholders and attract new investors through virtual and in-person presentations. You will conduct portfolio reviews and tailor asset allocation strategies to each...Virtual
- Raymond James Financial, Inc. seeks a Registered Client Service Associate to provide high-... ...touch administrative support to Financial Advisors and clients. You will handle communications across phone, email, in person, and virtual formats, onboarding new clients, opening...Virtual
- ...Available Application Deadline: 04/01/2026 BOK Financial Corporation Group includes BOKF, NA; BOK... .... This comprehensive program includes virtual facilitation, self‑paced eLearning, on‑... ...include providing answers or solutions on account activity, teller transactions...Virtual
- ...relationships across in-person, appointment, and virtual channels. You will assess banking needs,... ...on digital products to enhance their financial well-being. You will work with branch... ...to identify opportunities for tailored solutions in a digital-first environment. #J-1880...Virtual
- ...President within Liquidity & Account Solutions , you will serve as a trusted advisor to some of the world's most... ...liquidity pooling and sweeping, and virtual account management. Working at the... ...JPMorganChase, one of the oldest financial institutions, offers innovative financial...Virtual
$153k - $163k
...engineering and innovative technology solutions, trusted by the United States... ...Counter Threat Finance (CTF) Advisor to support the Department of... ...their deep expertise in financial crime investigations to guide... ...payment applications, and virtual assets. Experience working with...VirtualHourly payContract workLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Virtual Financial Solutions Advisor. Be the first to apply!
- finance operations associate Brooklyn, NY
- international financial advisor Brooklyn, NY
- financial advisor Brooklyn, NY
- financial associate Brooklyn, NY
- estate planning consultant Brooklyn, NY
- associate leveraged finance Brooklyn, NY
- financial advisor associate Brooklyn, NY
- financial planning associate Brooklyn, NY
- financial planning assistant Brooklyn, NY
- finance associate Brooklyn, NY

