Financial Solutions Advisor: SIE & Series 7 Ready
Bank of America ATM
Bank of America seeks a Financial Solutions Advisor Stage I in Danville, CA. You will begin by obtaining Securities Industry licenses and later offer comprehensive financial guidance, from client relationships to solutions across core banking and investment needs.
Successful candidates progress to Stage II, with ongoing academy support. The role emphasizes in-office collaboration, licensing, and delivering tailored financial strategies to a broad client base.
#J-18808-Ljbffr$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of... ...an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain...SuggestedHourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Bank of America in the United States seeks a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and to learn the core skills of advising clients. You will build relationships, deliver banking and investment...SuggestedWork at office
- Bank of America is hiring a Financial Solutions Advisor Stage I (FSA I) to begin with SIE, Series 7 and Series 66 exams, then progress within the Merrill and Bank of America advisory framework. The role emphasizes building client relationships, licensing milestones, and...Suggested
$28.85 - $33.65 per hour
...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... ...your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift- ...guided by a common purpose to help make financial lives better through the power of... ...an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$70k - $80k
...Financial AdvisorThis job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include... ...Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses....Temporary workWork at officeMonday to FridayShift workDay shift$100k
...and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...executing highly customized solutions to meet client needs... ...Securities Industry Essentials (SIE) ~4+ years of progressive... ...industry ~ Ability to obtain Series 7 and 66 licenses within allotted...Work at officeLocal areaShift workDay shift- ...Investment Executive (Financial Advisor) Northern, CA - East BayMake banking... ...opportunities. Are you ready to take the next step? Discover... ...investment strategies and product solutions. Conduct solo and joint... ...Industry Experience.Series 7, 66 (or 63 and 65) and appropriate...
- ...guided by a common purpose to help make financial lives better through the power of every... ...providing comprehensive advice and customized solutions to clients to help them achieve their... ...Qualifications: • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses....Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...guided by a common purpose to help make financial lives better through the power of every... ...providing comprehensive advice and customized solutions to clients to help them achieve their... ...Qualifications: Currently holds Series 7 and 66 (or the equivalent 63 and 65 in...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- BMO Financial Group in San Ramon, CA seeks a customer-focused banking professional to advise clients on personal banking products and services. You will assess needs, recommend tailored financial solutions, and guide clients through lending, home financing, and everyday...
$100k
...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive... ..., and executing highly customized solutions to meet client needsRecommending... ...Qualifications:Currently holds Series 7 and 66 (or the equivalent 63 and 6...Interim roleWork at officeLocal areaShift workDay shift- Launch your financial services career with an organization that positively impacts thousands of families and communities each year... ...securities registration (Securities Industry Essentials®/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). Ability...Local area
- ...offer the best investment solutions to meet their financial needs. As a Private Client... ...support to Private Client Advisors within Wealth Management.... ...skills A valid and active Series 7 license is required or... ...Securities Industry Essential (SIE) exam A valid and active...
- ...with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive... ...equivalent. ~ The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and...Immediate startAfternoon shift
$92.22k - $106.1k
...Work. We have a community of resources that are ready and willing to support your ideas, build your... ...and help shape the vision for our Workday Financials Practice. You will be responsible for implementing Workday solutions, working directly with clients, and providing...Full timeContract workLocal areaFlexible hours- ...discretionary investment advisory solution built on trust, personalized... ...to our clients. As a Wealth Advisor, you’ll manage ongoing client... ..., deliver holistic financial planning, and provide tailored... ...RequirementsBachelor’s degreeActive FINRA Series 7 licenseMay be obtained with...Full timeWork at office
- ...role is ideal for someone with 1-3 years of experience in financial services who’s ready to take on more responsibility while continuing to learn and... ...of experience in wealth management or financial services Series 65 or willingness to obtain within 6 months Bachelor’s...Work at officeMonday to Friday
$170k - $210k
Why Work at Mercer Advisors?For more than 40 years, Mercer... ...and simplify their financial lives by integrating financial... ...of clients and propose solutions that fit each client's... ...a plusExperience:7-10 years of job-related... ...Investment Consultant (CIC).Series 65 required, unless any...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...discretionary investment advisory solution built on trust, personalized... .... As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client... ..., deliver holistic financial planning, and provide tailored... ...designationBachelor’s degreeActive FINRA Series 7 licenseMay be obtained with...Full timeWork at office
$104.4k - $121.8k
...Associate Financial PlannerAt Edelman Financial Engines (EFE), our purpose is to... ...then delivering advice, strategies and solutions to help them feel confident about... ...broker/dealer or registered investment advisor environmentFINRA Series 65 RequiredBachelor's degree in...- ...offer the best investment solutions to meet their financial needs. As a Private Client... ...support to Private Client Advisors within Wealth Management.Job... ...SkillsA valid and active Series 7 license is required or... ...Securities Industry Essential (SIE) examA valid and active...
- LPL Financial collaborates with credit unions to provide a comprehensive... ...you to join our employee advisor model as a Wealth Advisor affiliated... ...-based approach to financial solutions for an assigned book of... ...Insurance License, Active Series 7 Registration, Active Series...Work at officeLocal area
- ...is seeking driven individuals for its Financial Advisor Development Program to become wealth managers... ...to create personalized financial solutions and build lasting relationships. No finance... ...—we provide Life & Health coursework, SIE exam prep with support, mentorship, and...Traineeship
- Mechanics Bank, affiliated with LPL Financial, is seeking a Wealth Advisor to deliver advisory and investment solutions at on-site branches in California. You will serve a defined book of business, soliciting new and existing investments and insurance solutions to meet...
$45.9k - $75.9k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...self-starter with courage and confidence to approach customers.Readiness to collaborate and work in different capacities as part of a...Part timeImmediate startDay shift- ...with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive... ...equivalent. ~ The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and...Immediate startAfternoon shift
$75k - $80k
...firm that provides investment, financial and retirement planning... ...corporations. Hightower's capital solutions, operational support services... ...of independent-minded wealth advisors to grow their businesses and... ...Securities representative licenses, Series 65 or 66 Introductory...Permanent employmentWork experience placementLocal area$70.3k - $100k
## Financial Planning Consultant (Walnut Creek, CA)Applylocations: Walnut... ...as a resource to Financial Advisors and their clients regarding... ...Human Resources**Licenses*** SIE required provided that an... ...grandfathering cannot be applied* Series 7* Series 63, 65 and/or 66 as...Temporary workWork experience placement$147.4k - $221.2k
...Whether you're building smarter solutions, supporting customers, or... ...Senior or Principal Partner AI Advisor (oCFO) in the Partner AI Experience... ...within your pod for Workday’s Financial Management suite and its... ...Partner Solution Consultant (P5)7+ years of Finance domain expertise...Full timeWork at officeRemote workHome officeFlexible hours
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