Licensed Financial Solutions Advisor
Jobtailor
Jobtailor in Raleigh, NC is seeking a client-focused professional to obtain required securities licenses (SIE, Series 7, Series 66) and start delivering banking and investment solutions in a busy financial center. You will build lasting client relationships, provide comprehensive financial guidance, and collaborate with banking partners to help clients reach their goals while progressing through performance milestones. #J-18808-Ljbffr Jobtailor
Vacancy posted 3 days ago
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$100k
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$70k - $80k
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...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 Act...Temporary workMonday to FridayShift workDay shift- Responsibilities Obtain Securities Industry licenses including SIE, Series 7 and Series 66 Exams Build and manage client relationships Guide clients with financial advice and solutions Work in a financial center delivering banking and investment solutions Provide...Work at office
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Bank of America
Raleigh, NC12 days ago $28.85 - $33.65 per hour
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Raleigh, NC2 days ago- ...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...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
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Dormont Manufacturing Company
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