Client-Centric Financial Solutions Advisor
Bank of America
Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in Alexandria, Virginia. The role involves obtaining necessary securities licenses, managing client relationships, and driving financial solutions for customers. Candidates should possess strong communication skills, time management abilities, and an aptitude for establishing client rapport. Successful candidates will participate in training, ensuring compliance with the SAFE Act, and required hours are 40 per week. This role is essential in delivering comprehensive financial advice to diverse clients. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client-Centric Financial Solutions Advisor in Alexandria, VA vacancy
- Job Overview Financial Solutions Advisor Stage I (FSA I) - responsible for obtaining required securities... ...licenses, building and managing client relationships, and driving financial... ...clients. Provide comprehensive, client‑centric financial advice and present strategies...SuggestedMonday to FridayShift workDay shift
- ...seeking an Associate Relationship Banker in Alexandria, Virginia. In this role, you will ensure that clients feel welcomed and understood while using the latest banking solutions. Your responsibilities include putting clients first with friendly service and building strong...Suggested
- ...26 days ago Requisition ID: 2739 Summary The Financial Advisor is responsible for fostering and maintaining client relationships through comprehensive financial planning... ...client contacts, adding value by anticipating solutions and partnering with clients for implementation....SuggestedFull timeBank staff
- ...Financial Solutions Advisor Stage I At Bank of America, we are guided by a common purpose to help make financial lives better through the power... ...this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- ...in Alexandria, Virginia. You will provide welcoming service, build lasting relationships, and leverage banking technology to meet clients' needs. The ideal candidate will have strong sales experience and excellent communication skills, focused on creating memorable client...Suggested
$50k - $125k
Edward Jones invites you to join as a financial advisor in Washington, DC, where you'll build your practice... ...teams. The role involves developing client relationships through diverse strategies and providing tailored solutions to meet client goals. With a competitive compensation...Home office$60k - $90k
LPL Financial is seeking a Financial Advisor associated with Apple Federal Credit Union in Fairfax, VA. This position... ...allows you to service an existing client base and build a strong client... ...resources to help you create tailored solutions for clients. The competitive salary...$70k - $80k
...guided by a common purpose to help make financial lives better through the power of every... ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...comprehensive advice and customized solutions to clients to help them achieve their financial...Temporary workWork at officeShift workDay shift$70k - $80k
...guided by a common purpose to help make financial lives better through the power of every... ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...comprehensive advice and customized solutions to clients to help them achieve their financial...Full timeTemporary workWork at officeFlexible hoursShift workDay shift- A leading financial services firm in Arlington is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. You will build... ...relationships and offer personalized investment solutions while fostering a culture of diversity. The...
$28.85 - $33.65 per hour
Job Summary As a Financial Solutions Advisor Stage I (FSA I), you will begin by obtaining Securities Industry licenses (Securities Industry Essentials... ...licensed, you will learn foundational skills to advise clients on their financial picture and help them live their best...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- United Bank is seeking a Financial Advisor in Washington, DC, to provide comprehensive investment and insurance solutions. This role involves developing a referral pipeline, meeting clients, and analyzing their financial data to suggest appropriate products. Qualified...
- J.P. Morgan in Northern Virginia is seeking a Private Client Advisor who will provide comprehensive financial planning and personalized investment solutions to individuals and families. You will be responsible for building a book of business while fostering a culture of...
$28.85 - $33.65 per hour
...Bank of America Financial Advisor At Bank of America, we are guided by a common purpose to help... ...Growth and delivering for our clients, teammates, communities, and shareholders... ...providing comprehensive advice and customized solutions to clients to help them achieve their...Hourly payTemporary workWork at officeShift workDay shift- Retirement Resource Center, LLC. in Arlington, VA is seeking an Associate Financial Advisor to assist in managing client relationships and support Senior & Lead Advisors on complex client families. The ideal candidate should have a strong professional demeanor and a CFP...
- Edelman Financial Engines is seeking an Associate Financial Planner to assist in financial planning analyses and ensure client satisfaction. In this role, you will work closely with Financial Planners to address various client needs, perform industry-specific analyses,...
$28.85 - $33.65 per hour
...goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining...Hourly payTraineeshipWork at officeLocal areaImmediate startShift workDay shift- JPMorgan Chase is seeking a client-focused professional in Alexandria, Virginia. In this role, you will engage with clients to exceed... ...by delivering excellent service and providing tailored banking solutions. The ideal candidate will have at least 1 year of sales experience...Afternoon shift
- ...Alexandria, Virginia. The role focuses on delivering exceptional client service while using cutting-edge banking technology.... ...include engaging clients, educating them on technology solutions, and meeting their financial needs to foster lasting relationships. We seek...
- ...in Alexandria, Virginia is looking for a client-focused individual for a banking... ...service, educating clients on technology solutions, and building strong client relationships... ...year of sales experience in a banking or financial services environment and must possess excellent...Bank staffAfternoon shift
- Bank of America in Brentwood is looking for a Financial Solutions Advisor Stage I (FSA I). You will gain essential Securities Industry licenses and learn how to advise clients on financial matters effectively. The role includes obtaining federal securities licenses, managing...
- Nuvant Consulting Group is looking for a driven Business Solutions Consultant to build strong relationships with clients by offering tailored financial solutions that support their goals. You will work closely with both individuals and businesses to understand their unique...
- A financial advisory firm in Washington, D.C. is seeking a Financial Advisor Relationship Manager (FARM) to lead client relationships. The FARM will prepare financial plans, conduct client meetings, and ensure excellent service, supported by a strong team. They seek candidates...
$45k - $100k
...the volume of applicants. Join a financial services firm where your contributions... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...investment and financial solutions to your clients. Taking ownership...Work at officeLocal areaWork from homeHome officeFlexible hours$50k
...our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center... .... Empowering you to deliver tailored solutions to meet your clients' unique and complex needs...Work at officeWork from homeHome officeFlexible hours- Soteria Reinsurance Ltd. in Alexandria, VA is seeking a Financial Representative who will be the face of Fidelity and play a crucial role... ...success. This position involves fostering relationships with clients through exceptional service and offering support in compliance...
$90k
Senior Client Manager, Commercial Risk - Insurance Advisory Solutions, Mid-Atlantic Region page is loaded## Senior Client Manager, Commercial Risk - Insurance Advisory Solutions, Mid-Atlantic Regionlocations: Bethesda, Maryland, US: Philadelphia, Pennsylvania, US: Leesburg...Contract workWork at officeLocal areaRemote work3 days per week- Hightower Advisors is seeking a Portfolio Manager to provide comprehensive portfolio... ...Advisors to deliver tailored investment solutions for high-net-worth clients. The ideal candidate has over 5 years of experience in the financial industry, expertise in portfolio...Flexible hours
- Bank of America Corporation is hiring a Relationship Banker for the Langston Boulevard Financial Center in Arlington, VA. This position focuses on building strong client relationships while managing financial responsibilities. The ideal candidate will have a strong work...
- ...guided by a common purpose to help make financial lives better through the power of every... ...our company and how we deliver for our clients, teammates, communities and shareholders... ...providing comprehensive advice and customized solutions to clients to help them achieve their...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Centric Financial Solutions Advisor. Be the first to apply!
Related searches
- airport customer experience specialist Alexandria, VA
- customer support representative Alexandria, VA
- service person Alexandria, VA
- e-commerce customer service representative Alexandria, VA
- client engagement specialist Alexandria, VA
- spanish customer service representative Alexandria, VA
- warehouse customer service representative Alexandria, VA
- food service sales representative Alexandria, VA
- customer service officer Alexandria, VA
- client service representative Alexandria, VA