Licensed Financial Solutions Advisor I
National Black MBA Association
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, while building relationships and guiding clients through complex financial pictures. Upon licensure, you’ll progress to Stage II and expand your advisory duties, collaborating with banking and investment partners to meet #J-18808-Ljbffr National Black MBA Association
- Bank of America is seeking a Financial Solutions Advisor Stage I to obtain Securities Industry licenses (SIE, Series7, Series66) through dedicated training and pass the required exams. You will learn to build, manage, and deepen client relationships while assessing complex...SuggestedWork at office
- ...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... ...knowledge by completing required licenses and trainings. This position is subject...SuggestedTemporary workShift workDay shift
- We provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role involves triaging client leads, making... ...and expand their knowledge by completing required licenses and trainings. This position is subject to SAFE...SuggestedTemporary workShift workDay shift
- Bank of America is seeking a financial advisor in the Town of Florida, New York. This role involves... ...Candidates should have Series 7 & 66 licenses and a solid background in investments... ...with clients and build financial solutions. A positive work environment with a focus...Suggested
- ...America in the Town of Florida seeks a qualified financial advisor to provide customized financial solutions to clients. This role involves building financial... ...strategies. Candidates must hold Series 7 and 66 licenses, with experience in the investments or financial services...Suggested
- ...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... ...knowledge by completing required licenses and trainings. This position is subject...Temporary workShift workDay shift
- Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. The role... ...brokerage products, with required licenses and trainings. The position requires SAFE Act...
- Financial Solutions Advisor Stage I (FSA I) - Bank of America Responsibilities Obtain Securities Industry Essentials (SIE), Series 7 and Series 66 licenses within the specified timeframes (SIE within 30 days of hire, Series 7 and 66 within 120 days). Attend Academy training...Monday to FridayDay shift
$50 per hour
...common purpose to help make financial lives better through the power... ...core banking and investment solutions. The FSA should be able to provide... ...& 66 (63 & 65 in lieu of 66) licenses. Completion of the FSA... ...role as a Financial Solutions Advisor. Achieved additional professional...Work at officeFlexible hoursShift workDay shift- Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I, you will obtain Securities Industry licenses (Securities Industry Essentials, Series7, Series66) through dedicated training and pass the required exams. You will learn the foundational...Work at officeMonday to FridayShift workDay shift
- Job Responsibilities Build comprehensive financial plans with brokerage products, including... ..., mutual funds, annuities, and banking solutions. Recommend banking and investment strategies... ...expand knowledge by completing required licenses and trainings. Required Qualifications...Shift workDay shift
- ...Northwestern Mutual College Financial Representatives internship offers guidance, connection, and a framework for building an integrated... ...our full-time Financial Representative career, with flexible scheduling around classes, licensing support (SIE, #J-18808-Ljbffr...Full timeInternshipLocal areaFlexible hours
$25 - $38.46 per hour
## Licensed Private Client BankerApplylocations: Warwick, NYtime type... ...Be a problem solver, trusted advisor, and partner to the people... ...with a plan-based approach to financial advice. As a PCB, you will deliver... ...refer appropriate financial solutions to KeyBank's client base with...Hourly payWork experience placementDay shift- Raymond James is seeking a Wealth Solutions team member who will consult with financial advisors and their high net worth clients on wealth management products and services. The role involves leading large cross‑functional projects with broad business impact and educating...Home office
- A financial services provider is seeking a Financial Series Representative based in New York. This role focuses on marketing financial products... ...portfolio management. Candidates should hold a Series 6 or 7 license, possess strong investment knowledge, and demonstrate excellent...
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...focused on client‑building and obtaining licenses. Our award‑winning training programs... ...Services • Trust Services • Retirement Solutions • Business Needs Analysis Northwestern...Work at office$45k - $100k
...Financial Advisor OpportunityJoin a financial services firm where your contributions are valued... ...:Paid training – Get registered and licensed and learn how to be a financial advisor... ...personalized investment and financial solutions to your clients?Taking ownership of your...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$61k - $119k
...Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...focused on client-building and obtaining licenses. Our award-winning training programs... ...Services Trust Services Retirement Solutions Business Needs Analysis Northwestern Mutual...Full timeContract workFor contractors- ...training, and developing a team of licensed retail bankers. May handle... ...of clients with more complex financial profiles. Accountable for... ...investment strategies and product solutions. Conduct solo and joint... ...Investment Executive (Financial Advisor) The Villages, FL At Fifth...
- ...guided by a common purpose to help make financial lives better through the power of every... ...make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized...Work at officeImmediate startMonday to FridayShift workDay shift
- ...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client... ...specialists, and executing highly customized solutions to meet client needs Recommending... ...holds Series7 &66 (63 &65 in lieu of 66) licenses Minimum of one year experience working...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$65k - $80.2k
...serve to make better and smarter financial decisions and enabling the... ...investments to expand our advisor base and deliver an outstanding... ...Adoption Assistance, Fertility Solutions and Maternity/Paternity leave... ...applicable state insurance license Preferred Qualifications: Extensive...Temporary workWork experience placementLocal areaFlexible hours- ...Prudential Advisors is looking for an Experienced Financial Advisor in the Florida market area who is interested in... ...look to Prudential for financial solutions. At Prudential, our advising philosophy... ...66 (or 63/65) required Insurance licenses required Three or more years of...Worldwide
- ...Associate Financial Advisor If you’re looking for a challenging and rewarding career, the Associate... ...opportunity for you. With the same licensing as our Financial Advisors, Associate... ...requirements related to selling financial solutions Critical thinker, problem solver, and...Full timeTemporary workWork at officeLocal areaFlexible hours
$43.89k - $150k
...direct position with Cetera Financial Group. Accepted applicants will... ...At Regions, the Financial Advisor establishes a portfolio of bank... ...a broad range of investment solutions and products to help meet customer... ...or Series 66 Life Insurance License must be obtained within 60...Full timeTemporary workLocal areaFlexible hours- Bank of America is seeking a financial advisory professional to triage client leads, build financial plans with brokerage products, and refer clients to appropriate services. The role emphasizes meeting investment goals, advising on banking and investment strategies, and...
- ...Morgan Chase is hiring for a Private Client Advisor within Chase Wealth Management. The role focuses on comprehensive financial planning and investment guidance for individuals... ...relationships to deliver personalized solutions. You will guide clients from new savers to high...
- ...state location of position] . Job Profile Financial Advisors are based within a bank branch and... ...experts guide you in creating personalized solutions on behalf of you and your clients. Our... ...No Required Certification(s) Licenses FINRA Series 7 and 66 (or 63,65) required...Full timeTemporary workWork experience placementWork at office
- Northwestern Mutual College Financial Representative internship program provides guidance, connection, and a framework for building an... ...flexible schedule around class commitments, with opportunities to pursue licenses (Series 6 & 63, #J-18808-Ljbffr Northwestern MutualInternshipLocal areaFlexible hours
- ...Role Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training... ...Through hands‑on experience and required licensing, you'll master advanced training,... ...performance reports. Research investment solutions and assist senior advisors with...
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