Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Licensed Financial Solutions Advisor: Launch Advisory

Bank of America ATM

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with securities licensing and client relationship development. You will learn to acquire, build and manage client relationships, guiding clients with advice and solutions to fit their financial lives. Upon licensure, you will work in a financial center delivering core banking and investment solutions, advancing toward higher roles while gaining structured training and mentorship. #J-18808-Ljbffr Bank of America

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Licensed Financial Solutions Advisor: Launch Advisory in Scottsdale, AZ vacancy
  •  ...matters most.Schwab Wealth Advisory is a fee‑based, non‑...  ...investment advisory solution built on trust,...  ...clients. As a Wealth Advisor, you’ll manage ongoing...  ...relationships, deliver holistic financial planning, and provide...  ...FINRA Series 66 license (or equivalent)May be... 
    Suggested
    Full time
    Work at office

    The Charles Schwab Corporation

    Scottsdale, AZ
    4 days ago
  •  ...matters most.Schwab Wealth Advisory is a fee‑based, non‑...  ...investment advisory solution built on trust,...  ...a Sr. Manager, Wealth Advisor, you’ll manage ongoing...  ...relationships, deliver holistic financial planning, and provide...  ...FINRA Series 66 license (or equivalent)May be... 
    Suggested
    Full time
    Work at office

    The Charles Schwab Corporation

    Scottsdale, AZ
    4 days ago
  •  ...Wealth Advisor Your opportunity At Schwab, you...  ...most. Schwab Wealth Advisory is a fee-based, non-...  ...discretionary investment advisory solution built on trust,...  ..., deliver holistic financial planning, and provide...  ...Active FINRA Series 7 license + May be obtained with... 
    Suggested
    Work at office

    Arizona Staffing

    Scottsdale, AZ
    5 days ago
  •  ...common purpose to help make financial lives better through the power...  ...comprehensive advice and customized solutions to clients to help them...  ...by completing required licenses and trainings. This position...  ...Skills: Account Management Advisory Client Experience Branding... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America Corporation

    Scottsdale, AZ
    24 days ago
  •  ...every aspect of their financial lives. Our focus centers...  ...personal financial solutions. The commitment to...  ...searching for future advisors, we look for a variety...  ...~ SIE, Series 7 & 66 License, Life and Health (Have...  ...Securities products and advisory services offered through... 
    Suggested
    Work at office

    WestPac Wealth Partners

    Scottsdale, AZ
    1 day ago
  •  ...common purpose to help make financial lives better through the power...  .... Join us! As a Financial Solutions Advisor Stage I (FSA I), your...  ...obtaining your Securities Industry licenses, where you receive dedicated...  ...Client Solutions Advisory Investment Management... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America Corporation

    Scottsdale, AZ
    12 hours ago
  •  ...Are you an Experienced Financial Advisor/Financial Planner s eeking an...  ...comprehensive personalized investment solutions to help clients work toward...  ...Must hold current licensing (Life + Series 7 & Series 6...  ...pensionable (including all advisory, brokerage, insurance &... 
    Full time

    Prudential Advisors

    Scottsdale, AZ
    2 days ago
  •  ...Merrill Advisor Development Program – Financial Advisor: Greater Arizona Market Phoenix...  ...relationship with their advisory team committed to their needs...  ...highly customized solutions to meet client needs Recommending...  ...(63 & 65 in lieu of 66) licenses Minimum of one year... 
    Interim role
    Work at office
    Local area

    Arizona Staffing

    Scottsdale, AZ
    5 days ago
  •  ...Associate Wealth Advisor At Schwab, you're empowered to make an...  ...industry together. Schwab Wealth Advisory is a fee based, non‑discretionary investment advisory solution built on trust, personalized...  ...helping deliver customized financial planning support and address foundational... 
    Work at office

    Charles Schwab

    Scottsdale, AZ
    3 days ago
  •  ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert...  ...as you obtain your state insurance licenses (life, health & variable contracts), Series...  ...products, securities and investment advisory services are provided by appropriately... 
    Full time

    Thrivent

    Scottsdale, AZ
    2 days ago
  • $100k - $250k

     ...practice aligned with OneAmerica Financial®. Our client firm...  ..., active Financial Advisor looking to transition their practice...  ...income, and estate-planning solutions. Foster and expand regional...  ...State Life & Health Insurance License. ~3+ years of experience... 
    Work at office
    Local area

    Wisepath Group

    Scottsdale, AZ
    1 day ago
  • $45k - $100k

     ...volume of applicants. Join a financial services firm where your...  ...clients and 20,000 financial advisors across the U.S. and Canada, we...  ...training - Get registered and licensed and learn how to be a financial...  ...investment and financial solutions to your clients? Taking ownership... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Scottsdale, AZ
    2 days ago
  •  ...ongoing support and guidance to help you launch your career. During the internship...  ...week. Career growth paths include: - Financial advisory - Sales specialist - Product Support -...  ...PandoLogic. Category:Finance, Keywords:Financial Advisor, Location:Scottsdale, AZ-85258
    Internship
    Monday to Friday

    Year Up United

    Scottsdale, AZ
    2 hours ago
  •  ...Deadline: 12/31/2024BOK Financial Corporation Group...  ...want to be a true Wealth Advisor for your clients, with...  ...securities and/or insurance licenses you may offer...  ...and other products and solutions through our affiliated...  ...Experience in an investment advisory firm environment with... 
    Work experience placement
    Work at office

    Bank of Oklahoma

    Scottsdale, AZ
    5 days ago
  •  ...the advice industry. Our Advance to Financial Planning Advisor Program is a structured pathway designed...  .... After approximately 18-24 months, launch into a promotional position as a Mass...  ...the Series 7, and 63 (or equivalent licenses) within the time frame described in Vanguard... 
    Full time
    Apprenticeship
    Internship
    Worldwide

    Vanguard

    Scottsdale, AZ
    3 days ago
  •  ...contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will...  ...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 time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Scottsdale, AZ
    3 days ago
  •  ...Yourself   Enjoy the rewards of building a financial practice helping clients make financial...  ...you.     As a Thrivent financial advisor, you’ll:   · Provide one-on-one financial...  ...resources.  · Obtain state insurance licenses (life, health & variable contracts) and... 
    Full time
    Local area

    Thrivent

    Scottsdale, AZ
    2 days ago
  •  ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities... 

    Bankers Life

    Scottsdale, AZ
    1 day ago
  •  ...happiness depends on it. We believe that financial peace of mind forms the fabric of strong...  ...a winning combination. As a Financial Advisor at Touchstone Wealth, you will work directly...  ...investment, insurance, and retirement solutions - all manufactured here, so your input... 
    Local area
    Flexible hours

    Touchstone Wealth

    Scottsdale, AZ
    4 days ago
  •  ...Join Vanguard as a Certified Financial Advisor in Scottsdale, AZ Are you a Certified Financial Planner (CFP®) looking for a rewarding...  ...Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of... 
    Work at office
    Remote work
    Relocation
    Monday to Friday

    The Vanguard Group

    Scottsdale, AZ
    3 days ago
  • $60k - $80k

     ...: Meet with existing and prospective clients to promote financial planning and investment services. Conduct educational seminars...  ...and industry guidelines, policy, procedure, compliance, licensing and training requirements. Maintain proficiency with organization... 
    Temporary work
    Local area

    Global Credit Union

    Scottsdale, AZ
    5 days ago
  •  ...Financial Advisor Heffernan Financial is seeking an experienced, driven, and focused Financial Advisor to join its growing team. The...  ...investment markets and an ability for identifying investment solutions to meet client needs. This is a sales role, that will help drive... 

    Heffernan Financial

    Scottsdale, AZ
    2 days ago
  • $100k - $150k

     ...Financial Advisor Department: Financial Services Employment Type: Full Time Location: Scottsdale, AZ Reporting To: Blake...  ...investment markets and an ability for identifying investment solutions to meet client needs. This is a sales role, that will help drive... 
    Full time
    Temporary work

    Heffernan Insurance Brokers

    Scottsdale, AZ
    3 days ago
  •  ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities... 

    Bankers Life

    Scottsdale, AZ
    14 hours ago
  •  ...Financial Advisor The Financial Advisor will serve as a trusted advisor to clients, providing expertise in investment management, financial...  ...~5+ years of experience in financial planning or a related advisory role. ~ Strong financial analysis skills and the ability... 

    Berger Financial Group

    Scottsdale, AZ
    3 days ago
  •  ...Associate Financial Advisor The Associate Financial Advisor will be a key planning resource...  ...offer sophisticated wealth management solutions to individuals and families and strategically...  ...SIE, Series 7/66 or Series 7/63/65 licenses Must have an undergraduate degree... 

    Baird Capital

    Scottsdale, AZ
    5 days ago
  •  ...program to open investment advisory accounts and manage their investment...  ...Group (“CG”)•Support Financial Advisors in analyzing portfolios and developing advanced PM solutions and strategies based on clients...  .... Additional product licenses may be requiredProduct and state... 
    Work experience placement

    Morgan Stanley

    Scottsdale, AZ
    3 days ago
  • **Join Equitable Advisors: A Pathway to Possibilities and Positive Impact...  ...a wealth manager through licensing and employment. Enjoy the flexibility...  ...clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their... 
    Full time
    Work experience placement
    Local area
    Remote work
    Flexible hours

    Equitable Advisors

    Scottsdale, AZ
    2 days ago
  •  ...investors access personalized financial advice. Vanguard's...  ...and wealth management solutions—ranging from digital...  ..., and strategic risk advisory support across this...  ...portfolio. As a trusted advisor to business leadership...  ...capabilities are designed, launched, and scaled in a risk-... 
    Full time
    Work at office

    Vanguard

    Scottsdale, AZ
    1 day ago
  • Are you a Certified Financial Planner (CFP) with a passion for transforming...  ...? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to...  ...ongoing portfolio management solutions targeting clients and...  ...Series 7, 63 or 66 regulatory license and/or registration (e.g. FINRA... 
    Full time
    Work at office
    Local area
    Remote work
    Relocation
    Monday to Friday

    Vanguard

    Scottsdale, AZ
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Licensed Financial Solutions Advisor: Launch Advisory. Be the first to apply!