Financial Solutions Advisor Registration Candidate-Eastern MD Market
$28.85 - $33.65 per hourDormont Manufacturing Co
Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help you Build a successful career at Bank of America through world‑class training and on‑boarding programs that set you up for success. Get training and one‑on‑one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. Provide end‑to‑end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications Aptitude in obtaining required industry licenses. Must be self‑disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through effective communication and collaboration. Demonstrates a results‑driven mindset while prioritizing client’s interest in a complex, fast‑paced environment. Executes multiple tasks simultaneously. Learns and adapts to new technology or applications. Desired Qualifications Currently holds FINRA Securities Industry Essentials (SIE) Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience Skills Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen Executive Presence Oral Communications Risk Management Trading Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Schedule Monday – Fridays and rotating Saturdays Location and Training This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone‑based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Shift 1st shift (United States of America) Hours Per Week 40 Pay Transparency details US - MD - Mechanicsville - 28250 Three Notch Rd - Mechanicsville BC (MD4729) Pay and benefits information Pay range: $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set. Predictable Pay This role is compensated with a base salary and is not incentive eligible. Benefits This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. #J-18808-Ljbffr Dormont Manufacturing Co
$28.85 - $33.65 per hour
Financial Solutions Advisor StageI Join Bank of America as a Financial Solutions Advisor StageI (FSAI). You will begin by completing the Securities... ...and Exchange Commission and the SAFE Act, including registration and background checks. Attend in‑office training and support...SuggestedHourly payWork at officeMonday to FridayDay shift- Job Overview Financial Solutions Advisor Stage I at Bank of America. The role focuses on obtaining securities... ...Position is subject to SAFE Act registration; employees must register and maintain... ...required. Open for the entire market; specific Financial Center location will...SuggestedWork at officeImmediate startMonday to Friday
- Financial Solutions Advisor Stage I The role begins by obtaining Securities Industry licenses (Securities Industry Essentials, Series 7, Series... ...solutions. This position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- ...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... ..., and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedTemporary workWork at officeFlexible hoursShift workDay shift
- ...Merrill Advisor Development Program - Financial Advisor: Greater Virginia Market Richmond, Virginia;Norfolk,... ...executing highly customized solutions to meet client needs... ...subject to SAFE Act registration requirements.... ...and hire qualified candidates without regard to race...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... ..., and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Temporary workWork at officeShift workDay shift
- ...guidance. Role Specifics As a Merrill Advisor Development Program – Financial Advisor, you will work with high‐... ..., and execute highly customized solutions. Recommend investment products and... ...position is subject to SAFE Act registration requirements. All employees engaged...Interim roleImmediate startShift workDay shift
- Bank of America is hiring a Financial Solutions Advisor Stage I in Mechanicsville, VA, focused on building client relationships through dedicated... ...offering benefits and a collaborative work environment. Candidates should possess a high school diploma and demonstrate...
$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor StageI (FSAI) in Mechanicsville, Virginia. This role involves obtaining necessary financial... ...client relationships through strong advisory skills. Candidates must have a results-driven mindset and excellent...Hourly payMonday to FridayRotating shift- Dormont Manufacturing Co is looking for a Financial Solutions Advisor Stage I in Mechanicsville, Virginia. The role involves obtaining industry... ...to provide tailored financial solutions. Successful candidates will receive exceptional training and coaching, manage client...
- Bank of America is seeking a Financial Solutions Advisor Stage I in Mechanicsville, Virginia. This role includes obtaining securities industry licenses... ...with banking and investment partners. The ideal candidate will have strong self-discipline and time-management skills...Monday to Friday
$50k
...Join a financial services firm where your contributions... ...and 20,000 financial advisors across the U.S. and... ...training to maintain registrations and licenses in good... ...information seeking the right solutions for clients... ...new opportunities Candidate qualifications: Series...Work at officeWork from homeHome officeFlexible hours- ...Pinnacle Financial Advisor Position At Pinnacle, our goal is to create... ...provide effective advice. We hire candidates who demonstrate a passion... ...consistent with Pinnacle's market segmentation. Primary... ...recommend appropriate tailored solutions to client needs and provide...Work at office
- ...borrowers with realtors, builders, financial professionals, bank stores,... ...in the assigned market Present recommendations for... ...follow-up activities with the registration lock-in; analyze and offer mortgage... ...the evaluation. Successful candidates must also meet ongoing...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...Description Job Description As a Financial Advisor at Virginia Asset... ...planning, employee benefits solutions, insurance, investments,... ...analysis · FINRA Series 7 & 66 registrations · State Insurance License... ...or build a team with candidates sourced by firm FOR INEXPERIENCED...ApprenticeshipWork at office
- ...existing client relationships. Provides financial solutions that meet client needs based on... ...this role, including new or transfer of registration and applicable NMLS background check... ...criminal background standards. Successful candidates must also meet ongoing regulatory...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...Services Trust Services Retirement Solutions Business Needs Analysis... ...purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life...Full timeContract workFor contractorsWork at office$40k - $120k
...Financial Advisor - Richmond, VA Richmond, Virginia, United States North Star Resource Group is looking to find a candidate for a financial advisor position in Richmond, VA. We are looking... ...profession that involves sales and marketing with the ability to have...Work experience placement$76.4k - $138.6k
...application security and technology solutions as we consider the entire... ...that provide speed to market and business value. The opportunity... ...or exposed assets.The candidate will support third-party and... ...needed to support your physical, financial, and emotional well-being....Summer holidayLocal areaFlexible hours- ...transactions, build rapport, and recommend solutions to keep customers informed. By... ...business partner who can help with specialized financial needs. Responsibilities Manages Risk... .... Provides fill-in staffing to other market branches as needed. Participates in,...Temporary workWork at officeLocal area
- TwinThread in Mechanicsville, Virginia is seeking a Financial Advisor to build and manage client relationships and deliver personalized investment solutions. The ideal candidate will have at least 2 years of relevant experience and a commitment to providing holistic financial...
$120k
...Financial Advisor - up to $120,000+ First-Year Income Potential Full-Time... ...financial planning solutions that help individuals, families... ...presence within your local market Practice Growth Build... ...are open to hiring motivated candidates who are committed to completing...Permanent employmentFull timeLocal area- ...services, and digital solutions to help customers succeed financially Assist customers with... ...position requires SAFE registration at the time of employment... ...evaluation. Successful candidates must also meet ongoing... ...risk programs (Credit, Market, Financial Crimes,...Work experience placementWork at officeImmediate start
$20 - $22 per hour
...solver Other services as needed, such as Notary and NMLS registration Education and Experience High School diploma or equivalent... ...based on factors including, but not limited to, the candidate's skills, qualifications, experience, education, certifications...Hourly payWork at office$25 - $26.77 per hour
...conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities... ...Hours Per Week 40 Pay Transparency details US - MD - Mechanicsville - 28250 Three Notch Rd -...Hourly payShift workWeekend workDay shift- ...service role in Mechanicsville, Virginia, focused on delivering superior service. The candidate will assist clients in financial transactions and promote self-service banking solutions while engaging in client outreach and relationship building. Essential qualifications...Full time
$25 - $26.77 per hour
...such as mobile banking, online banking, or ATM. The candidate will accurately and efficiently process cash... ...clients, maintain a deep conversation to discover financial and life priorities, and connect clients to solutions that meet their financial goals. Responsibilities...Hourly payShift workWeekend workDay shift$52k - $63.7k
...negotiable; any Association office within close proximity to successful candidate’s residence and based on space availability within other... ...for the life of the loan and are not sold on the secondary market, allowing for a long-term relationship-focused approach to lending...Work at office$45k - $65k
...Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long‑term advisor relationships, a wealth of...- ...Position Overview As a Financial Advisor you play a key role in supporting client relationships by preparing and reviewing investment reports... .... For more advanced questions, being able to research solutions and/or work with other team members to find an answer. Ability...Temporary workWork at office
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