Financial Solutions Advisor I - Licenses & Growth
Bank of America ATM
Bank of America is seeking a Financial Solutions Advisor Stage I to start with earning required securities licenses (SIE, Series 7 and 66) and to develop foundational advisory skills. The role begins in a financial center, helping clients with comprehensive banking and investment needs while progressing through structured training and certification. You'll build client relationships, learn a consultative approach, and collaborate with partners to deliver tailored solutions that support clients’ #J-18808-Ljbffr Bank of America
$100k
...and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...to achieve business growth goals, profiling activities... ...strategies Understands client solutions that are best suited for their... ...Ability to obtain Series 7 and 66 licenses within allotted program time...SuggestedWork at officeShift workDay shift$100k
...and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...to achieve business growth goals, profiling activities... ...strategies Understands client solutions that are best suited for their... ...Ability to obtain Series 7 and 66 licenses within allotted program time...SuggestedWork at officeShift workDay shift- ...Financial Solutions Advisor - South Houston Area Dickinson, Texas;Sugar Land, Texas; Rosenberg, Texas... .... We do this by driving Responsible Growth and delivering for our clients,... ...expanding knowledge by completing required licenses and trainings. This position is...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...common purpose to help make financial lives better through the power... ...this by driving Responsible Growth and delivering for our... ...impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey... ...obtaining your Securities Industry licenses, where you receive dedicated...SuggestedFull timeWork at officeImmediate startMonday to FridayShift workDay shift
- ...client advisory professional responsible for providing comprehensive advice and customized solutions aimed at achieving financial goals. Applicants should hold Series 7 & 66 licenses and have at least one year of experience in the investments industry. The role includes...Suggested
- ...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role is subject to SAFE Act registration... ...Qualifications Currently holds Series 7 & 66 licenses (Series 63 & 65 in lieu of 66). If a candidate does...Temporary workImmediate startMonday to FridayShift workDay shift
$100k
A financial advisory firm in Houston is seeking Financial Advisors who are motivated and have great people skills. This role emphasizes... ...year, with significant career growth opportunities available. Ideal... ...and must obtain the necessary licenses. The position requires in-...Work at office- ...common purpose to help make financial lives better through the power... ...this by driving Responsible Growth and delivering for our clients... ...comprehensive advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This position...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- LPL Financial in Houston is hiring for its Advisor Licensing Program. Trainees will complete a 6-month program to obtain FINRA licenses (SIE, 7, 66) and receive... ...Financial Advisor, helping clients design solutions and grow a book of business, while building skills...Traineeship
- ...join its internship program as a College Financial Representative in a structured,... ...develop a strategy, and meet clients, with licensing support and a pathway to full-time roles... ...after graduation. The program emphasizes growth and leadership. #J-18808-Ljbffr Northwestern...Full timeInternshipFlexible hours
- 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...Work at officeImmediate startMonday to FridayShift workDay shift
- Texas National Financial Group seeks a Financial Representative or Advisor in Houston to provide personalized financial strategies... ...is eager to obtain necessary licenses. Comprehensive benefits and... ...support are provided to foster growth and client relationships. #J-18...Flexible hours
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...-building and obtaining licenses. Our award-winning training... ...Trust Services · Retirement Solutions · Business Needs Analysis... ...plans—including investments for growth, insurance for protection, and...Full timeContract workFor contractorsWork at office- ...within the bank. The role emphasizes consultative sales to identify and meet customer needs, growing households, and cross-selling while processing teller transactions and working with branch partners to deliver holistic financial solutions. #J-18808-Ljbffr Fifth Third
$50k
...branch-team business model. One financial advisor and one branch office... ...Empowering you to deliver tailored solutions to meet your clients' unique... ...maintain registrations and licenses in good standing. A firm-... ...your earning potential and growth, and your compensation is tied...Work at officeWork from homeHome officeFlexible hours- Allworth Financial ( is an independent investment financial... ...investment planning solutions and advice to help... ...Allworth Financial is a high growth, private equity backed... ...Registered Investment Advisor. Founded in Sacramento... ...7 and Insurance licenses not required). Minimum...Full timeContract workTemporary workPart timeInternshipWork at officeWork from homeFlexible hours
$65k - $80.2k
...make better and smarter financial decisions and enabling... ...positioned for growth and are making significant... ...investments to expand our advisor base and deliver an... ...Assistance, Fertility Solutions and Maternity/Paternity... ...state insurance license Preferred Qualifications...Temporary workWork experience placementLocal areaFlexible hours- Navy Federal Financial Group (NFFG) is seeking an experienced financial professional to provide... ...will act as a registered representative/advisor, manage a moderate book of business, and... ...and may require life/health license; strong analytical, communication, and client...
$90k - $115k
...the issues plaguing the financial services industry and... ...greater heights. But growth alone isn’t the goal.... ...lives. As a Financial Advisor at SWD, your role is to... ...additional planning, assets or solutions Follow through on all... ...65 or Series 66 license 1+ years of experience...Full timeWork at office- ...is seeking a knowledgeable professional to advise clients on financial goals. The role involves triaging leads, recommending investment... ...plans tailored to client needs. Candidates must hold relevant licenses and have at least a year of experience in the financial...
$45k - $100k
...of applicants. Join a financial services firm where your... ...and 20,000 financial advisors across the U.S. and... ...- Get registered and licensed and learn how to be a... ...earning potential and growth, and your compensation... ...investment and financial solutions to your clients? Taking...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Financial Advisor Since 1903, Strategic Financial Group has been a leading... ...the convenience of banking solutions. At Strategic Financial... ...~ Life & Health Insurance license (or willing to obtain) ~ Expertise... ...and driving business growth ~ Strong relationship-building...
- Junior Financial Advisor Strategic Financial Group (SFG) is seeking a driven... ...Structured Path to Growth: Our Junior Financial Advisor... ...financial planning, product solutions, and compliance support, so... ...a Financial Advisor through licensing support, training, and hands...
- Edward Jones is seeking a committed financial advisor to partner with clients and build a personal practice. The role offers comprehensive training, licensing support, and a long‑term career path within a large, client‑focused advisory network. You’ll work with a branch...Home office
- A financial services company is seeking a Financial Consultant to work remotely with flexible hours.... ...on financial strategies, present compelling solutions, and build trustworthy relationships. A valid life insurance license is required or must be obtained through training...Remote jobFlexible hours
- A major financial services firm in Houston is seeking a Private Client Advisor to provide comprehensive financial planning and advice... ...personalized investment solutions. Candidates should have at least... ...advisory role with necessary licenses. A strong focus on integrity and...
- Financial Advisor- Full Training and Development Program Change your career... ...designed to foster your growth as a business owner, with a... ...strategies and holistic planning solutions, all while owning your... ...allowances Support for insurance licensing, SIE, Series 6, Series 63,...Work experience placement
- ...Co. is seeking a Private Client Advisor in Houston, Texas, to provide comprehensive financial planning and advice. The ideal... ...delivering personalized investment solutions and educating clients on... ...A valid Series 7 and Series 66 license is required. Join a team focused...
$77k - $202k
...people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial...Full timeH1b- ...Merrill Lending Solutions Advisor II Dallas, Texas;Austin, Texas; Chicago... ...Wealth Advisors and Merrill Financial Advisors with a concentrated... ...management goals with the growth and profitability objectives... ...regulatory frameworks ~ FINRA licenses: SIE, 7, 63 & 65 or 66 or...Work at officeShift workDay shift
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