Financial Solutions Advisor Registration Candidate - Greater Michigan, MI
Dormont Manufacturing Co
Job Description The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. 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 which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and 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 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 Shift 1st shift (United States of America) Hours Per Week 40 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. #J-18808-Ljbffr Dormont Manufacturing Co
- ...guided by a common purpose to help make financial lives better through the power of... ...make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- Job Overview Financial Solutions Advisor Stage I (FSA I) - An entry‑level role focused on building client relationships, obtaining necessary securities licenses, and delivering comprehensive financial advice within Bank of America’s client‑centered approach. Key Responsibilities...SuggestedWork at officeFlexible hoursDay shiftWeekday work
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;... ...; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale... ...Deliver customized solutions and the full... ...accepted, in lieu of 66) registrations required with 5+... ...and hire qualified candidates without regard to race...SuggestedWork at officeShift workDay shift
$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...SuggestedWork at officeWork from homeHome officeFlexible hours- ...Merrill Advisor Development Program - Financial Advisor: NY Capital/Central NY Market... ...executing highly customized solutions to meet client needs... ...is subject to SAFE Act registration requirements. Pursuant to... ...employment and hire qualified candidates without regard to race,...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
- Bank of America is seeking candidates for the entry-level role of Financial Solutions Advisor Stage I in Troy, New York. The position focuses on building client relationships and obtaining necessary securities licenses while delivering comprehensive financial advice. The...Flexible hours
- ...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... .... This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$45k - $100k
...applicants. Join a financial services firm where... ...and 20,000 financial advisors across the U.S. and Canada... ...and financial solutions to your clients? Taking... .../Requirements Candidates should have at least... ...Financial services registration, licensing, or certification...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$80k - $90k
...Role Overview As a Merrill Advisor Development Program – Financial Advisor, you will work with high-net‑worth... ..., and execute highly customized solutions. Recommend investment products and... ...This position is subject to SAFE Act registration requirements. Employees must...Interim roleImmediate startShift workDay shift- Bank of America is seeking a Financial Solutions Advisor Stage I to help clients achieve their financial goals. The role includes obtaining necessary licenses and practicing foundational skills for client relationships. With strong training and support, you'll develop a...
- Hudson Valley Credit Union is looking for a Relationship Advisor in Latham, NY. The ideal candidate will deliver exceptional member service while processing financial transactions and engaging in consultative sales to build lasting member relationships. Responsibilities...
- Dormont Manufacturing Co is looking for a Financial Advisor based in Albany, NY. This position... ...comprehensive financial advice and customized solutions to clients, including planning... ...various brokerage products. The ideal candidate will have experience in the financial...
- ...GENERAL FUNCTION: Selected candidates are intended to become a Retail... ...The Personal Banker I is a Financial Center position focused on... ...services and recommend appropriate solutions using our value proposition.... ...requires S.A.F.E. Act registration at the time of employment...Work experience placementWork at office
$90.2k
...Overview Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ..., health & varialble contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have...Full timeLocal area- ...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...
$45k - $100k
...Job Summary Edward Jones is a private financial services firm with over 9 million clients and 20,000 advisors. We are seeking a financial advisor to develop and grow... ...and/or sales experience. Financial services registration, licensing, or certification. Professional and...TraineeshipWork at officeHome officeFlexible hours- At The Great Giveback, we are more than just a financial services provider—we are a mission-driven organization committed to empowering... ...that make a real difference. Position: Financial Solutions Consultant Are you passionate about helping others achieve financial...
$19.54 - $30.96 per hour
...Finance Loan Administrator Location Troy, MI 48098 Job Summary The Consumer Finance... ...for LOS update (Loans PQ). Manage NMLS registration for certified lenders for accuracy and... ...identifying needs and delivering tailored solutions to enhance the overall client experience...Work at officeLocal area- ..., and Transmit Security . The ideal candidate will provide production support, troubleshoot... ...and seamless identity management solutions. Must-Have Technical Skills Identity... ...Authentication Device Registration Device Binding Security Platforms...
$18 - $20 per hour
...personalized customer service, conducting financial transactions, and cross-selling... ...relationships. Identify customer needs and offer solutions through the bank’s products and... ...knowledge of Microsoft Office. Requires registration with the Nationwide Mortgage Licensing...Part timeWork at officeLocal areaShift work$22.82 - $24.82 per hour
...who is eager to provide excellent member service and support financial needs. Responsibilities include enhancing member experiences,... ...and ensuring compliance with regulatory guidelines. The ideal candidate will have 1-2 years of branch banking experience, proficiency...Hourly payWork at office- ..., you will be based in Troy, MI. PNC is an in-office company... ...employees can thrive. We encourage candidates to connect with their... ...opportunities to improve a customer’s financial wellbeing and create loyalty... ...of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$80k - $115k
Pearson is seeking an Advanced Specialist, Solutioning, who will shape high-impact solutions for enterprise customers. This role includes... ...tailored solutions, and collaborating with various teams. Candidates should have 7+ years of relevant experience, a Bachelor's degree...$75k
...Entry-Level Financial Advisor Thoroughbred Advisors - National Life Group Latham, New York, United States About this position Are you looking... ...-provided marketing tools and industry resources. Offer solutions in insurance, asset accumulation, and retirement planning. Follow...Flexible hours$100k - $125k
...seeking an eager, strategic, and definitive financial advisor to fill an entry‑level position that... ...a promising job outlook. Our ideal candidate will be driven by the need to help... ...any and all training, education, and registrations/licenses. Ability to analyze financial...Start working todayLive inWork at office$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis Northwestern Mutual’s proprietary...Work at office$50k - $70k
...We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through...Start working todayWork at office- ...Northwestern Mutual is seeking College Financial Representatives in Albany, NY. This internship offers a unique opportunity to build... ...industry experts while earning performance-based pay. The ideal candidate is a full-time student, preferably a junior or senior, with entrepreneurial...Full timeInternshipFlexible hours
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...& Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary...Full timeContract workFor contractorsWork at office$50k - $70k
...We are seeking a money‑minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry‑level financial advisor candidate has a passion for developing long‑term relationships and an interest in financial data, estate...Work at office
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