Financial Solutions Advisor SAFE Act Licensed Path
$28.85 per hourBank of America ATM
Bank of America is seeking a strong candidate in New York for a financial advisory role focused on providing tailored solutions to clients. Responsibilities include assisting clients in achieving their financial goals, triaging leads, and making referrals to appropriate business partners. Candidates should possess a High School Diploma and demonstrate the ability to build client relationships and manage time effectively. The position offers a competitive hourly salary, starting at $28.85, with comprehensive benefits. #J-18808-Ljbffr
Vacancy posted 9 hours ago
Similar jobs that could be interesting for youBased on the Financial Solutions Advisor SAFE Act Licensed Path in New York, NY vacancy
$28.85 per hour
Bank of America is seeking a strong candidate in New York for a financial advisory role focused on providing tailored solutions to clients. Responsibilities include assisting clients in achieving their financial goals, triaging leads, and making referrals to appropriate...SuggestedHourly pay$100k
...guidance. Merrill's Financial Advisors and Wealth Management... ...is subject to SAFE Act registration requirements... ...Understands client solutions that are best suited... ...guidance through a defined path to become a... ...obtain Series 7 and 66 licenses within allotted program...SuggestedHourly payWork at officeShift workDay shiftBank of America
New York, NY3 days ago- ...Bank of America is seeking a Financial Solutions Advisor Stage I in New York to guide clients in their financial journeys. This role involves obtaining necessary securities licenses and providing comprehensive advice to enhance client relationships. Successful candidates...SuggestedHourly payFull time
Bank of America
New York, NY1 day ago $70k
...The Wealth Relationship Advisor SAFE Act is a seasoned professional role... ...Retail bank through the use of financial planning and excellent... ...through a select number of solutions using firm models & research... ...Series 7, 66 (or 63 and 65) licenses ~ Group 1 insurance ~ This...SuggestedFull timeWork at officeCitigroup Inc
Brooklyn, NY9 days ago- ...Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to... ...Wealth’s leading investment solutions platform, which allows... ...7, 66 (or 63 and 65) licenses Group 1 Insurance License... ...required by applicable SAFE Act regulations and Citi policies...SuggestedFull timeWork at office
Citigroup Inc
New York, NY9 hours ago $70k
...Retail bank through the use of financial planning and excellent... ...clients through a select number of solutions using firm models and... ...Series 7, 66 (or 63 and 65) licenses Group 1 Insurance License This... ...consumers as required by applicable SAFE Act regulations and Citi policies...Full timeWork at officeCitigroup Inc
New York, NY1 day ago$28.85 - $33.65 per hour
Financial Solutions Advisor Stage I (FSA I) At Bank of America, the Financial Solutions... ...the first step on a career path through the Academy and the... ...Securities Industry licenses (Securities Industry Essentials... ...position is subject to SAFE Act registration requirements....Hourly payMonday to FridayShift workDay shift- ...Financial Solutions Advisor - S Brooklyn/Staten Island Market Brooklyn, New York;Staten Island, New York To proceed... ...expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the...Temporary workWork at officeMonday to FridayShift workDay shift
Bank of America
Brooklyn, NY1 day ago $70k - $80k
...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... ..., and as such, is subject to SAFE Act registration requirements. Pursuant...Temporary workWork at officeImmediate startMonday to FridayShift workDay shiftBank of America
New York, NY5 days ago$70k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include... .... The position is subject to SAFE Act registration requirements; all employees... ...Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66). If you...Temporary workMonday to FridayShift workDay shiftBank of America
New York, NY1 day ago$65k - $80k
...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...completion of required licenses and trainings. All employees... ...must register with the federal SAFE Act registry and remain in good standing...Temporary workWork at officeMonday to FridayShift workDay shift- Bank of America is looking for a Financial Solutions Advisor Stage I in New York. This role focuses on earning securities industry licenses, developing client relationships, and advising on financial solutions. The ideal candidate will be responsible for maintaining licenses...
$65k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging... ...knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant...Temporary workMonday to FridayShift workDay shift$65k - $80k
...common purpose to help make financial lives better through the power... ...and banking and money managed solutions Recommends banking and... ...& 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold... ...This position is subject to SAFE Act registration requirements. Pursuant...Temporary workWork at officeMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I At Bank of America, we are guided by a common purpose to help... ...begins obtaining your Securities Industry licenses, where you receive dedicated and... ...journey. This position is subject to SAFE Act registration requirements. Pursuant...Hourly payWork at officeImmediate startMonday to FridayShift workDay shiftBank of America
New York, NY3 days ago$28.85 - $33.65 per hour
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...knowledge by completing required licenses and trainings. This position may... ...loans, and as such, is subject to SAFE Act registration requirements....Hourly payTemporary workMonday to FridayShift workDay shiftBank of America
New York, NY9 hours ago- ...Financial Solutions Advisor Registration Candidate - Greater Queens NY Market Forest Hills, New York... ...knowledge by completing required licenses and trainings. This position may be responsible... ...loans, and as such, is subject to SAFE Act registration requirements. Pursuant...Temporary workWork at officeMonday to FridayShift workDay shift
Bank of America
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$28.85 - $33.65 per hour
Job Overview Financial Solutions Advisor Stage I (FSA I) at Bank of America. Begin with Securities Industry licenses (SIE, Series7, Series66) and receive training to develop client relationships... ...a local center as needed. Maintaining SAFE Act registration and compliance, submitting...Hourly payApprenticeshipWork at officeLocal areaMonday to FridayShift workDay shiftWeekday work$28.85 - $33.65 per hour
Position Overview Financial Solutions Advisor Stage I (FSA I) - Entry level role focused on building client... ...the required Securities Industry licenses and receive dedicated training to... ...financial center. Maintain compliance with SAFE Act registration requirements, including...Hourly payMonday to FridayShift workDay shift$250k
...The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service... ...to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards and...Full timeCitigroup Inc
Kew Gardens, NY12 days ago$250k
...Personal Banker SAFE Act The Personal Banker SAFE Act is an entry level position responsible for assisting in the execution of sales... ...to uncover opportunities, and present product offers and financial solutions Understand and comply with Citibank policies, standards and...Full timeCitigroup Inc
Fort Lee, NJ1 day ago$250k
...Personal Banker Safe Act Bilingual English/Mandarin/Cantonese Speaking Preferred Chinatown Branch Discover your future at Citi... ...available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards...Citigroup Inc
New York, NY1 day ago$28.85 - $33.65 per hour
...advice and guidance. Merrill’s Financial Advisors and Wealth Management... ...Development Program Financial Solutions Advisor Stage I (ADP FSA I)... ...your Securities Industry licenses, where you receive dedicated... ...position is subject to SAFE Act registration requirements....Hourly payTraineeshipWork at officeLocal areaImmediate startShift workDay shift$73k
...contribute to the company’s success. As a Financial Solutions Advisor within PNC's Wealth Management, you... ...19 of the Federal Deposit Insurance Act (FDIA) and the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory...Temporary workWork at office- Bank of America is seeking a Financial Solutions Advisor Stage I to build and manage client relationships and provide comprehensive financial advice. Candidates will need to acquire licenses within the first 120 days and develop tailored financial solutions to meet clients...Hourly pay
- ...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... ..., and as such, is subject to SAFE Act registration requirements. Pursuant...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$100k - $300k
Financial Representative - Wealth Management Career Track (Training... ...with a structured career path into Financial Advisor and Wealth Management... ...insurance and investment solutions Educate clients on financial... ...professional training and licensing programs Work closely...Work at office- A financial services company in New York is seeking a Financial Professional... ...bachelor's degree and FINRA licenses. The position requires an in-... ...and offers a structured path to becoming a wealth manager... ...with stable pay and benefits. #J-18808-Ljbffr Equitable AdvisorsTraineeshipWork at office
- Une banque reconnue à New York recherche un Associé Conseiller Financier pour établir des relations avec les clients et vendre des solutions d'assurance et d'annuité. Le candidat idéal devra avoir un diplôme de baccalauréat, des compétences en communication et la capacit...
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