Financial Solutions Advisor I: Launch SIE & Series Licenses
National Black MBA Association
Bank of America is hiring a Financial Solutions Advisor Stage I in New Jersey. You will begin with licensing classes (SIE, Series 7/66) and progress through stages, delivering banking and investment solutions to clients. You’ll train and mentor with Academy programs, build relationships, and guide clients through comprehensive financial planning while growing a diversified book of business. #J-18808-Ljbffr National Black MBA Association
$60.01k - $69.99k
...common purpose to help make financial lives better through the... ...Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey... ...obtaining your Securities Industry licenses, where you receive... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$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... ...Qualifications Currently holds Series 7 and66 (or the equivalent 63...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...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... ...Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...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... ...Securities Industry Essentials (SIE) Bachelor’s degree and/or a minimum...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
- ...common purpose to help make financial lives better through the... ...Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey... ...obtaining your Securities Industry licenses, where you receive... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...client-building and obtaining licenses. Our award-winning training... ...Services · Retirement Solutions · Business Needs Analysis Northwestern... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...Full timeContract workFor contractorsWork at office- ...Equitable Advisors is dedicated to making a positive impact in the... .... Our network of over 4,300 financial professionals across the U.S... ...a wealth manager through licensing and employment. Role Highlights... ...: State Life & Health, SIE, Series 7, Series 66 Personal Attributes...Work experience placementWork at officeLocal areaFlexible hours
- ...receive an alert: Areas of Interest: Financial Advisor; Brokerage Services; Investment... ...outside business opportunities. Required Licenses SIE, Series 7 and Series 66, or Sereis 63 and 65... ...brainstorm, ask questions, and find solutions. Everyone pulls together, no matter...Temporary workWork at officeLocal areaImmediate start
- ...Bankers Life® Financial Advisors help clients live more and worry... ...and find financial solutions with help from industry... ...Active Life & Health licenses and securities licensing... ...position can include Series 6, Series 7, Series 63... ...insurance licensing, SIE, Series 6, Series 7, Series...Work at officeFlexible hours
$62.35k - $87.5k
## AMP Financial Advisor - New York, NYApply: New York, New York - United... ...investment products, solutions, and services that are... ...approved by HumanResources.**Licenses/Certifications**• SIE required provided that an... ...cannot be applied.• Series 7 & 66 required.• Life, Health...Full timeTraineeshipWork experience placement- ...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... ...Qualifications: • Currently holds Series 7 & 66 (63 & 65 in lieu of 66...Temporary workWork at officeMonday to FridayShift workDay shift
$25 - $38.46 per hour
...problem solver, trusted advisor, and partner to the... ...plan-based approach to financial advice. As a PCB, you... ...appropriate financial solutions to KeyBank's client base... ...within Key (required) Licenses and Certifications... ...Industry Essentials (SIE) (required) Life, Accident...Hourly payWork experience placementFlexible hoursDay shift$100k - $250k
...About Strategic People Advisors Strategic People... ...aligned with OneAmerica Financial®. Our client firm operates... ..., and estate-planning solutions. Foster and expand... ...Requirements Active FINRA Series 7 and Series 66 (or... ...Life & Health Insurance License. 3+ years of experience...Work at officeLocal area$88k - $150k
...creators with complex financial lives, delivering integrated... ...an experienced Family Advisor to join our advisory... ...management, lending solutions, life insurance,... ...literacy preferred Holds Series 63, 65, and/or 66 licensure... ...Disability Insurance license Operates proficiently...Full timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours$50k
...Join a financial services firm where your contributions... ...and 20,000 financial advisors across the U.S. and Canada... ...registrations and licenses in good standing. A firm... ...seeking the right solutions for clients Comfortable... ...Candidate qualifications: Series 7 and Series 66...Work at officeWork from homeHome officeFlexible hours$63.3k - $117.2k
...Group Wealth Sales & Service Provides financial and investment planning and advice in... ...to deliver a comprehensive banking solution in the best interest of the customer.... ...combination of education and experience. FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses. Life...Contract workPart timeLocal area- ...Experienced Financial Advisor – Grow Your Practice with Lee, Nolan & Koroghlian, LLC Are you... ...retirement, investment, and risk management solutions Provide ongoing advice and portfolio... ...Advisor, or similar role Active licenses (Series 6 or 7, Series 63/65 or 66, Life &...Local areaFlexible hours
- ...About Allworth Financial Allworth Financial ( ) is an independent... ...context wealth planning solutions. The firm brings... ...an experienced Financial Advisor to join our Kennesaw, GA... ...or be willing to obtain Series 65 or 66 (Series 7 and Insurance licenses not required). Minimum...Full timeContract workPart timeInternshipWork at officeWork from homeFlexible hours
- ...People\", join our team! The Financial Advisor with an investment/trust/... ...ongoing proficiency in delivering solutions to members in areas such as... .... Must have life insurance license or obtain within 2 months of... ...licensed in Investments (SIE/6/63/65 OR SIE/7/66) OR hold...Work at officeImmediate start
$77.39k - $127.14k
...and collaborative wealth management solutions, including a broad array of... ...integrated businesses. The Associate Financial Advisor partners with Advisors and Senior... ...major is highly preferred. Pursue licensing requirements - FINRA Series 65 within 6 months, insurance licensing...Work at officeFlexible hours$63k - $105k
...contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you... ...guide you in creating personalized solutions on behalf of you and your clients.... ...Certifications No Required Certification(s) Licenses FINRA Series 7 and 66 (or 63,65) required. Life...Full timeTemporary workPart timeWork experience placementWork at office$120k - $150k
...Advantage , we believe the best financial advice starts with... ...together for years. Our advisors aren’t measured solely by... ...for customized financial solutions to current and potential... ...credential preferred. FINRA Series 65 (or equivalent) license required. Demonstrated...Full timeWork at officeMonday to Friday$80k - $90k
...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive... ..., and executing highly customized solutions to meet client needsRecommending... ...Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66)...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...New York is seeking a role that provides comprehensive financial advice and customized solutions to help clients reach financial goals. The role... ...meeting clients to review goals and recommend products. Licensing and training are required, including potential SAFE Act...
$50k - $85k
At Ameriprise Financial, we’re not just in the business... ...- we also help our advisors and employees reach their... ...and obtain necessary licenses and credentials. Estimated... ..., client-friendly solutions Practice Growth & Development... ...insurance licenses (Series 7 & 66, WA state...Full timePart timeTraineeshipPrivate practiceWork at officeMonday to Friday$52k - $68k
...tailored to suit their financial needs. As a Private... ...(Private Client Advisors, Mortgage Bankers and... ...Industry Essential (SIE) exam, FINRA Series 6/7, state registration... ...required) and Life licenses are required - or... ...cities grow, delivering solutions to solve all their...Full timeImmediate startAfternoon shift- ## Financial Advisor - Phoenix, AZApply: AZ-Phoenix: Full time: Posted Today: JR2600879Who We Are... ...planning tools* Company-paid E&O, licensing fees, continuing education and compliance... ...track record.* You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66...Full timeLocal areaImmediate startRemote workRelocation
- ...Barnum Financial Group is a financial planning and consulting firm located in Paramus... ...-time on-site role for a Financial Advisor at Barnum Financial Group in Paramus... ...and regulations Life and Health, Series 7 and Series 66 licenses are highly desirable #J-18808-Ljbffr...Full time
$100k - $145k
...perfect our craft of personalized financial planning with our team-based... ...is looking for a Financial Advisor working as part of an... ...finance, economics preferred Series 7, 66 (BD/RIA) Series 65 (RIA... ...) Reimbursement for tuition, licensing, and other credentials (Available...Full timeTemporary workWork at officeFlexible hours$54.1k
...to learn and grow. As a Financial Services Representative,... ...education, and thoughtful solutions. We’ll support your growth... ...Industry Essentials (SIE) and FINRA Series 7 & 63 licenses, opening doors to a meaningful... ...shifts. Your Talent Advisor will walk you through the...Work at officeMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor I: Launch SIE & Series Licenses. Be the first to apply!
- financial West New York, NJ
- finance financial West New York, NJ
- financial sales West New York, NJ
- financial research associate
- infor finance consultant
- junior oracle financial functional consultant
- finance operations associate
- associate financial representative
- oracle cloud financials consultant
- senior wealth advisor

