Financial Solutions Advisor Registration Candidate - CLAIRBORNE, KS
Bank of America
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 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) though 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 Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures, and Guidelines Client Management Causation Analysis Written Communications Weekly Schedule: Monday thru Friday, some Saturdays required Shift: 1st shift (United States of America) Hours Per Week: 40 #J-18808-Ljbffr Bank of America
$22 per hour
...and supporting them on their financial journeys. About This Role:... ...business partners The Ideal Candidate for This Role: Outgoing and... ...with a positive attitude A solution-oriented critical thinker Excited... .... Job number: R-20261011 Registration Requirement: This position requires...SuggestedTemporary workTraineeshipWork experience placementInternshipFlexible hours$22 per hour
...support customers on their financial journeys by getting to know... ...business partners The Ideal Candidate For This Role Outgoing and... ...with a positive attitude A solution‑oriented critical thinker Excited... ...about FNBO benefits at . Registration Requirement This position...SuggestedHourly payTemporary workWork experience placementFlexible hours- ...to make better and smarter financial decisions and enabling the communities... ...levels. The successful candidate will be hired for the level... ...services, and recommending solutions based on each customer's... ...Mortgage Licensing System (NMLS) registration under the terms of the S.A.F...SuggestedTemporary work
- ...product platform and top resources in the financial industry, while you nurture relationships... ...& 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hireAbility to present complex solutions to a knowledgeable client base while...SuggestedFull time
$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...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$20 - $24.95 per hour
...including the successful candidate's job-related... ...range of health and life, financial, and wellness benefits... ...6 E Main St, Gardner, KS. Incumbent required to... ...people find financial solutions for life. Job Title... ...Current NMLS SAFE Act Registration or the ability to be registered...Hourly payMonday to FridayNight shift- Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry Essentials (SIE), Series 7 and Series 66 exams, building foundational advisory skills and client relationships. The role progresses to Stage II with broader opportunities...
- Summary of the Job Senior Financial Advisor is accountable for advising... ...expertise to clients. The Ideal Candidate for This Role Bachelor's... ...and 66 (or Series 63 & 65) registrations. State Life, Accident &... ...best deliver a comprehensive solution for them. Ability to...Contract workTemporary workLocal area
- Bank of America in the United States seeks a Financial Solutions Advisor Stage I to begin by obtaining securities licenses (SIE, Series 7, Series 66) and to build client relationships while delivering banking and investment solutions. You will guide clients through complex...
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- ...to make better and smarter financial decisions and enabling the communities... ...levels. The successful candidate will be hired for the level... ...services, and recommending solutions based on each customer's... ...Mortgage Licensing System (NMLS) registration under the terms of the S.A.F...
$22 per hour
...and supporting them on their financial journeys. About This Role:... ...business partners The Ideal Candidate for This Role: Outgoing and... ...with a positive attitude A solution-oriented critical thinker Excited... .... Job number: R-20261011 Registration Requirement: This position requires...Temporary workTraineeshipWork experience placementInternshipFlexible 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... ..., and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Temporary workWork at officeShift workDay shift
$21 per hour
...In-office Lenexa KS KS - Lenexa 15301... ...identify needs and offer financial solutions to help customers... ...ability to obtain NMLS registration within 90 days Targeted... ...for California Job Candidates ( to understand how... ...a company. We are advisors, consultants, problem...Full timeWork at officeLocal areaFlexible hoursAfternoon shift- Arvest Bank in Gardner, KS is seeking a Relationship Banker to drive product sales and outstanding customer service. This role... ...and expanding current ones, offering appropriate financial solutions while guiding customers through self-service options and banking...
- ...About Us: At Synergy Wealth Solutions, we help advisors grow more than a book of business—we help... ...: We are seeking an Experienced Financial Advisor with a track record of... ...protection-based strategy Licensing and registrations appropriate for the role and market...
- ...businesses we serve to make better and smarter financial decisions and enabling the communities... ...and services, and recommending solutions based on each customer's unique goals and... ...Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of...Relocation package
- ...community bank with the full financial capabilities to meet the... ...associates to be a trusted advisor while providing them with the... ...will provide expert financial solutions to existing and prospective... ...experience This position requires registration with the National Mortgage...Night shift
$52k - $64k
Join to apply for the Financial Consultant (Remote Eligible) role at... ...personalized consultations detailing solutions best suited to the retirement... ...obtain FINRA 7 & 63 registrations within corporate-established... ...Consultant jobs in Spring Hill, KS . Spring Hill, KS $52,000.00-...Remote job16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours$80k - $95k
...robust array of resources and solutions, The Wealth Advisor is part of a team who... ...to identify their financial goals, analyze their financial... ...5+ Years Preferred FINRA Registrations SRC Indicator: Series 7;... ...discriminate against any candidate or employee on the basis...Work experience placementWork at office- A leading financial services firm in Olathe, Kansas, is seeking passionate individuals for virtual consultations... ...assessing client needs, offering financial solutions, and completing administrative tasks. Ideal candidates are motivated, dependable, and adaptable, with a...Remote jobWeekly payFlexible hours
- Bank of America is hiring a Financial Solutions Advisor Stage I to begin with obtaining SIE, Series 7 and Series 66 licenses, then progress to client advisory in a financial center. You’ll learn to acquire, build, and manage client relationships while delivering solutions...
- ...interaction to identify needs and offer financial solutions to help customers secure their... ...eveningsYou have the ability to obtain NMLS registration within 90 daysTargeted compensation... ...Privacy Notice for California Job Candidates to understand how we collect and use...Local areaFlexible hours
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- ...or other client‑facing roles; mortgage or financial services experience is a plus but not... ...working in‑office full‑time in Overland Park, KS for hands‑on collaboration and training.... ...value the experience and perspective of candidates with non-traditional backgrounds. We encourage...Full timeWork at officeLocal areaWork from homeMonday to Friday
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin by earning Securities Industry licenses (SIE, Series 7, Series 66) and to develop foundational advisory skills for client relationships and financial planning. You’ll work in an in-office environment...Work at office
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$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs AnalysisNorthwestern Mutual's proprietary planning...Full timeContract workFor contractorsWork at office$1,000 per month
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