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
...Branch Overland Park, KS Join to apply for the... ...supporting them on their financial journeys. About This... ...partners The Ideal Candidate For This Role Outgoing... ...positive attitude A solution-oriented critical thinker... ...number: R-20251770 Registration Requirement This position...SuggestedFull timeTemporary workFor contractorsWork experience placementFlexible 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- ...with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service... ...Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are...SuggestedImmediate startAfternoon shift
- ...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
- ...impact, you may be an ideal candidate for a career at The Western and... ...member of Western & Southern Financial Group, a Fortune 500® company... ...and recommend impactful solutions from a comprehensive line of... ...Representative” roles. Overland Park, KS $29,530.00-$65,380.00 1 week...SuggestedFull time
- 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...
- ...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
$22 per hour
...will help customers with deposits, withdrawals, and financial planning, ensuring they feel welcome and supported... ...a team, be motivated to do what’s right, and stay solution‑oriented. Must hold S.A.F.E. Act registration with the Nationwide Mortgage Licensing System (NMLS...Hourly payWork experience placement- ...0 W 75th St, Shawnee, KS 66214, USA Job Description... ...has been a trusted financial partner for businesses... ...with modern banking solutions to serve Labor organizations... ..., the successful candidate performs a variety of... ...supervision. Required registration on the federal Nation-...Local area
$22.25 - $26 per hour
...an emphasis on providing comprehensive financial services to customers. This role requires... ...needs and recommend suitable banking solutions. Proactively seek opportunities to refer... ...) are required to maintain current registration with the Nationwide Mortgage Licensing...Temporary workWork at officeLocal areaImmediate startFlexible hours- ...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...
$20 - $21 per hour
...to identify needs and offer financial solutions to help customers secure... ...the ability to obtain NMLS registration within 90 days Targeted... ...Notice for California Job Candidates ( to understand how we collect... ...more than a company. We are advisors, consultants, problem...Local areaFlexible hoursAfternoon shift- 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...
- 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
$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- ...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... ...experienceThis position requires registration with the National Mortgage...Work at officeNight shift
- ...of Labor has been a trusted financial partner for businesses in the... ...with modern banking solutions to serve Labor organizations... ...procedures, the successful candidate performs a variety of duties... ...supervision. May required registration on the Federal Nation-wide Mortgage...
$21 - $22 per hour
...interaction to identify needs and offer financial solutions to help customers secure their... ...You have the ability to obtain a NMLS registration within 90 days You have the ability to... ...are We are more than a company. We are advisors, consultants, problem solvers, friends...Local areaFlexible hoursAfternoon shift- ...relationship-driven and passionate about helping clients achieve financial wellbeing. You will build and deepen relationships with... ...by understanding their goals and recommending tailored banking solutions, ensuring a seamless account opening experience. Responsibilities...
- ...Officer Development Program (Overland Park, KS)Applyremote type: Officelocations:... ...or other client-facing roles; mortgage or financial services experience is a plus but not required... ...value the experience and perspective of candidates with non-traditional backgrounds. We...Full timeWork at officeLocal areaWork from homeMonday to Friday
- ...the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities... ...Office Google Drive Certificates, Licenses and Registrations: ~ None Equal Opportunity Statement:...Work at officeLocal area
- ...About Us: At Synergy Wealth Solutions, we believe great advisors can come from many backgrounds. What... ...seeking a motivated, people-oriented Financial Advisor who is ready to build a career... ..., but not required for the right candidate Professional experience in sales...
$25.63 - $34.18 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...to support lending decisions.Preferred candidates will possess experience in mortgage... ...to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA,...Full timeWork experience placementLocal area3 days per week- ...Personal Banker/Teller to join our Shawnee, KS team. The role combines teller tasks... ...opportunities in a busy retail environment. The candidate should have 2+ years in teller and... ...service and sales focus, plus NMLS registration. Location is Shawnee, KS; compliance and...
- ...(Gmail, Google Drive, etc.) preferred Experience with Salesforce, nCino, or FIS Bankway is a plus Certificates, Licenses and Registrations None Additional Information Able to work a flexible work schedule including overtime as well as travel as needed Equal Opportunity...Remote jobWork at officeFlexible hours
$72k - $90k
..., generous benefits and by delivering cutting-edge technology solutions for our clients. Founded in 1990, WWT is a global technology... ...as assigned Ability to manage budgets, analyze financial reports, and track profitability across projects Skilled at...Full timeRemote workShift work- ...National Bank of Omaha is seeking a Senior Financial Advisor to provide comprehensive financial... ...internal bank specialists. The ideal candidate will have a Bachelor's degree, 3 years... ...financial services sector, and relevant FINRA registrations. This position offers a dynamic work...
- Synergy Wealth Solutions in Overland Park is seeking an Experienced Financial Advisor with a track record in building client relationships and generating business. You... ...and growth-oriented environment. The ideal candidate demonstrates success in client acquisition and...
- A financial services agency is seeking passionate, motivated individuals for a role focused on securing families’ financial well-being... ...lasting relationships. With comprehensive training and support, candidates will advance based on performance with no cold calling...Work from homeFlexible hours
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