Financial Solutions Advisor I — Earn Licenses & Advise
Bank of America
Bank of America is hiring for a Financial Solutions Advisor Stage I to begin with essential licensing coursework and then transition into delivering core banking and investment solutions. The program emphasizes structured training, mentoring, and a structured progression to Stage II as you grow relationships with a diverse client base. You will work toward obtaining SIE, Series 7, and Series 66 licenses, with timelines of 30 and 120 days respectively, and will join a financial center team to #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Solutions Advisor I — Earn Licenses & Advise in Garland, TX vacancy
- Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to begin licensing in Securities Industry essentials and series exams. You will learn to build client relationships, advise on core banking and investment solutions, and advance through stages...Suggested
- Bank of America seeks a Financial Solutions Advisor Stage I to begin with Securities Industry license preparation (SIE, Series 7, Series 66) and progress toward client advisory responsibilities. You'll train in a financial center, develop skills for banking and investment...SuggestedWork at officeMonday to Friday
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing and training to responsibly guide clients toward suitable banking and investment solutions. The role emphasizes building strong client relationships, learning through structured Academy...Suggested
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...and obtaining licenses. Our award-winning training... ...· Retirement Solutions · Business Needs Analysis... ...and achieve uncapped earning potential through a performance... ...investment adviser, broker-dealer, and member...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Dallas, TX4 days ago- Bank of America is seeking an advisor to deliver comprehensive financial guidance and customized solutions. You will triage leads, refer to partners, review goals with clients... ...products. You must complete required licenses and training, including SAFE Act registration...SuggestedWork at officeFlexible hours
- ...Prudential Advisors is looking for an Experienced Financial Advisor in the Syracuse market area who is interested... ...to Prudential for financial solutions. At Prudential, our advising philosophy is designed to... ...7 and 66 (or 63/65) LAH license Join us and take your...Full timeWorldwide
Prudential Financial
Syracuse, NY1 day ago - ...insurance agent to help clients achieve their financial goals through comprehensive insurance, annuities, and investment solutions. You will compile clients’ financial... ...and grow your book of business. Training, licensing support, and a clear path for advancement are...
$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... ...benefits page ( . Earn salary, commissions, new... ...seeking the right solutions for clients Comfortable...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Dallas, TX16 hours ago$45k - $75k
...Financial Advisor - Texas Trust Credit Union Your career path should... ...Credit Union for financial solutions. This position will offer:... ...3/65) required Insurance license required Three or more years... ...position is also eligible to earn sales incentive compensation...Local areaLPL Financial Holdings, Inc.
Dallas, TX4 days ago- ...Prudential Advisors is looking for an Experienced Financial Advisor in the Syracuse market area... ...Prudential for financial solutions. In order to make an... ...At Prudential, our advising philosophy is designed to... ...and 66 (or 63/65) LAH license Join us and take your...Worldwide
Prudential Financial
Syracuse, NY11 days ago $61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern... ...-building and obtaining licenses. Our award-winning training... ...Services Trust Services Retirement Solutions Business Needs Analysis... ...your life and achieve uncapped earning potential through a...For contractorsWork at officeNorthwestern Mutual Life Insurance Company
Addison, TX4 days ago- ...dedicated to prudent financial management, high-quality... .... New York Life has earned the highest possible financial... .... Financial Advisors offer investment advisory... ...Registered Investment Adviser. Registered... ...member FINRA/SIPC), A Licensed Insurance Agency. Eagle...Work at office
New York Life
Dallas, TX1 day ago $58.1k - $66.6k
...to helping clients own their financial futures. In this exciting role... ...to offer the best possible solution. You’ll also have the ability... ...currently have your securities licenses, enjoy working in a team... ...base pay and other eligible earnings. Your actual pay will be based...Day shift- ...is seeking a role focused on providing comprehensive financial advice and customized solutions to help clients achieve goals. The position involves triaging... ...to partners, and meeting clients to discuss goals and licensing requirements. SAFE Act registration for mortgage loan...Work at officeFlexible hours
- ...REWARDING CAREER LOOK LIKE IN FINANCIAL SERVICES? PURPOSE: Make... ...development, and licensing support designed to help... ...economics or business. Junior Advisors: seeking mentorship,... ...efforts Commission earnings from implemented client solutions Performance bonuses tied...Work at office
$100k
...This Is More Than an Advisor Role — It’s an Opportunity... ...for a high-performing Financial Advisor who knows how... ...a planning-based solution, and close the right clients... ...Stands Out High earning potential from year one... ...Series 66 Life & Health license Excellent...Full timeWork at officeRemote work- ...strong track record in financial or consultative sales... ...have the autonomy to advise clients, build comprehensive... ...$250,000+ Year 3 earning potential Uncapped compensation... ...at no cost to the advisor, including branding,... ...or 66 Life & Health license, or the ability to...Work at officeVisa sponsorship
- ...Relationship Management Serve as a primary advisor to a high-volume client base, leading... ...in guiding clients through complex financial decisions. Bring a forward-thinking, technology... ...Series 65 or 66 (Series 7 and Insurance licenses not required). Minimum one to three...Full timeContract workPart timeInternshipWork at officeFlexible hours
- ...our teammates’ physical, emotional, and financial wellness through affordable, competitive... ...providing comprehensive advice and customized solutions to clients to help them achieve their... ...knowledge by completing required licenses and trainings. This position is subject...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will... ...guide you in creating personalized solutions on behalf of you and your clients. Our... ...No Required Certification(s) Licenses FINRA Series 7 and 66 (or 63,65) required...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Garland, TX2 days ago - ...Merrill Advisor Development Program - Financial Advisor: NY Capital/Central NY Market... ...executing highly customized solutions to meet client needs... ...(63 & 65 in lieu of 66) licenses Minimum of one year... ...dealer, registered investment adviser, Member SIPC and a wholly...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Syracuse, NY1 day ago $50k - $90k
...our growing team as Financial Services Representatives... ...goals and provide solutions designed to help protect... ...Sponsorship for required licenses and continuing... ...becoming a registered advisor with our sponsorship... ...You’re excited to earn while you learn About...Remote workFlexible hours- ...Prudential Advisors is looking for an experienced financial professional in the Syracuse area that is interested in... ...look to Prudential for financial solutions. This position will offer: ~ The... ...6 (63/65) preferred Insurance license required Three or more years...Full time
Prudential Financial
Syracuse, NY1 day ago $50k - $60k
...Position Title: Associate Financial Advisor Reports to:... ...Alongside our Plano team as a licensed financial professional, you... ...retirement and financial planning solutions. Simplicity Group and its wholly... ...under management and advisement as of Q2 2026. Simplicity Group...Full timeWork at officeNight shiftSimplicity Group Holdings
Plano, TX27 days ago$52.8k
...Service Academy. Starting pay is $52,800 during training, with a 10% annual bonus potential and a path to total compensation around $60,280 in year one after licensing and performance-based increases; many shifts and on-site to hybrid work #J-18808-Ljbffr Charles SchwabShift work$47k
...on creativity and innovative solutions empowers our customer communities... ...: The Onboarding Success Advisor I, plays a critical role in... .... (Includes the FACTS Financial System, stand-alone products,... ...vision, HSA and FSA, generous earned time off, 401K/student loan repayment...Temporary workWork at officeLocal areaRemote work3 days per week- ...responsible for advising families on building... ...of investments, financial planning, credit... ...with clients by earning trust, thoroughly... ...developing thoughtful solutions and delivering an... ...66 and Insurance licenses required for... ...provides individuals, advisors and institutions...Temporary workWork experience placementLocal area
Chase
Dallas, TX1 day ago $66k
...Overview At Community Financial System, Inc. (CFSI), we are dedicated... ..., and holistic financial solutions. This position requires a deep... ...plus) Appropriate financial licenses required (e.g., FINRA Series... ...years of experience in financial advising, wealth management, or...Local areaCommunity Bank NA
Syracuse, NY1 day ago- ...Join Equitable Advisors: A Pathway to Possibilities... ...wealth manager through licensing and employment. Enjoy... ...clients on our diverse financial products and services,... ...demonstrating how these solutions can be tailored to... ...professionals are eligible to earn commissions and bonus....Work experience placementLocal areaRemote workFlexible hours
Equitable Advisors LLC
Syracuse, NY4 days ago - ...Job Title: Financial Representative (Early Career... ...into a top-performing advisor. Purpose-driven work... ...identify appropriate solutions Educate clients on... ...Activity-Based Stipend: Earn consistent income based... ...marketing tools Licensing support (where applicable...Immediate startRemote workFlexible hours
Spectrum Financial Group
Dallas, TX3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor I — Earn Licenses & Advise. Be the first to apply!
Related searches