Financial Solutions Advisor I - Licensing Path
Bank of America ATM
Bank of America in Belmont, CA is hiring a Financial Solutions Advisor Stage I (FSA I) to support clients in managing their financial needs. This position includes obtaining necessary licenses through dedicated training and progressing in roles that enhance client relations. The ideal candidate demonstrates strong communication skills and a results-driven mindset. We offer competitive training, career growth opportunities, and an inclusive workplace culture for all teammates. #J-18808-Ljbffr Bank of America
- Bank of America is seeking a Financial Solutions Advisor Stage I to lead client interactions and manage relationships. You will help guide customers... ...various financial solutions while obtaining required licenses like SIE, Series 7, and Series 66. The ideal candidate demonstrates...Suggested
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...all backgrounds and career paths - whether shaped by military... ...progression As a Financial Solutions Advisor Stage I (FSA I), your journey... ...your Securities Industry licenses, where you receive dedicated...SuggestedHourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client... ...products. The role requires completing required licenses and trainings, and is subject to SAFE Act registration...SuggestedTemporary workImmediate startMonday to FridayShift workDay shift- ...common purpose to help make financial lives better through the power... ...from all backgrounds and career paths - whether shaped by military... ...advice and customized solutions to clients to help them achieve... ...knowledge by completing required licenses and trainings. This position...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to help clients achieve their financial goals in Redwood City,... ...objectives. The ideal candidate has relevant licenses, experience in investments, and a track record...Suggested
$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client... ...products. Employees must complete required licenses and trainings and register for the SAFE Act, remaining...Monday to FridayShift workDay shift$45k - $100k
...Positions by State California Position Type Financial Advisor EEO Statement Edward Jones does not... ...personalized investment and financial solutions to your clients? Taking ownership of... ...Financial services registration, licensing, or certification Professional and/or...TraineeshipLocal areaFlexible hours- Bank of America is seeking a Financial Advisor in Palo Alto, California. This role involves providing tailored financial plans, managing client... ...experience in the investments industry and hold necessary licenses. The financial advisor will work closely with clients to...
- A financial services organization is seeking a motivated Registered Investment Services Associate... .... This role involves supporting Wealth Advisors, managing client interactions, and... ...should hold active Series 7 and Series 66 licenses and have experience with CRM systems...Hourly pay
$26 - $33.72 per hour
...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help... ...bring from all backgrounds and career paths - whether shaped by military service,... ...client meetings and presenting customized solutions to clients to help them achieve their...Hourly payWork at officeFlexible hoursShift workDay shift$100k
...Financial Advisor – K–12 Retirement Specialist (403b/457b) Job Details: 1099 | Commission & Fee-Based | Full-Time or Part-Time Empower Educators... ...expertise and updates Requirements Essential Life Insurance License (required) Series 65 or willingness to obtain quickly Clean...Full timePart timeWork at office$45k - $100k
...volume of applicants. Join a financial services firm where your... ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...training - Get registered and licensed and learn how to be a financial... ...investment and financial solutions to your clients? Taking ownership...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- Bank of America is seeking a Financial Advisor responsible for providing tailored financial solutions to clients. In this role, you'll build financial plans, recommend... ...requests. A high school diploma and Series 7 & 66 licenses are required. The ideal candidate has at least...
$26 - $30.83 per hour
The Credit Solutions Advisor II role focuses on originating residential mortgage loans and delivering lending services across a range of products... ...and Core Banking. The specialist works full time within the financial center and manages the complete loan life cycle....Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- ...common purpose to help make financial lives better through the power... ...from all backgrounds and career paths - whether shaped by military... ...home lending product solutions, submits the mortgage application... ...the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators...Full timeWork at officeFlexible hoursShift workWeekend workDay shift
- Role, Inc. is looking for a Financial Advisor in Redwood City, California. This position entails establishing long-term client relationships... ...experience in the financial services industry is preferred, with various licensing options available. #J-18808-Ljbffr Role, Inc.
$56k - $70k
...intended to be insightful for you and us. We're charting a unique path in home lending, so mutual fit is a top priority. After a... ...processing experience in a retail environment Mortgage Loan Originator License Knowledge of Conventional Conforming and Jumbo guidelines...$56k - $70k
...intended to be insightful for you and us. We’re charting a unique path in home lending, so mutual fit is a top priority. After a... ...processing experience in a retail environment Mortgage Loan Originator License Knowledge of Conventional Conforming and Jumbo guidelines...$85k - $115k
...Associate Financial Advisor (AFA) Summitry is a Bay Area-based wealth management firm with over $3B in assets under management, 40+ employees... ...etc. Participate in client meetings to develop skills on the path to becoming a financial advisor (ex. running financial...Full timeLocal areaImmediate startFlexible hours$23 - $31 per hour
...here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer... ...banking products, services, and solutions * Drive branch growth by identifying opportunities... ...to coordinate seamless handoffs to licensed bankers or other specialists, ensuring...Work experience placementFlexible hours$26 - $33.72 per hour
Bank of America is looking for a dedicated financial advisor to provide personalized service and guidance to financial center clients. The... ...building and deepening client relationships, delivering customized solutions, and balancing sales performance with client care....Hourly payShift workDay shift$100k - $250k
...We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice while providing a very high level of coordinated advice and service to their clients. Our Financial Advisors must be proficient...$45k - $100k
...the volume of applicants. Edward Jones is a financial services firm that values its employees. The role is for a financial advisor who partners with clients to help them... ...experience, financial services registration, licensing, or certification, professional and/or military...TraineeshipWork at officeLocal areaHome officeFlexible hours- ...Job Description: Responsibilities Include: -Gather financial planning data and assist in plan production for acquired clients.... ...required -CFP Preferred but not required -Series 7, 66, SIE licensing -2-3 years of financial planning and client-facing...
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco,... ...prospective clients and capitalize on referrals Deliver customized solutions and the full resources of Bank of America Merrill...Work at officeShift workDay shift
$60k - $75k
...architecture product platform and top resources in the financial industry, while you nurture relationships with an... ...building relationships, uncovering needs, and recommending solutions. FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability...Full timeWork at office$70k - $80k
Bank of America seeks a Financial Advisor in San Bruno, California to provide tailored financial advice and solutions to clients. Responsibilities include creating financial plans... ...ideal candidate will possess required licenses and have experience in investments and financial...- ...channels. The role focuses on customer experience, collaboration with the Customer Service function, and identifying opportunities to offer Citi products that align with clients’ financial goals. Strong communication and accuracy are essential. #J-18808-Ljbffr Citigroup Inc.
- Tri Counties Bank in Redwood City, CA is seeking a Teller to sustain and elevate trust through accurate cash handling and customer service. You will execute 25-50 daily transactions, balance a cash drawer, and use multiple desktop applications to process deposits, withdrawals...
$164k - $250k
...Position Summary Vice President, Financial Advisor – Northern California – Wealth Enhancement Group. Key role: manage client relationships... ...) required. Series 7, 66 (B/D/RIA) and Series 65 (RIA Only) licensing. Insurance licenses as required. Substantial experience in wealth...Full timeTemporary workFlexible hours
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