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
- Bank of America is seeking a Financial Solutions Advisor Stage I in California. This role focuses on obtaining necessary securities licenses and providing clients with comprehensive financial advice and solutions. You will receive dedicated training to effectively acquire...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- ...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
- ...Gotta Have Funds is seeking a Junior Financial Advisor in Redwood City, CA. This role offers... ...The position requires active securities licenses and relevant client service experience... ...support to clients and the team. #J-18808-Ljbffr Golden Summit Wealth & Insurance SolutionsSuggested
- Bank of America is seeking a Financial Solutions Advisor - Stage I (FSA I) in Mountain View to provide financial advice and client solutions. The role involves obtaining industry licenses and offering product recommendations through client relationship management. Candidates...
$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Build a financial plan, recommend brokerage... ...business partners. The candidate must complete required licenses and trainings. The position is subject to the SAFE...Temporary workMonday to FridayShift workDay shift$28.85 - $33.65 per hour
Job Description: 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...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
Job Description Financial Solutions Advisor - Stage I (FSA I) - Helps clients with financial advice and capital solutions as part of Bank of America and Merrill. Requires obtaining Securities Industry licenses (SIE, Series 7, Series 66) within 30-120 days and meeting SAFE...Hourly payWork at officeMonday to FridayShift workRotating shiftDay 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- ...professional in Mountain View, California, to provide comprehensive financial advice to clients aiming to meet their financial goals. You... ...in the investment industry and possess the necessary licenses. Additionally, strong relationship-building skills are crucial...
- ...Funds is growing and looking for a Junior Financial Advisor to join our team. This is a unique opportunity for a securities-licensed advisor who wants to grow in the business... ...have the right team beside them. #J-18808-Ljbffr Golden Summit Wealth & Insurance SolutionsWork at office10 hours per week
- SkyKey Financial is seeking licensed Life Insurance Agents to provide retirement solutions to clients eager for consultations. You'll conduct virtual meetings without cold calling, focusing instead on educating clients about retirement options. The position offers full...Remote jobFlexible hours
- 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.
$50k - $150k
...—to join our growing team as Financial Services Representatives. This... ...by providing financial solutions to individuals and businesses... ...programs. Sponsorship for required licenses and continuing education. We... ...Cantonese. About Company At True Path Financial , we are proud to...Remote workFlexible hours$50.1k - $82.8k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal...Contract workPart timeLocal areaImmediate startDay shift$49.5k - $82.5k
...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners... ...'s share of wallet. Positions PNC solutions to drive new revenue and customer... ...Certifications No Required Certification(s) Licenses Candidates being considered for...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...guided by a common purpose to help make financial lives better through the power of every... ...individuals bring from all backgrounds and career paths - whether shaped by military service,... ...meetings and presenting customized solutions to clients to help them achieve their...Work at officeFlexible hoursShift workDay shift
- ...Business Banking division in Atherton, California. The role involves building strong customer relationships and providing tailored financial solutions. The ideal candidates will have customer service experience, communication skills, and must meet specific registration...
$60k - $75k
...Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time... ...relationships, uncovering needs and recommending solutions FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to...Work at officeWork from home- ...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
- ...transition—to join our growing team as Financial Services Representatives. This role offers... ...business by providing financial solutions to individuals and businesses. No prior... ...development programs. Sponsorship for required licenses and continuing education. We can only consider...Remote workFlexible hours
- Bank of America is looking for a dedicated individual to help improve clients' financial lives. In this role, you will execute the bank's risk culture, manage client relationships, and ensure operational excellence. The ideal candidate demonstrates strong communication,...
$19 - $23 per hour
...Together we can make a difference in the financial future of our communities. Apply today!... ...customer inquiries, make appropriate financial solutions and recommendations and assist with... ...as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders...Full timeWork experience placementFlexible hours$260k - $365k
...yield and investment-grade note offerings, and other structured financial instruments. Why this role? This is a strong opportunity... ...working closely with talent to curate their long-term career paths. When it comes to career advice, what matters is not the size of...$136k - $170k
...Customer Success Navan Expense is an expense and corporate card solution that eliminates the hassles of expense management while giving... ...benefits package tailored to support your well‑being and financial security. Our offerings include generous medical plans, dental...Work at officeLocal area$106k - $150k
...helping clients build stronger financial futures. From banking and... ...team provides comprehensive solutions backed by trusted expertise.... ...identified, Affluent Wealth Advisors work with a team of Wealth experts... ...Banking or Wealth Management. License or Certification Type: Valid...Temporary workLocal area- ...relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-... ...this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate start
- Financial Advisor We are looking for a Financial Advisor to join our team in Southern California. The role will partner with the lead advisor... ...after 6 months of tenure) Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements...Temporary workFlexible hours
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