Financial Solutions Advisor Registration Candidate - Manhattan/NJ Region
$28.85 - $33.65 per hourBank of America ATM
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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.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.his position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.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 QualificationsAptitude 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 QualificationsCurrently holds FINRA Securities Industry Essentials (SIE)Bachelor’s degree and/or a minimum of one year of financial services industry or sales experienceSkillsClient Experience BrandingClient Solutions AdvisoryInvestment ManagementPipeline ManagementReferral ManagementClient ManagementCustomer and Client FocusPortfolio ManagementProspectingReferral IdentificationBusiness AcumenExecutive PresenceOral CommunicationsRisk ManagementWeekly Schedule: Monday thru Friday, with rotating Saturdays requiredShift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - NJ - Englewood - 21 Park Pl - PALISADES/ENGLEWOOD BC (NJ6136), US - NJ - Middlesex - 1285 Bound Brook Rd (NJ7247), US - NJ - New Brunswick - 410 George St - NEW BRUNSWICK BC (NJ7251), US - NY - New York - 36 E 14th St - Union Square-14th St (NY5163)Pay and benefits informationPay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.SummaryLocation: Middlesex; New York; New Brunswick; EnglewoodType: Full time
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...Bank Of America Financial Advisor At Bank of America, we are guided by... ...comprehensive advice and customized solutions to clients to help them... ...is subject to SAFE Act registration requirements. Pursuant to the... ...Transparency details US - NJ - Absecon - 221 New Jersey Ave...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of... ...make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ....This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shift$28.85 - $33.65 per hour
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. This position may be responsible for the... ...mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedHourly payTemporary workMonday to FridayDay shift$65k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging... ...trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements...SuggestedTemporary workMonday to FridayShift workDay shift- ...qualify for the role of Financial Advisor Associate within a... ...insurance and annuity solutions, where suitable* Able... ...business in their region, including sales and... ...) within Licensing & Registration Schedule* Self-directed... ...* We’ll reach out to candidates of interest to schedule...TraineeshipWork experience placementWork at officeLocal areaWork from home
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Personal Banker SAFE Act - Manhattan Square Area Location: New York... ...and present product offers/financial solutions Understand and comply with... ...and technologies NMLS registration; Safe Act compliant Consistently... ...to identify and align the candidate\'s skills and abilities...Full time$250k
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...investment advice and guidance.Merrill’s Financial Advisors and Wealth Management Client... ....This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act... ...advisory strategiesUnderstands client solutions that are best suited for their financial...Hourly payFull timeWork at officeDay shift- ...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 officeImmediate startMonday to FridayFlexible hoursShift workDay shift
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...applicants. Join a financial services firm... ...20,000 financial advisors across the U.S.... ...office team and other regional financial... ...investment and financial solutions to your clients?... .../Requirements Candidates should have at... ...Financial services registration, licensing, or...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$100k
...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act... ...advisory strategies Understands client solutions that are best suited for their financial...Hourly payWork at officeShift workDay shift$250k
...opportunities, and present product offers/financial solutions Understand and comply with... ...Banking tools and technologies ~ NMLS registration; Safe Act compliant ~ Consistently... ...purposes) to identify and align the candidate's skills and abilities with a specific...Full time$23.25 - $30.75 per hour
...actually offered may vary based upon the candidate's skills and experience, job-... ...delivering personalized banking solutions that support long term financial goals. This role is accountable for... ...to obtain and maintain active registration with the Nationwide Mortgage Licensing...Work at officeLocal areaWork from homeFlexible hours$66.56k - $117.52k
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Associate, Financial Advisor, Brooklyn, NYCountry: United States of America... ...investment and insurance solutions consistent with regulatory... ...required professional licenses, registrations, continuing education... ...application process for all candidates. If you require any assistance...Hourly payFull timeContract workWork experience placementWork at officeShift work$15 per hour
...Regional Director at Prudential Advisors About the Company Take your career to the next level... ...work within a team of Financial Advisors whose goal is to... ...achieving the licenses and registrations necessary to become a... ...Company of America, Newark, NJ, and its affiliates. Prudential...Minimum wageFull timeContract workPart time- ...NYC is seeking an experienced Financial Services Professional to... ...planning, and risk management solutions. As part of a collaborative... ...License required. Securities registrations (Series 6, 7, 63, or 66) preferred... ...opportunities Ideal Candidate The ideal candidate is an experienced...Full timeWork at office
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...Northwestern Mutual seeks a Financial Advisor to join our Midtown Manhattan offices. Reporting to... ..., as well experienced candidates and career-changers. As... ...and develop comprehensive solutions for their financial goals... ...- New York Jersey City, NJ $140,000.00-$168,000.00...Full timeWork experience placementWork at officeRelocationMonday to Friday- ...Your Career with MassMutual NJ-NYC Are you looking for a career... ...our team as Entry-Level Financial Advisors. Whether you're a recent graduate... ...strategies, insurance solutions, and industry regulations Prospecting... ...6/7, and Series 63/65 or 66 registrations Access to a broad portfolio...Local area
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...SMAs and ETFs) for the NAM region. Act as SME when working with... ...front office, sales, bankers, advisors, etc. to help provide... ...skills.Required current US FINRA Registration: Series 7.Must meet ALL US FINRA... ...employer, and qualified candidates will receive consideration without...Full timeContract work- ...Wealth Management - Private Wealth Advisor - Manhattan, NY J.P. Morgan Wealth Management... ...clients to offer the best investment solutions to meet their financial needs. Job Description At J.P.... ...deepen client relationships. Ideal candidates will possess strong analytical...Full time
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...Recruiter at Tri-Harbor Financial Group of Northwestern... ...finding financial solutions with help from our industry... ...licensing and registration as well as ongoing development... .... Sources: Financial Advisor magazine and... ...0,000.00 2 weeks ago Manhattan, NY $34,500.00-$125,0...Full timeFor contractorsWork experience placementWork at office- ## Teller II- Bayville, NJ (40 hours)Postulerremote type: Sur... ...offered may vary based upon the candidate's skills and experience, job-... ...to a partner for specialized solutions.**Depth & Scope:*** Executes... ...conversations; offering financial & digital solutions, and/or referring...Temporary workWork at officeLocal areaWork from homeFlexible hoursNight shiftWeekend workAfternoon shift
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