Financial Solutions Advisor I - Licensing & Client Growth
United States Digital Space LLC
Merrill in San Diego is hiring a Financial Solutions Advisor Stage I. You start by obtaining SIE, Series 7 and Series 66 licenses, then learn to build and manage client relationships and provide guidance on financial solutions, with progression to Stage II as you grow. The role operates in an in-office culture with training, career development, and a pathway to advanced positions within Merrill and the Academy. Compliance with SAFE Act is required. #J-18808-Ljbffr United States Digital Space LLC
- Bank of America in San Diego is hiring a Financial Solutions Advisor Stage I to obtain securities licenses and develop foundational advisory skills with client relationships and financial planning. You will progress toward higher roles with mentorship and structured study...Suggested
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the... ...by driving Responsible Growth and delivering for our clients, teammates, communities... ...impact. As a Financial Solutions Advisor Stage I (FSA I), your... ...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... ...by driving Responsible Growth and delivering for our clients, teammates, communities and... ...advice and customized solutions to clients to help them achieve... ...by completing required licenses and trainings. This...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...common purpose to help make financial lives better through the... ...by driving Responsible Growth and delivering for our clients, teammates, communities and... ...advice and customized solutions to clients to help them achieve... ...by completing required licenses and trainings. This...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming... ...where you can help your clients achieve their goals... ...and obtaining licenses. Our award-winning training... ...Services · Retirement Solutions · Business Needs... ...including investments for growth, insurance for...SuggestedFull timeContract workFor contractorsWork at office$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming... ...where you can help your clients achieve their goals... ...and obtaining licenses. Our award-winning training... ...Services · Retirement Solutions · Business Needs... ...including investments for growth, insurance for...For contractorsWork at office$90k - $100k
...Financial Advisor at CAPTRUSTJoin Our Team as a Financial Advisor... ...about helping clients achieve their financial... ...investment management solutions, and risk management... ...preferred but not required.Licenses: Series 65 or must... ...for personal growth.Our Employee Benefits...Temporary workLocal areaFlexible hours$45k - $100k
...Financial Advisor Opportunity At Edward JonesThis job posting... ...With over 9 million clients and 20,000 financial... ...– Get registered and licensed and learn how to be a... ...earning potential and growth, and your compensation... ...and financial solutions to your clients?Taking...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$50k
...Join a financial services firm where your contributions... ...over 9 million clients and 20,000 financial advisors across the U.S. and... ...registrations and licenses in good standing.... ...earning potential and growth, and your... ...seeking the right solutions for clients Comfortable...Work at officeWork from homeHome officeFlexible hours- ...memorable experiences for our clients and employees, making them... ...the latest banking solutions and cutting‑edge financial technology combined with friendly... ...approach to generate growth in their balances. You will... ...63 if required), and Life licenses are minimum requirements....Immediate startAfternoon shift
$65k - $95k
...opening for an Associate Advisor supporting the... ...delivering comprehensive financial, tax, investment, and estate planning solutions for high-net-worth clients. This role manages... ...to the firm’s growth by identifying and implementing... .... Life & Health license in the State of CA –...Work at office$80k - $90k
...and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients... ...experience to promote portfolio growth. The Merrill Advisor... ...highly customized solutions to meet client needs Recommending... ...(63 & 65 in lieu of 66) licenses Minimum of one year...Interim roleWork at officeLocal areaImmediate startShift workDay shift$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual... ...where you can help your clients achieve their goals... ...and obtaining licenses. Our award‑winning training... ...Services • Retirement Solutions • Business Needs... ...including investments for growth, insurance for...Work at office- ...California. As a Sagient financial advisor, you'll assist clients in identifying and achieving... ...interest, empathy, and solutions. Prepare and verify... ...Learners: Curiosity drives growth; there's always more to... ...interpersonal skills Securities Licenses (Preferred) Life,...Full time
- ...Recruiting in San Diego seeks an experienced Financial Advisor to join a growing registered investment advisory firm. You will nurture client relationships, assess goals and risk, and... ...on warm leads and relationship-driven growth, with autonomy and professional...
- Edward Jones is seeking a dedicated Financial Advisor in Santee, California, to help clients achieve their long-term financial goals. This role involves building... ...-building skills, and must obtain necessary licensing. The position offers excellent benefits including...
- ...building enduring client relationships and... ...providing comprehensive financial guidance? Sagient,... ...personalized solutions and thrive in a collaborative... ...Sagient financial advisor, you'll assist... ...Curiosity drives growth; there's always... ...Securities Licenses (Preferred) Life,...
$70.3k
Financial Advisor In-Office | San Diego, CA Compensation: $7... ...professional who enjoys helping clients navigate retirement... ..., and insurance solutions, we’d love to meet... ...professional growth, and remains deeply connected... ...7 and Series 66 licenses. Active Life, Health,...Work at office- PNC Wealth Management in California seeks a Wealth Advisor to consult on investment and insurance strategies, develop financial plans, and grow a book of business while owning the client experience. The role emphasizes building client relationships, cross‑functional collaboration...
- JPMorganChase is seeking a Private Client Advisor in San Diego, California. The... ...will provide comprehensive financial planning, deliver exceptional investment solutions, and foster client... ...Advisor role and valid financial licenses. The job offers a competitive...
$50k - $150k
True Path Financial is seeking a Financial Advisor in San Diego, California. This role involves conducting financial needs analysis, advising clients on various financial products, and building enduring... ...while enjoying resources for growth. Competitive compensation...- ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...experience and promote portfolio growth. The Merrill Advisor... ...highly customized solutions to meet client needs Recommending... ...63 & 65 in lieu of 66) licenses Minimum of one year...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$70.3k
...Financial AdvisorBase salary of $70,304/annually plus... ...experienced financial advisor to join our team. The... ...and suitable investment solutions to our credit union members... ...Qualifications (Licenses, Education, Experience... ...Salesforce CRM and eMoney for client management and...Full timeWork at officeMonday to Friday$80k - $120k
...Position Title : Financial Advisor Salary Range: $80,000-$120,000 / Year... ...firm focused on helping clients make smarter financial decisions... ...if you want autonomy and growth without the aggressive, cold... ...experience ~ Active Series 65 license and CFP designation ~...Full timeWork at officeFlexible hours- Investment Executive (Financial Advisor) Accountable for overall... ...developing a team of licensed retail bankers. May handle large book of clients with more complex... ...strategies and product solutions. Conduct solo and joint... ...business development and growth. Prioritize client...
- ...applications for an Investment Executive (Financial Advisor). You will lead a team of licensed retail bankers, coach on investment strategies, and drive growth across a broad range of securities products and client solutions. The role emphasizes client relationships,...
$51k - $320k
...About GoldBook Financial GoldBook Financial is a premier... ...As a Financial Advisor at GoldBook Financial,... ...strategies tailored to each client's unique goals and... ...Accident & Health insurance licenses. Active FINRA... ...ownership, entrepreneurial growth, and long-term success...Local areaFlexible hours- Chase is seeking a Private Client Banker in a Chase Branch to uphold... ...hospitality, deliver banking solutions, and build lasting... ...digital tools, and generate growth through referrals. The role requires... ...1+ year in branch banking or financial services, strong communication...Weekend workAfternoon shift
$310k - $365k
...SummaryDLA Piper is seeking a Finance associate to join its Venture & Growth subgroup in any of our New York or California offices (New York,... ...continuously demonstrating strong judgement.Internal/External Client Interaction: Build, maintain, and cultivate strong internal and...Full timeWork at officeRelocationRelocation package- ...impact providing expert financial advice with heart.... ...your state insurance licenses (life, health & variable... ...Thrivent’s comprehensive advisor onboarding program.... ...achievable advice and connect clients to Thrivent products... ...for professional growth as you build your business...
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