Licensed Financial Solutions Advisor I
Bank of America Corporation
Bank of America seeks a Financial Solutions Advisor Stage I to launch your licensing journey with SIE, Series 7, and 66 exams. You will learn to acquire, build, and manage client relationships, providing solutions that fit a client’s financial picture. The role starts in a financial center, advancing through the Academy with structured training and clear progression paths. You'll work Monday–Friday with rotating Saturdays in an in-office, collaborative environment designed to grow your career in #J-18808-Ljbffr Bank of America Corporation
- ...guided by a common purpose to help make financial lives better through the power of every... ...Join us! Job Description: As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...guided by a common purpose to help make financial lives better through the power of every... ...providing comprehensive advice and customized solutions to clients to help them achieve their... ...knowledge by completing required licenses and trainings. This position may be responsible...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...partnerships and changing lives through financial literacy? Carolina Foothills FCU is... ...through an opportunity as a Financial Solutions Advisor with our growing organization. We are... ...preparatory positions. Education/Certifications/Licenses High school degree or GED required....SuggestedPart timeWork at office
- ...of America in the United States is seeking a financial professional to deliver comprehensive advice and customized solutions, triage client leads, and collaborate with partners... ..., and expand knowledge through required licenses and trainings. The role emphasizes building...Suggested
- Carolina Foothills FCU in Greenville, SC seeks a friendly Financial Solutions Advisor to warmly greet members and assist with transactions, new accounts, and a wide range of products and services. You will use knowledge of credit union offerings to help members reach financial...Suggested
- ...delivering an industry-leading client service experience in person and on the phone, expanding client relationships, and providing financial solutions through consultative conversations. The role includes cross-training for teller duties, supporting sales targets, referrals...Temporary workWeekend work
$115.92k
...Description Are you an experienced financial professional who wants to... ...member of FINRA and SIPC, a licensed insurance agency, is a wholly... ...properly licensed Financial Advisors with the opportunity to build... ...innovative underwriting solutions to help make the purchasing experience...Contract workFixed term contract- OneMain Financial is seeking a Loan Sales Specialist to empower customers by listening to their needs and providing access to financing... ...multitasking across channels, delivering tailored loan solutions, and guiding customers through the life cycle of their loan while...
$24 - $33.5 per hour
...this role. Line of Business: TD Wealth Job Description: The Financial Advisor Support Specialist (FASS) acts as a point of client contact... ...99 registration is required: (or ability to obtain within Licensing & Registration Schedule). Knowledge of investments, banking...Full timeWork at officeLocal areaWork from homeFlexible hours- ...Certifications Required Nationwide Mortgage Licensing System and Registry Identifier preferred... ...of success. As a leading diversified financial services company, F.N.B. Corporation (... ...to provide comprehensive financial solutions across our corporate footprint, which includes...Work at officeNight shift
$115.92k
...Description Are you an experienced financial professional who has the... ...a professional wealth advisor to drive positive impact in the... ...first 12–18 months on obtaining licensing, earning professional designations... ...email content. Products and solutions Together with its...Contract work$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...meetings Receive Risk Product State Licensing: Life, Accident, and Health Build... ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications...Full timeInternshipLocal areaFlexible hours$45k - $65k
A financial services firm in Greenville, NC, is seeking a Registered Representative - State Farm Agent Team Member. In this full-time... ...possess strong analytical and communication skills, have relevant licenses, and be detail-oriented. The company offers a competitive...Full timeFlexible hours- F.N.B. Corporation in Greenville, North Carolina is seeking a Relationship Banker to handle customer transactions, account servicing, and lending, with direction from the Branch Manager and opportunities to convert interactions into qualified sales or referrals. The role...
- ...expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations... ...applications, such as Microsoft Office 6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role,...Full timeTemporary workPart timeWork at officeShift workNight shiftWeekend workDay shift
- ...Description New York Life Raleigh is currently seeking Driving Financial Professionals to become part of our team. We are in... ...-oriented individuals who may be selected to become Financial Advisors in our General Office. A New York Life Financial Advisors will...Contract workWork at office
$115.92k
...company that is a leader in the financial services industry, New York... ...email content. Products and solutions Together with its... ...member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that... ...such as by becoming a financial advisor with Eagle Strategies LLC, our...Contract work- ...company’s success. As a Wealth Advisor in PNC Wealth Management, you... ...well as the development of financial plans for clients. Grows and... ...creating customized customer solutions. Managing Risk - Assessing... ...No Required Certification(s) Licenses FINRA Series 7 and 66 (or 6...Full timeTemporary workPart timeWork experience placementWork at office
$18.01 - $26.25 per hour
...Patient Account SpecialistAnalyze financial, demographic and clinical information available to locate or assist a patient in finding an eligible payment source. Aggressively pursue collection of high dollar patient account balances. Evaluate and audit patient accounts...Full timeWork at officeMonday to Friday- ...patient co-payments, nominal fees and third-party payments. Responsibilities and Duties # Supports patients in meeting their financial obligations by providing financial information and assistance. # Assists patients with inquiries regarding account balances. #...Work at officeImmediate start
- ...expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations... ...applications, such as Microsoft Office 6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role,...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations... ...applications, such as Microsoft Office 6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role,...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...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...Full timeWork experience placementFlexible hours
$25.75 - $38.5 per hour
...to understand their long-term financial goals, objectives and risk... ...personalized investment and insurance solutions to meet the client's... ...from stores without Financial Advisors, digital prospects, marketing... ...Series 65) and Life and Health License or, SIE and 2+ years of...Full timeLocal areaRemote workWork from homeFlexible hours- ...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...Full timeWork experience placementFlexible hours
- ...throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans,... ...time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible...Full timeTraineeshipLocal areaMonday to Friday
- ...attitude, attention to detail, and the ability to work independently. Candidates should be comfortable using Zoom and online systems, open to coaching, and able to obtain and maintain the required insurance license. Previous sales or customer service experience is helpful....Remote jobFull time
- ...experience aimed at improving customer financial wellbeing and creating loyalty while increasing... ...in creating customized customer solutions. Managing Risk - Assessing and effectively... ...No Required Certification(s) Licenses No Required License(s) Language Assessments...Full timeTemporary workPart timeWork experience placementWork at office
$58.44k
...This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth... ...May Be Considered., Bachelor's Education - Preferred License and Certifications - Required AFC - Accredited Financial Counselor...Full timeContract workTemporary workWork experience placementWork at office- First National Bank in Greenville, NC is seeking a Relationship Banker to support consumer banking transactions, account servicing, and lending. You will handle customer interactions, process transactions, and promote bank products and services to meet sales referrals goals...
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