Financial Solutions Advisor
Jobtailor
Responsibilities Providing comprehensive advice and customized solutions to clients Triaging client leads and making referrals to business partners Meeting with clients to review financial and investment goals Building financial plans and recommending brokerage products Requirements Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses At least one year experience in the investments industry At least one year experience working in the financial service industry and/or a sales environment Sets and accomplishes goals Builds and nurtures strong relationships Manages goals and executes in a fast‑paced environment #J-18808-Ljbffr Jobtailor
Vacancy posted 4 days ago
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$70k - $80k
Job Description This position is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs...SuggestedTemporary workMonday to FridayShift workDay shift$28.85 - $33.65 per hour
Position Overview Financial Solutions Advisor Stage I (FSA I) at Bank of America. The role requires compliance with FDIC, Safe Act, FINRA regulations and subject to SAFE Act registration. Key Responsibilities Obtain Securities Industry Essentials (SIE), Series 7 and Series...SuggestedHourly payMonday to FridayDay shift$28.85 - $33.65 per hour
...with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA. Role Overview As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift- Bank of America in Antioch is looking for a professional to provide comprehensive financial advice and customized client solutions. The role involves meeting clients, triaging requests, and building financial plans with investment products while ensuring compliance with...Suggested
$28.85 - $33.65 per hour
Dormont Manufacturing Co is seeking a Financial Solutions Advisor Stage I in Antioch, CA. This role begins with training to obtain necessary Securities Industry licenses, followed by developing skills to advise clients on their financial needs. Once certified, you'll engage...SuggestedHourly pay$28.85 - $33.65 per hour
Bank of America is looking for a Financial Solutions Advisor Stage I (FSA I) in Antioch, California. This role involves obtaining necessary securities licenses and developing strong client relationships to provide tailored financial advice. The ideal candidate will demonstrate...Hourly pay- ...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... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
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North Bay Children
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Clayton, CAmore than 2 months ago$725 per month
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