Financial Solutions Advisor: Start SIE & Series Licensing
$28.85 - $33.65 per hourRole, Inc.
Role, Inc. is seeking a Financial Solutions Advisor Stage I in Glendale, Arizona. This entry-level position involves training for Securities Industry licenses through a structured program, preparing you to advise clients on their financial needs. The role offers a pathway to further advisory positions within Bank of America, focusing on relationship building and client servicing. Successful candidates will demonstrate self-discipline, strong communication skills, and a results-driven mindset. Hourly pay ranges from $28.85 to $33.65, based on experience and qualifications, with eligibility for industry-leading benefits. #J-18808-Ljbffr Role, Inc.
- ...Financial Solutions Advisor - Participant Services (Series 7 required) Chandler, Arizona To proceed with your application... ...from another job, just starting out in the workforce, building a... ...knowledge by completing required licenses and trainings. This position is...SuggestedTemporary workWork at officeShift workDay shift
- ...Financial Solutions Advisor - Registration Candidate - Tucson Area Tucson, Arizona... ...your Securities Industry licenses, where you receive... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.... ...role. Build your network. Starting at a financial center, you...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- Bank of America is seeking a Financial Solutions Advisor Stage I in Phoenix, Arizona. This role involves obtaining necessary securities licenses and building client relationships, offering financial advice, and collaborating with partners. Candidates should have a high...Suggested
- Overview The Participant Services Financial Solutions Advisor (FSA) engages clients in goals‑based conversations to provide education and guidance... ...needs and proposed product services. Qualifications Series 7 and 66 or equivalent (if not currently held, Series 66 must...SuggestedTemporary workWork at officeShift workDay shift
- ...Position Description Financial Solutions Advisors (FSAs) are phone-based licensed advisors (Series 7 and 66 required) that provide clients with holistic financial advice and guidance by ident ifying broader product and service solutions that meet their investment...SuggestedWork experience placementImmediate startFlexible hoursShift workDay shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...opportunity to start a business where you... ...building and obtaining licenses. Our award-winning training... ...· Retirement Solutions · Business Needs Analysis... ...Industry Essentials (SIE), and Series 6, 7, and 63....Full timeContract workFor contractorsWork at office$45k - $100k
...applicants. Join a financial services firm... ...,000 financial advisors across the U.S.... ...best place to start or build your... ...registered and licensed and learn how... ...and financial solutions to your clients... ...Licensing: SIE (which can be obtained... ...sponsorship), Series 7 and Series 66...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Financial Solutions Advisor - Scottsdale Area Scottsdale, Arizona;Scottsdale, Arizona; Scottsdale,... ...expanding knowledge by completing required licenses and trainings. This position is... ...Qualifications : Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- Job Summary As a National Financial Solutions Advisor (NFSA I) at Bank of America, you will be trained to provide comprehensive financial advice... ...incorporate it into daily activities. Required Qualifications Series 7 and Series66 licensure (Series66 must be obtained within...Shift workDay shift
- ...need us most – whether they are just starting out, buying a home, building a family... ...are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a... ...evolving needs. Required skills Series 7, and 66 or equivalent (if not...Shift workDay shift
$47.15k
...Representative, Retirement Solutions Center - Financial Services Representative (... ...shifts (9 AM - 6 PM ET)**Licensing Requirements (Required... ...position requires the **SIE**, and **Series 6** licenses. You do **not... ...placement within the actual starting salary range for this...Remote jobFull timeContract workTemporary workPart timeCasual workWork at officeLocal areaShift work2 days per week- ...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...expanding knowledge through required licenses and trainings. This position is... ...Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66)...Temporary workMonday to FridayShift workDay shift
- Bank of America is seeking a Financial Advisor in Scottsdale, Arizona. This role involves... ...providing tailored financial advice and solutions to clients, ensuring they achieve... ...recommendations. Ideal candidates will hold Series 7 and 66 licenses, have at least one year of...
$61k - $119k
Financial Advisor Opportunity Becoming a financial advisor at... ...opportunity to start a business where you... ...building and obtaining licenses. Our award-winning training... ...Services Retirement Solutions Business Needs... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...For contractorsWork at office- ...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This position... ...Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66...Temporary workWork at officeMonday to FridayShift workDay shift
- ...responsible for providing comprehensive financial advice and customized solutions to clients to help them achieve... ...include completing required licenses and trainings, and maintaining SAFE... ...Required Qualifications Currently holds Series 7 and Series 66 licenses. If you do...Temporary workMonday to FridayDay shift
- ...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...knowledge by completing required licenses and trainings. The position is subject... ...Qualifications Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66...Temporary workMonday to FridayShift workDay shift
- ...with clients. Delivers financial advice and portfolio... ...talented Financial Advisors to join our dynamic... ...deliver effective solutions. Personalized Consultations... ...degree required. SIE, Series 65/66 licenses required. This job... ...you should consider starting your career with us:...
- Bank of America is looking for a Financial Advisor in Chandler, Arizona. This role involves... ...financial advice and customized solutions to meet their investment needs. Responsibilities... ...needs. The ideal candidate has Series 7 & 66 licenses, at least one year of experience in...
$120k
...established, independent financial advisory firm... ...comprehensive wealth management solutions to clients. This... ...Support Lead Advisors in achieving individual... ...client acquisition Series 65 license required; Life and Health... ...that includes a starting base salary of $120,0...Work at office$50k
...Join a financial services firm where your contributions... ...20,000 financial advisors across the U.S.... ...the best place to start or build your... ...registrations and licenses in good standing.... ...seeking the right solutions for clients Comfortable... ...: Series 7 and Series 66 required...Work at officeWork from homeHome officeFlexible hours$45k - $100k
...Edward Jones is seeking a Financial Advisor to build and grow a... ...registration, licensing, or certification. Professional... .... Licensing SIE (which can be obtained... ...without Firm sponsorship), Series 7 and Series 66 will be... ...five years. Supplemental starting salary range: $45,000...TraineeshipFlexible hours- ...and guidance. Merrill’s Financial Advisors and Wealth Management... ...Development Program Financial Solutions Advisor Stage I (ADP FSA I)... ...obtaining your Securities Industry licenses, where you receive... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
- Financial Advisor Job Category: Advisor Development Full-Time St Louis,... ...inclusive environment for all. Licenses & Registrations Required... ...Life & Health Insurance FINRA SIE FINRA Series 7 FINRA Series 66 *Required... ...issues with tailored solutions Skills in implementing marketing...Full timeFlexible hours
$90k - $100k
Overview Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking... ...planning, investment management solutions, and risk management to... ...preferred but not required. Licenses: Series 65 or must obtain within 90 days of start date. Experience: At least 4...Temporary workLocal areaFlexible hours- ...seeking a motivated and client-focused Financial Advisor to join our growing team. We... ...investment management, and insurance solutions. Key Responsibilities Develop and... ...experience. Qualifications Active SIE, Series 7, and Series 66 licenses required. Strong interpersonal,...
- ...Are you interested in financial services? Have you... ...portfolios. To get you started in your career with... ...to obtain your Series 7 & 63 Licenses. In This Role You... ...determining the best solution for them. Educate... ...Industry Essentials®(SIE®) Exam A bachelor’...Full timeWork experience placementInternshipWork at officeFlexible hours3 days per week
- ...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This position... ...Qualifications : Currently holds Series 7 & 66 (63 & 65 in lieu of 66...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...using the latest banking solutions and cutting-edge financial technology combined with... ...Industry Essential (SIE) exam, FINRA Series 6, state registration (including... ...if required), and Life licenses are minimum requirements... ...immediately after your start date, and timely...Immediate startAfternoon shift
- ...using the latest banking solutions and cutting‐edge financial technology combined with... ...Industry Essential (SIE) exam, FINRA Series 6, state registration (including... ...if required), and Life licenses are minimum requirements... ...immediately after your start date, and timely...Immediate startAfternoon shift
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