Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Solutions Advisor I — Launch SIE/Series Licensing

National Black MBA Association

National Black MBA Association seeks a driven Financial Solutions Advisor I to begin a licensed journey in securities, build client relationships, and guide clients toward comprehensive financial solutions. You’ll start in a financial center, gaining exposure to core banking and investment services while pursuing SIE, Series 7, and Series 66 licenses. With progression through the Academy, you’ll develop advisory skills, collaborate with partners, and expand your client base across diverse #J-18808-Ljbffr National Black MBA Association

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Solutions Advisor I — Launch SIE/Series Licensing in Belmont, CA vacancy
  • $28.85 - $33.65 per hour

     ...common purpose to help make financial lives better through the...  ...impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your...  ...obtaining your Securities Industry licenses, where you receive...  ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once... 
    Suggested
    Hourly pay
    Full time
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Foster, CA
    2 days ago
  • $70k - $80k

     ...Financial Advisor This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial...  ...by completing required licenses and trainings. This position...  ...: Currently holds Series 7 & 66 (63 & 65 in lieu... 
    Suggested
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    San Mateo, CA
    1 day ago
  •  ...Financial Advisor OpportunityJoin a financial services firm where...  ...– Get registered and licensed and learn how to be a...  ...and financial solutions to your clients?Taking...  ...progressionLicensing:SIE (which can be obtained...  ...without Firm sponsorship), Series 7 and Series 66 will be... 
    Suggested
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    San Mateo, CA
    2 days ago
  •  ...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... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    San Mateo, CA
    9 days ago
  • $100k

     ...Financial Advisor – K–12 Retirement Specialist (403b/457b)Join a proven system where advisors build six-figure practices serving...  ...expertise and updates.Requirements:Essential: Life Insurance License (required). Series 65 or willingness to obtain quickly. Clean background... 
    Suggested
    Full time

    Teacher's Pension and Insurance Services

    Belmont, CA
    3 days ago
  •  ...Financial Advisor At BMO Bank In Burlingame, CA LPL Financial partners with...  ...look to BMO Bank for financial solutions. This position will offer: The...  ...of the way. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years... 
    Local area

    LPL Financial

    Burlingame, CA
    3 days ago
  •  ...relationships, and deliver tailored banking solutions. You will engage clients in person and...  ...and Chase.com while collaborating with financial experts for complex needs. Required...  ...communication, and a high school diploma. Licensing through JPMorganChase licensing program... 

    JPMorganChase

    San Bruno, CA
    1 day ago
  • $164k - $250k

     ...VP Financial AdvisorWealth Enhancement Group has an exciting opportunity for a VP Financial Advisor to join our team in Southern California. This role...  ...(CFP, CPA, MBA, etc.)Series 7, 66 (BD/RIA)Series 65 (RIA...  ...Reimbursement for tuition, licensing, and other credentials (Available... 
    Full time
    Flexible hours

    Wealth Enhancement Group

    South San Francisco, CA
    2 days ago
  •  ...tools to make better decisions—and get better outcomes. We’re a Series B startup, founded in 2022 and backed by Inspired Capital, Craft...  ...details, and follow through without being chased. Rapidly produce and launch concepts while laughing in the face of potential failure. What... 
    Work at office
    3 days per week

    Solace

    Redwood City, CA
    3 days ago
  •  ...commitment to helping clients own their financial futures. In this exciting role, you'll give...  .... If you currently have your securities license, enjoy working in a team setting, and...  ...Qualifications: A valid and active FINRA Series 7 license required Obtaining or... 
    Part time
    Immediate start
    Flexible hours

    Charles Schwab

    San Mateo, CA
    4 days ago
  • $175k - $225k

     ...OverviewAbout the Team and DepartmentFranklin Templeton Investment Solutions (FTIS) brings together investment, research and product...  ...performance in meetings with plan sponsors, consultants, recordkeepers, advisors and other institutional clients.Serve as a senior product... 
    Full time
    Work at office
    Local area

    Franklin Templeton

    San Mateo, CA
    2 days ago
  • $85k - $115k

     ...Associate Financial Advisor (AFA) Summitry is a Bay Area-based wealth management firm with over $3B in assets under management, 40+ employees...  ...to Workplace Experience & Events Specialist) Qualifications Series 65 or CFP A minimum of 2 years within the financial services... 
    Full time
    Local area
    Immediate start
    Flexible hours

    Summitry

    Foster, CA
    3 days ago
  •  ...commitment to helping clients own their financial futures. In this exciting role, you'll give...  .... If you currently have your securities license, enjoy working in a team setting, and...  ...Qualifications: ~ A valid and active FINRA Series 7 license required ~ Obtaining or... 
    Flexible hours

    Charles Schwab

    San Mateo, CA
    18 hours ago
  • $23 - $31 per hour

     ...with growth. As a member of a leading financial institution, this role provides a strong...  ...banking products, services, and solutions Drive branch growth by identifying opportunities...  ...to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers... 
    Work experience placement
    Flexible hours

    Wells Fargo

    San Carlos, CA
    4 days ago
  • The Police Credit Union of California is seeking a Member Solution Consultant in San Bruno, CA to deliver dynamic, consultative service to our members and build lasting relationships through active listening and collaboration. You will help members find the services and... 

    The Police Credit Union of California

    San Bruno, CA
    18 hours ago
  • $150k - $200k

     ...’ success.Franklin Templeton Investment Solutions (FTIS) is a division of Franklin Templeton...  ...current FTIS offerings to the Retail Advisor Channel.Primary ResponsibilitiesServe as...  ...Experience presenting to and working with Financial AdvisorsAbility to communicate... 
    Full time
    Work experience placement
    Local area

    Franklin Templeton

    San Mateo, CA
    18 hours ago
  • $85k - $115k

    Summary: The Associate Financial Advisor (AFA) is a client-facing advisor-in-training role responsible for managing and growing relationships...  ...into a Financial Advisor role Qualifications ~ Series 65 or CFP® (or on path to obtain) ~2+ years in financial services... 
    Full time
    Work at office
    Flexible hours

    Summitry

    Foster, CA
    more than 2 months ago
  • Financial Advisor We are looking for a Financial Advisor to join our team in Southern California...  ...within the wealth management industry Series 65 or 66 or advanced designation (CFP preferred...  ...of tenure) Reimbursement for tuition, licensing, and other credentials (Available after... 
    Temporary work
    Flexible hours

    Wealth Enhancement Group

    South San Francisco, CA
    4 days ago
  • Sr. Manager, Wealth Advisor - Schwab Wealth Advisory Join to apply...  ...investment advisory solution, providing clients with a personal...  ...degree Active and valid FINRA Series 7 license May be obtained with a 120-...  ...creating and customizing financial plans and portfolios for clients... 
    Full time
    Work at office

    TieTalent

    San Bruno, CA
    18 hours ago
  • A financial services organization is seeking a motivated Registered Investment Services...  ...role involves supporting Wealth Advisors, managing client interactions, and...  ...Advisor. Candidates should hold active Series 7 and Series 66 licenses and have experience with CRM systems... 
    Hourly pay

    Mariner Advisor Network

    Palo Alto, CA
    2 days ago
  •  ...Teacher's Pension and Insurance Services is seeking a Financial Advisor to serve the K–12 market under a 1099, commission-based model. You will conduct retirement counseling, present pension education on school campuses, and enroll educators in 403(b)/457(b) plans while... 

    Teacher's Pension and Insurance Services

    Belmont, CA
    1 day ago
  • $25 - $31 per hour

     ...Financial Aid AdvisorAs a leading healthcare education organization, Unitek Learning's family of schools helps thousands of students launch and accelerate their careers every year. As a rapidly growing and highly successful company, Unitek is also a great place to pursue... 

    Unitek Learning

    South San Francisco, CA
    4 days ago
  •  ...knowledge of investments, financial planning, credit and...  ...advice, developing thoughtful solutions and delivering an...  ...Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed...  ...provides individuals, advisors and institutions with... 
    Temporary work
    Work experience placement
    Local area

    Chase

    Palo Alto, CA
    4 days ago
  •  ...Associate Financial AdvisorSummitry is a Bay Area-based wealth management firm with over $4B in assets under management, 40+ employees,...  ...life in the Bay Area.Position DescriptionThe Associate Financial Advisor (AFA) is a client-facing advisor-in-training role responsible... 
    Local area

    Summitry

    San Mateo, CA
    2 days ago
  • $100k - $250k

     ...We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice while providing a very high level of coordinated advice and service to their clients. Our Financial Advisors must be proficient... 

    Empirical Financial Services, LLC

    San Mateo, CA
    3 days ago
  •  ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client...  ...and executing highly customized solutions to meet client needs Recommending...  ...: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one year experience... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America Corporation

    Palo Alto, CA
    9 days ago
  • $131.25k - $175k

    Navan Expense is an expense and corporate card solution that eliminates the hassles of expense management while giving finance leaders real-time spend visibility and control. Navan Expense provides employees with a refreshingly easy way to pay for what they need while... 

    TripActions

    Palo Alto, CA
    2 days ago
  • $125k - $150k

     ...sensitive AI-powered platform that includes solutions for video security, access control, air...  ...partner cross-functionally as a trusted advisor to various leaders and teams across...  ...partner to several of our senior leadersDrive financial planning, budgeting, reporting, and ad... 
    Full time
    Work visa
    Flexible hours
    Shift work

    Verkada

    San Mateo, CA
    2 days ago
  •  ...guided by a common purpose to help make financial lives better through the power of every...  ...Presents potential home lending product solutions, submits the mortgage application, assists...  ...for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators... 
    Full time
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    Redwood City, CA
    9 days ago
  •  ...team as a Senior Home Lending Advisor in Chase Home Lending and put...  ...marketing and promoting the financial products offered by Chase. You...  ...requires National Mortgage Licensing System and Registry (NMLS) registration...  ...and cities grow, delivering solutions to solve all their financial... 
    Work experience placement
    Local area
    Immediate start
    Relocation

    JP Morgan Chase

    San Mateo, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Solutions Advisor I — Launch SIE/Series Licensing. Be the first to apply!