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
$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...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...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...SuggestedWork at officeImmediate startFlexible hours
- ...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...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized solutions. You will triage leads, refer to partners, review... ...products. You will complete required licenses and trainings, with SAFE Act registration as...Suggested
$52k - $68k
...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly... ...The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All...SuggestedFull timeImmediate startAfternoon shift$15k
...Licensed Loan Advisor At Upstart, we're united by a mission that matters... ...helping millions move forward financially with clarity and confidence... ...experience. The team is launching with HELOC products and is... ...helping implement scalable solutions. Experience working effectively...Summer workCurrently hiringWork at officeLocal area2 days per week1 day per week$52k - $68k
...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly... ...The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All...Full timeImmediate startAfternoon shift$52k - $68k
...advice tailored to suit their financial needs. As a Private Client... ...(Private Client Advisors, Mortgage Bankers and Business... ...Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including... ...66 if required) and Life licenses are required - or must be...Full timeImmediate startAfternoon shift- ...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...Full timeFlexible hours
- ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar‑athletes... ...regulations and products Qualifications: Life Insurance License (or willingness to obtain) Strong communication & sales skills...Full timePart time
- ...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
$49.5k - $82.5k
...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners... ...'s share of wallet. Positions PNC solutions to drive new revenue and customer... ...Certifications No Required Certification(s) Licenses Candidates being considered for...Full timeTemporary workPart timeWork experience placementWork at office$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...Work at officeLocal area$350k - $400k
...Why Work at Mercer Advisors? For more than 40 years... ...amplify and simplify their financial lives by integrating... ...clients and propose solutions that fit each client's... ...Certifications/Licenses: Certified Financial... ...Consultant (CIC). Series 65 required, unless any...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...the San Mateo area seeks a client-focused financial advisor responsible for providing comprehensive advice and customized solutions to help clients reach their financial goals... ...brokerage products while completing required licenses and trainings. #J-18808-Ljbffr...
$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 timeWork at officeFlexible hours$47.84k - $64.48k
...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$100k
...and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...executing highly customized solutions to meet client needs... ...Qualifications: Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses Minimum of one year of experience...Interim roleWork at officeLocal areaShift workDay shift$25 - $31 per hour
...Unitek Learning's family of schools helps thousands of students launch and accelerate their careers every year. As a rapidly growing... ...a collegiate work environment. Job Description As our Financial Aid Administrator (FAA), you will meet and communicate with current...- ...information in creating customized customer solutions. Managing Risk - Assessing and... ...fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides... ...and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the...Full timeTemporary workPart timeWork at office
$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...- ...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 timeWork at officeFlexible hoursShift workWeekend workDay shift
$120k - $160k
...help them add a Senior Associate Wealth Advisor to their team. The firm has gone through... ...client questions and problem-solving. Apply financial analysis expertise to client situations,... ...client relationships. Requirements Series 65 and CFP designation - additional designations...Temporary work$85k - $95k
...Associate Wealth Advisor Focus Partners Wealth is seeking an Associate... ...active participation in the financial planning process.... ...~ Bachelor's Degree ~ Series 65 or equivalent within 120 days... ...personalized wealth planning solutions to clients in all 50 states....Work at officeLocal areaRemote work2 days per week$86.1k - $107.2k
...seeking an Associate Wealth Advisor to join our team! The Associate... ...active participation in the financial planning process. Responsibilities... ...Bachelor’s Degree Series 65 or equivalent within 120 days... ...situations with highly personalized solutions tailored to their unique...Work at officeLocal areaRemote work2 days per week$50k - $100k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal...Part timeLocal areaImmediate startDay shift- ...Enterprise Solution Consultant Palo Alto, California Atomicwork is on a mission to transform the digital workplace experience... ...atomicwork) Atomicwork will never ask for payment or personal financial information during the hiring process. If anyone asks you for...Work at officeImmediate startWork from homeFlexible hours
- ...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 placementLocal areaImmediate startRelocation
$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 placementFlexible hours$115k - $150k
Summary: The Senior or Financial Advisor (S/FA) serves as the primary relationship owner for high-net-worth clients, delivering comprehensive financial planning and investment guidance. SFAs lead client meetings, develop planning strategies, and coordinate with portfolio...Full timeWork at officeFlexible hours
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