Licensed Financial Solutions Advisor (SIE/7/66)
NBMBAA
Bank of America is hiring a Financial Solutions Advisor Stage I to begin with dedicated classes for SIE, Series 7 and 66, and to gain foundational client advisory skills. You’ll learn how to acquire, build and manage relationships while understanding clients’ financial needs. As you progress to Stage II you will deliver end-to-end advice, work with core banking and investment partners, and participate in a structured career journey supported by academy tools, programs and mentors, shaping a path #J-18808-Ljbffr NBMBAA
- Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to begin with obtaining Securities Industry licenses, including SIE, Series 7, and Series 66. The role focuses on building client relationships, understanding financial needs, and guiding clients...Suggested
- ...Description Job Description Financial Advisor / Investment Consultant We are... ...provide investment and financial solutions, and partner with licensed professionals throughout your assigned... ...advisory experience Series 7 Series 66, or Series 63 and 65...Suggested
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the... ...Join us! As a Financial Solutions Advisor Stage I (FSA I), your... ...your Securities Industry licenses, where you receive dedicated... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain...SuggestedHourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...Bankers Life® Financial Advisors help clients live more and... ...and find financial solutions with help from industry... ...Life & Health licenses and securities licensing... ...include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP... ...licensing, SIE, Series 6, Series 7,...SuggestedWork at officeFlexible hours
- ...Description Bankers Life® Financial Advisors help clients live... ...and find financial solutions with help from... ...Active Life & Health licenses and securities licensing... ...Series 6, Series 7, Series 63, Series 66, Series 65, and CFP... ...licensing, SIE, Series 6, Series 7,...SuggestedWork at officeFlexible hours
$45k - $100k
Join to apply for the Financial Advisor role at TieTalent 3... ...- Get registered and licensed and learn how to be a... ...investment and financial solutions to your clients?... ...progression Licensing: SIE (which can be... ...sponsorship), Series 7 and Series 66 will be required; if...Full timeTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$70k - $80k
Job Description Provide comprehensive, customized financial advice and solutions to help clients achieve their financial goals. This includes... ...requirements. Required Qualifications Current Series 7 and Series 66 license (or Series 63/65 in lieu of 66 within 60 days). At...Shift workDay shift$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...-building and obtaining licenses. Our award-winning... ...Trust Services · Retirement Solutions · Business Needs Analysis... ...Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...Full timeContract workFor contractorsWork at office$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a... ...client‑building and obtaining licenses. Our award‑winning... ...Trust Services • Retirement Solutions • Business Needs Analysis... ...Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...Work at office$65k - $140k
...Wealth Sales & Service Provides financial and investment planning and advice in... ...to deliver a comprehensive banking solution in the best interest of the customer... ...experience. FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses. Life and Health...Contract workPart timeLocal area- ...Merrill Advisor Development Program - Financial Advisor: Chicago West Market Oak Brook, Illinois... ...and executing highly customized solutions to meet client needs... ...Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Minimum of one year...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Wealth Advisory Group, great financial advice starts with... ...looking for a Financial Advisor who loves working with clients... ...• Current Series 65 license or valid Series 7 and Series 66 combination. • Illinois... ...and present appropriate solutions. • Excellent communication...Work at office
$60k - $120k
...Description Becoming a Financial Advisor \n \n Becoming a financial... ...-building and obtaining licenses. Our award-winning... ...Trust Services · Retirement Solutions · Business Needs Analysis... ...Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...Permanent employmentFull timeContract workFor contractorsWork at officeRemote workRelocationFlexible hours- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact... ...you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent... ...apply. Attainment of FINRA SIE, life and health licenses (...
- ...is a tax, accounting, and financial services firm affiliated with... ...motivated Junior Financial Advisor to join our growing... ...advisory role Completion of the SIE (Securities Industry Essentials... ...Exam required Series 65 or 66 license required (or Series 7 & 66); candidates actively...Work at office
- ...Associates, a tax, accounting, and financial services firm affiliated with LPL... ...a motivated Junior Financial Advisor to join our advisory team in an in... ...relevant experience, have completed the SIE exam, and are pursuing licenses (Series 65/66 or #J-18808-Ljbffr Kirkby,...Work at office
- ...partnering with a nationally recognized financial services organization to expand its... ...with clients, provide investment solutions, and leverage an established referral... ...or advisory experience, hold Series 7 and Series 66 or 63/65 licenses, state insurance licensing, and...
- BMO Financial Group is seeking a seasoned financial planning and investment advisory professional in Schaumburg, IL. The role focuses on delivering comprehensive banking solutions, assessing client needs, and selling managed products and services including mutual funds...
$24 - $25 per hour
...customers, using your financial knowledge to offer thoughtful solutions to help address... ...24 hours a day/ 7 days a week.... ...Specialists (Financial Advisors, Mortgage Bankers... ...Essential (SIE) exam, FINRA Series... ...(including 63 or 66 if required), and Life licenses are required. All...Full timePart timeImmediate startAfternoon shift- Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business... ...financial planning practice. Licensing Requirements To qualify, you must obtain... ..., Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual...Remote work
- U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance products... ...strategic guidance. Role requires FINRA licenses (7/63/65/66) and a state insurance license, with 3-5 years in financial sales. Excellent relationship management and...
- ...offer the best investment solutions to meet their financial needs. Job... ...to our Private Client Advisors. Your role will encompass... ...valid and active Series 7 license is required or may be... ...Industry Essentials (SIE) exam A valid and active Series 66 (or 63/65) and Life and...
$25.43 - $31.78 per hour
...seeking a Registered Financial Client Associate to... ...support to a Financial Advisor or team of Advisors... ...and establish solutions. Ability to work independently... ...bonus. Licenses/Registration Minimum required: Series 7 and Series 63/65 or Series 66. Work Environment This...Hourly payWork experience placementWork at officeHome office$46.8k - $63k
...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- ...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...Immediate startAfternoon shift
- ...Job Description Launch your financial services career with an organization that positively... ...already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials®/SIE), Series 6 and/or 7 license, and Series 63 license, as required...Local area
- Professions Inc in the United States seeks an experienced Financial Advisor who builds relationships and delivers investment solutions within an established referral network. You will work with licensed professionals to identify opportunities in your market and manage...
$1,000 per month
...Overview College Financial Representatives in the internship program... ...Receive Risk Product State Licensing: Life, Accident, and Health... ...Financial Representative or Advisor role upon graduation. #LI-Onsite... ..., DI, LTC) Support for SIE, Series 6, Series 63...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...tailored to suit their financial needs. As a... ...(Private Client Advisors, Mortgage... ...24 hours a day/ 7 days a week... ...Industry Essential (SIE) exam, FINRA Series... ...including 63 or 66 if required) and Life licenses are required -... ...innovative financial solutions to millions of...Immediate startAfternoon shift
$43k - $75k
...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...Contract workPart timeLocal areaImmediate startDay shift
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