Financial Solutions Advisor Registration Candidate - Ft. Worth Market
Bank of America ATM
Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!Job Description:As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions.Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help youBuild a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.Get training and one-on-one coaching from Academy managers who are invested in your success.Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.Required Qualifications:Aptitude in obtaining required industry licenses.Must be self-disciplined in managing time and capacity.Experience in cultivating client relationships, accessing needs and recommending solutions.Success creating strong peer relationships through effective communication and collaboration.Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.Executes multiple tasks simultaneously.Learns and adapts to new technology or applications.Desired Qualifications:Bachelor’s degree and/or a minimum of one year of financial services industry or sales experienceSchedule: Monday – Fridays and rotating SaturdaysSkills: AdvisoryAccount ManagementClient Experience BrandingCustomer and Client FocusOral CommunicationsIssue ManagementClient Solutions AdvisoryPipeline ManagementActive ListeningAttention to DetailRisk ManagementPolicies, Procedures, and GuidelinesClient ManagementCausation AnalysisWritten CommunicationsMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentThis position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.Shift:1st shift (United States of America)Hours Per Week: 40SummaryLocation: Fort WorthType: Full time
- ...Financial Solutions Advisor Registration Candidate - Ft. Worth Market Fort Worth, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- Job Summary As a Financial Solutions Advisor Stage I (FSA I), you will obtain your Securities Industry... ...small‑business owners, and high‑net‑worth clients. Assess clients’ complex financial... ...with clients. Maintain SAFE Act registration and complete required background checks...SuggestedMonday to FridayDay shift
- ...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... .... This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Job Description Finance Advisor - responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging... ...failure to obtain or maintain registration may result in termination....SuggestedMonday to FridayShift workDay shift
- ...Financial Advisor Apply ( locations Dallas/Ft. Worth, TX Charlotte, NC Malvern, PA Scottsdale... ...to deliver effective solutions. Personalized... ...financial planning, capital markets, and the financial... ...regulatory license and/or registration (e.g. FINRA, NASAA)....SuggestedFull time
$45k - $100k
...applicants. Join a financial services firm... ...20,000 financial advisors across the U.S.... ...financial services/markets and how they work... ...and financial solutions to your clients?... .../Requirements Candidates should have at least... ...Financial services registration, licensing, or...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Senior Wealth Advisor Apply ( locations... ..., NC Dallas/Ft. Worth, TX Malvern, PA... ...you a Certified Financial Planner (CFP®) with... ...management solutions targeting clients... ...planning, capital markets and the financial... ...regulatory license and/or registration (e.g. FINRA,...Full timeWork at officeLocal areaRemote workRelocationMonday to Friday
- ...CRE) loans within the market. Relationship... ...community.The ideal candidate will have the ability... ...deliver comprehensive financial solutions. This role also requires... ...Coastal Bend, Dallas, Fort Worth, Houston, Lubbock,... ...BankingServe as a trusted advisor, providing customized...Local area
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North... ...Austin, Texas; Fort Worth, Texas; Worcester,... ...Deliver customized solutions and the full resources... ...accepted, in lieu of 66) registrations required with 5+... ...employment and hire qualified candidates without regard to...Work at officeShift workDay shift
- ...we're more than a financial services leader -... ..., services, and solutions * Drive branch growth... ...support. * SAFE registration is required at... ...Wright Freeway N Fort Worth, TX 76108 Spanish... ...(Credit, Market, Financial Crimes... ...program requirements. Candidates applying to job...Work experience placementFlexible hours
- ...comprehensive financial planning and investment... ...in Fort Worth, TX, is... ...Associate/Service Advisor reports to the... ...when traditional solutions may not apply... ...engagement in marketing and sales... ...• The ideal candidate will have 3+ years... ...Certificates, Licenses, Registration • Series 7...
- ...and guidance. Merrill’s Financial Advisors and Wealth Management... ...for working with high-net worth individuals identifying needs... ...executing highly customized solutions to meet client needs Recommending... ...is subject to SAFE Act registration requirements. Pursuant to...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$63k - $65k
...Financial Advisor/Client Service Representative to support existing clients... ...guidance, and delivering solutions that help clients achieve... ...66 License. * Hybrid in Ft Worth * Base salary 63-65K + Commission... ...screening, and evaluating candidates. AI helps assess...Permanent employment$50k
...Join a financial services firm where your contributions... ...and 20,000 financial advisors across the U.S. and... ...training to maintain registrations and licenses in good... ...information seeking the right solutions for clients... ...new opportunities Candidate qualifications: Series...Work at officeWork from homeHome officeFlexible hours$23 - $26 per hour
...customer service, conducting financial transactions, and... ...needs and offer solutions through the bank's products... ...to maintain current registration with the Nationwide Mortgage... ...experience, and local market trends. The role may... ...may consider any candidate for whom an Agency has...Temporary workWork at officeLocal areaImmediate startFlexible hoursShift work- ...Fargo, we're more than a financial services leader - we'... ...deliver integrated solutions across deposits,... ...requirements and SAFE registration. Upon successful completion... ...programs (Credit, Market, Financial Crimes,... ...program requirements. Candidates applying to job openings...Temporary workWork experience placementImmediate start
- ...with the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service... ...Securities Industry Essential (SIE) exam, FINRA Series6, state registration (including63 if required), and Life licenses are...Immediate startAfternoon shift
- ...with realtors, builders, financial professionals, bank... ...developments in the assigned market Present... ...up activities with the registration lock-in; analyze and offer... ...working with high net-worth clients Job Expectations... .... Successful candidates must also meet ongoing...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate start
- ...Job Title: Financial Analyst III Location: Ft Worth, TX, 76134 Duration: 06 months on... ...collaboration with Legal, Finance, Market Access, and Commercial... .... Ideal candidates are analytical, detail-oriented... ...causes and generates solutions for government pricing...Contract work
$100k - $250k
...are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice while... ...JDs into the client relationship. Our target market is high-net-worth Individuals with assets in excess of $3M. This...- ...Texas;Hurst, Texas; Fort Worth, Texas; Fort Worth,... ...purpose to help make financial lives better through the... ...open for the entire market and the specific Financial... ...connecting clients to solutions that meet the... ...employment and hire qualified candidates without regard to race...Work at officeShift workWeekend workDay shift
- ...Bankers will provide expert financial solutions to existing and prospective... ...and mortgage and financial advisors. Maintain a high level of... ...goal‑oriented experience. Registration with the National Mortgage... ...brand awareness and obtain market knowledge. Other Qualifications...Night shift
- ...competitive advantage in the markets we serve. We are all... ...will be based in Fort Worth, TX at the Chisholm... ...thrive. We encourage candidates to connect with their... ...improve the customer's financial wellbeing.... ...wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...competitive advantage in the markets we serve. We are all... ...will be based in Fort Worth, TX at the Alliance... ...thrive. We encourage candidates to connect with their... ...improve a customer's financial wellbeing and create loyalty... ...wallet. Positions PNC solutions to drive new revenue...Full timeTemporary workWork experience placementWork at officeShift work
- ...associates to become trusted advisors who help customers navigate every financial life stage. Essential... ...to share valued solutions and recommendations via... ...goal‑oriented experience. Registration with the National Mortgage... ...brand awareness and market knowledge. Strong presentation...Night shift
- ...Systematic, Discretionary and Solutions offerings. Powered by... ...public and private markets, across all major... ...York, New York, Fort Worth, Texas, and Chicago, Illinois... ...is responsible for financial reporting, audit, and... ...teams. The ideal candidate has a strong sense of...
$76.4k - $138.6k
...application security and technology solutions as we consider the entire... ...that provide speed to market and business value. The... ...unmanaged or exposed assets.The candidate will support third-party and... ...needed to support your physical, financial, and emotional well-being....Full timeSummer holidayLocal areaFlexible hours$80k
...Credit Analyst – Up to $80K – Fort Worth, TX – Job # 2111 Who We Are The Symicor... ...accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank... ...be responsible for analyzing the financial conditions of individuals and businesses...Bank staffWork at office- ...competitive advantage in the markets we serve. We are all... ...will be based in Fort Worth, TX at the West... ...balance. We encourage candidates to connect with their... ...at improving customer financial wellbeing and creating... ...creating customized customer solutions. Managing Risk -...Full timeTemporary workPart timeWork experience placementWork at office
- ...Executive Director Fort Worth, TX, United States We... ...colleagues from other markets, businesses and... ...knowledge of investments, financial planning, credit and banking... ...developing thoughtful solutions and delivering an... ...position; unlicensed candidates considered, but required...Temporary workWork experience placementLocal area
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