Licensed Financial Solutions Advisor: Client Advisory & Growth
National Black MBA Association
Bank of America is expanding a Financial Solutions Advisor Stage I role to help individuals build a solid financial foundation. You will pursue Securities Industry Essentials, Series 7 and Series 66 licenses, with structured study time and milestones. After licensing, you’ll begin in a financial center delivering core banking and investment solutions and client care. You may progress to Stage II, continuing to grow relationships across a client portfolio as you gain experience and support a #J-18808-Ljbffr National Black MBA Association
$70k - $80k
...advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...by completing required licenses and trainings. Since... ...Skills Account Management Advisory Client Experience... ...contribute to the sustainable growth of our business and the...SuggestedTemporary workMonday to FridayShift workDay shift$70k - $80k
...advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...63 & 65 in lieu of 66) licenses. If the 66 is not... ...Skills Account Management Advisory Client Experience Branding... ...to sustainable growth. #J-18808-Ljbffr Bank...SuggestedTemporary workMonday to Friday$70k - $80k
...advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...by completing required licenses and trainings. This... ...Skills Account Management Advisory Client Experience... ...contribute to the sustainable growth of our business and the...SuggestedTemporary workMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the... ...by driving Responsible Growth and delivering for our clients, teammates, communities,... ...Join us!As a Financial Solutions Advisor Stage I (FSA I), your... ...your Securities Industry licenses, where you receive dedicated...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...purpose to help make financial lives better... ...driving Responsible Growth and delivering for our clients, teammates, communities... ...us!As a Financial Solutions Advisor Stage I (FSA I),... ...Industry licenses, where you receive... ...experienceSkills: • Advisory• Account Management...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...purpose to help make financial lives better... ...connection. Responsible Growth is how we run our... ...deliver for our clients, teammates, communities... ...and customized solutions to clients to help... ...required licenses and trainings. This... ...licenses.Skills:• Advisory• Account Management...Full timeTemporary workDay shift
- Bank of America in Torrance is seeking a Financial Solutions Advisor Stage I to begin licensing and learn to build trusted client relationships while guiding clients through their financial picture and needs. As you progress, you’ll advance to Stage II, earn SIE, Series...
- Bank of America is seeking a financial advisor located in Torrance,... ...tailored financial advice to clients, helping them achieve their... ...financial goals through customized solutions and strategic investment recommendations... ...holds a Series 7 & 66 license and has at least one year of...
$70k - $80k
...of America in Manhattan Beach is seeking a financial advisor responsible for providing tailored advice and solutions to clients. The position involves assessing client needs... ...partners. Candidates must hold Series 7 & 66 licenses and have at least one year of experience in...$75k - $80k
Thrivent Financial is looking for an Associate Financial Advisor to join the South Bay Wealth Advisors team in Redondo Beach... ...involves collaboration with clients and Lead Advisors on investment... ...financial services, relevant securities licenses, and a strong commitment to...$70k - $80k
...of America is hiring a financial advisor in El Segundo, California... ...account management and client advisory, along with Series 7 & 66 licenses. The role involves... ...building customized financial solutions for clients, managing... ...for professional growth through industry-leading...- ...purpose to help make financial lives better... ...driving Responsible Growth and delivering for our clients, teammates, communities... ...advice and customized solutions to clients to help... ...required licenses and trainings. This... ...Account Management Advisory Client Experience...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- 49 Financial is seeking motivated college graduates to join as Financial Advisors focused on client acquisition and long-term service. You will grow your book through networking... ...a client base and delivering financial solutions. The role emphasizes relationship-building...
$70k - $80k
Bank of America is seeking a financial advisor in Gardena to provide comprehensive financial advice and customized solutions for clients. This role involves triaging client leads, making... ...strong communication skills, relevant licenses, and a background in financial...- ...common purpose to help make financial lives better through the... ...by driving Responsible Growth and delivering for our clients, teammates, communities and... ...presenting customized solutions to clients to help them achieve... ...Client Solutions Advisory Customer and Client Focus...Work at officeFlexible hoursShift workDay shift
$70k - $80k
...purpose to help make financial lives better... ...driving Responsible Growth and delivering for our clients, teammates, communities... ...advice and customized solutions to clients to help... ...required licenses and trainings. This... ...Account Management Advisory Client Experience...Full timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...purpose to help make financial lives better... ...driving Responsible Growth and delivering for our clients, teammates, communities... ...advice and customized solutions to clients to help... ...required licenses and trainings. This... ...Account Management Advisory Client Experience...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$57.5k - $106.5k
...& Service Provides financial and investment planning... ...comprehensive banking solution in the best interest... ...customer. Determines client needs and provides solutions... ...Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66... ...businesses, and power economic growth around the world....Part timeLocal area- ...Private Client Banker You have a passion... ...tailored to suit their financial needs. As a... ...to generate growth in their balances.... ...Specialists (Private Client Advisors, Mortgage Bankers... ...) and Life licenses are required - or... ...grow, delivering solutions to solve all their...Immediate startAfternoon shift
- ...Category Private Client Bankers Business Unit... ...to suit their financial needs. As a Private... ...approach to generate growth in their balances.... ...(Private Client Advisors, Mortgage Bankers... ...required) and Life licenses are required - or... ...grow, delivering solutions to solve all their...Full timeImmediate startAfternoon shift
- .... You will open accounts, originate loans, and support clients with tailored financial solutions while building lasting relationships at the branch. The... ...Monday-Friday, with a strong benefits package and opportunities for growth. #J-18808-Ljbffr California Bank & TrustMonday to Friday
- TwinThread seeks a Private Client Advisor in Gardena, California, to offer comprehensive financial planning and personalized investment solutions to a diverse client base. The... ...minimum of 2 years in financial advisory roles and relevant licenses are essential. A competitive...
$61k - $119k
Overview Becoming a financial advisor at Northwestern... ...can help your clients achieve their goals... ...building and obtaining licenses. Our award‑... ...Funding • Investment & Advisory Services • Trust... ...• Retirement Solutions • Business Needs... ...investments for growth, insurance for protection...Work at office$61k - $119k
Financial Advisor Opportunity At Northwestern Mutual... ...you can help your clients achieve their... ...building and obtaining licenses. Our award-... ...Funding Investment & Advisory Services Trust... ...Services Retirement Solutions Business Needs... ...investments for growth, insurance for protection...Full timeContract workFor contractorsWork at office- ...America in Culver City is seeking a dedicated financial advisor to provide tailored advice and solutions that help clients achieve their financial goals. The advisor will... .... Applicants should have Series 7 & 66 licenses and at least one year of relevant experience in...
$70k - $80k
Bank of America is seeking a Financial Advisor in Redondo Beach, CA, responsible for providing clients with comprehensive financial advice and customized solutions. This role involves planning financial... ...should possess Series 7 & 66 licenses, have at least one year of...$70k - $80k
...America in Torrance is seeking a detail-oriented financial advisor responsible for providing customized solutions to clients. The role involves triaging client leads,... ...experience in the investments industry, hold necessary licenses, and possess strong relationship management...- The Fadil Group seeks a Financial Advisor in Torrance, California, part of Northwestern Mutual's team to help... ...their financial goals through tailored insurance solutions and financial planning. Responsibilities include client consultations, developing financial plans,...Remote jobFlexible hours
- Bank of America is seeking a financial advisor to provide comprehensive financial advice and customized solutions to clients. This role includes planning financial goals, recommending... .... Candidates should hold necessary licenses, have financial experience, and possess strong...
$70k - $80k
...are looking for an Investment Advisor to provide comprehensive advice and customized solutions to clients. This role involves triaging... ...meeting with clients, building financial plans, and recommending... ...Qualifications Current Series7 and 66 licenses (or 63/65 in lieu of 66). If...Permanent employmentTemporary workMonday to FridayShift workDay shift
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