Financial Solutions Advisor — Licensing & Client Solutions
$28.85 - $33.65 per hourBank of America ATM
Bank of America is seeking a Financial Solutions Advisor (FSA I) in Santa Clarita, CA. This role offers the opportunity to obtain necessary industry licenses, including the SIE, Series 7, and Series 66, while receiving dedicated training and coaching. The ideal candidate will manage client relationships and collaborate with banking partners to provide comprehensive financial solutions. The position operates Monday to Friday, with some rotating Saturdays, and offers competitive hourly pay between $28.85 and $33.65 based on experience. #J-18808-Ljbffr Bank of America
- A leading financial institution in California seeks a Financial Solutions Advisor Registration Candidate to develop skills for advising clients on financial solutions. You will receive training and... ...for obtaining necessary licenses while building client relationships...Suggested
$28.85 - $33.65 per hour
Job Overview Financial Solutions Advisor Stage I (FSA I) - your journey starts with obtaining Securities Industry licenses (SIE, Series 7 and Series 66 within 30 and 120 days, respectively... .... You will acquire, build, and manage client relationships, deliver client reviews...SuggestedHourly payMonday to FridayShift workDay shift$28 - $33 per hour
Overview Join to apply for the Financial Solutions Advisor Registration Candidate- Tri Valley Market role... ...Growth and delivering for our clients, teammates, communities, and shareholders... ...begins obtaining your Securities Industry licenses, where you receive dedicated and...SuggestedWork at officeImmediate startMonday to Friday- ...common purpose to help make financial lives better through the power... ...and delivering for our clients, teammates, communities and... .... Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey... ...obtaining your Securities Industry licenses, where you receive dedicated...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...creating memorable experiences for our clients and employees, making them feel... ...hospitality, delivering the latest banking solutions and cutting‑edge financial technology combined with friendly... ...including 63 if required), and Life licenses are minimum requirements. All...SuggestedAfternoon shift
$120k
...potential to thrive as a financial professional,... ...throughout the country. Assist clients by providing peace of... ...products and solutions, such as life insurance... ...working as a financial advisor. Leverage digital tools... ...California Life & Health License (sponsored upon hiring...Relocation package$50k - $150k
...firms in the US, is adding a Financial Advisor to their LBW team in... ...continuously prospecting for new clients Analyze client financial... ...commitment to lifelong learning Licenses, Certifications & Education:... ...provide suitable financial solutions Proficiency with computer...Work at officeLocal area- ...impact providing expert financial advice with heart.... ...your state insurance licenses (life, health & variable... ...Thrivent’s comprehensive advisor onboarding program.... ...achievable advice and connect clients to Thrivent products... ...of expert financial solutions, serving more than 2...Local area
- ...experienced Associate Advisor/Associate Portfolio Manager... ...seeking customized solutions to their wealth management... ...comprehensive financial planning support to the team and clients. This is a permanent full... ...package. Mandatory Licensing Requirements to apply for...Permanent employmentFull time
- Fairygodboss is seeking a Private Client Banker in Santa Clarita, CA. This role focuses on delivering personalized banking solutions and managing relationships with affluent clients. Responsibilities include providing excellent service, educating clients on digital banking...
- ...Merrill Experienced Financial Advisor Locations: Honolulu, Hawaii; North Bethesda, Maryland;... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life... ...on referrals Deliver customized solutions and the full resources of Bank of America...Shift workDay shift
- ...A leading financial services company in Santa Clarita is seeking a Financial Professional... ...financial goals. The role includes providing solutions like life insurance and retirement... .... A Bachelor's degree is preferred, and licensing will be sponsored upon hiring. This position...Relocation package
- ...products and services to Canadians seeking customized solutions to their wealth management needs. Financial Planner (Future Opportunities) How... ...process that is dedicated to serving our clients with a higher level of service. This position is ideal...Flexible hours
- ...creating memorable experiences for our clients and employees, making them feel... ..., using the latest banking solutions and cutting-edge financial technology combined with friendly and... ...including 63 if required), and Life licenses are minimum requirements. All unlicensed...Full timeImmediate startAfternoon shift
$33.78 - $50.66 per hour
...passion for helping people achieve their financial goals, we are looking for you! Come be... ...primary responsibility is to deepen existing client relationships and acquiring new business... ...-depth analysis and propose customized solutions. Responsibilities Manages an...Full timeWork at officeRemote work- ...Description Raymond James Independent Financial Services is seeking a Senior Wealth Advisor Assistant to work in our Downtown... ...to Canadians seeking customized solutions to their wealth management needs.... ...retirement plans for Canada–U.S. clients. As a high-performing, multi-...Work at office
- ...to Canadians seeking customized solutions to their wealth management needs. Wealth Advisor Assistant How does the role... ...Assistant is to support a team of financial advisors and the Branch Manager... ...is responsible for entering client trades, servicing client requests...Work at officeFlexible hours
- ...Make an impact providing expert financial advice with heart. Thrivent... ...obtain your state insurance licenses (life, health & variable contracts... ...Thrivent’s comprehensive advisor onboarding program. After... ...achievable advice and connect clients to Thrivent products and programs...
- ...America in Santa Clarita seeks an enthusiastic individual to engage clients in the lobby, assisting them with transactions through various... ...relationships, compliance with established processes, and financial services knowledge are key. Successful candidates will possess...Day shift
- About Bank of America We help make financial lives better through responsible growth and by delivering for our clients, teammates, communities and shareholders every day.... ...and life priorities and connecting them to solutions that meet their financial goals. Responsibilities...Shift workWeekend workDay shift
- ...Thrivent in Santa Clarita is seeking a committed financial advisor to provide expert financial advice and make a significant impact in the lives of clients. In this role, you will build lasting relationships and empower clients with actionable insights tailored to their...
- ...A leading financial services company is seeking self-disciplined individuals to become insurance agents. This role offers commission-based... ...and extensive training. Agents will provide crucial support to clients in their financial planning while enjoying benefits including...
$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- ...Financial Services Representative Are you seeking a fun, collaborative and dynamic... ...for delivering remarkable client service and proactively selling bank... ...serve, providing exceptional financial solutions and acting as Trusted Advisors to each of our clients. Mission...Work experience placementWork at officeLocal areaFlexible hours
$51.48k
...Financial Consultant The Financial Consultant is responsible for achieving stated monthly sales goals by meeting with clients and potential clients to identify financial needs and offer the appropriate... ...agent's and variable contract licenses are required. NASD series 7, 6...Contract workWork experience placementWork at office- ...products and services to Canadians seeking customized solutions to their wealth management needs. Investment Banking... ...America is focused on servicing the corporate finance and financial advisory needs of our clients. We offer a complete range of capital markets services...Immediate start
- ...collectively develop creative financing solutions to resolve complex and often unique issues... ...include collecting and analyzing financial data to determine the creditworthiness of... ...debt restructuring for new and existing clients with the goal of generating income and enhancing...Local area
- ...and services to Canadians seeking customized solutions to their wealth management needs. Investment Advisor Associate How does the role impact the... ...of a dynamic team dedicated to supporting clients’ financial well-being and delivering a high standard of...
- ...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 customers...Full timeWork experience placementFlexible hours
- Bank of America in San Fernando, CA is seeking a motivated individual for a client engagement role. Responsibilities include assisting clients with transactions and managing financial center operations. The ideal candidate will possess a strong work ethic, effective communication...Hourly pay
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