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
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Financial Solutions Advisor — Licensing & Client Solutions in Santa Clarita, CA vacancy
- 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
$70k - $80k
Bank of America seeks a Financial Advisor in Santa Clarita to provide tailored advice and solutions to clients for their financial goals. Responsibilities include triaging client... ...ideal candidate must hold Series 7 & 66 licenses and have a minimum of one year in the...SuggestedFull time- ...of America is seeking a dynamic financial advisor to provide comprehensive financial advice and customized solutions. This role involves working closely with clients to develop financial plans,... ...services industry, hold relevant licenses, and be committed to delivering...Suggested
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...and delivering for our clients, teammates, communities and... ...impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey... ...obtaining your Securities Industry licenses, where you receive dedicated...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shift$70k - $80k
Bank of America in Santa Clarita is seeking a financial advisor to provide customized solutions to clients, focusing on their financial goals. Responsibilities include... ...The successful candidate must hold Series 7 & 66 licenses and have at least one year of experience in the...Suggested$70k - $80k
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...comprehensive advice and customized solutions to clients to help them... ...knowledge by completing required licenses and trainings. This position...Temporary workWork at officeMonday to FridayShift workDay shift$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client... ...holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either...Temporary workMonday to Friday- Responsibilities Works with clients to plan their short and long‑term financial goals by building a financial plan with... ..., and banking and money‑managed solutions. Recommends banking and... ...Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has at least one year experience...Temporary work
$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...Hourly payMonday to FridayShift workDay shift- JPMorganChase in California seeks a Relationship Banker to represent Chase at a branch, acquire, manage, and retain client relationships, and offer financial solutions using digital banking tools. You will engage clients with hospitality, learn products quickly, and ensure...
- ...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...comprehensive advice and customized solutions to clients to help them... ...knowledge by completing required licenses and trainings. This position...Temporary workWork at officeMonday to FridayFlexible hoursShift 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...Work at officeImmediate startMonday to Friday$45k - $100k
...of applicants. Join a financial services firm where your... ...first. With over 9 million clients and 20,000 financial advisors across the U.S. and... ...training - Get registered and licensed and learn how to be a financial... ...investment and financial solutions to your clients? Taking...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Santa Clarita, CA3 days ago$50k - $150k
...Financial Advisor Foundation Risk Partners, one of the fastest growing... ...continuously prospecting for new clients Analyze client financial... ...to lifelong learning Licenses, Certifications & Education:... ...provide suitable financial solutions Proficiency with computer...Work at officeLocal areaFoundation Risk Partners
Santa Clarita, CA4 days ago- ...knowledgeable service and guidance on banking solutions. You will build lasting client relationships, leveraging technology and expert support to meet financial needs. Core duties include proactive... .... A strong sales mindset and licensing commitments are required, with...Weekend workAfternoon 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- Bank of America is seeking a Financial Advisor to provide comprehensive financial advice and customized solutions to clients. You will triage leads, refer to partners, meet with... ...Successful candidates will hold Series 7 and 66 licenses, have at least 1 year in investments or...Work at office
$23.19 - $28.35 per hour
...serve to make better and smarter financial decisions and enabling the... ...Day One. Job Description Client Relationship Consultants build... ...and services, and recommending solutions based on each customer’s unique... ...requires National Mortgage Licensing System (NMLS) registration under...Temporary workLocal area$50k - $150k
Foundation Risk Partners is looking for a Financial Advisor to join their LBW team in Valencia,... ...create personalized financial plans for clients. Key responsibilities include client relationship... ...Candidates must have a FINRA Series 66 license (or equivalent), and a bachelor's...- ...Chase is seeking a Relationship Banker to welcome clients, build lasting relationships and offer tailored financial solutions. You will leverage technology to enhance service, educate clients on digital tools, and collaborate with specialists to meet complex needs. The...
Fairygodboss
Santa Clarita, CA6 hours ago - ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles... ...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...Work at officeShift workDay shift
Bank of America
Santa Clarita, CA3 days ago - ...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...potential home lending product solutions, submits the mortgage... ...the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators...Full timeWork at officeFlexible hoursShift workWeekend 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
$37 - $65.5 per hour
...Wells Fargo, we're more than a financial services leader - we're a... ...oversight to deliver integrated solutions across deposits, investments,... ...the management of complex client needs * Demonstrate risk excellence... ...Branch Premier Banker LP (license pending) role is a temporary...Temporary workWork experience placementImmediate startWells Fargo
Stevenson Ranch, CA2 days ago- Jobtailor is seeking a licensed financial advisor to collaborate with clients in planning and implementing short‑ and long‑term financial goals using a range... ...stocks, bonds, mutual funds, annuities, and banking solutions. The role emphasizes recommending tailored...Temporary work
- ...guided by a common purpose to help make financial lives better through the power of every... ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...priorities and connecting clients to solutions that meet the financial goals. **Responsibilities...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Valencia, CA2 days ago - 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
- ...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
- ...creating memorable experiences for our clients and employees, making them feel... ...hospitality, 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...Immediate startAfternoon shift
- ...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...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor — Licensing & Client Solutions. Be the first to apply!
Related searches
- financial planning assistant Santa Clarita, CA
- estate planning consultant Santa Clarita, CA
- wealth advisor Santa Clarita, CA
- financial consultant Santa Clarita, CA
- financial counselor Santa Clarita, CA
- associate corporate finance Santa Clarita, CA
- finance associate Santa Clarita, CA
- jde finance consultant Santa Clarita, CA
- financial planning administrator Santa Clarita, CA
- financial planning associate Santa Clarita, CA