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
$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
$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
...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...SuggestedTemporary workMonday to Friday$70k - $80k
...This role provides comprehensive advice and customized solutions to clients to help them achieve financial goals. Key responsibilities include triaging leads,... ...and expectations include completing required licenses and trainings. Responsibilities Works with clients...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$28 - $33 per hour
...Overview Join to apply for the Financial Solutions Advisor Registration Candidate- Tri Valley Market... ...Responsible Growth and delivering for our clients, teammates, communities, and... ...begins obtaining your Securities Industry licenses, where you receive dedicated and personalized...Work 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...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...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 officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$120.56k
...Exciting Opportunity- Financial Services Professional... ...the country. • Assist clients by providing peace of... ...financial products and solutions, such as life insurance... ...working as a financial advisor. • Leverage digital... ...California Life & Health License (sponsored upon hiring...Full timeContract work$50k - $150k
...Financial Advisor Valencia, California, United States Foundation Risk Partners... ...prospecting for new clients Analyze client financial information... ...to lifelong learning Licenses, Certifications & Education... ...provide suitable financial solutions Proficiency with computer systems...Work at officeLocal area- ...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...Afternoon shift
- ...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
- ...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...
- ...Associate Financial Advisor IFS – Perth, ON At Raymond James, we develop, we collaborate... ...Canadians seeking customized wealth management solutions. Raymond James Independent... ...driven investment professional who is client-focused, detail-oriented, and committed...Work at office
- 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
- 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
$25 - $26.77 per hour
...Description This job is responsible for engaging clients in the lobby to educate and assist with conducting... ...conversations with clients to understand their financial and life priorities and connecting them to solutions that meet their goals. Responsibilities Executes...Hourly payShift workWeekend workDay shift- ...collectively develop creative financing solutions to resolve complex and often unique issues... ...include collecting and analyzing financial data to determine the creditworthiness of... ...restructuring for your new and existing clients with the goal of generating income and enhancing...Local area
- ...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
- ...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...
- ...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
- 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...
- 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...
- ...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
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