Financial Solutions Advisor Registration Candidate - Southern TN 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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!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.This 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.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 licensesMust be self-disciplined in managing time and capacityExperience in cultivating client relationships, accessing needs and recommending solutionsSuccess creating strong peer relationships through effective communication and collaborationDemonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environmentExecutes multiple tasks simultaneouslyLearns and adapts to new technology or applicationsDesired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE)Bachelor’s degree and/or a minimum of one year of financial services industry or sales experienceSkills:Client Experience BrandingClient Solutions AdvisoryInvestment ManagementPipeline ManagementReferral ManagementClient ManagementCustomer and Client FocusPortfolio ManagementProspectingReferral IdentificationBusiness AcumenExecutive PresenceOral CommunicationsRisk ManagementTradingMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentSchedule: Monday – Fridays and rotating Saturdays***Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***Shift:1st shift (United States of America)Hours Per Week: 40SummaryLocation: Nashville; Nashville; Germantown; Murfreesboro; Nashville; Franklin; Brentwood; Brentwood; Collierville; Memphis; Smyrna; CordovaType: Full time
- ...General Function Selected candidates are intended to... ...consultative sales process and Financial Needs Assessment to... ...appropriate solutions using our value proposition... ...and other approved Marketing tools to proactively... ...S.A.F.E. Act registration at the time of employment...SuggestedWork experience placementWork at office
- ...Pinnacle Financial Advisor PositionAt Pinnacle, our goal is to create an... ...provide effective advice. We hire candidates who demonstrate a passion... ...consistent with Pinnacle's market segmentation.Primary Responsibilities... ...appropriate tailored solutions to client needs and provide...SuggestedWork at office
- Bank of America in the United States is hiring Financial Solutions Advisor Stage I. The role begins with Securities Industry licenses and comprehensive training to build foundational client relationships, advise on a wide range of banking and investment solutions, and progress...SuggestedWork at officeRelocation
$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique... ...Services · Trust Services · Retirement Solutions · Business Needs AnalysisNorthwestern... ...tax purposes.Northwestern Mutual is the marketing name for The Northwestern Mutual Life...SuggestedFull timeContract workFor contractorsWork at office- ...effective advice. We hire candidates who demonstrate a... ...OF POSITION: A Financial Consultant should demonstrate... ...will serve as an advisor to clients, providing... ...investment products, solutions, and services that are... ...of various securities markets and the principal...SuggestedWork at office
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the...Work at officeFlexible hoursShift workWeekend workDay shift
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses, including SIE, Series 7, and Series 66. You’ll learn foundational skills for advising clients, building relationships, and managing their financial picture...Work at office
- FirstBank in Murfreesboro, TN is seeking a Relationship Banker to serve as a trusted financial guide for clients. This position... ...branch operations. The ideal candidate will have at least 4 years of... ...providing personalized banking solutions. Strong interpersonal skills and...
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives... ...your practice and obtain support for registrations and certifications such as the Series 6... ...full-time Financial Representative or Advisor role upon graduation.QualificationsAre...Full timeFor contractorsInternshipLocal areaFlexible hours- ...Department Economics and Finance University Expectation MTSU seeks candidates committed to innovative teaching, robust research/creative... ...areas of finance: Corporate finance. Investments. Financial markets and institutions. Financial planning. Behavioral finance....Full time
- Bank of America in Murfreesboro, TN seeks a frontline associate to engage clients in the lobby and guide them through... ...cash transactions, build relationships, and identify solutions that align with the client’s financial goals. The role requires strong communication, a...
$18 - $20 per hour
## Financial Services RepresentativeApplylocations: Smyrna, TN, United Statestime type: Full timeposted on: Posted Todayjob... ...which is an essential part of marketing the branch and Company culture.... ...willingness to seek quality-driven solutions and embrace new ideas.*...Hourly payFull timeInterim roleWork at officeLocal areaShift workWeekend workAfternoon shift- Lewis Bakeries in Murfreesboro, Tennessee is looking for a Financial Analyst (FP&A) to support budgeting, forecasting, and financial modeling... ...Chain to analyze performance and provide insights. The ideal candidate has a Bachelor’s degree in Finance or related field and 1-2...
- ...interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer... ...a deep understanding of financial markets and sound business judgementExhibit unwavering integrity...
$36k
...a long-term opportunity with a growing financial services company that rewards performance... ...model to other team members. The successful candidate will posses a professional demeanor,... ...best consumer loan and voluntary product solutions. Completes loan applications, proposals...Hourly payTemporary workWork at officeFlexible hours- ...them into inspiring, innovative solutions for tomorrow’s demands. The... .... About the job SUMMARY The Financial Analyst serves as a key business... ..., products, channels, and markets. Participate in monthly business... ...company. In the event that a candidate presented by an agency is...
- ...by Corporate!Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. Maintains a database of past clients for marketing purposes. History of closing at least 3-5 units per month.An active NMLS/MLO license (required)....Remote work
- ...Relationship Banker serves as a trusted financial guide and a dynamic customer champion. This... ...needs; educate clients about banking solutions and digital tools to empower their financial... ...with expert resources (Financial Advisors, Mortgage Bankers, Relationship Managers...Flexible hours
- ...Financial Planning AnalystHot JobMurfreesboro, TN - Murfreesboro, TN 37129OverviewPosition Type Full Time Job Shift 1st Education Level 4 Year Degree Travel... ...operational and strategic decision-making.The ideal candidate will have strong analytical and Excel skills, the...Full timeInternshipShift work
- ...Job Description Job Description WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join... ..., retirement planning, and tax optimization. The ideal candidate is someone who possesses a solid understanding of financial products...
$36k
Republic Finance, LLC in Murfreesboro, TN is seeking a Sr. Consumer Loan Specialist to originate consumer loans, complete applications, and cultivate strong customer relationships while achieving sales targets. You will assist the Branch Manager with daily operations and...- Republic Finance in Murfreesboro, TN is seeking a results-driven loan professional to originate new loan business, evaluate customer needs, and guide applicants through the loan process. You will manage a growing consumer loan portfolio while delivering excellent customer...
- ...originating consumer loans, completing loan applications, developing strong customer relationships and meeting sales goals. The successful candidate will bring a professional demeanor, outgoing attitude, reliability, and excellent communication skills. The role offers a...
$36k
Republic Finance in Murfreesboro, TN seeks a customer-focused loan specialist to originate consumer loans and guide borrowers through the process. You will assess needs, complete applications, close loans, and deliver outstanding service while meeting goals. Competitive...- Fifth Third Bank in Murfreesboro, TN is seeking a Personal Banker Associate II to join a 4-8 week onboarding program with rotations in Operations and Sales & Service. The position emphasizes consultative selling, relationship building, and promotion of deposits, loans,...
- ...products and services that will help them be financially successful. We are looking for... ...help you succeed in this role. The ideal candidate is passionate about helping others with... ...needed (e.g First Mortgage and Financial advisors) Follow Bank Secrecy Act (BSA)...Monday to FridayFlexible hours
- First Horizon Bank in Murfreesboro, TN is hiring for a retail Banking Center Associate who delivers quality customer service, processes daily transactions, and opens checking and savings accounts. The role involves introducing bank products, making referrals, and supporting...
- World Finance in Smyrna, TN seeks a Financial Services Representative to assist the Branch Manager, guide customers toward financial solutions, process loan applications, collect payments, and maintain branch cash controls. This role emphasizes outstanding customer service...
- ...loan business with new and existing customers. Evaluates customer needs to recommend the best consumer loan and voluntary product solutions. Completes loan applications, proposals and offers for new borro Customer Service, Sales, Specialist, Customer, Retail, Insurance...
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...(life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) Pay Range USD $500.00 – USD $1,000.00...Full timeInternshipLocal area
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