Licensed Financial Solutions Advisor - SIE & Series 7 Ready
Dormont Manufacturing Co
Bank of America is hiring a Financial Solutions Advisor Stage I (FSA I) in Lake Forest, Illinois. This role focuses on acquiring necessary industry licenses and learning foundational skills for client financial management. You will receive comprehensive training, mentorship, and the opportunity to progress to Financial Solutions Advisor Stage II. The position offers competitive pay and an inclusive workplace culture. Your success will help clients achieve their financial goals while contributing to Bank of America’s mission of improving financial lives. #J-18808-Ljbffr Dormont Manufacturing Co
$70k - $80k
...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This position... ...Qualifications: Currently holds Series 7 and 66 (63 and 65 in lieu of...SuggestedFull timeTemporary workWork at officeShift workDay shift$45k - $100k
...Financial Advisor Overview Financial advisors partner with clients... ...– Get registered and licensed and learn how to be a... ...and financial solutions to your clients? Taking... ...Licensing Requirements SIE (which can be obtained... ...without firm sponsorship), Series 7 and Series 66 will be...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...-building and obtaining licenses. Our award-winning training... ...Services · Retirement Solutions · Business Needs Analysis... ...Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...SuggestedFull timeContract workFor contractorsWork at office- ...Bankers Life Financial Advisors help clients live more and worry... ...and find financial solutions with help from... ...Active Life & Health licenses and securities licensing... ...position can include Series 6, Series 7, Series 63, Series 6... ...insurance licensing, SIE, Series 6, Series 7,...SuggestedWork at officeFlexible hours
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...‑building and obtaining licenses. Our award‑winning training... ...Services • Retirement Solutions • Business Needs Analysis... ...Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...SuggestedWork at office- ...common purpose to help make financial lives better through the... ...Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey... ...your Securities Industry licenses, where you receive dedicated... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once...Work at officeImmediate startMonday to FridayShift workDay shift
$45k - $100k
...applicants. Join a financial services firm... ...20,000 financial advisors across the U.S. and... ...Get registered and licensed and learn how to be... ...and financial solutions to your clients?... ...Licensing: SIE (which can be obtained... ...Firm sponsorship), Series 7 and Series 66 will...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing... ...you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and... ...apply. Attainment of FINRA SIE, life and health licenses (licensed...
$80k - $90k
...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates... ...and executing highly customized solutions to meet client needs... ...Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Minimum of one year experience...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This position... ...Qualifications: Currently holds Series 7 and 66 (63 and 65 in lieu of...Temporary workWork at officeShift workDay shift
- ...Wealth Financial Services & Tax Advisory Financial Advisor Buffalo Grove, IL·Full time Company website... ...financial strategies, solutions and planning that... .... Keep up with ongoing licensing requirements, market developments... ...). Preferred Licenses: Series 7, 65/66, and Life &...Full timeTemporary work
$60k - $75k
...Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time... ...relationships, uncovering needs and recommending solutions FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to...Full timeWork at office$120.56k
...their families and achieve financial goals for over 180 years.... ...Williams University; FINRA Series 6, 7, 24, 63, 66 licensed. Follow this link to learn... ...you to offer multiple solutions to clients, following a comprehensive... ...security. If you’re ready to make a difference and...Live inWork at officeLocal areaWork from homeFlexible hours$75k
...contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you... ...guide you in creating personalized solutions on behalf of you and your clients.... ...Certifications No Required Certification(s) Licenses FINRA Series 7 and 66 (or 63,65) required. Life...Full timeTemporary workPart timeWork experience placementWork at office$48k - $100k
...through investment advice and guidance. Our financial advisors help clients pursue the life they... ...on referrals. Deliver customized solutions and the full resources of Bank of America... ...Financial Advisor. Required Skills FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66...Shift workDay shift$120k - $185k
...strategic, operational, and financial advice to private... ...Strategic Performance Solutions (SPS) Retail Performance... ...Open and ready to expand your network... ...trusted and reputable advisor Qualifications:... ...or related field; ~7+ years of work experience...Full timeWork experience placementLocal area- ...Senior Wealth Advisor Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered... ...investment and wealth management solutions. This individual will be... ...degree in Finance or similar. ~ Series 65 license highly preferred. ~ CFP®...Local area
$300k
...Senior Financial Advisor AFIN Family Wealth Management is a firm specializing in holistic financial planning for individuals and businesses... ..., or related field ~ Life and Health Insurance license ~ Series 7 and 66 (or 63 and 65) Required Knowledge, Skills,...Work at office- ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated... ...products Qualifications: Life Insurance License (or willingness to obtain) Strong... ...passionate about making a difference and ready to advance your career, we want to connect...Full timePart time
$170k - $225k
...use your knowledge of investments, financial planning, credit and banking to both... ...advice, developing thoughtful solutions and delivering an exceptional client... ...Services Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed...Temporary workWork experience placementLocal area- ...knowledge of investments, financial planning, credit and... ...advice, developing thoughtful solutions and delivering an... ...Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed... ...provides individuals, advisors and institutions with...Temporary workWork experience placementLocal area
$65k - $80k
...Job Description Position Title: Financial Planner Reports to: SVP... ...Qualifications: · Bachelor’s Degree · Series 65, CFP, Insurance Licenses a benefit · Technical Skills: High... ...retirement and financial planning solutions. Simplicity Group and its wholly-owned...Full timeWork at office$61.8k - $102.9k
...worldwide with products and solutions delivered through... ...each year with a licensed therapist to support your... ...refinancing and free access to financial counseling, education,... ..., enable Board readiness, and enhance investor... ...related events (Learning Series, annual picnic, and...Full timeWork experience placementWork at officeLocal areaWorldwide$80k - $90k
A leading financial institution is seeking an experienced Financial Advisor for their Advisor Development Program. This role... ...and recommending investment solutions. The ideal candidate will... ...financial services industry and be licensed with Series 7 & 66. Benefits include...- ...tailored to suit their financial needs. As a... ...(Private Client Advisors, Mortgage Bankers... ...24 hours a day/ 7 days a week... ...Industry Essential (SIE) exam, FINRA Series 6/7, state registration... ...) and Life licenses are required - or... ...grow, delivering solutions to solve all their...Immediate startAfternoon shift
$1,000 per month
...Northwestern Mutual College Financial Representative... ...meetingsReceive Risk Product State Licensing: Life, Accident, and... ...such as the Series 6 & 63 or CFP. Get inspired... ...Financial Representative or Advisor role upon graduation.... ..., DI, LTC)Support for SIE, Series 6, Series 63 registrations...Full timeFor contractorsInternshipLocal areaFlexible hours$74k - $138k
...experience that integrates banking solutions, investment strategies, and holistic financial planning. This role combines... ...management activities including readiness assessments, planning, stakeholder... ...Qualifications Typically between 5 - 7 years of relevant experience and...Local area- ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly... ...Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed...Full timeImmediate startAfternoon shift
$80k - $90k
...through investment advice and guidance. Our Financial Advisors and Wealth Management Client... ...specialists, and executing customized solutions. Recommend investment products and services... ...Currently holds Series7 & 66 licenses (Series63 & 65 in lieu of66). Minimum...Interim roleImmediate startShift workDay shift$100k
...Financial Advisor Business Leader / Wealth Management Team Lead Six Figure Base Salary + Team Based Production... ...role, you must possess: Active and current Series 7 and Series 63/65 or 66 (or equivalent) licenses. You must obtain all state registrations held by...Full time
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