Financial Solutions Advisor Registration Candidate- Valley Crest Market
$28.85 - $33.65 per hourBank of America ATM
Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.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. We’ll help you• Build 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 licenses.Must be self-disciplined in managing time and capacity.Experience in cultivating client relationships, accessing needs and recommending solutions.Success creating strong peer relationships through effective communication and collaboration.Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.Executes multiple tasks simultaneously.Learns and adapts to new technology or applications.Desired 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 equivalent Schedule: Monday – Fridays and rotating SaturdaysThis 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.Shift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - CA - Glendale - 345 N Brand Blvd - GLENDALE MAIN OFFICE (CA8109)Pay and benefits informationPay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.SummaryLocation: GlendaleType: Full time
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the... ...impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your... ...position is subject to SAFE Act registration requirements. Pursuant to... ...position is open for the entire market and the specific Financial...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...position is subject to SAFE Act registration requirements. Pursuant to... ...position is open for the entire market and the specific Financial...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Financial Advisor Position at Edward Jones Join a financial... ...financial services/markets and how they work... ...investment and financial solutions to your clients? Taking... ...Skills/Requirements Candidates should have at least... ...Financial services registration, licensing, or certification...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours
$100k
...and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...highly customized solutions to meet client needs ~... ...such, is subject to SAFE Act registration requirements. Pursuant to the... ...network by sharing relevant market developments and discussing...SuggestedWork at officeLocal areaShift workDay shift$162.1k - $270.1k
...the delivery of solutions for a comprehensive... ..., Investment Advisors and Trust Officers... ...client's current financial situation, goals... ...and maintaining registration requirements under... ...competitive, and market-informed pay for... .... The successful candidate’s particular combination...SuggestedFull timeTemporary workWork experience placement- ...to today — ServiceNow stands as a global market leader, bringing innovative AI-enhanced... ...impact on our success. As a Source-to-Pay Solution Consultant, you will be responsible for... ...and inclusive experience for all candidates. If you require a reasonable accommodation...Work at officeRemote workFlexible hours
$50k
...Join a financial services firm where your contributions... ...and 20,000 financial advisors across the U.S. and... ...training to maintain registrations and licenses in good... ...information seeking the right solutions for clients... ...new opportunities Candidate qualifications: Series...Work at officeWork from homeHome officeFlexible hours$50k - $100k
...advice and guidance regarding financial solutions that are in the best... ...collaborative and versatile branch and market team. Probes to... ...experience. Canada only: Registration to sell investment products... ...other than directly from a candidate. Any unsolicited resumes sent...Contract workPart timeLocal areaImmediate startDay shift$43k - $75k
...advice and guidance regarding financial solutions that are in the best... ...collaborative and versatile branch and market team. Probes to... ...experience. Canada only: Registration to sell investment products... ...other than directly from a candidate. Any unsolicited resumes sent...Contract workPart timeLocal areaImmediate startDay shift- ...Relationship Banker - Los Angeles South Market Los Angeles, California;Los... ...common purpose to help make financial lives better through the... ...and connecting clients to solutions that meet the financial goals... ...employment and hire qualified candidates without regard to race,...Work at officeFlexible hoursShift workWeekend workDay shift
$93.5k - $110k
Job TitleSenior Financial Analyst, Capital Markets (Multifamily)Job Description SummaryPosition SummaryThe... ...our Capital Market brokers.The ideal candidate will be based in Los Angeles, CA, and... ...challenges with a positive and solution-oriented mindsetCushman & Wakefield...Minimum wageFull timeWork experience placementWork at officeLocal areaFlexible hours- ...MassMutual, a leading financial services organization... ...motivated Financial Advisor who is ready to take... ..., and protection solutions. You will have the... ...platforms, technology, and marketing resources Support... ...or Variable Products registration. Bachelor's degree...
$51k - $320k
...About GoldBook Financial GoldBook Financial is a premier financial... ...We believe the strongest advisor-client relationships are built... ..., mentorship, technology, marketing resources, and experienced professionals... ...licenses. Active FINRA registrations, including Series 7 and...Full timeLocal areaFlexible hours- ...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... .... This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...Private Wealth Advisor The Private Wealth Advisor... ...the Blue Trust target market and has the ability to... ...excellence providing financial guidance in a manner based... ...excellent financial solutions and actively... ...Certifications, Licenses and Registrations: Certified Financial...Work at officeLocal areaNight shift
$25 - $26.77 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...**This position is open for the entire market and the specific Financial Center location... ...life priorities and connecting clients to solutions that meet the financial goals....Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$33.65 - $96.15 per hour
...Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to... ...Wealth’s leading investment solutions platform, which allows... ...maintain and renew that registration on an annual basis, to... ...identify and align the candidate's skills and abilities with...Full timeWork at office$80k - $95k
...Wealth Advisor Wealth Advisor Supported... ...of resources and solutions, The Wealth Advisor... ...identify their financial goals, analyze their... ...in security markets in order to provide... ...Preferred FINRA Registrations ~ SRC Indicator... ...against any candidate or employee on the...Work experience placementWork at office- ...borrowers with realtors, builders, financial professionals, bank stores,... ...in the assigned market Present recommendations for... ...follow-up activities with the registration lock-in; analyze and offer mortgage... ...the evaluation. Successful candidates must also meet ongoing...Work experience placementWork at officeImmediate start
$124k - $280k
...Our team helps clients optimise and align financial planning, consolidation, reporting and... ...transformation and enterprise performance management solutions that help clients modernize planning,... ...relationships and serve as a trusted advisor across finance transformation...Full timeH1b- ...develop creative financing solutions to resolve complex and often... ...MM-1billion. The successful candidate will solicit the sale of bank... ...collecting and analyzing financial data to determine the creditworthiness... ..., Accounting, Economics, Marketing (preferred) ~ Strong...Local area
$82.6k - $162.8k
...and implementation of NetSuite solutions that help clients meet their... ...professionals across core financial accounting, procure-to-pay, or... ...optimize user adoption A successful candidate would possess these skills:... ...practice helps upper mid-market and high-growth organizations...Local areaVisa sponsorship- ...we are eager to meet candidates who embody these core... ...purpose.Think of us as financial partners, because at Columbia... ...in client assets. Our advisors average $575,000 in... ...to LTC and Insurance solutions.About the Role:A... ...wealth manager.Strong marketing and business development...Full timeImmediate start
$91.1k - $179.5k
...Transformation team serves as a trusted advisor and thought partner to CFOs... ...to deliver innovative, market-driven solutions. Our mission is to help... ...help organizations enhance financial and operational performance... ...team. The ideal candidate will have a foundational understanding...Local areaShift work$121.44k - $154.84k
As a Financial Due Diligence Senior Associate, you’ll focus on middle-market transactions, serving dynamic organizations... ...Due Diligence solution is comprised of several... ...of each position and candidate.At Grant Thornton, we... ...― and Grant Thornton Advisors LLC (not a licensed...Work experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$110.7k - $218.3k
...design and implement NetSuite solutions that align with their... ...fits professionals across core financial accounting, procure-to-pay, or... ...optimize user adoption A successful candidate would possess these skills:... ...practice helps upper mid-market and high-growth organizations...Local areaVisa sponsorship$116.2k - $229.1k
...Transformation team serves as a trusted advisor and thought partner to CFOs... ...to deliver innovative, market-driven solutions. Our mission is to help... ...help organizations improve financial and operational performance... ...team. The ideal candidate will have a foundational understanding...Local area$158.31k - $193.49k
...businesses we serve to make better and smarter financial decisions and enabling the communities... ..., sponsor, guarantor, collateral, and market conditions to identify recovery... ...subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA,...Full timeLocal area3 days per week- ...AITransPerfect is the leading solution provider of AI, Technology,... ...at the table in shaping our market approach and the opportunity... ...most relevant sector.The Ideal Candidate You are a strategic closer with... ...and differing perspectivesBe financially responsible and make sound...Full time
$116.2k - $229.1k
...from artificial intelligence, market volatility, and regulatory... ...insurance carriers strengthen financial planning, forecasting, and analytics... ...design scalable future-state solutions • Supporting the... ...deliverables to closure A successful candidate would possess these skills: •...Local areaVisa sponsorship
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