Financial Solutions Advisor Registration Candidate - Mt. Prospect-Golf Plaza, IL - Central Chicago M
Bank of America Corporation
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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 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 experience Skills: Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen Executive Presence Oral Communications Risk Management Trading Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday – Fridays and rotating Saturdays 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. Shift: 1st shift (United States of America) Hours Per Week: 40 #J-18808-Ljbffr Bank of America Corporation
$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... ...Focus Portfolio Management Prospecting Referral Identification Business...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift- ...common purpose to help make financial lives better through the... .... Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey... ...position is subject to SAFE Act registration requirements. Pursuant to... ...Portfolio Management Prospecting Referral Identification Business...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- ...with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service... ...Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are...SuggestedImmediate startAfternoon shift
$80k - $90k
...Advisor Development Program - Financial AdvisorMerrill Wealth Management is a... ...both existing and prospective clients. Additionally... ...highly customized solutions to meet client needsRecommending... ...to SAFE Act registration requirements.... ...Transparency detailsUS - IL - Hinsdale - 118 W...SuggestedInterim roleWork at officeLocal areaImmediate startDay shift$65k
Sr. Personal Banker - To $65K - Mount Prospect, IL - Job #3521 Who We Are The Symicor Group... ...talent in the market. Whether you're a candidate seeking a new opportunity or a bank or... ...application processing, and loan closing at a financial institution Ability to understand and...Suggested$45k - $100k
...Financial Advisor OpportunityJoin a financial services firm... ...clients' and prospective clients' needs, priorities... ...investment and financial solutions to your clients?... ...Skills/Requirements Candidates should have at least... ...services registration, licensing, or certificationProfessional...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$75k - $110k
...providing personalized financial plans that... ...of financial advisors, we strive to... .... Diversity is central to shaping our... ...in the Greater Chicago Area for a Financial... ...and Chicago IL Office locations... ...- Retirement Solutions - Business Needs... ...compensation plan. The candidate will need to...Full timeContract workTemporary workWork experience placementWork at officeMonday to FridayFlexible hours- ...position with Cetera Financial Group. Accepted... ...Financial Advisor to join us. If you... ...plans, and advisory solutions and tailor strategies... .... Actively prospect for new business... ...all licenses and registrations Demonstrate... ...). Candidates must provide and...Full timeContract workWork at officeRemote workMonday to Friday
$52k - $64k
Join to apply for the Financial Consultant (Remote Eligible) role... ...consultations detailing solutions best suited to the... ...successfully obtain FINRA 7 & 63 registrations within corporate-established... ...jobs in Wheeling, IL . Greater Chicago Area $15,000.00-$80,000.00...Remote job16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours$43k - $75k
...service to BMO customers and prospects. Identifies customer needs... ...and guidance regarding financial solutions that are in the best interests... ...experience. Canada only: Registration to sell investment products... ...other than directly from a candidate. Any unsolicited resumes...Contract workPart timeLocal areaImmediate startDay shift$15.87 - $26.44 per hour
...organization, you will be based in Mt Prospect, IL at the Mt Prospect South... ...balance. We encourage candidates to connect with their recruiter... ...at improving customer financial wellbeing and creating loyalty... ...customized customer solutions. Managing Risk - Assessing...Full timePart timeWork experience placementWork at office$1,000 per month
...Job description Financial Advisor Development Program... ...Northwestern Mutual Greater Chicago- Skokie, Elgin,... ...from the ground up. Candidates are graduating from college... ...Learn how to prospect and network to build... ...Series 6/7, Series 63 registrations About...Full timeLocal area- ...and guidance. Merrill’s Financial Advisors and Wealth Management... ...goals of both existing and prospective clients. Additionally, you’... ...executing highly customized solutions to meet client needs Recommending... ...is subject to SAFE Act registration requirements. Pursuant to...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$20 - $22 per hour
...personalized customer service, conducting financial transactions, and cross-selling... .... Identify customer needs and offer solutions through the bank's products and services... ...lending) are required to maintain current registration with the Nationwide Mortgage Licensing...Temporary workWork at officeLocal areaImmediate startFlexible hoursShift work$106.25k - $141.65k
...Wealth Advisor At Midland States Bank, base... ...Champaign, Joliet, and Chicago, IL markets! Position... ...identify their distinct financial needs and objectives... ...based client services solution. Primary Accountabilities... ...calls on high value prospects and clients of the...Contract workTemporary workWork at officeImmediate startFlexible hours- ...growing, state-chartered financial institution with over... ...banking and financial solutions, including leasing,... ..., WI, Des Moines, IA, Chicago, IL, Columbus, OH and Indianapolis... ...serve as a trusted advisor to community bank... ...ups, onsite client and prospect meetings and represent...Night shift
- Bank of America is hiring a Financial Solutions Advisor Stage I to guide clients through foundational banking and investment solutions. The role focuses on learning and obtaining SIE, Series 7, and Series 66 licenses while building relationships and delivering personalized...
- Bank of America Corporation seeks a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and then to advise clients on their financial needs within a banking and investment services framework. The role progresses...
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin with obtaining Securities Industry licenses and to develop foundational skills in advising clients on a broad range of financial solutions. The role emphasizes building relationships and delivering...
- Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to begin with obtaining Securities Industry licenses, including SIE, Series 7, and Series 66. The role focuses on building client relationships, understanding financial needs, and guiding clients...
- ...American Bank was founded in Chicago, and over the years has... ...conversations and opportunities for prospective and current customers.... ...employee to register and maintain registration with the Nationwide Mortgage... ..., adopting a constructive, solutions-focused approach. Use...Hourly payLocal areaMonday to FridayShift workNight shift
$160k - $190k
...priorities for workflowUse financial data such as cash... ...the prospective loan grade of each... ...raising potential solutions to identified issuesServe... ...may consider any candidate for whom an Agency... ...SummaryLocation: Burr Ridge, IL - 7020 County Line... ...- One Mid America Plaza, Suite 140Type:...Full timeTemporary workLocal areaFlexible hours$19 - $21 per hour
...Wintrust delivers the sophisticated solutions of a large bank while staying... ...banking offices in Chicago, Denver, Milwaukee, Grand Rapids... ...work. Wintrust is a $66 billion financial institution based in Rosemont... ...several factors, such as a candidate’s qualifications, skills, and...Hourly payFull timeTemporary workAll shiftsFlexible hours$35.05 - $42.83 per hour
...to make better and smarter financial decisions and enabling the communities... ...comprehensive financial solutions to small businesses with... .... This job requires outside prospecting and sales activities to grow... ...Mortgage Licensing Service registration under the terms of the S.A.F...Temporary workLocal area- Fifth Third Bank in Schaumburg, IL is seeking candidates for the Retail Personal Banker II program. After a 4-8 week onboarding with rotations... ...Business, and Commercial teams to deliver holistic financial solutions. Travel for training and in-branch responsibilities are...
$25 - $26.77 per hour
...purpose to help make financial lives better through... ...clients to solutions that meet the financial... ...Pipeline Management Prospecting Referral Identification... ...Transparency details US - IL - Arlington Heights... ...080 S Elmhurst Rd - MT. PROSPECT / GOLF PLAZA BC (IL4450), US - IL...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- Fifth Third Bank in Niles, IL is looking for a Retail Personal Banker II to start with a 4-8 week onboarding program, including... ...partnering with Mortgage, Small Business, and Commercial teams to deliver holistic financial solutions. #J-18808-Ljbffr Fifth Third Bank
- ...client relationships. Provides financial solutions that meet client needs... ...with sourcing and prospecting for new clients and client... ...including new or transfer of registration and applicable NMLS background... ...background standards. Successful candidates must also meet ongoing...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
$75k - $90k
...Financial Analyst - Schaumburg, ILSchaumburg, ILAbout MISUMI AmericasMISUMI... ..., and custom manufacturing solutions. By integrating a vast... ...San Francisco Bay Area and Chicago, the company serves as a... ...Skills, and ExperienceStrong candidates will bring:Bachelor's degree...Full timeWork at office- ...Financial Elements | Rolling Meadows, IL | Primarily In-Office About Us Financial Elements... ...supporting experienced advisors with financial analysis,... ...development position. There is no prospecting requirement. Key... ...Requirements Final candidates will be subject to applicable...Work at office
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