Financial Solutions Advisor Registration Candidate Consumer Investments - University Avenue Financia
Bank of America Corporation
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! Job Description 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 #J-18808-Ljbffr Bank of America Corporation
- ...common purpose to help make financial lives better through the... ...Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey... ...of America’s core banking, investment solutions and approach to... ...position is subject to SAFE Act registration requirements. Pursuant to...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Capital City Bank is seeking a Financial Advisor to deliver personalized investment solutions to clients and help them reach long-term goals. Qualified candidates will hold FINRA Series 7/66 licenses and insurance licenses, with a degree in business or finance. The role...Suggested
- ...comprehensive wealth management and investment products and services for... ...and guidance. Merrill's Financial Advisors and Wealth Management... ...executing highly customized solutions to meet client needs Recommending... ...is subject to SAFE Act registration requirements. Pursuant to...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...FUNCTION: Selected candidates are intended to... ...Personal Banker I is a Financial Center position... ...of Retail consumer and small business... ...recommend appropriate solutions using our value... ..., Commercial and Investment), referring... ...requires S.A.F.E. Act registration at the time of employment...SuggestedFull timeWork experience placementWork at office
- Bank of America is seeking a Financial Solutions Advisor Stage I to start with licensing in securities, including SIE, Series 7 and Series 66... ...ll work in a financial center delivering core banking and investment solutions, advancing toward Stage II and broader opportunities...SuggestedWork at office
- ...objective and sound financial planning to provide comprehensive... ...advice and solutions. Private Banker will... ...associates to deliver investment management, trust and... ...the S.A.F.E. Act, registration in the NMLS Registry... ...Private Banker, Wealth Advisor or Financial Planner...Full timeWork experience placementWork at officeRemote workRelocationFlexible hours
$49.5k - $82.5k
...thrive. We encourage candidates to connect with their... ...improve the customer's financial wellbeing.... ...wallet. Positions PNC solutions to drive new revenue... ...checks as required by Consumer Financial Protection... ...service and community investments. Our inclusive workplace...Temporary workWork experience placementWork at officeShift work- ...two or more Wealth Advisors to enable the... ...delivery of advice and solutions to high net worth... ...sound personal financial planning and... ...financial planning, investment trends and general... ...licenses. Candidates will have 60 days... ...acquire, all of the registrations and licenses required...Full timePart timeWork at officeLocal areaShift workDay shift
- Financial Center Manager Associate - Gainesville, FL###... ...for successful candidates to prepare for a Financial... ...at deepening Consumer and Small Business customer... ...recommend the appropriate solutions to meet those needs*... ...S.A.F.E. Act registration at the time of employment...Full timeWork at office
- ...Trust 4041 NW 37th Pl Gainesville, FL 32606, USA Financial Advisor - Capital City Bank - More than your bank. Your... ...Summary: Financial Advisors with Capital City Investments (CCI) deliver personalized investment solutions to help clients work toward their long term financial...Full timeWork at officeRemote workRelocationFlexible hoursAfternoon shiftEarly shift
- ## Financial Advisor - Gainesville/Lake CityApply: FL-Gainesville: Full time: Posted Today: JR2600998Who... ...6(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political...Full timeLocal areaImmediate startRemote workRelocation
- As a Financial Advisor, you will: Build a client base and develop knowledge of Bankers Life financial... ...Present clients with financial solutions and drive them to action Take ownership... ...business and build a team The ideal candidate will have: Active Life & Health licenses...Work at officeFlexible hours
- ...MYinvestigator, myUFMarketplace and other university systems. Ensures team members... ...reports and queries from the University financial system; preparing financial reports and... ...through others to accomplish outcomes. Candidates must have excellent written and oral communication...Work at officeLocal area
- ...Fargo, we're more than a financial services leader – we’... ...’ll be rewarded for investing in your community,... ...products, services, and solutions Drive branch... ...account support. SAFE registration is required at the... ...program requirements. Candidates applying to job openings...Full timeWork experience placementFlexible hours
$1,000 per month
...Northwestern Mutual College Financial Representative Internship... ...practice and obtain support for registrations and certifications such as... ...Financial Representative or Advisor role upon graduation. Qualifications... ...strategiesinsurance, investments, and annuitiesbuilt to...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- Bankers Life in Florida is looking for a Financial Advisor to build a client base, learn our financial products, and present solutions that drive action. You will benefit from award-winning training, fully paid licensing programs, and a structured mentorship within an established...Work at officeFlexible hours
- ...with delinquent account files for the financial institution. - Responsible for quality... ...customers with innovative and creative solutions. Minimum Qualifications - High school... ...tasks may be required. Bilingual candidates encouraged to apply. EQUAL OPPORTUNITY...
$63k - $100k
...Description Supports accurate financial operations, management... ...for the Disease Management Solutions Business Category and the Gainesville... ...company will not consider candidates who require sponsorship for... ...and deep clinical and consumer insights on Precision Diagnosis...Full timeWork at officeWork visaRelocation package3 days per week- University of Florida on Main Campus (Gainesville, FL) seeks a Fiscal Assistant II to support subaward administration, financial management, and procurement for research projects. The role requires... ...Bachelor’s degree is preferred. Candidates should have strong attention to...
- ...Career Opportunity at Equitable Advisors Are you ready to take the... ...families toward impactful financial decisions. At Equitable Advisors... ...collaboration with Columbia University’s Coaching Center of... ...make an impact. Ideal Candidate Profile : Bachelor’s degree...Work experience placementLocal areaRemote work
- ...mortgages, bringing a strong financial background and customer-... ...business. I’m a graduate of the University of Florida, married with two... ...on financial planning, investment options, and life/health insurance... ...personalized product solutions Maintain compliance with...Work at officeLocal areaFlexible hours
- Bank of America’s Merrill Wealth Management division seeks a candidate for the Advisor Development Program - Financial Advisor. You will identify client needs, develop relationships, review goals, and deliver comprehensive recommendations aligned with client objectives...Work at office
- Bankers Life in Florida is seeking driven individuals to build personalized insurance and financial solutions while forming meaningful client relationships. You’ll start by getting licensed, with Bankers Life covering Life & Health coursework to launch your insurance sales...
- The University of Florida in Gainesville is seeking a part-time Accountant II to provide fiscal and grant management oversight for the... ...duties including audits, reconciliations, budget creation, and financial reporting within Florida Sea Grant. Responsibilities cover program...Part time
- The University of Florida on Main Campus (Gainesville, FL) seeks a Fiscal Assistant III to support financial reconciliation, procurement, and cash management within the COE Business Office. This role contributes to audit readiness and compliance across multiple funds....Work at office
- ...products to the membership (interest bearing checking accounts, consumer loans, commercial loans etc.). Conducting loan interviews... ...enhance the lives of our Florida neighbors through exceptional financial services. When you become a part of our team, you’re not just...Shift work
- ...growing, successful company! Join us in our mission to improve the financial well-being of our members!Tellers perform the following... ...member experiences.Perform other duties as assigned.Qualified candidates will possess:Possess excellent customer service skills along with...Part timeWork at officeMonday to FridayShift work
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...your practice and obtain support for registrations and certifications such as the Series 6... ...full-time Financial Representative or Advisor role upon graduation. #LI-Onsite...Full timeInternshipLocal areaFlexible hours- ...excellent patient-centered care by ensuring the scheduling, financial, and communication process is complete for patients having major... ...incumbent.Motor Vehicle Operator Designation:None providedLicensure/Certification/Registration:None #J-18808-Ljbffr UF HealthWork at officeFlexible hours
- Corebridge Financial, Inc. seeks a Financial Advisor in Gainesville to deliver personalized retirement and financial planning. You will meet clients, leverage company technology, and use marketing support to grow your business remotely, with travel up to 50% as needed....Remote job
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