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
- ...is a trusted advisor who engages... ...understand their financial goals and align on solutions that meet... ..., LICENSES, REGISTRATIONS (Ex: CPA,... ...Requirement All candidates must... ...in Memphis, TN, the banking... ...across the southern U.S. The Company... ...brokerage, capital markets, fixed...SuggestedTemporary workWork at office
$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...SuggestedWork at officeWork from homeHome officeFlexible hours- ...effective advice. We hire candidates who demonstrate a passion... ...SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment... ...consistent with Pinnacle's market segmentation. PRIMARY RESPONSIBILITIES... ...appropriate tailored solutions to client needs and provide...SuggestedWork at office
- ...competitive advantage in the markets we serve. We are all... ...in Murfreesboro, TN at the Murfreesboro Branch... ...thrive. We encourage candidates to connect with their... ...the customer's financial wellbeing. Collaborates... ...wallet. Positions PNC solutions to drive new revenue and...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...· Trust Services · Retirement Solutions · Business Needs Analysis Northwestern... .... Northwestern Mutual is the marketing name for The Northwestern Mutual Life...SuggestedFull timeContract workFor contractorsWork at office$72k - $90k
..., generous benefits and by delivering cutting-edge technology solutions for our clients. Founded in 1990, WWT is a global technology... ...as assigned Ability to manage budgets, analyze financial reports, and track profitability across projects Skilled at...Full timeRemote workShift work- Overview We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At... ...through: Our open architecture platform for client solutions Our practice building support We know that making a move...
- ...provided by Corporate! Successful Candidate Attributes: • Proven track record... ...partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3...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
- ...processing transactions efficiently. Responsibilities include managing cash transactions and building relationships to meet financial needs. Ideal candidates will have strong communication skills and a focus on client service. A high school diploma is required, with a...Shift workWeekend work
- ...needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities Executes the bank's risk culture and strives for...Shift workWeekend workDay shift
- ...Hiring: Commercial Lender I'm partnering with a respected financial institution seeking a Commercial Lender ready to grow their... ...extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.Immediate start
- ...Financial Planning Analyst Hot Job Murfreesboro, TN - Murfreesboro, TN 37129 Overview Position Type Full Time Job Shift 1st Education Level 4 Year... ...operational and strategic decision-making. The ideal candidate will have strong analytical and Excel skills, the...Full timeInternshipShift work
- ...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...Work at officeFlexible hoursShift workWeekend workDay shift
- ...rates, fees, products, and promotions to assist the members with financial needs. Actively cross-sells products and services. Provides... ...needed for the loan. Educates members on technology and digital solutions offered by Resound Credit Union. Attends required training and...Full time
$18 - $20 per hour
...Overview World Finance is looking for a Financial Services Representative to guide customers... ...attitude. Willingness to seek quality‑driven solutions, embrace new ideas, and provide excellent... ...with disabilities. #J-18808-Ljbffr WAC-TN World Finance Corporation of TennesseeHourly payFull timeWork 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...
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern... ...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 Qualifications...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will... ...management, retirement planning, and tax optimization. The ideal candidate is someone who possesses a solid understanding of financial...
$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. Qualifications Are...Full timeInternshipLocal areaFlexible hours$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$36k
...a long-term opportunity with a growing financial services company that rewards performance... ...model to other team members. The successful candidate will possess a professional demeanor,... ...consumer loan and voluntary product solutions. Completes loan applications, proposals...Hourly payTemporary workWork at officeFlexible hours- ...the TrustPoint Hospital Team as the Director of Risk Management and make a difference every day!TrustPoint located in Murfreesboro, TN is the leading Inpatient psychiatric and physical rehab hospital in the area. TrustPoint is a state-of-the-art hospital that provides...Local area
- ...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
- ...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...
- ...funded projects and their budgets to ensure compliance with grant financial specifications and award amounts and submit sub-grant... ...have a valid driver’s license. The City of Murfreesboro is an Equal Opportunity Employer. #J-18808-Ljbffr City of Murfreesboro, TNLocal area
- ...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...Work at officeFlexible hoursShift workWeekend workDay shift
$77.2k - $96.5k
...in business, Accounting, MIS, Finance, or related field ~3+ years supporting or implementing Oracle EBS R12 and/or Oracle Cloud Financials ~ Hands-on experience with Order-to-Cash (O2C) and/or Procure-to-Pay (P2P) processes ~ Proficiency with Oracle Cloud...Full timeShift work- ...Financial Analyst The Financial Analyst serves as a key business partner to the Commercial and Project Delivery organizations, providing financial analysis, forecasting, pricing support, profitability analysis, and decision support for a manufacturing and distribution...
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