Financial Solutions Advisor Registration Candidate- Tri Valley Market
$28 - $33 per hourBank of America
Overview Financial Solutions Advisor Registration Candidate- Tri Valley Market at Bank of America. This range is provided by Bank of America. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $28.00/hr - $33.00/hr Job Description This requisition contains multiple locations but there is not an immediate opening for every location listed. 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 flexibility for roles based on business needs. As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining Securities Industry licenses, where you receive dedicated classes for the Securities Industry Essentials (SIE), Series 7 and Series 66 exams. After obtaining licenses, you will learn foundational advisory skills—from acquiring, building and managing client relationships to guiding clients with advice and solutions for their financial lives, while humanizing financial interactions. You will work in a financial center to deliver Bank of America’s core banking, investment solutions, and client care, with the Academy providing development support. Upon licensure success as a Financial Solutions Advisor Stage I, you will typically progress to Financial Solutions Advisor Stage II, continuing to grow relationships within a client portfolio. The Academy offers programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. You will be required to register and submit to the SAFE Act background check and registration process. Failure to obtain or maintain SAFE Act registration may result in termination. Responsibilities Build a successful career at Bank of America through training and on‑boarding programs. Receive training and coaching from Academy managers to support your success. Grow knowledge using a defined consultative approach with clients to identify needs and provide appropriate solutions. Earn SIE, Series 7 and Series 66 licenses (63 & 65 accepted in lieu of 66) with structured study time; obtain SIE within 30 days of hire and Series 7 & 66 within 120 days. Build your network by engaging with banking customers, small business owners, and higher‑net‑worth clients; leverage relationships to grow business. Provide end‑to‑end comprehensive advice, conduct client reviews/presentations, and recommend strategies to meet financial goals and life priorities. Collaborate with core banking and investment partners to connect clients to Bank of America and Merrill solutions. Required Qualifications Aptitude in obtaining required industry licenses. Self‑discipline in time and workload management. Experience in cultivating client relationships, assessing needs, and recommending solutions. Ability to build strong peer relationships through effective communication and collaboration. Results‑driven mindset with client interests in a complex, fast‑paced environment. Ability to handle multiple tasks simultaneously and adapt to technology or applications. Desired Qualifications Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience. Skills Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures, and Guidelines Client Management Causation Analysis Written Communications Schedule Monday–Friday open availability required plus some Saturdays. Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. Location and Hours Shift: 1st shift (United States of America). Hours per week: 40. Senioritiy level Internship Employment type Full-time Job function Consulting, Information Technology, and Sales Industries: Banking Referrals increase your chances of interviewing at Bank of America. Get notified about new Solutions Advisor jobs in Palmdale, CA. Financial Solutions Advisor Registration Candidate- Tri Valley Market – Palmdale, CA $70,000.00-$80,000.00 #J-18808-Ljbffr
- ...Financial Solutions Advisor Registration Candidate- Tri Valley Market Lancaster, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
$70k - $80k
Job Description This role provides comprehensive financial advice and customized solutions to clients, including triaging leads, making referrals, building... ...compliance with the SAFE Act, including mandatory registration and background checks. Responsibilities Work with...SuggestedTemporary workMonday to FridayShift workDay shift- A leading financial institution in Palmdale, CA is seeking a Financial Solutions Advisor to provide clients with comprehensive banking and investment solutions. The ideal candidate will receive training and coaching to build solid client relationships, achieve industry...SuggestedFull time
- Bank of America seeks a Financial Advisor in Palmdale, CA, to offer comprehensive financial advice and customized solutions. You will work with clients to establish long- and short-term financial goals, providing tailored brokerage products like stocks and loans. This position...SuggestedTemporary work
- Bank of America in California is seeking a financial advisor to provide comprehensive advice and customized solutions to clients. This role involves building financial plans, triaging leads, and making referrals, requiring strong communication skills and an ability to...Suggested
$70k - $80k
...America in Lancaster, California is seeking a Financial Advisor to provide comprehensive financial advice and customized solutions to clients. This role includes building... ...and recommending brokerage products. Ideal candidates will have at least one year in the investments...- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year... ...already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials®/SIE), Series 6 and/or 7...Local area
$117.5k - $176.3k
...Systems (NGAS) is seeking a qualified Sr. Principal Financial Analyst to join our team of qualified, diverse... ...scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions.Depending on the position, employees...Full timeWork at officeRemote workRelocation packageShift work$67.4k - $121.9k
...) in Palmdale, CA is seeking an Associate Quality Analyst OR Quality Analyst to support their Mission Assurance organization. The candidate will implement quality plans, ensure product standards compliance, and investigate discrepancies. Required qualifications include...- Modern Woodmen of America is looking for dedicated financial representatives in Palmdale, California. The role involves creating tailored... ...goals, supported by extensive training and development. Candidates should have a passion for enhancing members’ financial lives and...
- ...guided by a common purpose to help make financial lives better through the power of every... ...priorities and connecting clients to solutions that meet the financial goals. Responsibilities... ...for employment and hire qualified candidates without regard to race, religious creed...Work at officeFlexible hoursShift workWeekend workDay shift
$22 - $27.5 per hour
...here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer... ...product or service needs, introduce solutions at a high level, and refer customers to... ...of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory...Part timeWork experience placement$20.8 - $53.1 per hour
...Financial Analyst Location: Palmdale, CA 93599 Duration: 12 Months Work Schedule: 4/10-A Active Secret Clearance with an Investigation... ...variance analysis using various Enterprise toolsets. The candidate will also perform multiple financial cost analyses including cost...Hourly payFull timeWork at office$25 - $26.77 per hour
...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...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$20 - $22.39 per hour
...thrive. As a premier California-focused financial services company dedicated to serving its... ...” in Small Business & Middle Market Excellence Awards. We are looking for a... ...position will be open until filled. All candidates, including those with criminal histories...Hourly payFull timeWork experience placementWork at officeLocal areaMonday to FridayFlexible hours- ...subsidiary hospitals and facilities. Beware of anyone requesting financial or personal information. At UHS and all our subsidiaries, our... ...departments and recruiters are here to help prospective candidates by matching skill set and experience with the best possible career...Local area
- ...in a Chase Branch. Representing the brand with hospitality, you will acquire, manage, and retain client relationships using financial solutions to meet their needs. The role emphasizes building trust, education on digital tools, and collaboration with banking experts to...
- ...accurately, build relationships, and connect clients withbanking solutions aligned to their goals. The role emphasizes opening... ...clients' priorities and delivering service that improves their financial lives while adhering to regulations and policy. #J-18808-Ljbffr...
- ...handle deposits, withdrawals, transfers, and card-related tasks while identifying cross-sell opportunities to help members achieve financial goals. Responsibilities include handling transactions accurately, balancing cash, and delivering courteous service. The role...
- Responsibilities Processes member transactions efficiently, accurately, and promptly including deposits, withdrawals, transfers, sale or processing of negotiable instruments, cash advances, stop payments, address changes, wire transfers, etc. Provides timely and courteous...Work at officeFlexible hours
- ...of applications, and collaboration with branch teams to serve clients while maintaining regulatory requirements, including NMLS. Candidates should have a high school diploma and strong communication skills; prior retail banking experience is preferred. #J-18808-Ljbffr...
$27.02 - $39.18 per hour
...Banker (Member Service Representative III) The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over...$27.02 - $39.18 per hour
...qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on. SchoolsFirst Federal Credit Union is committed to fostering, cultivating,...$20 - $28 per hour
...Financial Services AssociateSummary: The Financial Services Associate meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/Direct and supplementary loans, and other Title...Hourly payWork at officeShift work- Modern Woodmen of America is seeking passionate Financial Representatives to help individuals across diverse backgrounds achieve their financial goals. This role focuses on creating tailored financial plans, providing guidance, and building long-term relationships within...
- SchoolsFirst FCU is seeking a Personal Banker (Member Service Representative III) to join our team in Lancaster, CA. In this part-time role, you will provide exceptional service to our members, process transactions, and promote credit union products and services. You should...Part time
- Latham & Watkins LLP is looking for a Senior Financial Analyst to join their Financial Analysis team in Lancaster, California. This critical... ...package, including bonuses, healthcare, and generous PTO. Candidates with a Bachelor’s degree and a minimum of four years' relevant...
- Director Of Risk Management The Director of Risk Management is responsible for the ongoing, effective operation of various patient safety and risk management activities. Such responsibilities include but are not limited to performance and oversight of the claim management...Local area
- California Bank & Trust in Acton, CA is seeking a Client Service Associate (Teller) to be the branch face, delivering friendly, personal service as clients navigate daily banking needs. This full-time role processes debit/credit transactions, opens new accounts, handles...Full time
- Enterprise Bank & Trust in the Los Angeles Metropolitan area seeks a Financial Services Representative to greet customers, open accounts for commercial and consumer clients, and perform teller duties with accuracy. You will respond to inquiries, balance cash drawers, and...
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