Financial Solutions Advisor Registration Candidate - Northern California Market
$28.85 - $33.65 per hourDormont Manufacturing Co
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) through 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 Shift 1st shift (United States of America) Hours Per Week 40 Pay Transparency details US - CA - North Highlands - 7465 Watt Ave - NORTH HIGHLANDS BC (CA3132) Pay and benefits information Pay range $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. Benefits This 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. #J-18808-Ljbffr Dormont Manufacturing Co
$28.85 - $33.65 per hour
Bank of America seeks a Financial Solutions Advisor Stage I in North Highlands, NY. In this role, you will be trained to obtain essential securities... ...delivering comprehensive financial services. Successful candidates will progress to roles with greater responsibilities,...SuggestedHourly payMonday to Friday- ...resources Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in... ...three‑year training program, marketing support, as well as prospecting and technical...SuggestedFull timePart timeImmediate startFlexible hours
$225k
...very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president... ...or potential risks. Analyzing the applicant's financial status, credit, and property evaluation to determine the...Suggested$20 - $23 per hour
...Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence... ...exceptional customer service and tailored solutions. This includes, but is not limited to,... ...platforms, including chat, online accounts, and marketing leads Effectively perform Lobby...SuggestedHourly payWork at officeRemote work- ...Join New York Life Insurance - Hudson Valley as an Entry Level Financial Advisor, where you will embark on a rewarding career helping clients... ...peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions...SuggestedWork at officeImmediate startFlexible hours
$120k
A leading insurance and financial services company in New Windsor, NY is seeking driven financial service professionals to join their... ...and the chance to work closely with established agents. Ideal candidates are self-starters with strong values and a desire to positively...Full time- ...relationships. Commercial lenders must have knowledge of the industry, the market area, and keep up to date with rules and regulations. This... ...are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
$21 per hour
...looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our... ...can include weekends and evenings Qualified candidates must complete a video interview assessment after...Hourly payLocal areaFlexible hoursAfternoon shift$41.6k - $51.96k
...generate revenue by delivering optimal solutions. Responsibilities: Serve as the first point... ...and services based on client's financial goals Educate clients on digital and self... ...equal opportunity employer, and qualified candidates will receive consideration without...Hourly payFull timePart time$21 per hour
...looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our... ...can include weekends and evenings Qualified candidates must complete a video interview assessment after...Hourly payLocal areaFlexible hoursAfternoon shift$42k - $150k
...our clients with a stable and reliable financial partner, whether in Corporate or Personal... ...Commodities, Financial Institutions and Global Markets lines of business. Overview The... ...Range Actual salary is commensurate with candidate’s relevant years of experience, skillset...Work experience placement- A community-focused financial institution in New York is seeking a Financial Partner to enhance member relationships and deliver outstanding... ...while participating in community outreach activities. Ideal candidates will have 4+ years in customer service and sales within the...
- A financial services institution in New York seeks a Personal Banker to engage clients in financial wellness. This role requires building... ...goals, and ensuring compliance with banking procedures. Ideal candidates should possess a High School Diploma, with a Bachelor's...
$23.02 - $28.77 per hour
...Responsibilities include managing teller operations, providing customer service, and ensuring compliance with bank policies. The ideal candidate will have 2-3 years of teller and sales experience, with a strong proficiency in digital platforms. The role offers a salary range...Hourly pay$52k - $210k
...investment and insurance needs, recommends appropriate products, and makes appropriate referrals to branch or to others on regional Financial Group market team. Monitors client investment performance and makes appropriate recommendations. Meets regularly with assigned branches...Base plus commissionFull timeTemporary workPart timeWork visaFlexible hours$52k - $210k
...investment and insurance needs, recommends appropriate products, and makes appropriate referrals to branch or to others on regional Financial Group market team. Monitors client investment performance and makes appropriate recommendations. Meets regularly with assigned branches...Base plus commissionFull timeTemporary workPart timeLocal areaWork visaMonday to FridayFlexible hours$20.67 - $31.25 per hour
...12584 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts...Hourly payWork experience placementDay shift- Magellan Health is searching for a Personal Financial Counselor in Newburgh, NY, to provide essential financial services to military personnel... ...to various life events of military service members. The ideal candidate must hold a Bachelor's degree or equivalent experience, have...
$21 - $23 per hour
...is $21-$23 per hour. The wage/salary offered to a successful candidate will be dependent on several qualifying factors, including but... ...responsible for building member relationships by providing exceptional financial support and advice through a consultative and educational...Hourly payFull timeContract workPart timeImmediate startFlexible hours- ...customers are through its company-owned branch locations and foreign exchange partnerships with financial institutions and corporations. CXI has been providing global payment solutions for clients that span wide-ranging industries. As one of North America's leading foreign...Part timeLocal areaWeekend workWeekday work
$42k - $150k
...our clients with a stable and reliable financial partner, whether in Corporate or Personal... ...Commodities, Financial Institutions and Global Markets lines of business. Overview The... ...Range Actual salary is commensurate with candidate’s relevant years of experience, skillset...Work experience placement- ...New York is looking for a motivated individual for a client engagement role. The successful candidate will assist clients with self-service banking transactions, manage financial center appointments, and drive high-quality client experiences. Qualifications include a...Full time
- A leading insurance company is seeking managers for its Fast Track Partner program in New Windsor, NY. Candidates will start as financial professionals, gaining hands-on experience while working towards transitioning into management. Successful applicants will have experience...Work from homeFlexible hours
$25 - $26.77 per hour
...require accurate and efficient processing of cash transactions, deep client conversations, and connecting clients to solutions that meet their financial goals. Responsibilities Executes the bank's risk culture and strives for operational excellence. Builds relationships...Hourly payFlexible hoursShift workWeekend workDay shift- ...banking. Key responsibilities include managing client interactions and ensuring a high-quality banking experience. The successful candidate will have a strong work ethic, effective communication skills, and a high school diploma or GED. This role offers competitive hourly...Hourly pay
- Overview Bank of America is guided by a common purpose to help make financial lives better through the power of every connection.... ...of the financial and life priorities and connecting clients to solutions that meet the financial goals. Required Qualifications Is an enthusiastic...Flexible hoursShift workWeekend workDay shift
$17 - $20 per hour
...Orange County branches in New York. Responsibilities include assisting members with financial transactions, providing customer service, and balancing the cash drawer. Ideal candidates should have a high school diploma or GED, cash handling experience, and be comfortable...Hourly payFull time$42k - $150k
...our clients with a stable and reliable financial partner, whether in Corporate or Personal... ...Commodities, Financial Institutions and Global Markets lines of business. Overview The... ...Range Actual salary is commensurate with candidate’s relevant years of experience, skillset...Contract workWork at office$58.44k - $93.5k
VetJobs is seeking a Personal Financial Counselor in Newburgh, NY, to deliver financial services to military personnel and their families. The role involves counseling, education, and management of financial services, focusing on enhancing financial literacy. Applicants...$52k - $210k
Dormont Manufacturing Co is seeking a sales professional to interview clients, assess investment and insurance needs, and recommend suitable products. The role includes base pay plus commissions and a lucrative total earnings potential of $52,000 to $210,000 annually. Required...Base plus commission
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