Financial Solutions Advisor I: Licensing & Client Impact
Bank of America ATM
Bank of America is seeking a Financial Solutions Advisor Stage I in California. This role focuses on obtaining necessary securities licenses and providing clients with comprehensive financial advice and solutions. You will receive dedicated training to effectively acquire and manage client relationships. The position supports career growth within the bank, with opportunities to advance as you achieve milestones. Applicants should be able to collaborate across departments to help clients achieve their financial goals. #J-18808-Ljbffr Bank of America
- Bank of America is seeking a Financial Solutions Advisor Stage I to lead client interactions and manage relationships. You will help guide customers through... ...financial solutions while obtaining required licenses like SIE, Series 7, and Series 66. The ideal candidate...Suggested
- Bank of America is seeking a Financial Solutions Advisor - Stage I (FSA I) in Mountain View to provide financial advice and client solutions. The role involves obtaining industry licenses and offering product recommendations through client relationship management. Candidates...Suggested
- Bank of America in Belmont, CA is hiring a Financial Solutions Advisor Stage I (FSA I) to support clients in managing their financial needs. This position includes obtaining necessary licenses through dedicated training and progressing in roles that enhance client relations...Suggested
$70k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Build a financial plan,... ...must complete required licenses and trainings. The position is subject... ...employees so they can make a genuine impact and contribute to the...SuggestedTemporary workMonday to FridayShift workDay shift- Edward Jones is looking for a dedicated financial advisor in Los Altos, California, to build strong relationships with clients and help them achieve their long-term financial... ...services industry, along with required licenses like SIE, Series 7, and Series 66. The compensation...SuggestedTraineeship
- ...professional in Mountain View, California, to provide comprehensive financial advice to clients aiming to meet their financial goals. You will build... ...in the investment industry and possess the necessary licenses. Additionally, strong relationship-building skills are crucial...
$28.85 - $33.65 per hour
Job Description: As a Financial Solutions Advisor Stage I (FSA I), your journey begins... ...your Securities Industry licenses, where you receive... ...acquiring, building and managing client relationships to considering... ...so they can make a genuine impact and contribute to the sustainable...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
Job Description Financial Solutions Advisor - Stage I (FSA I) - Helps clients with financial advice and capital solutions as part of Bank of America and Merrill. Requires obtaining Securities Industry licenses (SIE, Series 7, Series 66) within 30-120 days and meeting SAFE...Hourly payWork at officeMonday to FridayShift workRotating shiftDay shift$106k - $150k
...manage relationships with High Net Worth clients. This role emphasizes personalized... ...with Wealth experts to deliver tailored financial solutions. The ideal candidate should possess a... ...Services, preferably with valid Series licenses. Competitive compensation of $106,000...$28.85 - $33.65 per hour
...purpose to help make financial lives better through... ...and delivering for our clients, teammates,... ...workforce and positively impact the communities we serve... ...progression As a Financial Solutions Advisor Stage I (FSA I), your... ...Securities Industry licenses, where you receive...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...experiences for our clients and employees, making... ...products, banking solutions and cutting‑edge financial technology to a select... ...with Private Client Advisors and Private Client... ...required), and Life licenses are minimum requirements... ...notifications may impact your employment with...Immediate startAfternoon shift
$45k - $100k
...applicants. Join a financial services firm where... ...over 9 million clients and 20,000 financial advisors across the U.S. and... ...partner for positive impact to improve the... ...Get registered and licensed and learn how to be... ...investment and financial solutions to your clients?...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- Responsibilities Works with clients to plan their short and long-term financial goals by building a financial plan with... ..., and banking and money managed solutions Recommends banking and investments... ...& 66 (or 63 & 65 in lieu of 66) licenses. If you do not currently hold the...Temporary workMonday to Friday
$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position focuses on triaging client leads... ...Qualifications Current Series7 and Series66 licenses (Series63 or 65 may be substituted for the 66 if a...Monday to FridayShift workDay shift- ...purpose to help make financial lives better through the... ...delivering for our clients, teammates, communities... ...workforce and positively impact the communities we... ...advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...purpose to help make financial lives better through the... ...delivering for our clients, teammates, communities... ...performance, and how we make an impact in the communities we... ...advice and customized solutions to clients to help... ...completing required licenses and trainings. This...Temporary workWork at officeMonday to FridayShift workDay shift
- ...professional in Cupertino, CA to provide comprehensive financial advice and solutions to clients. This role emphasizes triaging client leads,... ...brokerage products. Candidates must hold Series7 and Series66 licenses, possess strong communication skills, and have a minimum...
- ...advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking,... ...(Private Client Advisors, Mortgage Bankers and Business... ...66 if required) and Life licenses are required - or must be... ...NMLS notifications may impact your employment with the...Immediate startAfternoon shift
$60k - $75k
...Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships... ...and recommending solutions FINRA Series 7 & 66 licensed and hold appropriate... ...making a positive impact in the community...Work at officeWork from home$45k - $100k
...California Position Type Financial Advisor EEO Statement Edward... ...long‑term client relationships. They grow... ...investment and financial solutions to your clients?... ...Working in and positively impacting your local community?... ...registration, licensing, or certification Professional...TraineeshipLocal areaFlexible hours- Role, Inc. is looking for a Financial Advisor in Redwood City, California. This position entails establishing long-term client relationships and expanding your client base by identifying... ...industry is preferred, with various licensing options available. #J-18808-Ljbffr Role...
- ...your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at... ...to work closely with Financial Advisors, providing personalized solutions and building lasting... ...service will directly impact our clients'... ...experience. Series 7 & 66 licenses upon hire or must successfully...Local area
$106k - $150k
...Citizens Bank in Palo Alto seeks an Affluent Wealth Advisor to manage relationships with High Net Worth clients. The advisor will utilize a planning-based... ...to understand client needs and deliver tailored financial solutions. Candidates should possess a Bachelor’s Degree...$26 - $33.72 per hour
Bank of America is looking for a dedicated financial advisor to provide personalized service and guidance to financial center clients. The role involves building and deepening... ...client relationships, delivering customized solutions, and balancing sales performance with...Hourly payShift workDay shift- ...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...our workforce and positively impact the communities we serve.... ...meetings and presenting customized solutions to clients to help them...Work at officeFlexible hoursShift workDay shift
- ...We are a Fortune 500 financial services firm dedicated to partnering with clients to achieve their long-term financial goals... ...environment where financial advisors can develop and grow their own... ...financial services registration, licensing, or certification, or professional...TraineeshipFlexible hours
- Koitecc Solutions is seeking a Relationship Banker to join our team in Mountain View, CA. In this role, you will build long-lasting relationships with clients and provide exceptional service to meet their financial needs. The ideal candidate will have over a year of sales...
- ...in Palo Alto is seeking a Senior Private Client Banker to manage and deepen relationships... ...should have 2+ years in branch banking or financial services, be able to resolve issues effectively, and comply with necessary licensing requirements. The position emphasizes teamwork...Weekend workAfternoon shift
- ...memorable experiences for our clients and employees, making them... ...using the latest banking solutions and cutting‑edge financial technology combined with... ...63 if required), and Life licenses are minimum requirements.... ...through NMLS notifications may impact your employment with the...Immediate startAfternoon shift
- ...Description: Responsibilities Include: -Gather financial planning data and assist in plan production for acquired clients. -Conduct client meetings (reviews and... ...but not required -Series 7, 66, SIE licensing -2-3 years of financial planning and client-...
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