Financial Solutions Advisor Registration Candidate - Manhattan/NJ Region
$28.85 - $33.65 per hourBank 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.his 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 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 QualificationsAptitude 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 QualificationsCurrently holds FINRA Securities Industry Essentials (SIE)Bachelor’s degree and/or a minimum of one year of financial services industry or sales experienceSkillsClient Experience BrandingClient Solutions AdvisoryInvestment ManagementPipeline ManagementReferral ManagementClient ManagementCustomer and Client FocusPortfolio ManagementProspectingReferral IdentificationBusiness AcumenExecutive PresenceOral CommunicationsRisk ManagementWeekly Schedule: Monday thru Friday, with rotating Saturdays requiredShift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - NJ - Englewood - 21 Park Pl - PALISADES/ENGLEWOOD BC (NJ6136), US - NJ - Middlesex - 1285 Bound Brook Rd (NJ7247), US - NJ - New Brunswick - 410 George St - NEW BRUNSWICK BC (NJ7251), US - NY - New York - 36 E 14th St - Union Square-14th St (NY5163)Pay and benefits informationPay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis 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.SummaryLocation: Middlesex; New York; New Brunswick; EnglewoodType: Full time
$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... ..., and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedHourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursDay shift- ...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... ..., and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...guided by a common purpose to help make financial lives better through the power of... ...impact. Join us! As a Financial Solutions Advisor Stage I (FSA I) , your journey begins... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- ...Bank Of America Financial AdvisorAt Bank of America, we are guided by a common purpose... ...providing comprehensive advice and customized solutions to clients to help them achieve their... ..., and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursDay shift
$50k
...Join a financial services firm where your contributions... ...20,000 financial advisors across the U.S.... ...team and other regional financial... ...training to maintain registrations and licenses in... ...the right solutions for clients Comfortable... ...opportunities Candidate qualifications:...SuggestedWork at officeWork from homeHome officeFlexible hours$100k - $250k
...Strategic People Advisors Strategic People Advisors... ...with OneAmerica Financial®. Our client firm... ...estate-planning solutions. Foster and expand regional client networks by... ...6 and 63/65) registrations. Active State Life... ...learn more about candidate advocacy and talent...Work at officeLocal area$80k - $90k
...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading... ...highly customized solutions to meet client needsRecommending... ...is subject to SAFE Act registration requirements. Pursuant to... ...Transparency detailsUS - NJ - Fort Lee - 2200...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...understanding their banking needs and providing tailored financial guidance. You will meet clients face-to-face, assess... ...while handling account openings and loan closings. Ideal candidates will have NMLS registration, a high school diploma or equivalent, and up to four...
- ...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... .... This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$200k
...Applylocations: Ridgewood, NJ - Northland Securities... ...and sophisticated solutions. The group provides... ...Communications, Energy, Financials, Real Estate, Materials... ....****The Ideal Candidate for This Role:**Employee... ...License (or equivalent registrations)* MBA highly desirable...Temporary workFor contractorsWork at officeWork from home$40.5k - $67.5k
...Branch Sales & Service Regional Resource TeamAt PNC,... ...Park branch, Paterson, NJ. PNC is an in-office company... ...thrive. We encourage candidates to connect with their... ...customized customer solutions.Managing Risk -... ...wellness program with financial incentives. In addition...Full timeTemporary workPart timeWork experience placementWork at officeShift work$134.28k - $164.12k
...make better and smarter financial decisions and enabling... ...are viewed as trusted advisors and we work with our... ...develop strategies and solutions to meet clients'... ...requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC,... ...; Irvine, CA; Edison, NJ; New York, NY; Chicago...Full timeWork at officeLocal areaRemote workFlexible hours3 days per week$17.31 - $28.85 per hour
...Teller within PNC's Bergen Region Retail Banking... ...be based in Tenafly, NJ. PNC is an in-office company... ...thrive. We encourage candidates to connect with their... ...at improving customer financial wellbeing and creating... ...creating customized customer solutions.Managing Risk -...Full timePart timeWork at officeShift work- ...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... ..., and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... ..., and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$17.31 - $28.85 per hour
...NJ - Tenafly Part time R218940 Position... ...Teller within PNC's Bergen Region Retail Banking... ...thrive. We encourage candidates to connect with their... ...at improving customer financial wellbeing and creating... ...creating customized customer solutions. Managing Risk -...Full timePart timeWork experience placementWork at officeShift work- ...with the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service... ...Industry Essentials (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses. Unlicensed...Afternoon shift
$96k - $110k
...also considered. Successful candidates may be eligible to receive annual... ...in all respects - physical, financial, and developmental.... ...directly supports one of Quest’s regions and/or other DIS businesses... ...drive initiatives and recommend solutions.Recognizing that this...Full timePart timeFlexible hours$48k - $100k
...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client... ...capitalize on referrals Deliver customized solutions and the full resources of Bank of... ...66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience Established...Work at officeShift workDay shift$63k - $105k
...NJ - Ridgewood Full time R232158 Position Overview... ...the company’s success. As a Financial Advisor within PNC Wealth Management... ...you in creating personalized solutions on behalf of you and your clients... ...balance. We encourage candidates to connect with their recruiter...Full timeTemporary workPart timeWork experience placementWork at office$70 per hour
...One of CEI's largest Financial Services clients is seeking... ...Remote | Jersey City, NJ 07310 Work Schedule/... ..., EMEA, and APAC regions *Must be able to convert... ...leadership to ensure solutions are delivered on time,... ...solutions FINRA Series 7 registration Day to Day/...Hourly payPermanent employmentFull timeContract workWork at officeRemote workShift work$98.35k - $115.7k
...make better and smarter financial decisions and enabling... .... Serves as trusted advisor to clients by continually... ...implements mitigating solutions. Reviews the... ...requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the... ...: Edison, NJ; New York, NY; Hackensack...Full timeWork at officeLocal area3 days per week- Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. You will triage... ...plans using brokerage products. SAFE Act registration is required, with background checks and ongoing...Work at office
$52k - $64k
Join to apply for the Financial Consultant (Remote Eligible) role at... ...personalized consultations detailing solutions best suited to the retirement... ...obtain FINRA 7 & 63 registrations within corporate-established... ...00.00 1 day ago Jersey City, NJ $52,000.00-$64,000.00 1 day ago...Remote job16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours- Description POSITION OVERVIEW A Financial Planning Associate at Perigon Wealth... ...support for the Wealth Advisor(lead advisor) or Service Advisor... ...and client-focused environment. Candidates may also reside in Boca Raton, Ridgewood NJ, or Irvine CA COMPANY OVERVIEW Perigon...Contract workInternshipWork at officeRemote work
$49.5k - $82.5k
...Personal BankerApplylocations: NJ - Tenaflytime type: Full... ...employees can thrive. We encourage candidates to connect with their... ...opportunities to improve the customer's financial wellbeing. Collaborates with... ...of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...bias toward building scalable solutions rather than one-off outputs... ...Headquarters in Englewood Cliffs, NJ, you’ll have access to great... ...from multiple locations in Manhattan, Brooklyn, Hoboken and Jersey... ...selection process, external candidates may be required to attend an...Full timeWork at officeLocal area
$49.5k - $82.5k
...Banker within PNC's Bergen Region Retail Banking... ...be based in Northvale, NJ. PNC is an in-office... ...thrive. We encourage candidates to connect with their... ...improve the customer's financial wellbeing. Collaborates... ...wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work$36k - $60k
...NJ - Jersey City (07305) Full time R23116... ...Metro Market and Commuter Region, you will be based in... ...balance. We encourage candidates to connect with their... ...at improving customer financial wellbeing and creating... ...customized customer solutions. Managing Risk - Assessing...Full timeTemporary workPart timeWork experience placementWork at office$77k - $202k
...people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial...
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