Financial Solutions Advisor (SIE-7-66) - San Diego Market
Bank of America Financial Center
Bank of America is seeking a Financial Solutions Advisor Stage I in San Diego, CA. This role prepares you for investing and banking solutions while managing client relationships. You will obtain securities licenses and progress towards deeper client engagement. Required qualifications include a high school diploma, ability to acquire necessary licenses, and experience with client relations. The position offers training and support to ensure your success while working a standard schedule of 40 hours per week. #J-18808-Ljbffr Bank of America
- Job Overview As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining... ...Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Dedicated and personalized... ...This position is open for the entire market; specific Financial Center...SuggestedWork at officeMonday to FridayShift workDay shift
- ...common purpose to help make financial lives better through the... ...us! As a Financial Solutions Advisor Stage I (FSA I), your journey... ...Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your... ...is open for the entire market and the specific...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
$80k - $90k
...Merrill Advisor Development Program - Financial Advisor Merrill Wealth Management is a... ...executing highly customized solutions to meet client needs... ...Currently holds Series 7 & 66 (63 & 65 in lieu of 66)... ...PKWY (CA0801), US - CA - San Diego - 701 B ST (CA0816)Pay and...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift$20k - $120k
Financial Advisor - San Diego, CA San Diego, California, United States North Star Resource Group is looking... ...profession that involves sales and marketing with the ability to have ownership... ...experience Fully Licensed/Registered (Series 7, 66, Life/Health) - NOT REQUIRED - We...SuggestedWork experience placement- ...holistic purpose-based financial advice to clients, helping... ...contracts), Series 7 and 66 registrations, and complete... ...’s comprehensive advisor onboarding program. Job... ...financial workshops and marketing your practice. Have the... ...apply. Attainment of FINRA SIE, life and health...SuggestedLocal area
- ...we're more than a financial services leader -... ...credit, and investment solutions. In addition, this... ...Essentials (SIE) exam is also required... ...the Series 65/66. Requirements may... ...9 El Cajon Blvd., San Diego, CA 92104 5522 Balboa... ...programs (Credit, Market, Financial Crimes,...Full timeTemporary workWork experience placementImmediate start
$27 - $41 per hour
...progress toward their financial goals through planning,... ...credit, and investment solutions. In addition, this role... ...Securities Industry Essentials (SIE) exam is also required.... ...without the Series 65/66. Requirements may... ...Cajon- 3299 El Cajon, San Diego, CA 92104 ~ Sports...Temporary workWork experience placement$20k - $120k
North Star Resource Group in San Diego is seeking a Financial Advisor to help clients through personalized financial consulting. This position is designed... ...for a more fulfilling career, emphasizing sales and marketing skills. Candidates should ideally possess an...- Who We Are At Corebridge Financial, we believe action is everything... ....* You will also use marketing support in the form of... ...experience working as a Financial Advisor.* A proven and successful... ...an active FINRA Series 7 licenses and a Series 63 and 65 or 66.* You also have an...Local areaImmediate startRemote workRelocation
- ...Financial Advisor At Corebridge Financial, we believe action is everything. That... ...to improve your operation. Use marketing support in the form of mailings,... ...You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. You also have an active state...Local areaImmediate startRemote work
$25 - $27.88 per hour
...common purpose to help make financial lives better through the power... ...priorities and connecting clients to solutions that meet the financial goals... ...is open for the entire market and the specific Financial... ...CITY BC (CA0113), US - CA - San Diego - 605 Saturn Blvd - SOUTHLAND...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$85k - $145k
Mercer Advisors is looking for a Wealth Advisor in San Diego, CA to deepen relationships with clients and grow their practice. This role... ...on client needs and deliver comprehensive financial solutions. The ideal candidate will have 7-10 years of experience, required...$85k - $145k
...Wealth Advisor, Guided Investing (San Diego, CA) San Diego Why Work at Mercer Advisors... ...and simplify their financial lives by integrating financial... ...needs of clients and propose solutions that fit each client's... ...plus Experience: ~7-10 years of job-related experience...Temporary workWork at officeRemote workMonday to FridayFlexible hours$250k
...Personal Banker Safe Act, San Diego County, Officer Working at Citi is far more than just... ...channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies...$250k
...digital channels and leverage technology/marketing tools available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank... ...Time Type: Full time Primary Location: San Diego, California, United States Salary Range:...Full time- ...divh2Financial Advisor Sales Associate/h2pWell help... ...interact with Merrill financial advisors, institutional... ...full suite of financial solutions. Connect clients to... ...specialists in their field. Marketing strategies to reach... ...holds Series 7 66 (63 65 in lieu of 66)...
$150k - $350k
...Lead Advisor Opportunity Ready to make a meaningful impact?... ...talk. We are expanding to new markets and looking for Lead Advisors... ...currently looking to expand to San Diego. Here's where you come in:... ...Brighton Jones as their trusted financial advisor Proactively...Full timeSummer workWork at officeLocal areaImmediate startRemote workFlexible hours- ...tailored to suit their financial needs. As a... ...Specialists (Private Client Advisors, Mortgage Bankers... ...24 hours a day/ 7 days a week *... ...Industry Essential (SIE) exam, FINRA Series... ...(including 63 or 66 if required) and Life... ...grow, delivering solutions to solve all their...Full timeImmediate startAfternoon shift
- ...its Project Development & Finance group in Houston, New York, or San Diego. The ideal candidate will have a minimum of 2 years of relevant... ...high-performing team across global offices Gain exposure to market-leading transactions and sophisticated clients To Apply:...
$60k - $120k
...Wealth Advisor (San Diego) San Diego CA - San Diego, CA 92122 Overview Salary Range $60... ...group of clients Support internal marketing efforts by qualifying leads and referring... ...portfolio management, operations and financial planning on client meeting preparation...Full timeTemporary workWork at officeImmediate startFlexible hours$22 - $29 per hour
...thrive. As a premier California-focused financial services company dedicated to serving... ...Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register... ...Satisfaction” in Small Business & Middle Market Excellence Awards. We are looking for a...Hourly payWork experience placementWork at officeMonday to FridayFlexible hours- ...Brand Advisor - San Diego We have an exciting opportunity to join Headkount as a Brand Advisor... ...This position covers the San Diego, CA market. Brand Advisors are scheduled at various... ...Headkount offers a next-gen, outsourced solution to in-store sales, education, and...Temporary workFor contractorsFreelanceFlexible hoursShift workWeekend work
$22.88 - $28.73 per hour
...application process. Full Time Clerical San Diego, CA, US 9 days ago Requisition ID: 1309... ...with the appropriate department (Insurance, Financial Services, etc.) as needed. Achieve... ...bending. EOE Available: Monday-Friday (7:00 a.m.-7:00 p.m.), Saturday (8:00 a.m.-...Hourly payFull timeWork at officeMonday to Friday$48k - $100k
...advice and guidance. Merrill's Financial Advisors and Wealth Management Client... ...Deliver customized solutions and the full resources of Bank... ...Required Skills FINRA Series 7 & 66 (63 & 65 accepted, in lieu... ...COLORADO BLVD (CA9810), US - CA - San Diego - 701 B ST (CA0816), US - CA...Work at officeShift workDay shift- Ollivier Corporation, a managed security provider operating in San Diego, California and other West Coast sites, is seeking a Global... ...and is a proven industry leader offering comprehensive security solutions throughout Southern California. #J-18808-Ljbffr Energy Jobline...Full timeLocal area
- ...Financial Advisor This job posting is anticipated to remain... ...financial services/markets and how they work... ...investment and financial solutions to your clients? Taking... ...Licensing: SIE (which can be obtained... ...sponsorship), Series 7 and Series 66 will be required; if...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours
- ...experienced commercial lender in San Diego, California. The role requires at least 7 years of commercial... ...bank services, analyzing financial data, and providing tailored financial solutions to local businesses. The... ..., Economics, or Marketing and an established book of...Local area
- A cutting-edge energy solutions provider is seeking a full-time In-House Loan Processor in San Diego, CA. This hybrid role includes reviewing loan documents, facilitating communication with applicants, and ensuring timely loan document preparation. Ideal candidates will...Full time
$58.44k
Overview This position will provide personal financial services at assigned military installations. Primary responsibilities include the... ...Job Information Title: Personal Financial Counselor- ARNG San Diego CA Grade: 24 Work Experience - Required: Financial Counseling...Contract workTemporary workWork experience placementWork at office$58.44k
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth... ...Job Information Title: Personal Financial Counselor- ARNG San Diego CA Grade: 24 Work Experience - Required: Financial...Contract workWork experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor (SIE-7-66) - San Diego Market. Be the first to apply!
- entry level financial advisor San Diego, CA
- jde finance consultant San Diego, CA
- financial advisor San Diego, CA
- financial planner cfp San Diego, CA
- financial planner San Diego, CA
- senior financial advisor San Diego, CA
- financial planning assistant San Diego, CA
- financial advisor associate San Diego, CA
- financial counselor San Diego, CA
- junior oracle financial functional consultant San Diego, CA

