Financial Solutions Advisor Registration Candidate- Hayward and Milpitas Area
$28.85 - $33.65 per hourBank of America ATM
Job Description:*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****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) 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 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 experienceSkills:Client Experience BrandingClient Solutions AdvisoryInvestment ManagementPipeline ManagementReferral ManagementClient ManagementCustomer and Client FocusPortfolio ManagementProspectingReferral IdentificationBusiness AcumenExecutive PresenceOral CommunicationsRisk ManagementTradingMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday – Fridays and rotating SaturdaysThis 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.Shift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - CA - Castro Valley - 3067 Castro Valley Blvd - CASTRO VALLEY BC (CA4121), US - CA - Fremont - 39300 Fremont Blvd - FREMONT-BEACON BC (CA4148), US - CA - Fremont - 40714 Grimmer Blvd (CA4190), US - CA - Fremont - 46786 Mission Blvd - WARM SPRINGS BC (CA4183), US - CA - Hayward - 24700 Hesperian Blvd - HESPERIAN-LA PLAYA BC (CA4157), US - CA - Milpitas - 20 Ranch Dr - McCarthy Ranch (CA3199), US - CA - Milpitas - 740 E Calaveras Blvd - MILPITAS BC (CA3107), US - CA - Newark - 36900 Newark Blvd - NEWARK BC (CA4165), US - CA - SAN JOSE - 1058 E BROKAW RD - Brokaw Plaza BC (CA3216), US - CA - San Jose - 2611 N 1st St - ORCHARD PARK BC (CA3172), US - CA - San Jose - 4075 EVERGREEN VILLAGE SQ (CA3202), US - CA - San Leandro - 1400 E 14th St - SAN LEANDRO MAIN OFFICE (CA4111), US - CA - San Leandro - 1925 Marina Blvd - SAN LEANDRO INDUSTRIAL CENTER (CA4146), US - CA - Union City - 1900 Decoto Rd - UNION CITY BC (CA4168), US - CA - Union City - 31800 Alvarado Blvd - ALVARADO BC (CA4175)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: San Jose; Castro Valley; Fremont; Fremont; San Leandro; Union City; San Leandro; Union City; San Jose; Milpitas; Newark; Milpitas; Fremont; SAN JOSE; HaywardType: Full time
- ...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...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of... ...make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...guided by a common purpose to help make financial lives better through the power of... ...an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift 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... .... This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$100k
...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...specialists, and executing highly customized solutions to meet client needs Recommending... ..., and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedHourly payFull timeWork at officeLocal areaShift workDay shift- ...taken the first step into financial services. Now you are... ...Summit Wealth & Insurance Solutions is looking for financial advisors, insurance advisors,... ...Looking For Successful candidates will typically have:... ...complete the necessary registration requirements Existing...Full timeWork at office
$43.68k - $69.9k
...FUNCTION: Selected candidates are intended to... ...Personal Banker I is a Financial Center position focused... ...recommend appropriate solutions using our value proposition... ...S.A.F.E. Act registration at the time of employment... ...LOCATION -- Milpitas, California 95035...Work experience placementWork at office$62.78k - $87.9k
...sit in Northern California/San Jose area. Summary: Financial Consultant will develop new current... ..., and define prospective financial solutions as appropriate; Close sales for... ...experience. Certificates, Licenses, Registrations Current driver's license....$50k - $100k
...provides advice and guidance regarding financial solutions that are in the best interests of... ...education and experience. Canada only: Registration to sell investment products completed... ...source other than directly from a candidate. Any unsolicited resumes sent to BMO,...Contract workPart timeLocal areaImmediate startDay shift- ...common purpose to help make financial lives better through the power... ..., is subject to SAFE Act registration requirements. Pursuant to the... ...potential home lending product solutions, submits the mortgage... ...the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators...Full timeWork at officeFlexible hoursShift workWeekend workDay shift
$250k
...opportunities, and present product offers/financial solutions Understand and comply with... ...banking tools and technologies ~ Nmls registration; safe act compliant ~ Consistently... ...opportunity employer, and qualified candidates will receive consideration without regard...Full timeMonday to Friday- ...Fifth Third Bank. Selected candidates are intended to become a... ...The Personal Banker I is a Financial Center position focused on using... ...and recommend appropriate solutions using our value proposition.... ...position requires S.A.F.E. Act registration at the time of employment...Work experience placementWork at office
$103k - $154k
...competitive edge in an increasingly interconnected world. Our solutions are designed to not only meet the current demands of the... ..., BTL1, or Cloud Security certifications.Local/Regional candidates only.Local to area with a Flexible hybrid working arrangementAdditional...Local areaFlexible hours$180.27k - $220.33k
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...counsel and expert advice in all areas of Wealth Management. This position requires... ...Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2...Local area- ...we are eager to meet candidates who embody these core... ...purpose. Think of us as financial partners, because at... ...in client assets. Our advisors average $575,000 in... ...to LTC and Insurance solutions. About the Role:... ...opportunities in this area, we encourage you to apply...Full timeLocal areaImmediate start
$118.5k
...Description Job Description Only candidates located within 30 miles of San Jose, CA... ...seeking an eager, strategic, and decisive financial advisor to fill a position that offers room... ...insurance, annuity, and investment solutions. We act with integrity and humanity in...Start working todayWork at office- ...Banker assists members with a full range of financial products and services in a retail... ...member needs into appropriate financial solutions. Demonstrated rapport-building, active... ...employment, must enroll and maintain registration with Nationwide Multistate Licensing System...Full timeWork at officeLocal areaRemote workFlexible hoursNight shiftWeekend workAfternoon shiftEarly shift
$22 - $27.4 per hour
...Learn more about our career areas and lines of business. In... ...transactions, sharing digital solutions, and making appropriate introductions... ...services to meet customers financial needs Required... ...employment from all qualified candidates, regardless of race, color, gender...Hourly payFull timeWork experience placementWeekend work$100k
...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...specialists, and executing highly customized solutions to meet client needs Recommending... ..., and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Interim roleWork at officeLocal areaShift workDay shift- ...CommonWealth Central Credit Union in San Jose is seeking a full-time Financial Services Representative to help members achieve their... ...supporting new member onboarding. Prior credit union or bank experience is preferred. NMLS registration is required. #J-18808-Ljbffr...Full time
- ...Banker assists members with a full range of financial products and services in a retail... ...member needs into appropriate financial solutions. Proactive follow-up mindset with the... ...employment, must enroll and maintain registration with Nationwide Multistate Licensing System...Full timeWork at officeLocal areaRemote workFlexible hoursNight shiftWeekend workAfternoon shiftEarly shift
- ...with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service... ...Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are...Immediate startAfternoon shift
- ...with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service... ...Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are...Immediate startAfternoon shift
$83k - $100k
...recruits on a rolling basis. Candidates are considered as they apply,... ...deliver intelligent, data-driven solutions to help our clients navigate... ...industry-leading Payroll, Financial, or Supply Chain processes to... ...analysis of finance process areas (financial planning & analysis...Full timeSummer workH1bLocal areaRemote workNight shift$95.89k - $157.54k
...&A Senior Analyst to support financial planning, forecasting, and strategic... ...and reporting. The ideal candidate operates independently,... ...recommendations and alternative solutions. Take full ownership of... ...Looks Like: Acts as a trusted advisor to senior leaders, delivering...Temporary workWork at officeWork from homeHome officeRelocation packageFlexible hours$131k - $193.81k
...Marvell Marvell’s semiconductor solutions are the essential building... ...fingerprints will be on the financial architecture of a scaling, high... ...-hoc analysis. For the right candidate, this role has no ceiling.... ...planAct as a trusted financial advisor to functional leaders, providing...Permanent employmentFull timeInternshipWork from home$77.9k - $132.4k
...us. KLA invents systems and solutions for the manufacturing of wafers... ...range of services, such as financial planning, corporate... ...decisionsPreferred Qualifications:The ideal candidate will have 3-5 years of... ...Location: USA-CA-Milpitas-KLAKLA’s total rewards package...Minimum wageFull timeWork experience placementFlexible hours$250k
...opportunities, and present product offers/financial solutions Understand and comply with... ...Banking tools and technologies ~ NMLS registration; Safe Act compliant ~ Consistently... ...opportunity employer, and qualified candidates will receive consideration without regard...Full time$180k - $275k
...monetization strategy. The team is also applying AI towards innovative solutions, using advanced AI development and productivity tools to build... ...we strive to host a meaningful interview experience for all candidates. If you want an accommodation/adjustment for a disability or...Hourly payFull timeWork experience placementWork at officeImmediate startFlexible hours$107k - $172k
...developing and driving consolidated financial reporting across these areas and support our forecasting and... ...business challenges with data-driven solutions.You will work closely with cross-functional... ...factors that are unique to each candidate, including but not limited to skill...For contractorsWork at officeFlexible hours
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