Licensed Financial Solutions Advisor - Stage I
Bank of America
Bank of America is hiring a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, Series 66) and progress to advisory roles. You’ll learn to build and manage client relationships and guide clients through financial solutions in a structured, in-branch setting. Upon licensing, you advance towards a broader advisory role within Bank of America and Merrill, supported by the Academy and ongoing coaching. #J-18808-Ljbffr Bank of America
- Bank of America is seeking a Financial Solutions Advisor Stage I in El Monte, California. This role focuses on obtaining necessary financial licenses and building client relationships. Candidates will engage in structured training to deliver comprehensive financial advice...Suggested
- Bank of America is seeking a Financial Solutions Advisor Stage I in Los Angeles, California. The role involves securing necessary securities licenses and providing bank and investment solutions to clients. Successful candidates will progress to more advanced roles while...Suggested
- A leading banking institution is seeking a Financial Solutions Advisor Registration Candidate in Monterey Park, CA. This full-time position involves obtaining essential industry licenses while building and managing client relationships. Candidates should possess a high...SuggestedFull time
$28 - $33 per hour
Overview Financial Solutions Advisor Registration Candidate- West San Gabriel Valley Market Join to apply for... .... As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized...SuggestedFull timeInternshipWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...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...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayShift workDay shift$70k - $80k
Bank of America is seeking a Financial Advisor in San Gabriel, California, to provide tailored financial advice to... ...comprehensive financial planning and brokerage solutions. Candidates should hold Series 7 & 66 licenses and have experience in the financial services industry...- Bank of America is hiring for a financial advisor role in Monterey Park, California. This position... ...tailored financial advice and solutions to help clients achieve their financial... ...candidate will possess a Series 7 and 66 license and have one year of experience in the...
$70k - $80k
Bank of America is seeking a full-time Financial Advisor in El Monte, California. The role... ...comprehensive financial advice and tailored solutions to clients, focusing on their... ...needs. Candidates must hold Series 7 & 66 licenses and possess at least one year of experience...Full timeMonday to Friday$70k - $80k
...Description: The role involves providing comprehensive financial advice and customized solutions to clients, helping them achieve their financial goals... ...Qualifications Currently holds Series 7 & 66 licenses (Series 63 or 65 in lieu of 66). If you do not currently...Temporary workMonday to FridayShift workDay shift$70k - $80k
Bank of America is seeking a Financial Advisor in Montebello, California, to offer tailored financial solutions and advice to clients. Responsibilities include developing... ...strategies. The ideal candidate should have relevant licenses and experience in financial services. The...- A leading financial institution in Los Angeles is seeking a Financial Solutions Advisor Stage I to enhance client financial lives through expert guidance and personalized solutions... ...obtaining critical Securities Industry licenses and engaging with clients to address their...
$70k - $80k
Job Description This position provides comprehensive financial advice and customized solutions to clients, helping them achieve their financial goals.... ...products. Job expectations include completing required licenses and trainings. The role is subject to SAFE Act...Temporary workMonday to FridayShift workDay shift$28.85 - $33.65 per hour
Job Overview Bank of America provides an opportunity to work as a Financial Solutions Advisor Stage I (FSA I). Your journey starts with securing Securities Industry licenses (Securities Industry Essentials [SIE], Series 7, and Series 66). After obtaining the required licenses...Hourly payImmediate startMonday to FridayShift workDay shift$70k - $80k
Bank of America is seeking a Financial Advisor to provide tailored financial solutions to clients in Temple City, California. The role involves building financial... .... Qualified candidates should hold the necessary licenses and possess experience in the financial services...- Bank of America is seeking a Financial Advisor to deliver customized financial solutions to clients in Rosemead, California. The role involves assessing client... ...’ needs. Applicants are required to hold relevant licenses and have experience in the financial services industry...Full time
$70k - $80k
...with clients to plan short and long‑term financial goals by building financial plans with... ...Qualifications Currently holds Series 7 and 66 licenses (or 63 or 65 in lieu of 66), with any... ...to new information and seeks right solutions for clients. Efficiently manages time and...Temporary workWork at officeLocal areaMonday to Friday$70k - $80k
...of America in Bell, California, is looking for a Financial Advisor to provide tailored advice and solutions to clients, helping them achieve their financial goals... ...the investment industry and current Series 7 & 66 licenses. The position offers an annual salary range of $70...$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor Stage I in Whittier, CA. This role supports clients with financial solutions and builds relationships while progressing through stages. The advisor will complete necessary certifications, develop client relationships...Hourly payWork at office- ...dedicated professional to provide clients with personalized financial advice and customized solutions. Responsibilities include planning financial goals,... .... The ideal candidate should possess Series 7 and 66 licenses, along with at least one year of experience in finance...
$100k - $140k
LPL Financial is seeking a Financial Advisor associated with BMO Bank in Pico Rivera, CA. In this exciting role, you will help clients navigate their financial... ...system. Requirements include having a Series 7 and 66 license and three years of investment sales experience. The...$70k - $80k
...of America in Montebello seeks a qualified financial advisor to help clients achieve financial goals through customized solutions. Responsibilities include assessing client... ...of relevant experience and hold necessary licenses such as Series 7 & 66. This position offers...$28.85 - $33.65 per hour
Job Overview Financial Solutions Advisor Stage I (FSA I) - support clients with financial solutions, build relationships, and progress through stages within Bank of America and Merrill. Key Responsibilities Complete the Securities Industry Essentials (SIE), Series7, and...Hourly payWork at officeMonday to FridayShift workDay shift- Bank of America is seeking a Financial Advisor located in Baldwin Park, California. This role... ...focus on delivering customized financial solutions to clients, including brokerage... ...successful candidate will require relevant licenses, experience in the investments and financial...Monday to Friday
- Bank of America is seeking a Financial Advisor in Walnut, California, to provide clients with... ...comprehensive advice and tailored financial solutions. The role involves understanding... ...candidates will possess Series 7 & 66 licenses and at least one year of experience in...
- ...will build and maintain strong relationships with financial professionals while promoting Capital Group solutions and analyzing business intelligence. The... ...financial services industry, and must hold the SIE license with Series 6 or 7 strongly preferred. The position...Flexible hours
$70k
Bank of America is seeking a Financial Advisor to provide tailored financial solutions to clients. The role involves identifying client needs, building financial... ...investment industry and possession of necessary licenses are required. In addition to a competitive salary...- ...Revolution Become a IT Systems and Financial Advisor at Southern California... .... Manages software licenses, upgrades, and patches, ensuring... ...Reviews, evaluates and recommends solutions related to hardware and... ...discussed at the interview stage. The work mode can be changed...Remote workRelocation
- Bank of America is seeking a Financial Advisor in Los Angeles to provide comprehensive advice and customized solutions to clients. This role includes triaging client leads and... ...include holding Series 7 and 66 licenses and a minimum of one year experience in the...Weekend work
$70k - $80k
Bank of America is seeking a Financial Advisor in Arcadia, California, responsible for providing tailored financial advice and solutions to clients. The role includes triaging client leads... ...candidate will hold necessary licenses, possess at least one year of relevant...$63.3k - $117.2k
...Wealth Sales & Service Provides financial and investment planning and advice in collaboration... ...to deliver a comprehensive banking solution in the best interest of the customer.... ...experience. FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses. Life...Part time
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