Financial Solutions Advisor — SIE/Series Licensed Path
National Black MBA Association
A leading financial institution in Skokie is seeking a Financial Solutions Advisor Stage I. In this role, you will obtain essential industry licenses while building client relationships and providing tailored financial advice. This position offers structured training, one-on-one coaching, and opportunities for career advancement. Work involves engaging with clients to understand their needs and connecting them with appropriate financial solutions. Candidates should possess strong communication skills and a results-oriented mindset. #J-18808-Ljbffr National Black MBA Association
- ...Advisor Development Program - Financial Solutions Advisor Trainee - Northbrook Financial Center Wilmette, Illinois... ...your Securities Industry licenses, where you receive dedicated study... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain...SuggestedTraineeshipWork at officeLocal areaImmediate startShift workDay shift
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the... .... Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey... ...obtaining your Securities Industry licenses, where you receive... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor (FSA) in Chicago to provide phone-based holistic financial advice. The role... ...obtaining the Securities Industry Essentials (SIE), Series7, and Series66 licenses. Responsibilities include nurturing client relationships...SuggestedHourly payTraineeship$28.85 - $33.65 per hour
...education, legacy, and other financial goals. As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I),... ...obtaining securities industry licenses and learn foundational advisory... ...Industry Essentials (SIE), Series 7 and Series 66 exams under dedicated...SuggestedHourly payTraineeshipWork at officeImmediate startShift workDay shift$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...planning. On your path to becoming a... ...building and obtaining licenses. Our award-winning training... ...· Retirement Solutions · Business Needs Analysis... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...SuggestedFull timeContract workFor contractorsWork at office$28.85 - $33.65 per hour
A prominent financial institution is seeking a Financial Solutions Advisor Stage I to initiate your career in finance. The role involves obtaining securities licenses and building client relationships while providing comprehensive financial advice. Candidates should possess...Hourly payWork at office- A leading financial institution is seeking a Financial Solutions Advisor Stage I in Northbrook, Illinois. This role involves obtaining relevant securities industry licenses and offers dedicated training. As an advisor, you will build client relationships and provide tailored...
$100k
...guidance. Merrill’s Financial Advisors and Wealth Management Client... ...Communicates solutions to clients that are best... ...guidance through a defined path to become a successful... ...Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Two years'...Shift workDay shift- ...Financial Solutions Advisor Registration Candidate - Central Chicago Market Chicago, Illinois... ...obtaining your Securities Industry licenses, where you receive dedicated and personalized... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain...Work at officeImmediate startMonday to FridayShift workDay shift
$73k
...opportunity to contribute to the company’s success. As a Financial Solutions Advisor within PNC Wealth Management, you will be based in... ...Associates. Certifications: No Required Certification(s). Licenses: FINRA Series 7 and 66 (or 63, 65) required. Life and Health...Full timeTemporary workPart timeWork experience placementWork at office$28.85 - $33.65 per hour
Bank of America seeks a Financial Solutions Advisor as part of their Advisor Development Program in Wilmette, IL. This role involves obtaining necessary securities licenses while developing foundational advisory skills. Successful candidates will assist in delivering banking...Hourly payTraineeship- Job Overview As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining the required Securities Industry licenses, including the Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Dedicated and personalized classes will prepare...Work at officeMonday to FridayShift workDay shift
- A financial services provider in Skokie seeks an Administrative Support professional to assist Investment Executives with Money Guide... ...diploma and five years of related experience, along with a Series 6 license. Responsibilities include client data management, generating...
$28.85 - $33.65 per hour
...Advisor Development Program Financial Solutions Advisor Stage I Merrill Wealth Management is a leading provider... ...obtaining your Securities Industry licenses, where you receive dedicated... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain...Hourly payTraineeshipWork at officeLocal areaImmediate startShift workDay shift- ...guidance. Merrill’s Financial Advisors and Wealth Management... ...As a Financial Solutions Advisor within the centralized... ...Securities Industry licenses, where you receive... ...Industry Essentials [SIE], Series 7 and Series 66 Exams... ...through a defined path to become the...TraineeshipWork at officeShift workDay shift
- ...PNC is looking for a Financial Solutions Advisor based in Niles, IL. This role requires consulting clients on investment and insurance... ...ideal candidate will possess an Associates degree, FINRA Series 7 and 66 licenses, and have strong communication skills to ensure...
- A leading financial services firm is seeking a sales professional in Chicago... .... The role requires specific licenses, such as Life and Health Insurance and Series 6, 63, and 65. You'll be expected... ...and deliver tailored financial solutions. Compensation is commission-based...Local area
- Bank of America is hiring a Financial Solutions Advisor Stage I in New Trier Township, Illinois. This role involves obtaining securities licenses and developing fundamental advisory skills focused on wealth management. Candidates will help clients achieve financial goals...Hourly payTraineeship
$28.85 - $33.65 per hour
Job Summary Financial Solutions Advisor (FSA) in the centralized segment of the Advisor Development Program at MerrillWealthManagement... ...with obtaining the Securities Industry Essentials (SIE), Series7 and Series66 licenses. After licensing, the FSA delivers phone‑based...Hourly payTraineeshipShift workDay shift$45k - $75k
...Financial Advisor Lakeshore Financial Group: Office location options in... ...Entry-level: $45,000–$75,000 Licensed Advisors: $86,000–$117,000+... ...position offers a clear path to building a career as a financial... ...& licensing support (LAH, SIE, Series Exams) We welcome:...Work at officeRelocation package- ...providing expert financial advice with heart.... ...your state insurance licenses (life, health &... ...variable contracts), Series 7 and 66... ...Thrivent’s comprehensive advisor onboarding program... ...Attainment of FINRA SIE, life and health... ...expert financial solutions, serving more than...Local area
$45k - $100k
...applicants. Join a financial services firm... ...20,000 financial advisors across the U.S. and... ...Get registered and licensed and learn how to be... ...and financial solutions to your clients?... ...Licensing: SIE (which can be obtained... ...Firm sponsorship), Series 7 and Series 66 will...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You'll have... ...can focus on activities that get results. Series 65 (pre and post 2000 exams); Series 7...Work experience placement
$150k - $175k
...explore different career paths, we'll give you the... ...its 40+ Private Wealth Advisors (PWAs) advise over 2,0... ...Outsourced Advisory Solutions (OAS) team is responsible... ...Group's expansive financial advisor network, leveraging... ...strongly preferred. Series 65 required....Temporary workWork at officeLocal areaFlexible hours- ...Financial Advisor - Wintrust Bank Your career path should lead to real opportunity LPL Financial... ...Wintrust Bank for financial solutions. This position will offer... .... Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more...Local area
- ...Financial Advisor – Wintrust Bank Your career path should lead to real opportunity LPL Financial... ...Wintrust Bank for financial solutions. This position will offer... .... Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more...Local area
- ...Management, part of Bank of America, seeks a Financial Advisor to serve high‑net‑worth clients. The... ...advisory strategies. Communicate solutions that meet client needs, including core... ...Qualifications Current Series7 and66 licenses (Series63 or65 can replace Series66)....Shift workDay shift
- ...providing professional client service for all clients using Farmers Financial Planning service. This position will also provide support to... ...planning needs. Additionally this position will use Series 6 license (required) and Series 7 license (if available) to service clients...
$24.03 - $26.44 per hour
...Make an impact providing expert financial advice with heart. Thrivent... ...insurance and securities licenses necessary for this position.... ...Description As a Virtual Financial Advisor at Thrivent, you'll: Guide... ...days of hire - Life and Health, Series 7, Series 66 State insurance...Hourly payFull timeLocal areaRemote workWork from homeFlexible hours$45k - $60k
...your personal results? As a Financial Advisor with Ameriprise, you'll help... ...help you obtain your required licenses/credentials, and we'll cover... ...a service model to provide solutions that support their financial... ...50 days of hire: o FINRA Series 7 (Obtaining the Series 7...Full timePart timeWork experience placementLocal area
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