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
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Solutions Advisor — SIE/Series Licensed Path in Skokie, IL vacancy
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the... ...impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your... ...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 shiftNational Black MBA Association
Skokie, IL11 hours ago$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 payTraineeshipBank of America
Chicago, IL11 hours ago- ...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
Bank of America
Wilmette, IL3 days ago $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
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Skokie, IL11 hours ago$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...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Skokie, IL1 day ago$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...
- ...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...
Farmers Logo 2022
Skokie, IL11 hours ago - ...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
Bank of America
Chicago, IL2 days ago $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 shiftBank of America
Chicago, IL3 days ago$73k
...opportunity to contribute to the company's success. As a Financial Solutions Advisor within PNC Wealth Management, you will be based in... ...Certifications No Required Certification(s) Licenses FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance...Full timeTemporary workPart timeWork experience placementWork at officePNC Financial Services Group
Niles, IL4 days ago- 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
$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- ...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
$51.8k - $95.9k
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PNC
Niles, IL2 days ago - 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
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$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 - $100k
...crossroads, a career as a financial advisor may be the right... ...- Get registered and licensed and learn how to be a... ...investment and financial solutions to your clients? Taking... ...Licensing: SIE (which can be obtained... ...without Firm sponsorship), Series 7 and Series 66 will...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
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Thrivent Financial
Chicago, IL3 days ago - ...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
RK Partners
Chicago, IL1 day ago $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 packageAvenica
Chicago, IL3 days ago- ...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...
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Skokie, IL11 hours ago - ...PNC Financial Services Group, Inc. is seeking a Financial Solutions Advisor based in Niles, IL. This role focuses on consulting clients on investment and insurance strategies, developing financial plans that align with their needs. The successful candidate will manage...
PNC Financial Services Group
Niles, IL11 hours ago $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 hoursCapital Group
Chicago, IL2 days ago- ...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
LPL Financial
Chicago, IL4 days ago - ...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
LPL Financial Holdings, Inc.
Chicago, IL4 days ago - ## Financial Solutions Advisor - PNC Wealth ManagementApplylocations: IL - Nilestime type: Full timeposted on: Posted Yesterdayjob requisition id: R224566# **Position Overview**At PNC, our people are our greatest differentiator and competitive advantage in the markets we...Work experience placementWork at office
PNC Financial Services Group
Niles, IL11 hours ago
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