Licensed Financial Solutions Advisor: Grow Client Wealth

Jobtailor

Jobtailor in Chandler, AZ seeks a Securities Industry professional to obtain licenses and deliver tailored financial guidance at a Bank of America/Merrill level. You will build client relationships, work from a financial center, and collaborate with banking and investment partners to meet client needs. The role emphasizes obtaining SIE, Series 7/66 licenses, and certification within set timelines, with a Monday–Friday schedule and potential phone-based work depending on location. #J-18808-Ljbffr Jobtailor

Apply

Vacancy posted 4 days ago

Similar jobs that could be interesting for youBased on the Licensed Financial Solutions Advisor: Grow Client Wealth in Chandler, AZ vacancy

Financial Advisor - Client Solutions (Wealth Management)
At LPL Financial, a Wealth Advisors Group role in Tempe is focused on providing high‑touch investment guidance to mass affluent clients over the phone and via scheduled reviews. You will conduct... ...Bachelor's degree and securities licenses (7 and 63/65 or 66) are required....
Suggested
LPL Financial
Tempe, AZ
3 days ago
Wealth Advisor - PNC Wealth Management
...company’s success. As a Wealth Advisor in PNC Wealth Management,... ...well as the development of financial plans for clients. Grows and retains an investment... ...customized customer solutions.Managing Risk - Assessing... ...Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and...
Suggested
Full time
Temporary work
Part time
Work experience placement
Work at office
The PNC Financial Services Group
Gilbert, AZ
2 days ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual... ...you can help your clients achieve their... ...building and obtaining licenses. Our award-... ...Services · Retirement Solutions · Business Needs... ..., build, and grow your practice. As... ...Northwestern Mutual Wealth Management Company...
Suggested
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Gilbert, AZ
3 days ago
Financial Advisor
$45k - $100k
...Financial Advisor Opportunity Join a financial services... ...over 9 million clients and 20,000... ...retirement, building wealth, estate... ...you'll develop and grow your own practice... ...Get registered and licensed and learn how to... ...investment and financial solutions to your clients?...
Suggested
Traineeship
Work at office
Local area
Work from home
Home office
Flexible hours
Edward Jones
Gilbert, AZ
3 days ago
Wealth Connect Advisor
$70.56k - $86.24k
...better and smarter financial decisions and... ...communities we support to grow and succeed. We... ...Description The Wealth Connect Advisor provides... ...investment advice to clients through secure virtual... ..., and insurance solutions. Working in a... ...Qualifications Must be FINRA licensed with Series 7, 66...
Suggested
Temporary work
Work experience placement
Work at office
Local area
Us Bank
Tempe, AZ
5 days ago
Financial Solutions Advisor - Participant Services (Series 7 required)
...purpose to help make financial lives better through... ...and delivering for our clients, teammates,... ...opportunities to learn, grow, and make an impact.... ...Participant Services Financial Solutions Advisors (FSA) engage... ...completing required licenses and trainings. This position...
Temporary work
Work at office
Shift work
Day shift
Bank of America Corporation
Chandler, AZ
4 days ago
Financial Solutions Advisor - Registration Candidate - East Valley Phoenix Area
...purpose to help make financial lives better through the... ...delivering for our clients, teammates, communities... ...opportunities to learn, grow, and make an impact.... ...us! As a Financial Solutions Advisor Stage I (FSA I), your... ...your Securities Industry licenses, where you receive...
Work at office
Immediate start
Monday to Friday
Shift work
Day shift
Bank of America Corporation
Chandler, AZ
7 days ago
Wealth Advisor Associate — Virtual Client Guidance
LPL Financial Holdings Inc., a leading wealth management firm, is hiring for a Wealth Advisor role in a team-based call center environment. You... ...calls and support a large client base while building relationships... ...requires active securities licenses, a bachelor’s degree or...
LPL Financial LLC
Tempe, AZ
6 days ago
National Financial Solutions Advisor I (Chandler, AZ) (Series 7 Required)
...across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital... ...commitment, we are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long-term career and...
Shift work
Day shift
Bank of America Corporation
Chandler, AZ
a month ago
Relationship Banker - Treasury & Client Solutions
...Relationship Banker to manage a portfolio of property-management clients and self-managed communities. You will advise on treasury... ...learn new services quickly, and train clients on using our banking solutions while helping with software integration and support. This role...
Western Alliance Bancorporation
Chandler, AZ
3 days ago
Financial Advisor
$45k - $100k
...Financial Advisor Opportunity Join a financial services... ...over 9 million clients and 20,000... ...retirement, building wealth, estate... ...you'll develop and grow your own practice... ...Get registered and licensed and learn how to... ...investment and financial solutions to your clients?...
Traineeship
Work at office
Local area
Work from home
Home office
Flexible hours
Edward Jones
Mesa, AZ
3 days ago
Financial Advisor
$120k - $150k
Job Posting: Financial Advisor / Financial Planner Office... ...Overview Apollon Wealth Management, a... ...This location is growing rapidly and... ...dedicated to their clients, values their employees... ...6 Securities License Current FINRA Series... ...to create solutions is an important part...
Temporary work
Work at office
Monday to Friday
Apollon Wealth Management, LLC
Sun Lakes, AZ
2 days ago
Senior Wealth Advisor
...Alerus Financial is seeking a Wealth Advisor to enhance existing relationships and develop new... ...specialists. Your focus will be on growing relationships with high-net-worth clients, updating CRM, and pursuing... ...to provide robust financial solutions including planning,...
Alerus
Tempe, AZ
9 hours ago
Financial Solutions Advisor - Participant Services (Series 7 required)
Overview The Participant Services Financial Solutions Advisor (FSA) engages clients in goals‑based conversations to provide education and guidance when they need us most. The role involves working within a contact center environment, leveraging the Bank of America and Merrill...
Temporary work
Work at office
Shift work
Day shift
Bank of America
Chandler, AZ
4 days ago
2027 Financial Advisor Development Program - Full-Time Analyst (AZ)
...At J.P. Morgan Wealth Management, we'... ...and dedicated advisors, a full range of... ...capabilities to help our clients achieve their most important financial goals. That's... ...place to grow personally and... ...Obtain FINRA licenses required for the... ...innovative financial solutions to millions of...
Full time
Work at office
Remote work
Visa sponsorship
Fairygodboss
Tempe, AZ
2 days ago
Financial Representative
...The purpose of the Financial Representative is to meet... ...needs of middle-income clients by educating them on... ...financial security, and wealth creation; analyzing... ...corresponding financial solutions. A Financial Representative... ..., maintain a driver's license, and have at least the...
Work at office
Local area
Western & Southern Life
Gilbert, AZ
1 day ago
US Experienced Financial Advisor
$50k
...Join a financial services firm where your contributions... ...over 9 million clients and 20,000 financial advisors across the U.S. and... ...you’ll develop and grow your own practice,... ...registrations and licenses in good standing.... ...seeking the right solutions for clients Comfortable...
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Mesa, AZ
5 days ago
National Remote Wealth Planning Advisor
...Tempe, AZ is seeking a Personal Advisor to grow our remote advisory channel within Wealth Management. You will meet clients via video or phone, craft customized financial plans, and align clients with... ...'s degree, and CFP is a plus. Licenses must be active and multi-state...
Remote job
Full time
Work at office
JPMorgan Chase & Co.
Tempe, AZ
5 days ago
Investment Phone Specialist - JPMorgan Wealth Management - Chicago, IL; Columbus, OH; Plano, TX; San Antonio, TX; Tempe, AZ
...At JPMorgan Chase Wealth Management, we have... ...enthusiasm for helping our clients, building... ...Investment Professional (Licensed, Partially Licensed,... ...help them reach their financial goals and dreams. Additionally... ...and cities grow, delivering solutions to solve all their...
Work at office
Local area
Remote work
Monday to Friday
3 days per week
Chase
Tempe, AZ
6 days ago
Private Client Banker - South Valley Market - Mesa/Gilbert/Tempe/Chandler, AZ
Private Client Banker - South Valley Market - Mesa... ...(Private Client Advisors, Mortgage Bankers, and... ...with specialized financial needs. Make clients... ...nonprofits, and cities grow, delivering solutions to solve all their... ...and National Mortgage Licensing System and Registry...
Full time
Afternoon shift
JPMorganChase
Tempe, AZ
4 days ago
Entrepreneurial Financial Advisor: Build Your Practice
Northwestern Mutual is seeking a financial advisor to start a business-building practice... ...financial planning. You’ll gain licenses and training, build a client network, and offer plans mixing investments... ..., insurance, and retirement solutions. As a business owner, you shape...
UNAVAILABLE
Gilbert, AZ
3 days ago
Financial Consultant
$52k - $64k
...Empower Job Description Grow your career with a growing... ...reach their long-term financial goals or providing personal wealth management strategies, every... ...sales Current FINRA licenses and/or ability to successfully... ..., share thoughts & offer solutions What will set you apart...
16 hours
Temporary work
Work experience placement
Casual work
Work at office
Local area
Remote work
Work from home
Dev
Chandler, AZ
4 days ago
Financial Advisor
...families, you will focus on financial plans that are... ...community to bring new clients to First Command,... ...banking Investments/wealth management Training and licensing support: First Command... ...spouses to start and grow a successful Financial Advisor career. Sponsorship:...
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command
Tempe, AZ
3 days ago
Associate Advisor Compensation Solution Professional
$22.53 - $37.59 per hour
...ingredients you need at LPL Financial to shape your success while helping clients pursue their... ...Overview The Associate Advisor Compensation Solution Professional -... ...degree in Finance FINRA license - SIE Pay Range $22.... ...among the fastest growing wealth management firms in...
Work from home
LPL Financial LLC
Tempe, AZ
2 days ago
Finance and Business Management-Associate-US Private Bank Client Service
Join our Client Service, Experience and Development... ...growth. As a trusted advisor and strategic partner,... ...and recommendations on financial and operational trendsDeliver... ...experience in the wealth management or asset... ...innovative financial solutions to millions of consumers...
JP Morgan Chase
Tempe, AZ
2 days ago
Entry Level - Junior Loan Officer
...creating your own path to financial freedom and personal... ...potential individuals into licensed Loan Officers ready to... ...lending guidelines Offer real solutions that build real wealth for your clients Why Join Loan Simple?... ...lender built to grow — and help you grow with...
Apprenticeship
Work from home
Loan Simple
Chandler, AZ
5 days ago
Risk Manager - Wealth, Corporate, Commercial and Institutional Banking
$126.82k - $149.2k
...make better and smarter financial decisions and enabling... ...communities we support to grow and succeed. We believe... ...of gaps and drive solutions that minimize losses resulting... ...aligned to Wealth, Corporate, Commercial... ...such as the Institutional Client Group, Commercial Real...
Full time
Work experience placement
Work at office
Local area
3 days per week
US Bank
Tempe, AZ
4 days ago
Associate Financial Representative
...you need at LPL Financial to shape your success... ...while helping clients pursue their financial... ...Overview: Wealth Advisors Group (WealthAG)... ...investment solutions to mass affluent... ...financial goals and help grow our book of 120,0... ...63 and 65, or 66 License ~1 years + of...
Work experience placement
Work at office
Immediate start
Work from home
LPL Financial Holdings, Inc.
Tempe, AZ
5 days ago
Workday Grants, Solutions Delivery Consultant
...to collaborate with leading solution providers and leverage your experience... ...processesSupport Workday Financials maintenance activities... ...federal, state, & local government clients as well as public higher... ...opportunities and connect and grow through mentorship. From on-the...
Work at office
Local area
Relocation
Night shift
Deloitte
Gilbert, AZ
8 hours ago
Retail Relationship Banker
$41.5k - $65.5k
...advice and guidance regarding financial solutions that are in the best... ...needs-based assessments to grow loyalty and identify immediate... ...business solutions). Offers clients advice and guidance on available... ...Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This...
Contract work
Part time
Local area
Immediate start
Day shift
Bank of Montreal
Chandler, AZ
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Licensed Financial Solutions Advisor: Grow Client Wealth. Be the first to apply!