Financial Solutions Advisor I - Licenses & Client Impact
National Black MBA Association
Bank of America is seeking a Financial Solutions Advisor Stage I in California. You start by obtaining SIE, Series 7, and Series 66 licenses, then build client relationships and guide them with financial solutions to enhance their lives. The Academy provides world-class training and a clear path to progression within Merrill, with collaboration across banking and investment partners to meet client needs. #J-18808-Ljbffr National Black MBA Association
$28.85 - $33.65 per hour
...purpose to help make financial lives better through... ...and delivering for our clients, teammates,... ..., and how we make an impact in the communities we... ...us! As a Financial Solutions Advisor Stage I (FSA I), your... ...Securities Industry licenses, where you receive dedicated...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift$100k - $140k
LPL Financial is seeking a Financial Advisor to join the Investment Program at BMO Bank in... ...allows you to build a strong client base through the Bank's... ...system and create client solutions tailored to individual... ...requires Series 7 and 66 licenses, along with a valid insurance...Suggested$28 - $33 per hour
Overview Financial Solutions Advisor Registration Candidate - South Bay Market. This requisition contains... ...Obtain required securities licenses (SIE, Series 7, Series 66) through structured... ...in lieu of 66). Deliver end-to-end client advisory services, including identifying...SuggestedFull timeInternshipWork at officeImmediate startMonday to FridayShift workDay shift- Bank of America is seeking a client-focused associate to engage customers in the lobby, educate on self-service... ...accuracy. You will build relationships, identify financial needs, and connect clients to suitable solutions. This role supports in-branch operations with a strong...SuggestedWeekend work
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual... ...where you can help your clients achieve their goals... ...and obtaining licenses. Our award-winning training... ...Services Retirement Solutions Business Needs Analysis... ...you have a bigger impact on your clients and community...SuggestedFull timeContract workFor contractorsWork at office- ...from Thrivent Make an impact providing expert financial advice with heart.... ...your state insurance licenses (life, health &... ...Thrivent’s comprehensive advisor onboarding program.... ...advice and connect clients to Thrivent products... ...Valley, CA Financial Solutions Advisor - Central Inland...Full time
$70.3k - $75k
...successful career as a Financial Advisor. Raymond James... ...consistent with our client’s objectives, time horizon... ...production targets that impact overall company... ...investment products, solutions, and services that are... ...obtaining mandatory industry licenses within prescribed...TraineeshipWork experience placement$26 - $34.67 per hour
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...our workforce and positively impact the communities we serve. Bank... ...and presenting customized solutions to clients to help them achieve...Hourly payWork at officeFlexible hoursShift workDay shift- ...A financial services firm in California is seeking a Financial Advisor to build a client base and present financial solutions. The ideal candidate will hold active Life & Health licenses and have a strong sales background. The role offers award-winning training, flexible...Flexible hours
- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning... ...clientele and find financial solutions with help from industry‑leading training... ...will have: Active Life & Health licenses and securities licensing or the ability...Work at officeFlexible hours
$23.19 - $28.35 per hour
## Float Client Relationship Consultant 2 (Banker) - Panorama City... ...to make better and smarter financial decisions and enabling the communities... ...services, and recommending solutions based on each customer’s... ...requires National Mortgage Licensing System (NMLS) registration under...Temporary workLocal area- Nexthink is expanding its Large Enterprise Solution Consulting team in North America. This field-based role requires travel to client sites in the West region and occasionally internationally... ..., and ability to translate complex tech into business impact for #J-18808-Ljbffr NexthinkRemote jobLocal area
- 10,000 Degrees seeks a Financial Aid Advisor who will support FAFSA and CADAA workflows, manage in-person or virtual financial aid spaces, and... ...regions. This role reports to the Director of Financial Aid Impact and requires collaboration with frontline staff to implement...Remote work
- A leading financial services organization is seeking a Financial Advisor to guide clients through their financial journeys. The ideal candidate is passionate about helping others achieve financial clarity and has strong interpersonal skills. Responsibilities include building...Flexible hours
- Northwestern Mutual is seeking motivated individuals to become financial advisors and business owners. You start as a financial representative focused on client-building and licensing, with access to award-winning training to develop a holistic practice. Our model supports...
- ...development track to prepare trainees for a career as a Financial Advisor. The program provides education, hands-on... ...targets contributing to company revenue and client outcomes. Trainees will complete industry licenses within set timeframes, build a client book and develop...Traineeship
- ...Morgan Wealth Management - Private Client Investment Associate -... ...to offer the best investment solutions for their financial needs. Job Responsibilities Support Advisors' book of business, including facilitating... ..., And Skills A valid Series 7 license is required or must be...Full time
- ...memorable experiences for our clients and employees, making them... ...using the latest banking solutions and cutting‑edge financial technology combined with... ...63 if required), and Life licenses are minimum requirements.... ...through NMLS notifications may impact your employment with the...Immediate startAfternoon shift
- Cathay Bank is seeking a Relationship Banker II (Administrative) to open new accounts, cross-sell products, and resolve customer inquiries. The role includes processing teller transactions and supporting branch operations while ensuring regulatory compliance and secure ...Weekend work
- ...of America is hiring for a front-line role focused on guiding clients through transactions using self-service tools and maintaining an... ...or GED, strong communication skills, and a proven ability to build relationships and identify client solutions. #J-18808-Ljbffr Sacbar
- ...in Ventura, CA is hiring a branch associate to assist clients in the lobby, guide them through self-service options,... ...accurately. You will build relationships and identify solutions aligned with clients' financial goals. The role requires a high school diploma, weekend...Full timeWork at officeShift workWeekend work
- ...banking needs, and guiding them through deposits, loans, and digital solutions. You will open accounts, process transactions, and collaborate... ...service from Day One. The role emphasizes proactive client outreach, knowledge of retail banking products, and a digital-first...
- ...memorable experiences for our clients and employees, making them... ...using the latest banking solutions and cutting-edge financial technology combined with... ...National Mortgage Licensing System and Registry (NMLS)... ...through NMLS notifications may impact your employment with the firm...Immediate startAfternoon shift
- ...families, you will focus on financial plans that are constantly evolving... ...the community to bring new clients to First Command, with the... ...wealth management Training and licensing support: First Command... ...grow a successful Financial Advisor career. Sponsorship: First Command...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$50k - $100k
...are a comprehensive wealth and financial consulting firm working with... .... Our consultants support clients in developing tailored financial... ...including: College funding solutions What You’ll Do: Assess client... .... Life & Health Insurance License (or willingness to obtain)....Remote workFlexible hours- A boutique wealth management firm is seeking a Financial Advisor to manage client relationships and deliver customized financial plans. This role emphasizes relationship-building through networking and referrals without requiring cold calls. Ideal candidates should have...Full time
$110k - $125k
...in Irvine, CA serving high net worth clientele seeks a Financial Advisor to support client relationships, present financial plans, and deliver a high... ...excellent benefits) Requirements Bachelor’s Degree Licensing: Series 7 or 66 or Series 65 3+ years of client‑facing...Full time- ...boutique wealth management firm serving high-net-worth clients seeks an Associate Financial Advisor / Paraplanner with the potential to develop into a... ...willingness to pursue Series 65 or Series 7/66 preferred, or willingness to obtain required licensing #J-18808-Ljbffr...
$70.3k - $115k
## Financial Advisor (Marina, CA)Applylocations: Marina Branch: King City Branch: Soledad Branch... ...Power Point, Outlook).**CERTIFICATES, LICENSES, REGISTRATIONS:**Required FINRA Series... ..., we provide essential banking solutions to more than 250,000 members. We truly...Full timePart timeRemote workFlexible hours- .... As a not-for-profit financial institution, we are deeply... ...an experienced Wealth Advisor to join our growing... ...to grow and deepen client relationships. Advisor... ...insurance, and protection solutions Modern technology... ...required. Series 63 & 65 licensing may be accepted in...
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