Financial Solutions Advisor Trainee: Licensing & Client Impact
$28.85 - $33.65 per hourBank of America Financial Center
Bank of America is seeking a Financial Solutions Advisor (FSA) in Chicago to provide phone-based holistic financial advice. The role requires obtaining the Securities Industry Essentials (SIE), Series7, and Series66 licenses. Responsibilities include nurturing client relationships, reviewing investment goals, and recommending products and strategies to meet client needs. The ideal candidate will have strong communication skills, a proactive mindset, and the ability to manage multiple tasks effectively. This position offers competitive hourly pay ranging from $28.85 to $33.65, based on experience, and includes industry-leading benefits. #J-18808-Ljbffr Bank of America
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Financial Solutions Advisor Trainee: Licensing & Client Impact in Chicago, IL vacancy
$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...SuggestedHourly payWork at office- A leading financial institution is seeking a Financial Solutions Advisor Stage I (FSA I) in Oak Lawn, IL. This role provides... ...obtain essential industry licenses and develop client relationships. Candidates... ...this dynamic team and make an impact in clients' financial lives....Suggested
$28.85 - $33.65 per hour
Job Summary Financial Solutions Advisor (FSA) in the centralized segment of the Advisor Development Program... ...(SIE), Series7 and Series66 licenses. After licensing, the FSA delivers phone... ...identifies product solutions that meet client needs, and supports client...TraineeshipHourly payShift workDay shift$51.8k - $95.9k
...appointments, fee-based sales, and financial planning. Implements business development... ...relationship manager. Determines client needs and provides solutions through the sales of managed... ...experience. FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses....SuggestedLocal area- 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...Suggested
$100k
...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients... ...strategies Communicates solutions to clients that are best... ...(63 & 65 in lieu of 66) licenses Two years'... ...they can make a genuine impact and contribute to the sustainable...Shift workDay shiftBank of America
Oak Brook, IL2 days ago- ...Financial Solutions Advisor Registration Candidate - Gage Park, IL Chicago, Illinois... ...and delivering for our clients, teammates, communities,... ...performance, and how we make an impact in the communities we serve... ...your Securities Industry licenses, where you receive...Work at officeImmediate startMonday to FridayShift workDay shift
Bank of America
Chicago, IL1 day ago - ...Financial Solutions Advisor Registration Candidate - Central Chicago Market Chicago... ...and delivering for our clients, teammates, communities, and... ..., and how we make an impact in the communities we serve... ...obtaining your Securities Industry licenses, where you receive...Work at officeImmediate startMonday to FridayShift workDay shift
Bank of America
Chicago, IL6 hours ago - ...PNC is looking for a Financial Solutions Advisor based in Niles, IL. This role requires consulting clients on investment and insurance while expanding customer relationships... ...Associates degree, FINRA Series 7 and 66 licenses, and have strong communication skills to ensure...
PNC
Niles, IL1 hour ago - Rk-Partners is seeking a Financial Advisor in Chicago, Illinois, where you'll have the freedom to provide innovative solutions to clients. The role involves prospecting clients, maintaining relationships, and providing tailored financial solutions. Ideal candidates possess...
- ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue... ...effective. As a Financial Solutions Advisor within the centralized segment... ...your Securities Industry licenses, where you receive dedicated and...TraineeshipWork at officeShift workDay shift
$73k
...contribute to the company’s success. As a Financial Solutions Advisor within PNC Wealth Management, you... ...development of financial plans for clients. Grows and retains an investment and... ...Certifications: No Required Certification(s). Licenses: FINRA Series 7 and 66 (or 63, 65)...Full timeTemporary workPart timeWork experience placementWork at officePNC
Niles, IL1 hour ago- ...part of Bank of America, seeks a Financial Advisor to serve high‑net‑worth clients. The role focuses on building relationships... ...advisory strategies. Communicate solutions that meet client needs, including... ...Current Series7 and66 licenses (Series63 or65 can replace Series...Shift workDay shift
- 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),... ...training to acquire, build, and manage client relationships and to consider...Work at officeMonday to FridayShift workDay shift
$22.5 - $30.29 per hour
...tailored to suit their financial needs. As a Private Client Banker in Branch... ...(Private Client Advisors, Mortgage Bankers... ...required) and Life licenses are required - or... ...notifications may impact your employment with... ...grow, delivering solutions to solve all their...Immediate startAfternoon shiftJPMorgan Chase Bank, N.A.
Hinsdale, IL3 days ago- ...fast‑track your career from a Client Service Associate to a Client... ...location. How you’ll make an impact Every day presents new... ...attaining your Property & Casualty license and Commercial Lines Coverage... ...challenges and find coverage solutions that align with their budgets...TraineeshipFull timeWork experience placementInternshipLive outWork at officeLocal areaRemote workHome officeFlexible hours
Arthur J. Gallagher & Co.
Chicago, IL1 hour ago $77k - $202k
...providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help... ...those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance...Full timeH1bPwC
Chicago, IL3 days ago$24.03 - $26.44 per hour
...first 25 applicants Make an impact providing expert financial advice with heart.... ...gain experience working with clients virtually, gain confidence... ...insurance and securities licenses necessary for this position... ...Description As a Virtual Financial Advisor at Thrivent, you'll: Guide...Hourly payFull timeLocal areaRemote workWork from homeFlexible hoursThrivent Financial
Chicago, IL7 days ago- M&T Bank Corporation in Chicago is seeking a Client Relationship Associate to join the Loan Market Solutions Division. This role is pivotal in managing client relationships, performing daily cash applications, and ensuring compliance with portfolio standards. The candidate...
- A leading financial institution in Oak Brook is seeking a Financial Advisor to develop a book of business and... ...deliver tailored investment solutions. The ideal candidate... ..., hold necessary licenses, and demonstrate strong... ...role involves handling client inquiries, recommending...Traineeship
$99k - $232k
...business. We support our clients by addressing the... ...clients optimise and align financial planning,... ...performance management solutions that help clients modernize... ...and serve as a trusted advisor across finance transformation... ...applicants that are impacted by the Los Angeles...Full timeH1bPwC
Chicago, IL3 days ago$75k
...company’s success. As a Premiere Client Advisor within PNC Wealth Management... ...well as the development of financial plans for clients; grows and... ...customized customer solutions. Managing Risk - Assessing... ...Certifications : None required. Licenses : FINRA Series 7 and 66 (or...Temporary workWork experience placement$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...you can help your clients achieve their goals... ...building and obtaining licenses. Our award-winning... ...Services Retirement Solutions Business Needs Analysis... ...helps you have a bigger impact on your clients and...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Chicago, IL4 days ago$21.63 - $24.05 per hour
...your fast track into a dynamic, high-impact career in Client Management. This one-year immersive program... .... Gain your state insurance license, fully sponsored by Reliance Matrix.... ...to help team members thrive in their financial, physical, and mental wellbeing. Our...TraineeshipHourly payWork at officeImmediate startFlexible hoursReliance Standard
Chicago, IL3 days ago$23.8 - $26.45 per hour
...Virtual Financial Advisor – Remote Chicago, Illinois... ...meaningful career providing clients with purpose-based... ...insurance and securities licenses necessary for this... ...results and your client impact. The average total... ...of expert financial solutions, serving more than 2...Hourly payFull timeLocal areaRemote workThrivent Financial
Chicago, IL3 days ago- ...career. Make an impact providing expert financial advice with heart. Thrivent... ...state insurance licenses (life, health &... ...Thrivent’s comprehensive advisor onboarding program.... ...advice and connect clients to Thrivent products... ...of expert financial solutions, serving more than 2...Local area
Thrivent Financial
Chicago, IL1 day 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 access to powerful sales tools and a large resource network so you can focus on activities...Work experience placement
RK Partners
Chicago, IL3 days ago $50k
...Join a financial services firm where your contributions... ...over 9 million clients and 20,000 financial advisors across the U.S. and... ...for positive impact to improve the lives... ...registrations and licenses in good standing.... ...seeking the right solutions for clients Comfortable...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Chicago, IL3 days ago- ...A leading financial services firm is seeking an experienced Financial Advisor to help clients achieve their financial goals. This role requires collaboration with clients... ...candidate has a solid sales background and relevant licenses, with a focus on building strong client...Remote work
Corebridge Financial, Inc.
Chicago, IL2 days ago $72k - $145k
...opportunities every day, for our clients, our people, and our... ...to hire four wealth advisors to work with our... ..., holistic, financial services. They have strong... .... Certifications / Licenses: Active series 65 or... ...skills, and knowledge may impact position of pay within...Interim roleWork at officeFlexible hoursCliftonLarsonAllen
Oak Brook, IL3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor Trainee: Licensing & Client Impact. Be the first to apply!
Related searches
- senior wealth advisor Chicago, IL
- finance associate Chicago, IL
- financial advisor Chicago, IL
- private wealth advisor Chicago, IL
- estate planning consultant Chicago, IL
- financial planning assistant Chicago, IL
- finance operations associate Chicago, IL
- associate corporate finance Chicago, IL
- senior financial advisor Chicago, IL
- international financial advisor Chicago, IL