Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Solutions Advisor - Aligning Client Goals & Investments

$65k - $85k

Bank of America ATM

Bank of America is seeking a Financial Solutions Advisor (FSA) to assist clients with their financial goals in Oklahoma. The FSA role focuses on providing service and advice using a phone-based platform, identifying solutions to meet investment and savings needs. Candidates should possess Series 7 and 66 licenses or equivalent, along with 1-2 years of relevant experience in financial services. A competitive salary range of $65,000 – $85,000 is offered based on experience, as well as industry-leading benefits and opportunities for incentives. #J-18808-Ljbffr Bank of America

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Solutions Advisor - Aligning Client Goals & Investments in Brooklyn, NY vacancy
  • $100k

     ...Merrill Financial Solutions Advisor (Partially Licensed)- 5th Ave Market...  ...management and investment products and services...  ...world specializing in goals-based wealth management...  ...and Wealth Management Client Associates help clients...  ...recommendations that align with the goals of... 
    Suggested
    Work at office
    Shift work
    Day shift

    Bank of America

    New York, NY
    4 days ago
  •  ...Financial Solutions Advisor - Greater Queens NY Market Flushing, New...  ...and delivering for our clients, teammates,...  ...achieve their financial goals. Key responsibilities...  ...review financial and investment goals, building a financial...  ...investments strategies that align with client financial... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Forest Hills, NY
    4 days ago
  • $70k - $80k

     ...purpose to help make financial lives better...  ...delivering for our clients, teammates, communities...  ...and customized solutions to clients to help...  ...achieve their financial goals. Key...  ...review financial and investment goals, building a...  ...investments strategies that align with client... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    New York, NY
    2 days ago
  •  ...Financial Solutions Advisor Registration Candidate - Greater Queens NY...  ...and delivering for our clients, teammates,...  ...achieve their financial goals. Key responsibilities...  ...review financial and investment goals and recommend products...  ...strategies that align with client financial... 
    Suggested
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Forest Hills, NY
    2 days ago
  • $65k - $80k

     ...purpose to help make financial lives better...  ...we deliver for our clients, teammates, communities...  ...and customized solutions to clients to help...  ...achieve their financial goals. Key...  ...review financial and investment goals, building a...  ...investment strategies that align with client... 
    Suggested
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    New York, NY
    15 hours ago
  • $70k - $80k

     ...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include...  ...clients to review financial and investment goals, building a financial plan...  ...and investment strategies that align with clients' financial goals... 
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    New York, NY
    1 day ago
  •  ...America, we help make financial lives better by connecting clients and communities to...  ...their financial goals, using a full suite of personal investing tools and resources...  ...Merrill Financial Solutions Advisor (MFSFSA) supports affluent...  ...that align with client objectives... 
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    New York, NY
    1 day ago
  • Financial Services Professional About Vista Wealth Solutions At Vista Wealth Solutions, we're dedicated...  ...lives of their clients. We provide the...  ...advice across investments, insurance, and...  ...client's unique goals and recommend solutions...  ...and solutions aligned to each client's... 
    Permanent employment

    Vista Wealth Solutions

    New York, NY
    1 day ago
  • $70k - $80k

     ...Summary We are looking for a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. The role involves triaging...  .... Recommend banking and investment strategies aligned with client goals. Triage client... 
    Temporary work
    Monday to Friday
    Day shift

    Bank of America

    Brooklyn, NY
    1 day ago
  • $65k - $80k

     ...purpose to help make financial lives better through the...  ...delivering for our clients, teammates, communities...  ...and long-term financial goals by building a...  ...banking and money managed solutions Recommends banking and investments strategies that align with client financial... 
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Brooklyn, NY
    15 hours ago
  • $65k - $80k

     ...comprehensive advice and customized solutions to clients to help them achieve their financial goals. This includes triaging client...  ...to review financial and investment goals, building a financial plan...  ...and investment strategies that align with client financial goals and... 
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    New York, NY
    1 day ago
  • $65k - $80k

     ...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include...  ...to review financial and investment goals, building a financial plan...  ...and investment strategies that align with client financial goals and... 
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    New York, NY
    1 day ago
  • $65k - $80k

    Bank of America in Oklahoma seeks a Financial Advisor to assist clients in planning their short and long-term financial goals. This role requires holding Series 7 and 66 licenses...  ...at least one year of experience in the investments and financial service industries. Key... 
    Temporary work

    Bank of America

    Brooklyn, NY
    1 day ago
  •  ...Financial Solutions Advisor Registration Candidate - Flatiron New York, New York...  ...and delivering for our clients, teammates, communities, and...  ...of America’s core banking, investment solutions and approach to client...  ...achieve their financial goals and life priorities. Collaborate... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    New York, NY
    2 days ago
  • $28.85 - $33.65 per hour

    Job Overview Financial Solutions Advisor Stage I (FSA I) at Bank of America. Begin...  ...receive training to develop client relationships, advise on...  ...America’s core banking and investment services. Key Responsibilities...  ...to meet clients’ financial goals. Collaborating with core... 
    Hourly pay
    Apprenticeship
    Work at office
    Local area
    Monday to Friday
    Shift work
    Day shift
    Weekday work

    Bank of America

    New York, NY
    3 days ago
  • $65k - $80k

    Bank of America is seeking a Financial Advisor to provide comprehensive financial advice to clients. Responsibilities include developing financial plans and recommending investment strategies aligned with client goals. The ideal candidate will have a Series 7 & 66 licenses... 

    Bank of America

    New York, NY
    1 day ago
  • A leading financial institution in New York is looking for a financial advisor to provide comprehensive advice and customized solutions for clients to help achieve financial goals. The advisor will develop financial...  ...experience in the investments or financial service industry... 
    Full time

    Bank of America

    New York, NY
    1 day ago
  • WealthBridge Financial Group is seeking a results-oriented...  ...position, you will engage with clients to understand their...  ...and strategies that align with their goals. You will leverage your...  ...to offer comprehensive solutions, including investment opportunities, retirement... 

    WealthBridge Financial Group

    New York, NY
    3 days ago
  • $28.85 - $33.65 per hour

    Bank of America is hiring for a financial advisory role located in New York, NY. The position requires building financial plans with investment products, recommending banking strategies, and managing client relationships. Candidates should possess a high school diploma... 
    Hourly pay

    Bank of America

    New York, NY
    4 days ago
  •  ...Specialist - Digital Solutions - VP Working at Citi...  ...acquisition through early client engagement and...  ...growth Oversee product financial performance including...  ...achieve high value business goals ~ Diverse functional...  ...financial acumen, and investment processes across asset... 

    Citi

    New York, NY
    4 days ago
  •  ...Embedded Finance & Solutions Payments Product...  ...strategic support and financial guidance for...  ...in Commercial and Investment Bank Wholesale Payments...  ...reporting and alignment of strategic decisions...  ...and growth goals through product development...  ...strategy, client engagement, and pricing... 

    JPMorgan Chase & Co.

    Brooklyn, NY
    3 days ago
  •  ...foundation. Every financial decision a client faces is...  ...relationship between an advisor and a client is...  ...Registered Investment Adviser built on...  ...conversations about goals, values, and legacy...  ...and planning solutions. You will play a...  ...recommend strategies aligned with risk... 
    Work at office
    Flexible hours

    Thryve Wealth Management

    New York, NY
    15 hours ago
  • $78.52k - $117.52k

     ...Description: The Financial Advisor (FA) role is a three-year...  ...guidance & selling investment management solutions. A FA will need to leverage...  ...needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's... 
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank Group

    New York, NY
    4 days ago
  •  ...Knugget Financial Services specializes in...  ...tailored financial solutions for veterans,...  ...work closely with clients to develop...  ...personalized plans that align with their unique goals and...  ...for a Financial Advisor at Knugget Financial...  ...financial advice, investment recommendations,... 
    Full time
    Remote work

    Knugget Financial Services

    New York, NY
    1 day ago
  • $78.28k - $117.52k

     ...Job Description: The Financial Advisor (FA) role is a three-...  ...guidance & selling investment management solutions. A FA will need to leverage...  ...needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals... 
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank

    Brooklyn, NY
    1 day ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual...  ...you can help your clients achieve their goals through financial planning...  ...Funding · Investment & Advisory Services...  ...Services · Retirement Solutions · Business Needs Analysis...  ...in a way that aligns with your long-term... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    New York, NY
    4 days ago
  •  ...grow and retain client relationships...  ...personalized investment advice, covering...  ...products and solutions that are...  ...clients' individual goals, risk...  ...determine which financial strategies and...  ...the Financial Advisor team to increase...  ...referrals, ensuring alignment to the client... 
    Work at office

    SunTrust Investment Services, Inc.

    New York, NY
    5 days ago
  •  ...Global's large banking clients is seeking a Financial Advisor for a full-time role in...  ...planning guidance and offer investment management solutions. The FA will need to...  ...by reviewing financial goals and making investment recommendations aligned to their client's goals.... 
    Full time

    Insight Global

    New York, NY
    3 days ago
  • $110k - $130k

     ...we seek to provide our clients excess return at every...  ...-reward spectrum from investment grade to private...  ...platform has served the financial return needs of our clients...  ...innovative capital solutions for growth. Through Athene...  ...approach to investing aligns our clients,... 
    Work experience placement
    Local area
    Flexible hours

    Apollo Global Management

    New York, NY
    4 days ago
  • $28.85 - $33.65 per hour

    Bank of America is seeking a professional to provide comprehensive financial advice and customized solutions to clients. Responsibilities include planning financial goals, recommending banking and investment strategies, and triaging client requests. The ideal candidate... 
    Hourly pay

    Bank of America

    New York, NY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Solutions Advisor - Aligning Client Goals & Investments. Be the first to apply!