Financial Solutions Advisor Registration Candidate- Valley Crest Market
$28.85 - $33.65 per hourDormont Manufacturing Co
As a Financial Solutions Advisor Stage I (FSA I) at Bank of America, your journey begins with obtaining Securities Industry licenses, including Securities Industry Essentials (SIE), Series 7, and Series 66 exams. You will receive personalized training and, upon license completion, will engage in client relationship management, financial planning, and advising clients on Bank of America's core banking and investment solutions. Key responsibilities include: Developing and managing client relationships across a portfolio of clients. Analyzing client financial situations to deliver tailored advice and solutions. Collaborating with core banking and investment partners to meet client needs. Presenting comprehensive advice, client reviews, and life‑plan strategies with confidence. Required qualifications: Strong commitment to obtaining required industry licenses (SIE, Series 7, Series 66). Self‑discipline in time and capacity management. Experience cultivating client relationships and recommending solutions. Effective communication and collaboration skills. Results‑driven mindset with focus on client interests in a fast‑paced environment. Ability to execute multiple tasks simultaneously and learn new technology. Desired qualifications: Current FINRA Securities Industry Essentials (SIE) license. Bachelor’s degree or minimum one year of financial services industry or sales experience. Skills: Client Experience Branding, Client Solutions Advisory, Investment Management, Pipeline Management, Referral Management, Client Management, Customer and Client Focus, Portfolio Management, Prospecting, Referral Identification, Business Acumen, Executive Presence, Oral Communications, Risk Management, Trading. SAFE Act compliance: This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and pass the required background check. Failure to obtain or maintain registration may result in immediate termination. Schedule: Monday – Friday with rotating Saturdays. Shift: 1st shift (United States). Hours per week: 40. Compensation: $28.85 – $33.65 per hour, based on experience, education, and skill set; base salary only, not incentive eligible. Benefits: This role is benefits eligible, offering industry‑leading benefits, paid time off, and employee resources to support your impact and growth. #J-18808-Ljbffr Dormont Manufacturing Co
$28.85 - $33.65 per hour
...Safe Act; Loan Originators; FINRA. Responsibilities As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining Securities... ...and Training This position is open for the entire market and specific Financial Center location will be based on business...SuggestedHourly payWork at officeMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...Originators; FINRA. Role Description As a Financial Solutions Advisor Stage I (FSA I), your journey begins... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE... ...This position is open for the entire market and the specific Financial Center...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift$70k - $80k
...advice and customized solutions to clients to help them achieve their financial goals, including reviewing... ...is subject to SAFE Act registration requirements; employees... ...is open for the entire market; the specific financial... ...Studio City, Sunland, Valley Village (multiple...SuggestedWork at officeMonday to FridayShift workDay shift- ...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...position is subject to SAFE Act registration requirements. Pursuant to... ...position is open for the entire market and the specific Financial...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Job Overview As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining the... ...including background checks and ongoing registration. Required Qualifications Ability to... ...This position is open for the entire market; specific Financial Center location...SuggestedWork at officeMonday to FridayShift workDay shift
$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I (FSA I) Job Description: The following laws or regulations restrict or prohibit the hiring of individuals... ...your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
Financial Solutions Advisor Stage I (FSA I) As a FSA I you will obtain Securities Industry licenses (Securities Industry Essentials, Series7,... ...programs administered by Academy managers. Maintain SAFE Act registration and complete background checks as required. Required...Hourly payWork at officeMonday to FridayDay shift$28.85 - $33.65 per hour
...Overview Bank of America provides an opportunity to work as a Financial Solutions Advisor Stage I (FSA I). Your journey starts with securing... ...Regulatory Requirements This position is subject to SAFE Act registration requirements. All employees engaged in residential loan...Hourly payImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining... ...career journey. This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage...Hourly payWork at officeMonday to FridayShift workDay shift$70k - $80k
...purpose to help make financial lives better through the... ...advice and customized solutions to clients to help... ...is subject to SAFE Act registration requirements. Pursuant... ...is open for the entire market and the specific Financial... ...8130), US - CA - Simi Valley - 2830 Cochran St -...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...purpose to help make financial lives better through the... ...advice and customized solutions to clients to help... ...is subject to SAFE Act registration requirements. Pursuant... ...is open for the entire market and the specific Financial... ...CA - Newhall - 24740 Valley St - NEWHALL BC (CA810...Full timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...America, we are guided by a common purpose to help make financial lives better through the power of every connection.... ...Description: The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and...Temporary workWork at officeShift workDay shift
$45k - $100k
...crossroads, a career as a financial advisor may be the right... ...in financial services/markets and how they work... ...investment and financial solutions to your clients?... ...Skills/Requirements Candidates should have at least... ...Financial services registration, licensing, or certification...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$70k - $80k
...Financial Advisor At Bank of America, we are guided by a common purpose... ...advice and customized solutions to clients to help them achieve... ...is subject to SAFE Act registration requirements. Pursuant to the... ...position is open for the entire market and the specific Financial...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...position is subject to SAFE Act registration requirements. Pursuant to the SAFE... ...position is open for the entire market and the specific Financial...Temporary workMonday to FridayShift workDay shift$70k - $80k
...This position is subject to SAFE Act registration requirements. Employees engaged in... ...on providing comprehensive financial advice and customized solutions to clients to help them achieve their... ...CA - Ojai - 205 W Ojai Ave - OJAI VALLEY BC (CA6110), US - CA - Oxnard - 18...Temporary workWork at officeMonday to FridayShift workDay shift- ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...specialists, and executing highly customized solutions to meet client needs Recommending... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$70k - $80k
...Description: The role involves providing comprehensive financial advice and customized solutions to clients, helping them achieve their financial... ...products. The position requires adherence to SAFE Act registration and background‑check requirements. Responsibilities...Temporary workMonday to FridayShift workDay shift- ...lending specialist within the financial center. The position... ...may be subject to SAFE Act registration requirements. Note: This description... ...home lending product solutions, submit mortgage applications... ..., performance managers, and market leaders to provide guidance...Flexible hoursShift workWeekend workDay shift
$80k - $90k
...and investment services. The Advisor Development Program is... ...transition into a career as a Financial Advisor, combining Merrill’s... ...executing highly customized solutions to meet client needs Recommend... ...position is subject to SAFE Act registration requirements. All employees...Interim roleImmediate start- Koitecc Solutions is seeking an experienced professional to lead customer... ...involves providing tailored financial solutions, conducting needs... ...with banking regulations. Candidates should have 2-3 years of... ...professional development, including registration for investment product sales...
$45k - $100k
...Overview Join a financial services firm where your contributions... ...and 20,000 financial advisors across the U.S. and... ...Financial services registration, licensing, or... ...in financial services/markets and how they work Love... ...investment and financial solutions to your clients Taking...TraineeshipLocal areaFlexible hours$50k
...Join a financial services firm where your contributions... ...and 20,000 financial advisors across the U.S. and... ...training to maintain registrations and licenses in good... ...information seeking the right solutions for clients... ...new opportunities Candidate qualifications: Series...Work at officeWork from homeHome officeFlexible hours$70k
...The Senior Wealth Advisor is a senior... ...new, innovative solutions. Required to think... ...wide variety of financial and investment services... ...economic and financial market analyses.... ...maintain and renew that registration on an annual... ...employer, and qualified candidates will receive...Full timeWork at office- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda... ...referrals Deliver customized solutions and the full resources of... ...5 accepted, in lieu of 66) registrations required with 5+ years'... ...employment and hire qualified candidates without regard to race,...Work at officeShift workDay shift
$45.9k - $75.9k
...advice and guidance regarding financial solutions that are in the best... ...collaborative and versatile branch and market team. Probes to... ...experience. Canada only: Registration to sell investment products... ...other than directly from a candidate. Any unsolicited resumes sent...Contract workPart timeLocal areaImmediate startDay shift$70k - $80k
Bank of America in Monterey Park is seeking a Financial Advisor to provide comprehensive financial advice and customized solutions to clients. The role involves triaging... ...plans using brokerage products. Qualified candidates must have at least one year of experience in...- Bank of America is seeking a Financial Solutions Advisor Stage I in Los Angeles, CA. This role includes obtaining necessary Securities Industry... ...in delivering core banking and investment solutions. Candidates must demonstrate a results-driven mindset and have experience...
$28.85 - $33.65 per hour
Role, Inc. is seeking a Financial Solutions Advisor Stage I in Glendale, Arizona. This entry-level position involves training for Securities Industry... ...relationship building and client servicing. Successful candidates will demonstrate self-discipline, strong communication...Hourly pay- Bank of America is seeking a Financial Solutions Advisor Stage I in South Gate, California. In this role, you will obtain necessary industry licenses... ...comprehensive financial advice to clients. The ideal candidate should excel in building client relationships and possess...
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