Licensed Financial Solutions Advisor
$28.85 - $33.65 per hourBank of America ATM
Bank of America is seeking a new team member in Irvine, California, focused on acquiring and managing client relationships. This role involves obtaining necessary securities licenses and providing strategic advice to help clients achieve their financial goals. Strong communication and collaboration skills are essential, along with the ability to manage multiple tasks in a fast-paced environment. A High School diploma is required, and the position offers an hourly rate between $28.85 and $33.65 based on experience, education, and skill set. #J-18808-Ljbffr
- ...Bank of America is seeking a Financial Solutions Advisor Stage I in Fountain Valley, CA. This role involves obtaining necessary Securities Industry licenses and managing client relationships while providing tailored financial advice. The advisor will collaborate with banking...Suggested
- ...Bank of America in Fountain Valley is seeking a Financial Solutions Advisor Stage I. The role focuses on building client relationships while providing... ...strong communication skills, and complete necessary licensing. Location offers competitive compensation within a supportive...Suggested
$28.85 - $33.65 per hour
Bank of America is looking for a Financial Solutions Advisor Stage I (FSA I) based in Newport Beach, California. In this role, you'll acquire necessary securities licenses and develop foundational skills to manage client relationships effectively. You'll progress through...SuggestedHourly payFull time- ...Financial Solutions Advisor - Central OC Los Alamitos, California;Irvine, California; Garden Grove, California; Fountain Valley, California... ...include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Bank of America is looking for a Financial Solutions Advisor Stage I in Anaheim, California. This role offers onboarding programs to gain necessary industry licenses and develop client relationship skills essential for success. As a Financial Solutions Advisor, you will...SuggestedHourly pay
- ...Financial Solutions Advisor Registration Candidate - Irvine Area Irvine, California To proceed with your application, you must be at least... ...), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for...Work at officeImmediate startMonday to FridayShift workDay shift
$28.85 - $33.65 per hour
...Responsibilities Obtain Securities Industry licenses (Securities Industry Essentials, Series... ...while assessing their complex financial picture. Provide comprehensive advice, deliver... ...to connect clients with BofA and Merrill solutions. Progress through growth stages: Stage I...Hourly payMonday to FridayShift workDay shift$70k - $80k
...Bank Of America Financial Advisor The following laws or regulations restrict or prohibit the... ...comprehensive advice and customized solutions to clients to help them achieve their... ...expanding knowledge by completing required licenses and trainings. This position is...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift- ...Financial Solutions Advisor - OC West Newport Beach, California;San Clemente, California; Costa Mesa, California; Rancho Santa Margarita, California... ...applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position is subject to SAFE Act registration... ...holds Series 7 & 66 (or 63/65 in lieu of 66) licenses, or will obtain the missing series within 60 days....Monday to Friday- Bank of America in Fountain Valley is seeking a Financial Advisor to provide clients with advice and customized solutions to achieve their financial goals. The ideal... ...relevant experience and must hold Series 7 & 66 licenses. This position involves strategic client...
$70k - $80k
...position provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role involves triaging client leads,... ...holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either...Temporary workMonday to Friday$28.85 - $33.65 per hour
...criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...Job Description The Financial Solutions Advisor Stage I (FSA I) is responsible for obtaining the required Securities Industry licenses, including the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. After licensing, the advisor builds, manages, and...Hourly payMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. As a Financial Solutions Advisor Stage I (FSA I), your journey begins by obtaining your Securities Industry licenses – Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Once you...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
Road to Financial Solutions Advisor Stage I As a Financial Solutions Advisor Stage I, you will begin by obtaining your Securities Industry licenses, including the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. You will receive dedicated, personalized...Hourly payMonday to FridayRotating shiftDay shift$120k - $260k
...on a mission to empower individuals to take control of their financial future, and we’re looking for driven, coachable professionals... ...the first point of contact for customers looking for financial solutions- and your sales expertise will play a key role in helping them...Daily paidMonday to ThursdayFlexible hoursShift work$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...on client-building and obtaining licenses. Our award-winning training programs... ...Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern...Full timeContract workFor contractorsWork at office- ...and providing comprehensive financial guidance? Sagient, a leading... ...to delivering personalized solutions and thrive in a collaborative... ...Hawaii. As a Sagient financial advisor, you'll assist clients in... ...interpersonal skills Securities Licenses (Preferred) Life, Health &...
$70k - $90k
...as part of a team providing financial advice with heart. You’ll learn... ...by experienced financial advisors and other experts, building... ...office 2-3 days per week. Licensing and Training Over your first... ...full range of expert financial solutions, serving more than 2 million...Base plus commissionFull timeWork at officeLocal area2 days per week3 days per week$70k - $80k
...dedicated professional to advise clients and help them achieve their financial goals. The role involves building comprehensive financial... ...to client needs. A successful candidate will hold relevant licenses and have at least one year of experience in the financial services...$50k - $150k
...Financial Advisor - In-Office Position Are you ready to take control of your career and make... ...business by providing financial solutions to individuals and businesses. No prior... ...programs. Sponsorship for required licenses and continuing education. We can...Work at office$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...focused on client‑building and obtaining licenses. Our award‑winning training programs... ...Services • Trust Services • Retirement Solutions • Business Needs Analysis Northwestern...Work at office$120k - $260k
...on a mission to empower individuals to take control of their financial future, and we’re looking for driven, coachable professionals... ...the first point of contact for customers looking for financial solutions- and your sales expertise will play a key role in helping them...Daily paidTemporary workWork at officeMonday to ThursdayFlexible hoursShift work- 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
- ...that provides a wide range of financial services to more than 5... ...professional foundation in the apparel licensing industry before transitioning... .... About the Financial Advisor Role: As a Financial... ...through personalized insurance solutions and financial planning. Your...InternshipWork at officeWork from homeVisa sponsorshipFlexible hours
- ...Investment Program Financial Advisor Your career path should lead to real opportunity LPL... ...Orange County's Credit Union for financial solutions. This position will offer: The... ...7 and 66 (63/65) required Insurance license required Three or more years of investment...Local area
- ...and rewarding career , the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial... ...related to selling financial solutions Critical thinker, problem solver, and...Full timeTemporary workWork at officeLocal areaFlexible hours
- ...Merrill Advisor Development Program - Financial Advisor: Greater Orange County Market Newport Beach, California... ..., and executing highly customized solutions to meet client needs... ...Series 7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one year experience working...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$60k - $250k
...transition—to join our growing team as Financial Services Representatives. This role offers... ...business by providing financial solutions to individuals and businesses. No prior... ...development programs. Sponsorship for required licenses and continuing education. We can...Remote workFlexible hours
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