Financial Solutions Advisor — SIE/Series 7 Prep
National Black MBA Association
Bank of America is hiring a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, Series 66) and move into client-focused advisory work within a financial center in San Francisco. You will learn to build and manage client relationships, analyze financial needs, and offer suitable solutions. The role includes progressing through stages, earning licenses, and joining Merrill for broader career growth in a collaborative, in-office environment with an emphasis on #J-18808-Ljbffr National Black MBA Association
- ...Bank Of America Financial AdvisorAt Bank of America, we are guided by a common purpose to... ...providing comprehensive advice and customized solutions to clients to help them achieve their... ...QualificationsCurrently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursDay shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern... ...· Trust Services · Retirement Solutions · Business Needs AnalysisNorthwestern... ..., Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides...SuggestedFull timeContract workFor contractorsWork at office- ...Business: TD Wealth Job Description The Financial Advisor (FA) role is a three-year program with... ...& selling investment management solutions. A FA will need to leverage their experience... ...advice, planning and investment sales SIE, Series 7, Series 63 required Required to have...SuggestedWork at office
- ...receive an alert: Areas of Interest: Financial Advisor; Brokerage Services; Investment Sales;... ...business opportunities. Required Licenses SIE, Series 7 and Series 66, or Sereis 63 and 65.... ...brainstorm, ask questions, and find solutions. Everyone pulls together, no matter what...SuggestedTemporary workWork at officeLocal areaImmediate start
- ...Bank of America is seeking a Financial Solutions Advisor Stage I in Fresno, CA. The role focuses on building client relationships, delivering... ...guidance, and completing necessary securities licenses (SIE, Series 7, Series 66) as part of a structured development program....Suggested
$45k - $100k
...of applicants. Join a financial services firm where your... ...and 20,000 financial advisors across the U.S. and... ...investment and financial solutions to your clients?... ...progression Licensing: SIE (which can be obtained... ...without Firm sponsorship), Series 7 and Series 66 will be...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$75k - $100k
...clients plan for long-term financial security? Are you interested... ...appropriate annuity services, solutions, or exchanges? We are... ...professionals, including Financial Advisors and Team Associates, who... ...undergraduate degree is mandatory SIE, Series 7 and Series 66 (or...Full timeFlexible hours$70.3k - $80.5k
## Financial Advisor Trainee (Woodland Hills, CA)Applylocations: Woodland... ...Recommends investment products, solutions, and services that are... ...Resources. Licenses/Certifications SIE required provided that an... ...from start of program. Series 7 & 66 or ability to obtain within...TraineeshipWork experience placement- ...guided by a common purpose to help make financial lives better through the power of every... ...providing comprehensive advice and customized solutions to clients to help them achieve their... ...Qualifications: Currently holds Series 7 and 66 (or the equivalent 63 and 65 in...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$63.3k - $117.2k
...Group Wealth Sales & Service Provides financial and investment planning and advice... ...deliver a comprehensive banking solution in the best interest of the... ...of education and experience. FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses. Life and Health Insurance...Contract workPart timeLocal area- ## Investment Executive (Financial Advisor) Houston Heights, TXApplylocations: Houston, TXtime type... ...on investment strategies and product solutions. Conduct solo and joint appointments... ...Prior Brokerage Industry Experience.* Series 7, 66 (or 63 and 65) and appropriate state...
$61.88k
...leader and innovator in the financial services industry and is evolving... ...You Make The Financial Advisor is responsible for identifying... ...appropriate investment and insurance solutions. Manage, retain, and grow an... ...: NASD licenses: FINRA Series 7, Series 66 (or 63 & 65) - Required...Hourly payFull timeContract workWork experience placementWork at officeShift work$80k - $90k
...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client... ...specialists, and executing highly customized solutions to meet client needs Recommending... ...Required Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses...Interim roleWork at officeLocal areaImmediate startShift workDay shift$61.88k - $105k
...Associate, Financial Advisor, Brooklyn, NYSantander is a global leader and innovator in the financial... ...appropriate investment and insurance solutions consistent with regulatory and... ...applications.Certifications:NASD licenses: FINRA Series 7, Series 66 (or 63 & 65) - Required....Hourly payFull timeContract workWork experience placementWork at officeShift work$43.89k
...your future. Position Title: Associate Financial Advisor Business Unit: WM - FNIS Reports to: Senior... ...this Position: Life/Health and FINRA Series 7 and 63 & 65 or S66. Physical... ...together to provide comprehensive financial solutions across our corporate footprint, which includes...Work at officeFlexible hours- ...Helping People\", join our team! The Financial Advisor with an investment/trust/estate planning... ...ongoing proficiency in delivering solutions to members in areas such as life insurance... ...be fully licensed in Investments (SIE/6/63/65 OR SIE/7/66) OR hold the ATFA designation....Work at officeImmediate start
$70.3k - $150k
...: Production / Tri Counties Advisors Requisition Number : FINAN00... ...represent. The hiring range for the Financial Advisor is $70,304 to $150,00... ...Client needs and suitable solutions Compares and evaluates... ...preferred FINRA licenses required: Series 7, 63 and 65 or 66 State of...Full timeLocal area- ...Strategies is a locally based, advisor-focused firm and part of the... ...Network. We work with Financial Advisors who want flexibility... ...information and recommend appropriate solutions Communicate complex concepts... ...license required FINRA SIE, 7, and 66 or willingness to obtain...Full timeLocal area
$50k - $85k
At Ameriprise Financial, we’re not just in the business of helping clients... ...goals - we also help our advisors and employees reach their... ...into practical, client-friendly solutions Practice Growth & Development... ...and insurance licenses (Series 7 & 66, WA state insurance) OR...Full timePart timeTraineeshipPrivate practiceWork at officeMonday to Friday- ...upon request.***Basic Functions:**The financial advisor will manage client relationships, objectives... ...* Recommends investment products, solutions, and services that are suitable for prospects... ...experience**Position Requirements:*** Series 7 and 66 required* Life, Health and...Temporary workWork experience placementLocal areaFlexible hours
- ...guided by a common purpose to help make financial lives better through the power of every connection... ...comprehensive advice and customized solutions to clients to help them achieve their... ...holds FINRA Securities Industry Essentials (SIE) Bachelor’s degree and/or a minimum of...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$140k - $180k
...investment strategies managed by U.S. Financial Advisors (FAs), with a detailed focus... ...scalable, data-driven solutions that enhance client outcomes.... .../Mandatory• ideally +7 years of experience in an investment... ...• Deep understanding of time-series analysis, and statistical...Full timeWork at officeFlexible hours- Join a financial services firm where your contributions are valued.... ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...conversations Willingness to obtain Series 7, Series 66, and state... ...licensing (such as the SIE exam) is a genuine plus - but...Full timeTemporary workFlexible hours
- ...we serve. If you are passionate about financial planning, investment management, or client... ...looking for an experienced financial advisor who has built a book of business,... ...something bigger than a solo practice. Series 65 or Series 7 and Series 66 licensure An established...Permanent employmentFull timeWork at office
- ...guided by a common purpose to help make financial lives better through the power of every connection... ...comprehensive advice and customized solutions to clients to help them achieve their... ...holds FINRA Securities Industry Essentials (SIE) Bachelor’s degree and/or a minimum of...Temporary workWork at officeFlexible hoursShift workDay shift
- ...independence and flexibility you value without being alone? As a Financial Advisor supported by The Pelora Group, you’ll be part of a community... ...needs and unforeseen challenges Requirements: FINRA licensed series 7/66 preferred Life & Health Licensed preferred Securities...Contract workFor contractorsWork at office
$88k - $150k
...wealth creators with complex financial lives, delivering integrated... ...seeking an experienced Family Advisor to join our advisory team and... ...planning, asset management, lending solutions, life insurance, health... ...literacy preferred Holds Series 63, 65, and/or 66 licensure,...Full timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours- ...CA, that provides integrated financial planning and investment management... ...doing what is right, finding solutions, and constantly seeking to... ...Summary The Senior Financial Advisor serves as the lead advisor for... ...accredited college or university. 7+ years of experience in...Remote work
$150k - $170k
...clients through comprehensive financial planning and intelligent investment... ...been committed to being an advisor firm, and not a firm of... ...deliver outstanding results and solutions. We are looking for people who... ...required CFP certification Minimum 5-7 years of experience in a...Work at officeLocal area$236.56k - $414.12k
...globally recognized, award-winning financial institution that has been in... ...short, medium and long term. 7. Reviews accounts to... ...development of new and integrated solutions to meet client needs. 10. Brings... ...CTFA, CFM certificate preferred Series 7 and 63 required Salary Range...Temporary workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor — SIE/Series 7 Prep. Be the first to apply!
- financial advisor part time Brooklyn, NY
- finance associate Brooklyn, NY
- financial counselor Brooklyn, NY
- associate corporate finance Brooklyn, NY
- private wealth advisor Brooklyn, NY
- financial consultant Brooklyn, NY
- estate planning consultant Brooklyn, NY
- financial planning assistant Brooklyn, NY
- wealth advisor associate Brooklyn, NY
- financial planner Brooklyn, NY

