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 is seeking a Financial Solutions Advisor Stage I in Richmond, CA to begin with licensing exams (SIE, Series 7, 66) and build foundational advisory skills. You will start in a financial center delivering core banking and investment solutions while growing...Suggested
- ...guided by a common purpose to help make financial lives better through the power of... ...make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- Bank of America in San Jose, CA seeks a Financial Solutions Advisor Stage I to begin by earning securities licenses and building foundational client advisory skills. You will train on SIE, Series 7 and Series 66 while learning to acquire, grow and manage client relationships...SuggestedWork at office
- Bank of America in California is seeking a Financial Solutions Advisor Stage I in Fresno. The role begins with obtaining Securities Industry licenses (SIE, Series 7, Series 66) and advancing through a dedicated academy to develop advisory skills for banking, investments...Suggested
- 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
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin by earning SIE, Series 7 and Series 66 licenses and to develop foundational skills in advising clients on banking and investment solutions. You will work in a financial center delivering client care...Work at office
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin by earning Securities Industry licenses (SIE, Series 7, Series 66) and to develop foundational advisory skills for client relationships and financial planning. You’ll work in an in-office environment...Work at office
$70k - $80k
...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...Temporary workWork at officeFlexible hoursDay shift$70k - $80k
...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 & 66 (63 & 65 in lieu of 66) licenses....Temporary workWork at officeMonday to FridayFlexible hoursShift workDay 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...Full timeContract workFor contractorsWork at office$70k
## AMP Financial Advisor Trainee - Vienna, VAApplylocations: Vienna, Virginia... ...investment products, solutions, and services that are suitable... ...*Licenses/Certifications*** SIE required provided that an exemption... ...the start of the program.* Series 7 and Series 66 or the...ApprenticeshipTraineeshipWork experience placement$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$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of every connection... ...annuities, and banking and money managed solutions Recommends banking and investments... ...FINRA Securities Industry Essentials (SIE) Bachelor's degree and/or a minimum of one...Hourly payTemporary workWork at officeMonday to FridayShift workDay shift$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$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- Providing comprehensive advice and customized solutions to clients Triaging client leads and... ...partners Meeting with clients to review financial and investment goals Building financial... ...trainings Requirements Currently holds Series 7 and 66 (or the equivalent 63 and 65 in...Monday to Friday
$75k - $110k
...by providing personalized financial plans that uncover... ...nationwide team of financial advisors, we strive to secure financial... ...Services - Retirement Solutions - Business Needs Analysis... ...for insurance licensing, SIE, Series 6 & Series 63 or Series 7 & Series 66 Retirement Package...Full timeContract workTemporary workWork experience placementWork at officeMonday to FridayFlexible hours- ...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
$50k
...Join a financial services firm where your contributions are valued.... ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...information seeking the right solutions for clients Comfortable in... ...Candidate qualifications: Series 7 and Series 66 required...Work at officeWork from homeHome officeFlexible hours$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- ## 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...
- ## Investment Executive (Financial Advisor) The Woodlands, TXApplylocations: Houston, TXtime type... ...on investment strategies and product solutions. Conduct solo and joint appointments with... ...Prior Brokerage Industry Experience.* Series 7, 66 (or 63 and 65) and appropriate state...
$52.5k - $96.25k
## Financial Advisor - PNC Wealth ManagementApplylocations: Denver - 1144 15th Street (CO034): CO... ...guide you in creating personalized solutions on behalf of you and your clients. Our... ...Required Certification(s)## **Licenses**FINRA Series 7 and 66 (or 63,65) required. Life and...Full timeTemporary workPart timeWork experience placementWork at office$25 per hour
...hrChase is a leading financial services firm, helping... ...grow, delivering solutions to solve all their financial... ...24 hours a day/7 days a weekPartnering... ...Specialists (Financial Advisors, Mortgage Bankers,... ...Industry Essential (SIE) exam, FINRA Series 6/7, state registration...$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$25 per hour
...Chase is a leading financial services firm, helping... ...cities grow, delivering solutions to solve all their... ...accounts 24 hours a day/7 days a week... ...Specialists (Financial Advisors, Mortgage Bankers, and... ...Industry Essential (SIE) exam, FINRA Series 6/7, state registration...Afternoon shift- Who We Are At Corebridge Financial, we believe action is everything.... ...are searching for a Financial Advisor to provide a personalized... ...record. You have an active FINRA Series 7 licenses and a Series 63 and... ...providers of retirement solutions and insurance products in the...Immediate startRemote workRelocation
- ...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
- ...manage and expand relationships with regional wirehouses and financial advisors. The role focuses on driving assets in the Ohio/remote... ...focused degree, 2+ years in financial services, and licenses (SIE, with Series 7 obtainable within 60 days). #J-18808-Ljbffr FwainvestRemote job
- ...job. Are you interested in financial services? Have you always wanted... ...your training to obtain your Series 7 & 63 Licenses. In This Role... ...and determining the best solution for them. Educate customers... ...Securities Industry Essentials®(SIE®) Exam A bachelor’s degree in...Full timeWork experience placementInternshipWork at officeFlexible hours3 days per week
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