Financial Solutions Advisor I — Licensing & Client Advisory
Bank of America
Bank of America is hiring a Financial Solutions Advisor Stage I in California. You will start by obtaining SIE, Series 7 and Series 66 licenses and then deliver advice to clients, building relationships and guiding them through complex financial scenarios. You will train at a financial center, advance to Stage II, and join Merrill after certification. The role emphasizes client care, cross-partner collaboration, and a path to growth within the bank’s ecosystem. #J-18808-Ljbffr Bank of America
- A leading banking institution is seeking a Financial Solutions Advisor Registration Candidate in Monterey Park, CA. This full-... ...time position involves obtaining essential industry licenses while building and managing client relationships. Candidates should possess a high...SuggestedFull time
- ...of America in Baldwin Park, CA is seeking a Financial Solutions Advisor Stage I. You begin by obtaining Securities Industry licenses (SIE, Series 7 and Series 66) through... ...classes and exams, then you’ll learn to build client relationships, assess needs, and offer solutions...Suggested
- Bank of America in Whittier, CA seeks a Financial Solutions Advisor Stage I to begin the licensing journey (SIE, Series 7, Series 66) and develop foundational advisory skills. You will learn client relationship management, investment solutions, and personalized financial...Suggested
- Bank of America is hiring a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, Series 66) and progress to advisory roles. You’ll learn to build and manage client relationships and guide clients through financial solutions in a structured...Suggested
$60.01k - $69.99k
...purpose to help make financial lives better through... ...and delivering for our clients, teammates,... ...us! As a Financial Solutions Advisor Stage I (FSA I), your... ...Securities Industry licenses, where you receive dedicated... ...Client Solutions Advisory Investment Management...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayShift workDay shift$100k - $140k
LPL Financial is seeking a Financial Advisor associated with BMO Bank in Pico Rivera, CA. In this exciting role, you will help clients navigate their financial journeys and grow your business using... ...having a Series 7 and 66 license and three years of investment sales...- Bank of America is hiring for a customer service/financial center role focused on engaging clients in the lobby and educating them on self-service options... ...building client relationships, and guiding clients to solutions that fit their financial goals while complying with...Weekend work
$70k - $80k
Bank of America is seeking a Financial Advisor to provide tailored financial solutions to clients in Temple City, California. The role involves building financial plans... ...Qualified candidates should hold the necessary licenses and possess experience in the financial services...- Bank of America is seeking a Financial Advisor to deliver customized financial solutions to clients in Rosemead, California. The role involves assessing client financial... .... Applicants are required to hold relevant licenses and have experience in the financial services industry...Full time
$70k
Bank of America is seeking a Financial Advisor to provide tailored financial solutions to clients. The role involves identifying client needs, building financial plans... ...investment industry and possession of necessary licenses are required. In addition to a competitive...- ...purpose to help make financial lives better through the... ...we deliver for our clients, teammates, communities... ...advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This... ...insurance licenses.Skills:• Advisory• Account Management•...Full timeTemporary workDay shift
$70k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...knowledge by completing required licenses and trainings. This position is... ...licenses. Skills Account Management Advisory Client Experience Branding...Temporary workMonday to FridayShift workDay shift$70k - $80k
...involves providing comprehensive financial advice and customized solutions to clients, helping them achieve their financial... ...Currently holds Series 7 & 66 licenses (Series 63 or 65 in lieu of 66).... ...licenses. Skills Account Management Advisory Client Experience & Branding...Temporary workMonday to FridayShift workDay shift$70k - $80k
Bank of America is seeking a Financial Advisor in Montebello, California, to offer tailored financial solutions and advice to clients. Responsibilities include developing financial plans... ...ideal candidate should have relevant licenses and experience in financial services....$70k - $80k
Bank of America is seeking a Financial Advisor in San Gabriel, California, to provide... ...tailored financial advice to clients. The successful candidate will... ...planning and brokerage solutions. Candidates should hold Series 7 & 66 licenses and have experience in the financial...- Bank of America is hiring for a financial advisor role in Monterey Park, California. This... ...providing tailored financial advice and solutions to help clients achieve their financial objectives.... ...will possess a Series 7 and 66 license and have one year of experience in the...
$70k - $80k
...America in Bell, California, is looking for a Financial Advisor to provide tailored advice and solutions to clients, helping them achieve their financial goals. Key... ...investment industry and current Series 7 & 66 licenses. The position offers an annual salary range of...$70k - $80k
Bank of America is seeking a full-time Financial Advisor in El Monte, California. The role... ...comprehensive financial advice and tailored solutions to clients, focusing on their financial goals... .... Candidates must hold Series 7 & 66 licenses and possess at least one year of...Full timeMonday to Friday$70k - $80k
Bank of America is seeking a financial consultant to provide tailored advice and solutions to clients in Montebello, CA. The role involves building financial plans using... .... The ideal candidate holds Series 7 & 66 licenses and possesses strong experience in the financial...- ...purpose to help make financial lives better through... ...and delivering for our clients, teammates,... ...As a Financial Solutions Advisor Stage I (FSA I), your... ...Securities Industry licenses, where you receive dedicated... ...Client Solutions Advisory Investment Management...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$63.3k - $117.2k
...Provides financial and investment planning and advice in collaboration... ...deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though... .... FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses...Contract workPart timeLocal area$80k - $110k
...Thrivent Financial is a faith based, not for... ...approximately 2.6 million clients nationwide. As... ...financial solutions, community engagement... ...goals. Wealth Advisor Benjamin Koehlinger... ...processes and licensing guidelines. The ideal... ...terminology and advisory practice...Work at officeLocal areaHome office- ...for a role in its California market, focusing on engaging lobby clients to educate and assist with self-service banking. You will execute cash transactions and connect clients to solutions to meet financial goals. The role emphasizes relationship building, adherence to...Weekend work
- TwinThread is seeking a Private Client Advisor in Whittier, California to provide comprehensive financial planning and advice. In this... ...personalized investment solutions and deepen client relationships... ...Advisor, holds the required licenses, and demonstrates a commitment...
- ...Description Experienced Financial Advisor Job Description... ...our expanding team of licensed professional advisors... ...opportunity to help clients in your community reach... ..., member FINRA/SIPC. Advisory Services offered through... ..., strategies, and solutions needed to succeed over...
- SkyKey Financial is seeking licensed Life Insurance Agents who are ready to transition from traditional... ...insurance to providing tailored retirement solutions. This role offers full training,... ...consultations, and emphasizes building strong client relationships. The position promises...Remote jobFlexible hours
$80k - $110k
Thrivent Financial is a faith based, not for... ...approximately 2.6 million clients nationwide. As... ...financial solutions, community engagement... ...goals. Wealth Advisor Benjamin Koehlinger... ...processes and licensing guidelines. The ideal... ...terminology and advisory practice...Work at officeLocal areaHome office- Bank of America in Cerritos seeks an enthusiastic client service representative to engage with clients in the lobby and assist them with... .... You will foster relationships and help clients navigate financial services, ensuring compliance with established processes. Ideal...Hourly pay
- JPMorganChase is seeking a Private Client Advisor to offer comprehensive financial planning and personalized investment solutions to clients in California. The ideal candidate will... ...at least a Series 7 and Series 66 license. A competitive total rewards package is provided...
- Bank of America in Baldwin Park seeks a frontline financial center associate to uncover personal banking needs, assist with self-service transactions, and deepen client relationships. You will connect clients to specialists, train them on digital tools, and ensure accurate...Weekend work
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