Financial Solutions Advisor Registration Candidate- Central LA Market
Bank of America ATM
Financial Solutions Advisor Stage I (FSA I) – Bank of America Responsibilities Obtain Securities Industry Essentials (SIE), Series 7 and Series 66 licenses within the specified timeframes (SIE within 30 days of hire, Series 7 and 66 within 120 days). Attend Academy training and coaching from Academy managers. Build and manage client relationships, including small business owners and higher net worth clients. Use a consultative approach to identify client needs and recommend appropriate investment and banking solutions. Deliver comprehensive advice, client reviews and presentations to help clients achieve financial goals. Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions. Adhere to SAFE Act registration requirements and background checks for residential loan mortgage originations. Qualifications High School Diploma, GED or equivalent (minimum). Must obtain SIE, Series 7 and Series 66 licenses. Self‑disciplined time and capacity management. Experience in cultivating client relationships and recommending solutions. Results‑driven mindset, prioritizing client interest in a complex, fast‑paced environment. Ability to execute multiple tasks simultaneously and adapt to new technology. Desired: Holds FINRA SIE, Bachelor’s degree or at least one year of financial services experience. Desired skills: Client experience, investment management, pipeline management, referral management, business acumen, executive presence, oral communications, risk management, trading. Benefits Competitive base salary. Industry‑leading benefits, paid time off, and resources to support physical, emotional and financial well‑being. Access to career development, coaching and training programs. Schedule Monday – Friday, rotating Saturdays. 1st shift (United States of America). 40 hours per week. Location Financial center base; potential phone‑based training until a suitable financial center location is assigned within a reasonable commuting distance of home. EEO Statement Bank of America is an Equal Employment Opportunity Employer. Privacy Statement: #J-18808-Ljbffr Bank of America
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$45k - $100k
...Financial Advisor Opportunity Join a financial services... ...in financial services/markets and how they work... ...investment and financial solutions to your clients? Taking... ...Skills/Requirements Candidates should have at least... ...Financial services registration, licensing, or certification...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- We provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role involves triaging client leads, making... ...trainings. This position is subject to SAFE Act registration requirements. Employees engaged in residential...SuggestedTemporary workShift workDay shift
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...position with Cetera Financial Group. Accepted... ...Services LLC (marketed as Cetera Financial... ..., the Financial Advisor establishes a portfolio... ...goals. The ideal candidate is customer-... ...of investment solutions and products to help... ...through this central email or telephone...SuggestedFull timeTemporary workLocal areaFlexible hours- ...America in the Town of Florida seeks a qualified financial advisor to provide customized financial solutions to clients. This role involves building financial... ...recommending appropriate banking and investment strategies. Candidates must hold Series 7 and 66 licenses, with...
$41.71k - $65k
...advice and guidance regarding financial solutions that are in the best... ...collaborative and versatile branch and market team. Probes to understand... ...experience. Canada only: Registration to sell investment products... ...other than directly from a candidate. Any unsolicited resumes...Contract workPart timeLocal areaImmediate startDay shift- ...General Function Selected candidates are intended to... ...Personal Banker I is a Financial Center position... ...recommend appropriate solutions using our value proposition... ...and other approved Marketing tools to proactively... ...requires S.A.F.E. Act registration at the time of employment...Work experience placementWork at office
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$22.5 - $29 per hour
...offered may vary based upon the candidate's skills and experience, job-related... ...them confidently achieve their financial goals by delivering personalized solutions that support overall financial... ...to obtain and maintain active registration with the Nationwide Mortgage Licensing...Work at officeLocal areaWork from homeFlexible hours- ...existing client relationships. Provides financial solutions that meet client needs based on... ...this role, including new or transfer of registration and applicable NMLS background check... ...criminal background standards. Successful candidates must also meet ongoing regulatory...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
$48k - $100k
...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...capitalize on referrals Deliver customized solutions and the full resources of Bank of... ...66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years’ experience Established...Shift workDay shift- ...- In office About 49 Financial At 49 Financial, we’re... ...that allows our newest advisors to work alongside seasoned... ...in life, and offer solutions and strategies that... ...investment research. Ideal candidates are relationship... ...referrals, and personal market development. Build and...Full timeTemporary workWork at officeLocal areaFlexible hours
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- ## Regional Wealth Advisor, Family Office SolutionsApplylocations:... ...globally recognized, award-winning financial institution that has been in... ...for the Family Office Solutions team acts as a technical expert... ...advisor networks.**The successful candidate will have the following...Work at officeLocal areaFlexible hours
- ..., responsible for providing financial aid guidance to prospective,... ...What a day of a Financial Aid Advisor looks like: Provides... ...level of service Licenses, Registration, Certifications, or Special... ...offer may vary based on the candidate’s education and experience....Full timeWork experience placementWork at officeLocal areaRemote workNight shift
- ...competitive advantage in the markets we serve. We are all united... ...Job Profile R221239 As a Financial Advisor within PNC Wealth... ...you in creating personalized solutions on behalf of you and your clients... ...achieve balance. We encourage candidates to connect with their...Full timeTemporary workPart timeWork experience placementWork at office
$38.92k - $57.24k
...to identify needs and offer financial solutions to help customers secure... ...the ability to obtain NMLS registration within 90 days This position... ...Notice for California Job Candidates to understand how we collect... ...more than a company. We are advisors, consultants, problem solvers...Local areaFlexible hoursAfternoon shift- Associate Financial Advisor If you’re looking for a challenging and rewarding career, the Associate... ...related to selling financial solutions Critical thinker, problem solver, and... ...required, if not currently registered, registrations may be obtained at Edward Jones during...Full timeTemporary workWork at officeLocal areaFlexible hours
- ...Prudential Advisors is looking for an Experienced Financial Advisor in the Florida market area who is interested in working with Prudential’s existing client base. This... ...families that look to Prudential for financial solutions. ***(Must reside in the state of Florida) * *...
- ...Summary We are seeking outstanding Advisors to join our growing team. If... ...First Horizon Advisors. As a Financial Advisor, you will be... ...Responsibilities Drive growth in your market and achieve revenue and... ...understanding of investment offering and solutions. Engage your connectivity in...Work at office
- ...project financing, tax equity, and capital markets transactions for NextEra Energy and its... ...communication, ownership, and detailed financial skills. You will work with internal and... ...external groups to deliver robust financial solutions. The position emphasizes building and...
- ...marketplace. Seen as a trusted advisor, this position will... ...capital, and minimize financial and reputational risks... ...client centric solutions through a consultative... ...tools to drive sales and market strategy.Act as a... ...contacts and referralsIdeal candidate must have an...Temporary workWork at officeLocal area
$43.81k - $52.4k
...the phone to determine their financial needs and meet those needs by... ...an exciting opportunity for candidates with retail or sales experience... ...perspective about Regions’ solutions Conduct outbound phone calls... ...and are provided as a point‑of‑market reference. Target information...Full timeFlexible hours- ...Relationship Banker is a trusted advisor who engages clients in... ...to understand their financial goals and align on solutions that meet their needs. In... ...all such requirements All candidates must complete the DeGarmo... ...brokerage, capital markets, fixed income, and mortgage...Temporary workWork at officeMonday to Friday
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the...Work at officeFlexible hoursShift workWeekend workDay shift
$20.87 - $35.74 per hour
...Business Performance: Drive market growth of primary client relationships... ...achieve growth targets in financial performance (deposits loans,... ...Licensing System (NMLS) registration under the terms of the S.A.F... ...and delivering tailored solutions to enhance the overall client...Local area- .... Analyze clients’ complete financial picture and work with clients... ...of developments in security markets, stay abreast of current economic... ...a diverse set of financial solutions, maximize relationships and... ...review of that record. The candidate selected for this position may...Full time
- ...Deadline Open Until Filled Preferred Candidates While local candidates are preferred,... ...for this volunteer position. Purpose A financial advisor promotes chapter financial wellness by... ...and following up to determine best solutions and praise accomplishments. Advise the...Local areaRemote work
- ...motivated individuals to join a Christian-based financial services team. This opportunity allows you to help... ...to meet with clients, educate them on financial solutions, and foster long-term relationships. Ideal candidates are self-motivated, strong communicators, and ready...Remote jobFlexible hours
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