Financial Solutions Advisor - West Valley Area
Bank of America ATM
Job Description This position is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system, maintain good standing, and complete required background checks. Failure to obtain or maintain registration may result in disciplinary action up to and including termination. Note: this requisition contains multiple locations, but there is not an immediate opening for every location listed. Key Responsibilities Works with clients to plan short‑ and long‑term financial goals by building a financial plan with brokerage products (stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions). Recommends banking and investment strategies that align with client financial goals and needs. Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigates and controls risk as part of daily activities. Identifies and engages potential new clients through referrals or financial center clientele. Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. Required Qualifications Currently holds Series 7 & 66 licenses (Series 63 & 65 in lieu of 66). If a candidate does not hold the Series 66 but has either a Series 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services. At least one year of experience working in the financial services industry and/or a sales environment where goals were met or exceeded. Sets and accomplishes goals, building and nurturing strong relationships, collaborating effectively with others, and communicating confidently with all clients. Manages goals, navigates complexity, prioritizes tasks, and executes in a fast‑paced environment while learning and adapting to new information and seeking the right solutions for clients. Efficiently manages time and capacity, and is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients. Desired Qualifications Bi‑lingual Spanish speaking. Strong computer skills with an ability to multitask in a demanding environment. At least three years of experience working in the financial services industry and/or a sales environment where goals were met or exceeded. Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained insurance licenses. Skills Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management, Policies, Procedures and Guidelines Risk Management Written Communications Schedule & Compensation Schedule: Monday–Friday and rotating Saturdays. Shift: 1st shift (United States). Hours per week: 40. Required Education High School Diploma / GED / Secondary School or equivalent. Additional Information Privacy Statement: #J-18808-Ljbffr Bank of America
- ...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... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
- Overview This position is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role includes triaging client leads, making referrals to business partners based on client needs and asset thresholds...SuggestedTemporary workMonday to FridayShift workDay shift
- ...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ..., grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- Bank of America is seeking a Financial Advisor in Scottsdale, Arizona. This role involves providing tailored financial advice and solutions to clients, ensuring they achieve their financial goals through personalized financial planning and brokerage product recommendations...Suggested
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EPC Eneric Petroleum Corp. is seeking a driven Client Solutions Consultant to enhance relationships with existing Cambridge Financial Advisors. This hybrid role focuses on sales and consultative support, providing comprehensive financial solutions to clients. The position...Suggested- Product Specialist Opportunity in Financial Services Wealth Lending Solutions Consultant Locations 18700 N. Hayden... ...55128 877 Executive Center Drive West, St. Petersburg, FL 33702 Osaic... ...Fees will not be paid for unsolicited submissions. #J-18808-Ljbffr Advisor GroupFull timeWork experience placementWork at office
- ...status quo” and transform the finance industry together. The Financial Solutions Branch (FSB) is part of the Specialized Teams for Advice &... ...them stay on track with their financial goals. Be a Trusted Advisor: Build strong relationships, engage and encourage trust, and...Local areaMonday to Friday
- Bank of America seeks a dedicated financial advisor to provide clients with tailored financial advice and solutions. The role involves assisting clients in achieving their financial goals, managing investments, and regulatory compliance. The ideal candidate will possess...
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- ...opportunities, and turn insights into practical solutions Supporting planning and portfolio health... ..., information technology or a related area. PLUS five (5) years of progressively... ...origin and other factors. Pinnacle West Capital Corporation and its subsidiaries...Permanent employmentWork experience placementLocal areaWork from homeHome office
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About the Role: The Associate Financial Advisor provides specialized services to an individual Financial... ...offer sophisticated wealth management solutions to individuals and families and... ...strategically build the client base. Specialized areas of emphasis include financial planning,...$150k
...Our CompanyWe’re a diversified financial services leader with more... ...strategy and growth through advisor and client acquisition, retention... ...generate leads into local area pipeline and manage the end-to... ...acquisition, advice, investment solutions, external practice...Work experience placementH1bWork at officeLocal areaWork from homeVisa sponsorship1 day per week- ...creating memorable experiences for clients. Utilize cutting-edge financial technology and personal service to build meaningful client... ...high school degree. A welcoming environment and training for licensing requirements will be provided. #J-18808-Ljbffr Koitecc Solutions
- ...with strong sales skills. This role includes analyzing credit data and ensuring customer needs are effectively met through tailored solutions. Benefits include an incentive compensation plan and comprehensive employee support programs. #J-18808-Ljbffr Fifth Third Bank
- ...Responsibilities Valley Hospital is built on three core principles, outstanding care, compassionate... ...located with easy access to many areas of greater Phoenix. We are between North... .... Valley Hospital is seeking a full time Financial Counselor to join our Team! Job...Full timeLocal areaMonday to FridayFlexible hoursShift work
$72k - $90k
..., generous benefits and by delivering cutting-edge technology solutions for our clients. Founded in 1990, WWT is a global technology... ...as assigned Ability to manage budgets, analyze financial reports, and track profitability across projects Skilled at...Full timeRemote workShift work- ...Financial Counselor Valley Hospital is built on three core principles, outstanding care, compassionate people and unparalleled service. We are... ...Valley Hospital is centrally located with easy access to many areas of greater Phoenix. We are between North 35th and 36th...Full timeLocal areaFlexible hoursShift work
- ...Wealth Management is seeking a motivated and client-focused Financial Advisor to join our growing team. We welcome both newer advisors looking... ...retirement strategies, investment management, and insurance solutions. Key Responsibilities Develop and maintain meaningful client...
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve... ...& Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis Northwestern Mutual’s proprietary...Work at office- Are you an Experienced Financial Advisor/Financial Planner s eeking an opportunity to serve your clients better? At Pacific Southwest Advisors... ...will deliver comprehensive personalized investment solutions to help clients work toward their long-term financial goals....Contract workWork at office
- A leading financial services company is seeking a financial representative in Phoenix, Arizona. This role involves building client relationships and offering personalized financial solutions. Candidates should possess qualities such as resilience, self-motivation, and...
$90k - $100k
Overview Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about helping clients achieve their... ...comprehensive financial planning, investment management solutions, and risk management to retirement plan participants, individual...Temporary workLocal areaFlexible hours- Financial Advisor Strategy Financial Group in Phoenix, AZ is seeking to add a Financial Advisor to the Team. Are you looking to expand your... ...9 am - 5 pm Seminars 3 per month Salary TBD Benefits Health Insurance 401(k) PTO #J-18808-Ljbffr Advisor Talent SolutionsLocal areaMonday to Friday
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...and eager to jumpstart your career in the financial services industry? We’re seeking... ...transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution... ...process please email our Talent Acquisition area at ****@*****.***. #J-18808-Ljbffr...Full timeTraineeshipHome office- About Us: GoldBook Financial is a premier wealth management firm dedicated to providing sophisticated... .... The Opportunity: As a Financial Advisor at GoldBook Financial, you will play a... ...guidance and customized investment solutions. This mid-level position offers the autonomy...Local area
- ...them live a life of purpose as they achieve their financial goals. Key Wealth Management is looking for a Wealth Advisor who thrives in the ever-changing world of... ...preparing insurance illustrations and presenting solutions to the clients Manage Employer Retirement Plans...
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