Financial Solutions Advisor Registration Candidate- Saratoga, Santa Cruz, Monterey Areas
Bank of America Corporation
Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At 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 by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We'll help you Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Con #J-18808-Ljbffr Bank of America Corporation
- ...guided by a common purpose to help make financial lives better through the power of... ...an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging... ...and trainings. The position is subject to SAFE Act registration requirements and requires a background check and...SuggestedTemporary workMonday to FridayShift workDay shift- ...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... .... This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...preventing any unlawful or inappropriate activity. The ideal candidate will have a solid background in public safety and security and... ...a Security Officer or similar role, valid security officer registration, strong knowledge of safety and security procedures, excellent...SuggestedHourly payWeekend work
$150k
...Surgical Podiatrist to join our team in Santa Cruz & Watsonville, CA. Under the direction... ...develop and evaluate options and implement solutions.Excellent verbal, written, and... ...offer of employment is extended and a candidate hired, proof of authorization to work in...SuggestedImmediate start- ...damage claims adjuster to act as the primary contact for customers and oversee repair decisions from start to finish in the Santa Cruz, CA area. This field role includes managing your own assignments and collaborating with body shops while occasionally reporting to an...Work at office
$30 - $35 per hour
...per hour Location: Hybrid (Santa Cruz County) FLSA Status: Non-Exempt... ...assistance that removes financial barriers to securing permanent... ...proactive, resourceful, and solution-oriented Thrives in fast-paced... ...for every qualified candidate, irrespective of race, religion...Hourly payPermanent employmentTemporary workLocal areaRemote workMonday to FridayFlexible hours$1,000 per month
...as a credentialed veterinary technician! PetVet Care Centers' Santa Cruz Veterinary Hospital is currently seeking a Registered... ...instruments, sanitizing and disinfecting holding and operating areas, storing sterile supplies, verifying shelf life, following standards...Local areaRelocation package$70k - $80k
Bank of America is seeking a financial advisor in Watsonville, CA, responsible for delivering customized solutions to help clients meet their financial goals. This role involves... ...suitable banking products. Qualified candidates will have at least one year of relevant experience...$20 - $25 per hour
...ADMINISTRATIVE SECRETARY I. The current vacancy is in Santa schedule works 8 hours/219 days per... ...and which will vary depending on the area of assignment. Exercises some judgment in... ...and/or practical examination. Successful candidates will be ranked on an eligibility list...Hourly payPermanent employmentFull timeSecond jobWork at officeTrial period2 days per week$63.78 - $89.28 per hour
...of patients while enjoying the vibrant coastal communities of Santa Cruz and Soquel. Palo Alto Medical Foundation is seeking a compassionate... ...considers multiple factors, including, but not limited to a candidate's experience, education, skills, licensure, certifications,...Daily paidCasual workMonday to FridayShift workWeekend work- Join a well established 35 year old private practice taking over full practice from a retiring Rheumatologist and joining (1) Rheumatologist in a desirable coastal California university community with 70,000 population nestled on the Pacific Ocean 30 minutes to SF South...Permanent employmentPrivate practiceRelocationRelocation package
$20 - $24 per hour
...Description Job Description Hiring ASAP for Caregivers in and around Santa Cruz County! - Your Pay / Benefits! ~$20 – $24 / hour , based... ...but recognized) You are able to accept work in other nearby areas You are comfortable providing personal care You can...Weekly payDaily paidFull timePart timeLocal areaImmediate start- Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to begin by obtaining securities licenses (SIE, Series 7, Series 66). You will learn to acquire, build and manage client relationships and advise clients on financial needs within a core...Work at office
$43.68k - $69.9k
...Fifth Third Bank. Selected candidates are intended to become a... ...The Personal Banker I is a Financial Center position focused on using... ...and recommend appropriate solutions using our value proposition.... ...position requires S.A.F.E. Act registration at the time of employment...Work experience placementWork at office$15.07 - $20 per hour
Commissary Worker The Commissary Worker is responsible for receiving and processing incoming stock/product, preparing, and completing orders for delivery to inmates, and performing inventory and quality control. Compensation: The hourly rate for this position is ...Hourly payFlexible hoursAfternoon shift$16.9 - $17.4 per hour
...Attendant FT - Santa Cruz County ADC Santa Cruz County - Aptos, CA 95003 Overview Salary Range $16.90 - $17.40 Hourly Position Type Full Time Education Level Not Specified Category Customer Service Description JOB SUMMARY Receive donations in a courteous...Hourly payFull timeSeasonal workLong distance- Bank of America seeks a Financial Solutions Advisor Stage I to begin licensing and client advisory work. You will learn SIE, Series 7 and Series 66 while building relationships and delivering core banking and investment solutions. As you progress to Stage II, you'll expand...
- Job Description Job Description Qualifications: *18 years older *State Certification program as well as all updates *Ability to lift up to 50 lbs. *CPR, TB, COVID, Certification RESPONSIBILITIES: For providing exceptional ADL services to a group of residents...Contract workLocal area
$20 - $49 per hour
...transfusions, and medication administration Assist during every moment of care: outpatient or inpatient, exam room to treatment area. Join patient rounds and stay close to the clinical picture to ensure continuity of care. Learn how to perform CPR and become...Part timeFlexible hoursNight shiftWeekend work- ...Associate Relationship Banker at a California branch. You will welcome clients, provide friendly service, and present banking solutions to meet financial needs, while leveraging Chase Mobile App and Chase.com. You will learn products, follow procedures, and work with a team...
- ...with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service... ...National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment...Immediate startAfternoon shift
- CyberSearch is seeking a Personal Banker/Member Services III to assist members with financial transactions, new accounts, and loan processing across Santa Cruz County branches. The role emphasizes accurate handling of applications, regulatory compliance, and cross‑selling...
- ...Services III will accurately and efficiently assist members with financial transactions, new account and loan application processing,... ...its products and services. Travel between branch locations in Santa Cruz County is required and will be scheduled in advance. If you have...Work at office
- ...Watsonville, CA. This full-time position involves selling mortgage products and developing business relationships to generate referrals. Candidates should have a bachelor's degree, at least two years of experience in mortgage sales, and be NMLS certified. Strong communication...Full time
- JPMorganChase is seeking an Associate Relationship Banker in a branch setting to welcome clients, understand their financial needs, and deliver thoughtful banking solutions. You will use Chase Mobile App, Chase.com, and ATMs to enhance the client experience and guide customers...Weekend workAfternoon shift
- ...Relationship Banker to welcome clients, provide tailored banking solutions, and uphold our hospitality-focused brand. You will assist... ...Chase.com features, and collaborate with specialists to address financial needs while adhering to regulatory requirements. This role...
- Fifth Third Bank in Capitola, CA is seeking candidates for a Retail Personal Banker I, who will complete a 4-8 week onboarding with rotations in operations and Sales & Service, culminating in a certification to advance within the Retail Personal Banker family. The role...
- U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance strategies on its Wealth Management Team. You will... ...services. The role requires a Bachelor's degree, 3-5 years in financial sales, and FINRA licenses plus a state insurance license;...
- ...rotations in operations and Sales & Service. The role focuses on using a consultative sales process to identify and meet customer financial needs, acquiring new households, and deepening relationships through various channels. The position emphasizes cross-selling, collaboration...
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