Licensed Financial Solutions Advisor - SIE & Series Track
Bank of America ATM
Bank of America is hiring a Financial Solutions Advisor Stage I. The role focuses on obtaining securities licenses, building client relationships, and delivering comprehensive financial guidance.
Training supports earning SIE, Series 7 and Series 66 licenses, with progression to Stage II and beyond within Bank of America and Merrill. Expect structured coaching, a defined consultative approach, and collaboration with banking and investment partners to meet client needs.
#J-18808-Ljbffr- Bank of America in Santa Monica, CA is hiring a Financial Solutions Advisor Stage I. You will begin with licensing coursework (SIE, Series 7, Series 66) and progress into customer‑facing advisory roles within a financial center. You’ll cultivate client relationships, assess...Suggested
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and build foundational skills in client relationship management and financial solutions. Successful candidates will progress through...SuggestedWork at office
- Bank of America in Glendale, CA is seeking a Financial Solutions Advisor Stage I to start with a structured licensing path (SIE, Series 7, Series 66) and to develop foundational advisory skills. You will learn to acquire, build, and manage client relationships and guide...Suggested
- Bank of America is seeking a Financial Solutions Advisor Stage I in South Gate, CA, to start with essential licensing (SIE, Series 7, 66) and build client relationships through comprehensive financial guidance. You will begin in a financial center, delivering advisory services...SuggestedWork at office
- ...Bank of America in Los Angeles seeks a Financial Solutions Advisor Stage I. The role starts with obtaining SIE, Series 7, and Series 66 licenses and then delivering core banking and investment guidance. You will build relationships with clients, assess their financial...SuggestedWork at office
- ...Bank of America is hiring a Financial Solutions Advisor Stage I in Tarzana, CA. You will embark on obtaining SIE, Series 7 and Series 66 licenses and later support clients with a broad range of banking and investment solutions. The role emphasizes building client relationships...Work at officeFlexible hours
- Bank of America is hiring for a Financial Solutions Advisor Stage I. You will begin by obtaining SIE, Series 7 and Series 66 licenses and then learn to build and manage client relationships, offering tailored banking and investment advice. The role starts in a financial...
- ...Bank of America in Culver City is looking for a Financial Solutions Advisor Stage I. This role involves obtaining industry licenses and providing tailored financial solutions to clients. You will engage with customers to understand their financial needs and deliver personalized...
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the... ...impact. As a Financial Solutions Advisor Stage I (FSA I), your journey... ...obtaining your Securities Industry licenses, where you receive... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the... ...impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your... ...obtaining your Securities Industry licenses, where you receive... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- ...common purpose to help make financial lives better through the... ...impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your... ...obtaining your Securities Industry licenses, where you receive... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once...Work at officeImmediate startMonday to FridayShift workDay shift
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the... ...impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your... ...obtaining your Securities Industry licenses, where you receive... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$70k - $80k
...the United States seeks a client-focused financial professional to plan short- and long-... ...goals with brokerage products and banking solutions. You will build financial plans, recommend... ...mitigating risk. The role requires Series 7 & 66 (or 63/65), at least one year in...Temporary workWork at officeFlexible hours$70k - $80k
...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This position... ...Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This position... ...Qualifications : Currently holds Series 7 & 66 (63 & 65 in lieu of 66...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift 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... ...Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses...Temporary workMonday to FridayDay shift$70k - $80k
...by a common purpose to help make financial lives better through the power of... ...annuities, and banking and money managed solutions Recommends banking and... ...Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Bankers Life Financial Advisors help clients live more and worry less through personalized... ...clientele and find financial solutions with industry-leading training, mentors... ...team. The ideal candidate has active licenses and a proven track record in sales and client services...
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...‑building and obtaining licenses. Our award‑winning training... ...Trust Services • Retirement Solutions • Business Needs Analysis... ...Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...Work at office$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern... ...-building and obtaining licenses. Our award-winning training... ...Trust Services · Retirement Solutions · Business Needs AnalysisNorthwestern... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...Full timeContract workFor contractorsWork at office- ...- a world-renowned financial institution with a... ...seeking a Financial Advisor to join our team. Here... ...investment solutions to help clients work... ...role. Health and Life License Successful completion of FINRA Series 7 and 66 exams. Strong... ...software Proven track record of success in...
- ...MassMutual, a leading financial services organization... ...motivated Financial Advisor who is ready to take... ...planning, and protection solutions. You will have the... ...Active Life Insurance license required. Previous... ...Nice-to-Haves: SIE, Series 6, Series 7, Series 63...Full time
- Bank of America seeks a financial advisor to deliver tailored investment and banking solutions. You will triage client leads, refer to partners, meet with clients to... ...financial plans, and recommend brokerage products. Licenses and regulatory training are required. The role...Monday to FridayWeekend work
- ...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This position... ...Qualifications : Currently holds Series 7 & 66 (63 & 65 in lieu of 66...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...NORTHWESTERN MUTUALAt Northwestern Mutual Financial Advisors strive to understand their clients... ...and visions to uncover financial solutions that put them on a path to achieve... ...expense allowanceSponsorship of Licensing/Credentialing (SIE/Series 7/Series 63, Life & Health Ins)...Work experience placementWork at office
$24k
**Join Equitable Advisors: A Pathway to Possibilities... ...manager through licensing and employment.... ...on our diverse financial products and... ...demonstrating how these solutions can be tailored... ...Life & Health, SIE, Series 7, Series 66... ...values-driven with a track record of success...Work experience placementLocal areaRemote workFlexible hours- Bank of America in Los Angeles is hiring a financial advisor to provide comprehensive advice and customized solutions to clients, triage leads, and refer to partners based... ...assets. The role requires pursuing required licenses, meeting sales goals, and building strong...
$70.3k - $80.5k
...successful career as a Financial Advisor. Raymond James... ...investment products, solutions, and services that are... ...obtaining mandatory industry licenses within prescribed timeframes... .../Certifications SIE required provided that... ...from start of program. Series 7 & 66 or ability to obtain...TraineeshipWork experience placement- ...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This position... ...Qualifications : Currently holds Series 7 & 66 (63 & 65 in lieu of 66...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Bank of America is actively seeking a licensed financial professional to deliver comprehensive advice and customized solutions. You will triage client leads, refer to partners... ...brokerage products. Successful candidates hold Series 7/66 (or equivalents), have 1+ year in...
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