Financial Solutions Advisor Registration Candidate - Houston and Bowery Financial Center
$28.85 - $33.65 per hourBank of America ATM
Job Description: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. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.Required QualificationsAptitude in obtaining required industry licenses.Must be self-disciplined in managing time and capacity.Experience in cultivating client relationships, accessing needs and recommending solutions.Success creating strong peer relationships through effective communication and collaboration.Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.Executes multiple tasks simultaneously.Learns and adapts to new technology or applications.Desired QualificationsCurrently holds FINRA Securities Industry Essentials (SIE)Bachelor’s degree and/or a minimum of one year of financial services industry or sales experienceSkillsClient Experience BrandingClient Solutions AdvisoryInvestment ManagementPipeline ManagementReferral ManagementClient ManagementCustomer and Client FocusPortfolio ManagementProspectingReferral IdentificationBusiness AcumenExecutive PresenceOral CommunicationsRisk ManagementWeekly Schedule: Monday thru Friday, with rotating Saturdays requiredShift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - NY - New York - 284 Bowery - Houston And Bowery (NY5409)Pay and benefits informationPay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.SummaryLocation: New YorkType: Full time
- ...common purpose to help make financial lives better through the... ...Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey... ...begin working in a financial center where you will help to... ...position is subject to SAFE Act registration requirements. Pursuant to...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$28.85 - $33.65 per hour
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE... ...through referrals or financial center clientele Required Qualifications...SuggestedHourly payTemporary workMonday to FridayShift workDay shift- ...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...such, is subject to SAFE Act registration requirements. Pursuant to the... ...referrals or financial center clientele Provides coaching...SuggestedTemporary workWork at officeFlexible hoursShift workDay shift
- ...common purpose to help make financial lives better through the power... ...and bank and money‑managed solutions. Recommend banking and... ...through referrals or financial center clientele. Provide coaching... ...Maintain compliance with SAFE Act registration requirements for residential...SuggestedTemporary workMonday to FridayShift workDay shift
$100k
...investment advice and guidance.Merrill’s Financial Advisors and Wealth Management Client... ....This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act... ...advisory strategiesUnderstands client solutions that are best suited for their financial...SuggestedHourly payFull timeWork at officeDay shift$45k - $100k
...applicants. Join a financial services firm... ...20,000 financial advisors across the U.S.... ...People are at the center of our partnership... ...and financial solutions to your clients?... .../Requirements Candidates should have at least... ...Financial services registration, licensing, or...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$50k
...Join a financial services firm where your contributions... ...20,000 financial advisors across the U.S.... ...are at the center of our... ...training to maintain registrations and licenses in good... ...seeking the right solutions for clients Comfortable... ...opportunities Candidate qualifications:...Work at officeWork from homeHome officeFlexible hours- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;... ...; Peoria, Illinois; Houston, Texas; Wellesley Hills... ...Deliver customized solutions and the full... ...accepted, in lieu of 66) registrations required with 5+ years... ...and hire qualified candidates without regard to race...Work at officeShift workDay shift
- ...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...position is subject to SAFE Act registration requirements. Pursuant to... ...through referrals or financial center clientele • Provides...Temporary workWork at officeMonday to FridayShift workDay shift
- ...NYC is seeking an experienced Financial Services Professional to... ...planning, and risk management solutions. As part of a collaborative... ...License required. Securities registrations (Series 6, 7, 63, or 66) preferred... ...opportunities Ideal Candidate The ideal candidate is an experienced...Full timeWork at office
$117.73k - $138.5k
...make better and smarter financial decisions and enabling... ...tailored financing solutions to the world's leading... ...This role sits at the center of a highly visible, fast... ...bases. The successful candidate will play an important... ...of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the...Full timeWork at officeLocal area3 days per week- ...Financial is a premier financial services firm with a... ..., and insurance solutions to individuals, families... ...leadership in NJ, giving advisors the support to build... ...7 and Series 66 registrations (or equivalent 63/65... ...the long term. Ideal Candidate You are currently an...Work at officeLocal areaFlexible hours
- ## Financial Advisor Trainee- Upper East SidePostulerremote type: Sur placelocations... ...may vary based upon the candidate's skills and experience,... ...of insurance and annuity solutions, where suitable* Able to... ...) within Licensing & Registration Schedule* Self-directed, with...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours
- ## Financial Advisor Associate- Marine Park, BrooklynPostulerremote type... ...offered may vary based upon the candidate's skills and experience,... ...most appropriate Wealth solutions* Identifies opportunities within... ...within the Licensing and Registration Schedule* Self-directed,...Temporary workTraineeshipWork experience placementCasual workWork at office
- ## Financial Advisor (Multiple Levels)-Manhattan, NYPostulerremote type:... ...offered may vary based upon the candidate's skills and experience,... ...investment management solutions. A FA will need to leverage... ...all within the Licensing and Registration Schedule Self-directed, with...Temporary workWork at officeLocal areaWork from homeFlexible hours
$250k
...business opportunities through Centers of Influence (COIs) and the... ...and present product offers/financial solutions Understand and comply... ...and technologies ~ NMLS registration; Safe Act compliant ~ Consistently... ...to identify and align the candidate's skills and abilities with...Full time$250k
...business opportunities through Centers of Influence (COIs) and the... ...and present product offers/financial solutions Understand and comply... ...and technologies ~ NMLS registration; Safe Act compliant ~ Consistently... ...employer, and qualified candidates will receive consideration...$250k
...business opportunities through Centers of Influence (COIs) and the... ...and present product offers/financial solutions Understand and comply with... ...and technologies NMLS registration; Safe Act compliant Consistently... ...employer, and qualified candidates will receive consideration...$80k - $90k
...advice and guidance. Merrill's Financial Advisors and Wealth Management... ...executing highly customized solutions to meet client needs Recommending... ...is subject to SAFE Act registration requirements. Pursuant to... ...Riverside Ave - Spokane Financial Center (WA2141) Pay and benefits...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...of applicants. Join a financial services firm where your... ...and 19,000 financial advisors across the U.S. and... ...belonging. People are at the center of our partnership.... ...to selling financial solutions Critical thinker,... ...currently registered, registrations may be obtained at Edward...Full timeTemporary workWork at officeLocal areaFlexible hours
$250k
...business opportunities through Centers of Influence (COIs) and the... ...present product offers and financial solutions. Understand and comply with... ...and technologies. NMLS registration; Safe Act compliant. Consistently... ...employer, and qualified candidates will receive consideration...$25.07 - $41.79 per hour
...proactive basic sales solutions through customer outreach... ...based discussion on financial goals* Identify... ...meeting and maintaining registration requirements under the... ...proven retail sales, call center, customer service and/... ...(USD). The successful candidate’s particular combination...Hourly payLocal area- ...GENERAL FUNCTION: Selected candidates are intended to become a Retail... ...The Personal Banker I is a Financial Center position focused on using... ...and recommend appropriate solutions using our value proposition... ...requires S.A.F.E. Act registration at the time of employment through...Work experience placementWork at office
$160k - $250k
...Municipal Finance, Infrastructure Solutions New York, New York, United... ...entities ~ Build detailed financial models to analyze project... ...experience, skills, and registration status, market conditions and... ...PLACE FKA 3 WORLD FINANCIAL CENTER, 200 VESEY STREET:NEW YORK...Full timeFlexible hours$20.55 - $34.25 per hour
...proactive basic sales solutions through customer outreach... ...based discussion on financial goals Identify... ...meeting and maintaining registration requirements under the... ...proven retail sales, call center, customer service and/... ...(USD). The successful candidate’s particular combination...Hourly pay$31 - $38 per hour
...MORTGAGE LOAN OFFICER - HOUSTON At Premier America... ...area. The right candidate will have a sense of... ...to provide practical solutions to problems, will be... ...products and cross-sell financial products and services... ...auto insurance and NMLS registration Strong organizational...Hourly payWork at office- ...technologies, and connectivity solutions to carry information and... ...PurposeThe Global Security Operations Center Analyst, under the guidance... ...other related disciplines) Candidates with diverse educational... ...supports your health and wellness, financial aspirations, and career from...Casual workWork at officeWorldwideAll shiftsShift work
- LPL Financial collaborates with banks to provide a comprehensive... ...to join our employee advisor model as a Wealth... ...approach to financial solutions for an assigned book... ...Branch Managers and Centers of Influence and maintain... ...Licenses and FINRA registrations: Active State Applicable...Full timeWork at officeLocal area
$68.64k - $87.36k
...requirements. Banking Center Manager Salary... ...present the best solutions to customers,... ...effectively identify the financial needs of our... ..., Financial Advisors) into the branch... ...employees timely, candid and constructive... ...Licensing System (NMLS) registration under the terms...Contract workTemporary workBank staffWork at officeLocal areaFlexible hours$225k - $250k
...description:A Legal Wealth Advisor 3 is responsible for... ...Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and... ...leads and referrals via Centers of Influence, marketing efforts... ...licenses and SAFE Act registration Teammates will have 60...Full timePart timePrivate practiceWork at officeLocal areaShift workDay shift
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