Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Solutions Advisor - SIE & Series Licensed Path

National Black MBA Association

Bank of America in Placentia, CA seeks a Financial Solutions Advisor Stage I to begin licensing and handling client relationships, building a foundation in advisory skills and financial solutions. You'll progress toward Stage II with ongoing training and mentorship. You'll be part of a team delivering core banking and investment solutions while growing your client base in a structured, in-office environment. Strong communication and a client-first mindset are essential. #J-18808-Ljbffr National Black MBA Association

Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Financial Solutions Advisor - SIE & Series Licensed Path in Brooklyn, NY vacancy
  • Bank of America is seeking a Financial Solutions Advisor Stage I in Fresno, CA. The role focuses on building client relationships, delivering...  ...guidance, and completing necessary securities licenses (SIE, Series 7, Series 66) as part of a structured development program... 
    Suggested

    National Black MBA Association

    Brooklyn, NY
    2 days ago
  • Bank of America is hiring a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, Series 66) and move into client-focused advisory work within a financial center in San Francisco. You will learn to build and manage client relationships,... 
    Suggested
    Work at office

    National Black MBA Association

    Brooklyn, NY
    4 days ago
  •  ...America in San Jose, CA seeks a Financial Solutions Advisor Stage I to begin by earning securities licenses and building foundational...  ...advisory skills. You will train on SIE, Series 7 and Series 66 while...  ...work in a center setting with a path to advancement within Merrill... 
    Suggested
    Work at office

    National Black MBA Association

    Brooklyn, NY
    4 days ago
  • Bank of America is hiring a Financial Solutions Advisor Stage I to begin by earning SIE, Series 7, and Series 66 licenses and to develop foundational client-advisory skills in a regulated, in-office setting. You will help clients build their financial lives with solid,... 
    Suggested
    Work at office

    National Black MBA Association

    Brooklyn, NY
    3 days ago
  • Bank of America in California is seeking a Financial Solutions Advisor Stage I in Fresno. The role begins with obtaining Securities Industry licenses (SIE, Series 7, Series 66) and advancing through a dedicated academy to develop advisory skills for banking, investments... 
    Suggested

    National Black MBA Association

    Brooklyn, NY
    4 days ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry Essentials (SIE), Series 7 and Series 66 exams, building foundational advisory...  ...your development. The position emphasizes licensing within 30/120 day timelines, developing... 

    National Black MBA Association

    Brooklyn, NY
    19 hours ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I to begin by earning SIE, Series 7 and Series 66 licenses and to develop foundational skills in advising clients on banking and investment solutions. You will work in a financial center delivering client care... 
    Work at office

    National Black MBA Association

    Brooklyn, NY
    4 days ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I to begin by earning Securities Industry licenses (SIE, Series 7, Series 66) and to develop foundational advisory skills for client relationships and financial planning. You’ll work in an in-office environment... 
    Work at office

    National Black MBA Association

    Brooklyn, NY
    19 hours ago
  • Bank of America is hiring a Financial Solutions Advisor Stage I to begin with obtaining securities licenses and to develop foundational advisory skills. You will learn to acquire...  ...through financial solutions and creating a path toward more advanced roles within Merrill and... 

    National Black MBA Association

    Brooklyn, NY
    4 days ago
  •  ...Management is offering an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA...  ...Industry Essentials (SIE), Series 7 and Series 66 exams and...  ...financial picture. Upon licensing, you move to a financial...  ...Merrill Financial Advisor path, with ongoing support... 
    Traineeship

    Bank of America

    Brooklyn, NY
    2 days ago
  • $28.85 - $33.65 per hour

     ...purpose to help make financial lives better through...  ...backgrounds and career paths - whether shaped by...  ...Join us! As a Financial Solutions Advisor Stage I (FSA I), your...  ...Securities Industry licenses, where you receive...  ...Industry Essentials [SIE], Series 7 and Series 66 Exams... 
    Hourly pay
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    National Black MBA Association

    Brooklyn, NY
    4 days ago
  •  ...Bank Of America Financial AdvisorAt Bank of America,...  ...backgrounds and career paths - whether shaped by military...  ...advice and customized solutions to clients to help...  ...completing required licenses and trainings. This position...  ...holds Series 7 and 66 (63 and 65 in... 
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Day shift

    Bank of America

    Flushing, NY
    2 days ago
  • $70k - $80k

     ...purpose to help make financial lives better through the...  ...and career paths - whether shaped by military...  ...advice and customized solutions to clients to help them...  ...by completing required licenses and trainings. This position...  ...Currently holds Series 7 and 66 (or the equivalent... 
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Colorado Psychiatric

    Brooklyn, NY
    3 days ago
  • $70k - $80k

     ...purpose to help make financial lives better through the...  ...and career paths - whether shaped by military...  ...advice and customized solutions to clients to help them...  ...by completing required licenses and trainings. This position...  ...Currently holds Series 7 & 66 (63 & 65 in lieu... 
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Sacbar

    Brooklyn, NY
    4 days ago
  • $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 pay
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    National Black MBA Association

    Brooklyn, NY
    4 days ago
  •  ...common purpose to help make financial lives better through...  ...backgrounds and career paths - whether shaped by...  ...advice and customized solutions to clients to help them...  ...by completing required licenses and trainings. This position...  ...Industry Essentials (SIE) Bachelor’s degree and/... 
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Brooklyn, NY
    1 day ago
  • $28.85 - $33.65 per hour

     ...advice and guidance. Merrill’s Financial Advisors and Wealth Management...  ...Development Program Financial Solutions Advisor Stage I (ADP FSA I)...  ...your Securities Industry licenses, where you receive dedicated...  ...Industry Essentials [SIE], Series 7 and Series 66 Exams. Once... 
    Hourly pay
    Traineeship
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Brooklyn, NY
    2 days ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual...  ...financial planning. On your path to becoming a...  ...building and obtaining licenses. Our award-winning...  ...Services Retirement Solutions Business Needs Analysis...  ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Brooklyn, NY
    19 hours ago
  • Bank of America in Mount Prospect, IL is hiring a Financial Solutions Advisor Stage I to begin with the Securities Industry licensing journey. You’ll learn SIE, Series 7 and 66 exams and progress toward building client relationships and delivering tailored financial guidance... 
    Traineeship

    National Black MBA Association

    Brooklyn, NY
    4 days ago
  •  ...Job Description The Financial Advisor (FA) role is a three-...  ...investment management solutions. A FA will need to leverage...  ...and investment sales SIE, Series 7, Series 63 required...  ...all within the Licensing and Registration Schedule...  ...in a specific career path or are looking to... 
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank Group

    Brooklyn, NY
    4 days ago
  • RBC Wealth Management in Albany, NY is offering an Associate Financial Advisor program designed to prepare you for a career as a Financial Advisor. You will study licensing requirements, build knowledge in planning and client service, and complete program modules within... 
    Full time

    Aplaro Ltd

    Brooklyn, NY
    2 days ago
  •  ...Description: The Financial Advisor Trainee (FA Trainee...  ...insurance and annuity solutions, where suitable...  ...for TD Bank licensed insurance agents Maintains...  ...or college degree SIE required Ability...  ...Life & Health, Series 7 and Series 66 (or...  ...a specific career path or are looking to... 
    Temporary work
    Traineeship
    Work experience placement
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank Group

    Brooklyn, NY
    2 days ago
  • Manulife Financial is seeking a New Graduate for the Internal Business Associate role in a hybrid Boston environment...  ...Business Consultants, analyze markets, and help advisors grow their business while pursuing licenses (SIE, Series 7, Series 66) with company support. The role... 

    Manulife Financial

    Brooklyn, NY
    2 days ago
  • $70.3k - $80.5k

    ## Financial Advisor Trainee (Woodland Hills, CA)Applylocations...  ...investment products, solutions, and services that are...  ...obtaining mandatory industry licenses within prescribed...  .../Certifications SIE required provided that...  ...from start of program. Series 7 & 66 or ability to obtain... 
    Traineeship
    Work experience placement

    Raymond James Financial Services

    Brooklyn, NY
    3 days ago
  • $28.85 - $33.65 per hour

     ...Bank Of America Financial AdvisorAt Bank of America, we...  ...backgrounds and career paths - whether shaped by military...  ...advice and customized solutions to clients to help them...  ...by completing required licenses and trainings. This...  ...Securities Industry Essentials (SIE)Bachelor's degree and/... 
    Hourly pay
    Temporary work
    Work at office
    Flexible hours
    Shift work

    Bank of America

    Brooklyn, NY
    4 days ago
  •  ...America in Albuquerque, NM is seeking a proactive Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial...  ...products. This role requires obtaining licenses, strong client relationship skills, and the ability... 

    Bank of America

    Brooklyn, NY
    1 day ago
  • $45k - $100k

     ...applicants. Join a financial services firm...  ...20,000 financial advisors across the U.S. and...  ...Get registered and licensed and learn how to be...  ...investment and financial solutions to your clients?...  ...Licensing: SIE (which can be obtained...  ...Firm sponsorship), Series 7 and Series 66... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Brooklyn, NY
    2 days ago
  • $75k - $110k

     ...providing personalized financial plans that uncover...  ...nationwide team of financial advisors, we strive to secure...  ...Services - Retirement Solutions - Business Needs...  ...and their investment licenses by the end of their first...  ...insurance licensing, SIE, Series 6 & Series 63 or Series... 
    Full time
    Contract work
    Temporary work
    Work experience placement
    Work at office
    Monday to Friday
    Flexible hours

    Usi Insurance

    Brooklyn, NY
    19 hours ago
  • $70k - $100k

     ...of a team providing financial advice with heart. You...  ...experienced financial advisors and other experts,...  ...financial industry. Licensing and Training Over your...  ...Industry Essentials (SIE) Series 6 and 63, 7 and 66, or...  ...of expert financial solutions, serving more than 2... 
    Base plus commission
    Work at office
    Local area

    Thrivent Financial

    Brooklyn, NY
    3 days ago
  • Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions helping clients reach their financial goals. You will triage leads...  .... The role requires completing required licenses and trainings; SAFE Act registration is mandatory... 

    Sacbar

    Brooklyn, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Solutions Advisor - SIE & Series Licensed Path. Be the first to apply!