Licensed Financial Solutions Advisor
$70k - $80kBank of America ATM
Bank of America in the United States seeks a client-focused financial professional to plan short- and long-term goals with brokerage products and banking solutions. You will build financial plans, recommend strategies, and triage client requests while mitigating risk. The role requires Series 7 & 66 (or 63/65), at least one year in investments, and a sales or financial services background. In-office culture emphasizes collaboration, development, and flexible benefits. Comp: $70k–$80k. #J-18808-Ljbffr Bank of America
- United States Digital Space LLC is seeking a Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7 and Series 66 licenses and to learn to guide clients through complex financial scenarios with a human-centric approach. You'll start in an in-office environment...SuggestedWork at office
- 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
$70k - $80k
...guided by a common purpose to help make financial lives better through the power of every... ...annuities, and banking and money managed solutions Recommends banking and investments strategies... ...Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...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...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift- Bank of America is hiring for a Financial Advisor role in an in-office setting. Build comprehensive... ...and funds, while recommending banking solutions aligned to client goals. You will... ...The position requires Series 7 and 66 licenses (or 63/65 with plan to complete). #J-...SuggestedWork at office
$70k - $80k
...guided by a common purpose to help make financial lives better through the power of every... ...providing comprehensive advice and customized solutions to clients to help them achieve their... ...knowledge by completing required licenses and trainings. This position is subject...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Bank of America in California seeks a financial professional to deliver comprehensive financial guidance and customized solutions, helping clients achieve their goals. You will... ...products. Responsibilities include applying licenses, expanding knowledge through required...
- 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...
$70k - $80k
...guided by a common purpose to help make financial lives better through the power of every... ...providing comprehensive advice and customized solutions to clients to help them achieve their... ...knowledge by completing required licenses and trainings. This position is subject...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$120k
...Job Description Join us at Worthington Financial Partners, where your drive meets opportunity. As a Licensed Financial Advisor, you'll empower families to achieve financial... ...situations to provide tailored advice and solutions. Stay informed on market trends and regulatory...Full time- ...you will have a major impact on our success. As a Source-to-Pay Solution Consultant, you will be responsible for devising sales... ...employment is contingent upon ServiceNow obtaining any export license or other approval that may be required by relevant export control...Work at officeRemote workFlexible hours
$100k - $140k
LPL Financial is seeking a Financial Advisor associated with BMO Bank in Pico Rivera, CA. In this exciting role, you will help clients navigate their financial... ...system. Requirements include having a Series 7 and 66 license and three years of investment sales experience. The...- Bank of America in Hawthorne, CA is seeking a licensed financial professional to advise clients, triage leads, and build financial plans with brokerage products. You will refer clients to partners, review goals, and ensure regulatory compliance by maintaining required...Work at office
$70k - $80k
Bank of America is seeking a Financial Advisor in Los Angeles, CA, to provide clients with tailored financial advice and solutions. Responsibilities include planning financial goals and recommending investment strategies that suit client needs. Candidates should hold relevant...- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...
- GREATER LOS ANGELES AGENCY CA in Cerritos is seeking a Financial Representative to educate middle-income clients on risk protection, financial... ...needs and ethically recommend and sell suitable financial solutions. You will identify markets, travel to meet prospects, and...
- Northwestern Mutual offers College Financial Representatives internships where students build a financial planning practice with guidance... ...prospecting, strategy, and client goal planning while gaining licensing exposure and ongoing coaching. Flexibility to work around...InternshipFlexible hours
- Bank of America is seeking a client-focused financial professional to deliver tailored financial advice and planning. You will triage... ...plans using brokerage products. The role requires Series 7 & 66 licenses (or equivalents), strong relationship skills, and the ability...Work at office
- ...guided by a common purpose to help make financial lives better through the power of every... ...providing comprehensive advice and customized solutions to clients to help them achieve their... ...knowledge by completing required licenses and trainings. This position is subject...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...relationships through face-to-face meetings and personalized financial guidance. You will assess banking needs, educate clients on deposit... ...basic transactions, and support customers with proactive outreach, conversions, and tailored solutions. #J-18808-Ljbffr U.S. Bank
- ...Banker to represent our brand with hospitality and technology-enabled banking solutions. You will lead in acquiring, managing, and retaining client relationships, offering thoughtful financial solutions to address needs and simplify clients’ lives. The role emphasizes...Weekend workAfternoon shift
- Sky One Federal Credit Union is seeking a Member Services Advisor I in Hawthorne, California. In this onsite role, you will provide tailored financial solutions, enhancing the lives of our members through exceptional service. You'll work in a vibrant culture that promotes...
- ...banking, and accurately process cash transactions. You will build relationships, assess client needs, and connect them to banking solutions that fit life goals. The role requires strong communication, adaptability, and a commitment to compliance. Some weekend/extended hours...Work at officeWeekend work
- ..., CA seeks a Universal Banker to blend teller and platform responsibilities, delivering exceptional service and promoting banking solutions. You will handle transactions, assist with account openings, and teach customers about digital self-service tools. You will build...
$65k - $140k
...Provides financial and investment planning and advice in collaboration with other team members... ...to deliver a comprehensive banking solution in the best interest of the customer. Determines... ...experience. FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses. Life...Contract workPart timeLocal area$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique... ...on client-building and obtaining licenses. Our award-winning training programs equip... ...· Trust Services · Retirement Solutions · Business Needs Analysis Northwestern...Full timeContract workFor contractorsWork at office$50k
...Join a financial services firm where your contributions are valued.... ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...to maintain registrations and licenses in good standing. A firm-... ...information seeking the right solutions for clients Comfortable in...Work at officeWork from homeHome officeFlexible hours$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are... ...financial planning, investment management solutions, and risk management to retirement... ...degree preferred but not required. Licenses: Series 65 or must obtain within 90 days...Temporary workLocal areaFlexible hours- BMO Financial Group is seeking a Retail Banking Sales & Service professional in California to deliver exceptional service and needs-based financial guidance. You will engage with customers and prospects, identify opportunities, and collaborate with branch teams and partners...
- Bank of America is seeking a licensed financial advisor to provide comprehensive financial planning and customized brokerage solutions to clients. You will triage leads, coordinate referrals, meet with clients to set goals, and build financial plans that include stocks,...
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