Financial Solutions Advisor Registration Candidate- Dumfries-Triangle Market
$28.85 - $33.65 per hourBank of America
About Bank of America 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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Job Overview 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. Compliance and Regulatory Requirements 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. Responsibilities 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) through 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 Qualifications Aptitude 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 Qualifications Currently holds FINRA Securities Industry Essentials (SIE) Bachelor's degree and/or a minimum of one year of financial services industry or sales experience. Skills: Client Experience, Branding, Client Solutions, Advisory, Investment Management, Pipeline Management, Referral Management, Client Management, Customer and Client Focus, Portfolio Management, Prospecting, Referral Identification, Business Acumen, Executive Presence, Oral Communications. Weekly Schedule Monday thru Friday, some Saturdays required. This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Shift and Hours Shift: 1st shift (United States of America) Hours Per Week: 40 Pay and Benefits Pay Transparency details US - VA - Dumfries - 4001 Graham Park Rd - Dumfries-Triangle BC (VA9569) Pay and benefits information Pay range $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. Benefits This 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. Privacy Statement Privacy Statement: Company Culture Partnering Locally: Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact: Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion: Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values: Learn about our four values that represent what we believe. Pay Transparency Pay Transparency: #J-18808-Ljbffr Bank of America
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through... ...advice and customized solutions to clients to help them... ...is subject to SAFE Act registration requirements. Pursuant... ...Transparency details US - VA - Dumfries - 4001 Graham Park Rd - Dumfries-Triangle BC (VA9569), US - VA -...SuggestedHourly payTemporary workWork at officeFlexible hoursShift workDay shift$70k - $80k
...common purpose to help make financial lives better through... ...advice and customized solutions to clients to help them... ...is subject to SAFE Act registration requirements. Pursuant... ...Road (VA2958) US - VA - Dumfries - 4001 Graham Park Rd - Dumfries-Triangle BC (VA9569) US - VA -...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$23.75 - $31 per hour
Work Location: Dumfries, Virginia, United States of America... ...vary based upon the candidate's skills and experience... ...achieve their financial goals by delivering personalized solutions that support overall financial... ...obtain and maintain active registration with the Nationwide...SuggestedWork at office$23.75 - $31 per hour
Work Location: Dumfries, Virginia, United States of America... ...vary based upon the candidate’s skills and experience... ...achieve their financial goals by delivering personalized solutions that support overall financial... ...obtain and maintain active registration with the Nationwide...SuggestedWork at officeLocal areaWork from homeFlexible hours- Bank of America in Dumfries, VA seeks a Financial Solutions Advisor Stage I. The role begins with Securities Industry licensing (SIE, Series 7, Series 66) through dedicated classes and exams, then progresses to a financial center where you advise clients and build relationships...Suggested
- Bank of America is seeking a Financial Solutions Advisor Stage I in Dumfries, VA. You will begin with license training (SIE, Series 7 and 66) and learn to build client relationships, assess needs, and guide clients with tailored financial solutions. As you progress to Stage...
- Bank of America in Dumfries, VA seeks a licensed financial advisor to provide comprehensive client guidance and customized financial solutions. You will triage leads, refer to partners, and... ...training are required. SAFE Act registration is involved due to mortgage-related...
- ...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
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Financial Advisor Serving United States Marines job at First Command Financial Services, Inc.. Quantico, VA. Financial Advisor Serving United... ...'s degree Your experience not only makes you a perfect candidate for First Command, but it will help you build a client base...Full timeContract workTemporary workInternshipWork at officeImmediate startMonday to Friday- A financial services firm with a mission to ensure retirees reach their... ...seeking a licensed Servicing Advisor to join our team. They will... ...the lead Advisor. This ideal candidate will have strong... ...of interviewing at FIG Talent Solutions by 2x Get notified about new...Full time
- TD in Dumfries, Virginia seeks a banking professional to acquire and deepen client relationships through consultative... ...engagement and disciplined execution, delivering personalized solutions that support clients' financial well-being. The role focuses on walk-in and outreach...
$41.25k - $68.75k
...competitive advantage in the markets we serve. We are all united... ...achieve balance. We encourage candidates to connect with their... ...aimed at improving customer financial wellbeing and creating loyalty... ...creating customized customer solutions. Managing Risk - Assessing...Full timeTemporary workPart timeWork experience placementWork at office- ...Summary You will serve as a FINANCIAL MANAGEMENT SPECIALIST of MARCORSYSCOM. Responsibilities... ..., and budget guidance to recommend solutions, resolve complex financial issues,... ...Yes-Relocation expenses (i.e. PCS) for candidates outside of the commuting area may be authorized...Work at officeLocal areaImmediate startRelocationRelocation package
- ...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... ...the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities Executes the bank...Work at officeFlexible hoursShift workWeekend workDay shift
- TD Bank Group in Dumfries, VA is seeking a banking professional who builds relationships with clients by delivering personalized financial solutions and guiding them toward informed decisions. The role emphasizes acquiring and deepening client relationships through consultative...
$41.25k - $68.75k
...competitive advantage in the markets we serve. We are all united... ...achieve balance. We encourage candidates to connect with their... ...aimed at improving customer financial wellbeing and creating loyalty... ...creating customized customer solutions.Managing Risk - Assessing and...Full timeTemporary workPart timeWork at office- ...Relationship Banker in a branch setting to represent our brand with hospitality and to help clients meet their financial goals through thoughtful solutions. You will manage client relationships, educate on Chase digital tools, and work within risk/compliance parameters...
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Overview Position: Mortgage Loan Processor Location: Dumfries, VA Direct Placement $60,000-$62,000/yr Candidates must be willing to work onsite Monday-Friday in... ...Consulting Industries: Loan Brokers, Banking, and Financial Services Medical insurance Vision insurance 401(k)...Full timeMonday to Friday- ...a retired military officer committed to helping service members and their families improve their financial well-being. Today, more than 500 First Command Financial Advisors - four out five of whom are veterans or military spouses - are committed to the company's Mission...Temporary workInternshipLocal areaImmediate start
- ...mission-focused technology, cybersecurity, and program management solutions supporting critical Federal and DoD missions. We specialize in... ...Equal Opportunity Employer and as such, we evaluate qualified candidates in full consideration without regard to race, color, religion,...Full timeContract workDay shift
- ...mission-focused technology, cybersecurity, and program management solutions supporting critical Federal and DoD missions. We specialize in... .... We are proud to be an Affi… We evaluate qualified candidates in full consideration without regard to race, color, religion,...Full timeWork at office
- First Command Financial Services, Inc. is seeking a Financial Advisor Serving United States Marines in Quantico, VA. This full-time role focuses on helping military families achieve financial security through holistic planning and ongoing coaching, with a compensation model...Full time
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A financial services firm is seeking a licensed Servicing Advisor in Stafford, VA, to conduct financial analyses and offer customized... ...for clients. The ideal candidate will possess strong interpersonal... ...$80,000.00 depending on experience. #J-18808-Ljbffr FIG Talent SolutionsFull time$150k - $190k
...relationships by understanding clients' needs and delivering tailored financial solutions Interview applicants and evaluate data to determine... ...Follow industry trends, competitor activity, and local market conditions to identify opportunities and mitigate risk...Local areaFlexible hours
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