Financial Solutions Advisor - Registration Candidate - Scottsdale Area
Bank of America
Job Description Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed**** 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’s 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. Join us! Please note that this requisition may contain multiple locations but there is not an immediate opening for every location listed. 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 Spanish speaking 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 Risk Management Trading Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Schedule Monday – Fridays and rotating Saturdays 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. Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** Shift 1st shift (United States of America) Hours Per Week 40 #J-18808-Ljbffr Bank of America
- ...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... .... This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...General Function Selected candidates are intended to... ...Personal Banker I is a Financial Center position... ...recommend appropriate solutions using our value proposition... ...S.A.F.E. Act registration at the time of employment... ...Personal Banker Associate I/Scottsdale-McDowell At Fifth...SuggestedWork experience placementWork at office
- ...Merrill Advisor Development Program - Financial Advisor: Greater Arizona Market... ...Phoenix, Arizona;Scottsdale, Arizona To... ...highly customized solutions to meet client needs... ...subject to SAFE Act registration requirements.... ...and hire qualified candidates without regard to...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
$27 - $33 per hour
...to make better and smarter financial decisions and enabling the communities... ...services and recommending solutions based on each customers... ...Licensing System (NMLS) registration under the terms of the S.A.F... ...cover branch locations in North Scottsdale North Phoenix and Fountain...SuggestedFull timeTemporary workLocal area- ...(Personal Banker) - Gainey/Scottsdale (AZ) At National Bank of Arizona... ...helping others reach their financial goals, then we are... ...Mortgage Licensing System (NMLS) registration under the terms of the S.A.F... ...be open until filled. All candidates, including those with criminal...SuggestedWork experience placementLocal areaMonday to FridayFlexible hours
- PaidSuite, based in Scottsdale, AZ, is seeking a Solution Consultant to sell and manage payment processing and software solutions. The successful candidate will possess strong B2B sales experience and the ability to close deals effectively, while ensuring customer success...
$45k - $100k
...applicants. Join a financial services firm where... ...and 20,000 financial advisors across the U.S. and Canada... ...and financial solutions to your clients? Taking... .../Requirements Candidates should have at least... ...Financial services registration, licensing, or certification...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$41.5k - $65.5k
...2026 Address: 21911 N Scottsdale Road Job Family Group:... ...advice and guidance regarding financial solutions that are in the best... ...experience. Canada only: Registration to sell investment products... ...other than directly from a candidate. Any unsolicited resumes sent...Contract workPart timeLocal areaImmediate startDay shift$30 - $37 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...and providing comprehensive financial solutions to small businesses with annual... ...requires National Mortgage Licensing Service registration under the terms of the S.A.F.E. Act of...Full timeTemporary workLocal area- We are: The Solution Advisory team is Accenture’s sales enablement specialty function, supporting... ...across one or more finance domain areas, including Finance Operating Model and... ...employment authorization in the United States.Candidates who are currently employed by a client...Work experience placementLive inWork at officeLocal area
- ...with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service... ...Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are...Immediate startAfternoon shift
$65k - $75k
...providing holistic purpose-based financial advice to clients, helping... ...As a Thrivent Financial advisor, you’ll: Build a financial... ...fingerprinting and securities registration and/or insurance licensing... ...insurance Work Location: Hybrid remote in Scottsdale, AZ 85254...Full timeLocal areaRemote workVisa sponsorshipWork visaFlexible hours- Part-time Regular A1 Scottsdale, AZ, US Currency Exchange International... ...exchange partnerships with financial institutions and corporations... ...been providing global payment solutions for clients that span wide-... ...our high tourist attractive areas (malls and airports) that you...Part timeLocal areaWeekend work2 days per week1 day per week
- ...shape the future of financial well-being. You take... ...; Central Region and Scottsdale Serve the investment... ...as a Financial Advisor. ~ Ability to achieve... ...referrals. ~ FINRA Registration: SIE, Series 7, 63/65... ...of other rights. Candidates for this position will...Permanent employmentWork experience placementWork at officeLocal area
$152.37k - $186.23k
...to make better and smarter financial decisions and enabling the communities... ...and expert advice in all areas of Wealth Management. This... ...Licensing System (NMLS) registration under the terms of the S.A.F... ...volume of applicants.SummaryLocation: Scottsdale, AZType: Full timeFull timeWork experience placementLocal area3 days per week$110k - $140k
...annually Location: Scottsdale, AZ Workplace Setting... ...advice on the financial forecast you develop which... ...assessment, you will identify areas for optimization,... ...to provide actionable solutions for operational... ...interactions with clients, candidates and partners. Cardone...Full timeContract workTemporary workWork experience placementWork at officeLocal area- ...Private Wealth Advisor Req ID: 75310 Location: Scottsdale -SCOTT, Phoenix -PHOE, Mesa -MESA Areas of Interest: Wealth Management... ...: 12/31/2024 BOK Financial Corporation Group... ...other products and solutions through our... ...licensure. "If this candidate will represent the...Work experience placementWork at officeLocal area
$100k - $250k
...practice aligned with OneAmerica Financial®. Our client firm... ...experienced, active Financial Advisor looking to transition their... ...income, and estate-planning solutions. Foster and expand regional... ...66 (or Series 6 and 63/65) registrations. ~ Active State Life & Health...Work at officeLocal area- ..., income tax and financial planning analysis... ...will be a trusted advisor, bringing... ...strategy in the areas of income tax, advanced... ...provide suggested solutions, and create client... ...able to commute to Scottsdale, AZ office,... ...Scottsdale, AZ, the candidate must be willing to...Full timeWork experience placementWork at officeRemote workRelocation package
- ...AZ - Scottsdale (85253) Full time R225972 Position Overview... ...company's success. As a Financial Advisor within PNC Wealth... ...you in creating personalized solutions on behalf of you and your clients... ...achieve balance. We encourage candidates to connect with their...Full timeTemporary workPart timeWork experience placementWork at office
- ...Learn more about our career areas and lines of business at wellsfargojobs... ...with realtors, builders, financial professionals, bank stores,... ...-up activities with the registration lock-in; analyze and offer... ...the evaluation. Successful candidates must also meet ongoing regulatory...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate start
$80k - $115k
...Description WealthBridge Financial Group is seeking... ...East team of financial advisors. In this position, you... ...across the 7 planning areas — protection, savings,... ...Series 63/66 securities registrations within your first 12... ...protected by law. All candidates must pass a background...Contract workFor contractors- ...emphasizes building client relationships, delivering comprehensive financial guidance, and collaborating with banking and Merrill partners... ...a structured path to certification and career growth. Ideal candidates will be adaptable, organized, and capable of balancing client...Work at office
- ...global reach. Our Private Wealth Advisors (PWAs) deliver an... ...private wealth management, financial services, or related professional... ...solving and developing innovative solutions for clients Self-... ...reasonable accommodations for candidates with special needs or disabilities...
$17.58 - $26.36 per hour
...: Primary City/State: Scottsdale, Arizona Department Name:... ...in the metropolitan Phoenix area. We currently have more than... ...patient appointments, providing registration of patient and insurance information... ...liability and provides financial guidance to patients to...Daily paidFull timeWork experience placementWork at officeMonday to FridayShift work- ...Consulting Group (“CG”)•Support Financial Advisors in analyzing portfolios and developing advanced PM solutions and strategies based on... ...representative (RA) registration, where required, in their place... ...Certification - If accepted as a candidate for this role, individuals...Work experience placement
- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities...
- ...Yourself Enjoy the rewards of building a financial practice helping clients make financial... ...you. As a Thrivent financial advisor, you’ll: · Provide one-on-one... ...Series 7, 65 and 63; or Series 6 and 63 registrations. · Have the flexibility to control your...Full timeLocal area
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent... ...(life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program...Full time
- ...Are you an Experienced Financial Advisor/Financial Planner s eeking an opportunity to serve your clients... ...has opportunities in Arizona! Our ideal candidate will deliver comprehensive personalized investment solutions to help clients work toward their long-term financial...Full time
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