Licensed Financial Solutions Advisor
$28.85 - $33.65 per hourBank of America ATM
Bank of America is seeking a new team member in Irvine, California, focused on acquiring and managing client relationships. This role involves obtaining necessary securities licenses and providing strategic advice to help clients achieve their financial goals. Strong communication and collaboration skills are essential, along with the ability to manage multiple tasks in a fast-paced environment. A High School diploma is required, and the position offers an hourly rate between $28.85 and $33.65 based on experience, education, and skill set. #J-18808-Ljbffr Bank of America
- ...Irvine, California. This role emphasizes building client relationships and requires the successful candidate to earn various financial licenses. Responsibilities include providing tailored financial advice, collaborating with partners, and adapting to new technology. A...Suggested
$28.85 - $33.65 per hour
Bank of America is looking for a Financial Solutions Advisor Stage I (FSA I) based in Newport Beach, California. In this role, you'll acquire necessary securities licenses and develop foundational skills to manage client relationships effectively. You'll progress through...SuggestedHourly payFull time- Bank of America is seeking a Financial Solutions Advisor Stage I in Fountain Valley, CA. This role involves obtaining necessary Securities Industry licenses and managing client relationships while providing tailored financial advice. The advisor will collaborate with banking...Suggested
- Bank of America is looking for a Financial Solutions Advisor Stage I in Anaheim, California. This role offers onboarding programs to gain necessary industry licenses and develop client relationship skills essential for success. As a Financial Solutions Advisor, you will...SuggestedHourly pay
$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...SuggestedFull timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...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... ...role. Build your network. Starting at a financial center, you’ll interact with banking...Immediate startMonday to FridayShift workDay shift
$28.85 - $33.65 per hour
...Responsibilities Obtain Securities Industry licenses (Securities Industry Essentials, Series... ...while assessing their complex financial picture. Provide comprehensive advice,... ...to connect clients with BofA and Merrill solutions. Progress through growth stages: Stage...Hourly payMonday to FridayShift workDay shift$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include triaging client leads... ...Retirement Planning Counselor (CRPC). Insurance license(s). Minimum Education Requirement High School Diploma...Monday to FridayShift workDay shift$70k - $80k
A leading financial institution in Newport Beach is seeking a Legal Compliance professional... ...skills along with the Series 7 & 66 licenses. Candidates must have at least one year... ...industry experience and a commitment to client solutions. The position offers a salary between $7...$28.85 - $33.65 per hour
...criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. As a Financial Solutions Advisor Stage I (FSA I), your journey begins by obtaining your Securities Industry licenses - Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Once you...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. 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...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
Job Description The Financial Solutions Advisor Stage I (FSA I) is responsible for obtaining the required Securities Industry licenses, including the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. After licensing, the advisor builds, manages, and...Hourly payMonday to FridayShift workDay shift$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...focused on client‑building and obtaining licenses. Our award‑winning training programs... ...Services · Trust Services · Retirement Solutions · Business Needs Analysis...Full timeContract workFor contractorsWork at office$150k - $250k
Financial Representative (Career-Changers are welcome to apply) Financial Representatives... ...acquiring clientele and finding financial solutions with help from our industry-leading... ...yourself beyond training through sponsored licensing and registration as well as ongoing development...Work experience placement- ...and providing comprehensive financial guidance? Sagient, a leading... ...commitment to delivering personalized solutions and thrive in a collaborative... .... As a Sagient financial advisor, you’ll assist clients in... ...interpersonal skills Securities Licenses (Preferred) Life, Health &...
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...focused on client-building and obtaining licenses. Our award-winning training programs... ...services, trust services, retirement solutions, and business needs analysis. Northwestern...For contractorsWork at office$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...focused on client‑building and obtaining licenses. Our award‑winning training programs... ...Services • Trust Services • Retirement Solutions • Business Needs Analysis...Work at office$70k - $90k
...as part of a team providing financial advice with heart. You’ll learn... ...by experienced financial advisors and other experts, building... ...in office 2-3 days per week. Licensing and Training Over your first... ...full range of expert financial solutions, serving more than 2 million...Base plus commissionFull timeWork at officeLocal area2 days per week3 days per week- About the Financial Advisor Role As a Financial Advisor at Northwestern Mutual, you will be part... ...goals through personalized insurance solutions and financial planning. Your role... ...build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series...Work from homeVisa sponsorshipFlexible hours
- ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...specialists, and executing highly customized solutions to meet client needs Recommending... ...Series 7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one year experience working...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...guided by a common purpose to help make financial lives better through the power of every... ...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...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- SkyKey Financial is seeking licensed Life Insurance Agents to provide retirement solutions to clients in a fully remote role. You will engage clients through virtual consultations and recommend tailored retirement solutions, building trust-based relationships without the...Remote jobFlexible hours
$44.3k - $73k
...experiences by building and maintaining long-term relationships. Responsibilities include proactively identifying customer needs, tailoring solutions, and collaborating with internal partners. Candidates should have a high school diploma or GED, with at least 1 year of customer...- Financial Advisor or Investment Advisor Representative We seek a Financial Advisor or Investment Advisor Representative to join our team!... ...Provide clients with guidance on investment strategies, insurance solutions, and other financial decisions throughout their lives....
$50k - $75k
This range is provided by Prudential Financial. Your actual pay will be based on your skills... ...role) Explore a career as a FINANCIAL ADVISOR! Take your career to the next level at... ...Provide a framework to help you attain all licensing and education needed to progress through...Minimum wageFull timeContract workPart time- Financial Representative (Bilingual in English and Chinese is a plus) Are you ready to take... ...business by providing financial solutions to individuals and businesses. No prior... ...development programs. Sponsorship for required licenses and continuing education. We can only consider...Remote workFlexible hours
$125k
...working with afee-only Registered Investment Advisor (RIA), providing comprehensive... ...relationship, and providing comprehensive financial planning advice. Below are examples of how... ...including, but not limited to, experience, licenses/certifications, industry knowledge, and...$61k - $119k
Northwestern Mutual seeks individuals to become financial advisors in California. This role focuses on client-building and financial planning... ...with average earnings of $61K-$119K and support for licensing and benefits like retirement plans and medical coverage. #J-...- A leading financial services company in California is seeking a Financial Representative. This role involves building a client base, educating clients on financial solutions, and providing expert recommendations. Candidates should have a 4-year degree or equivalent experience...
$95k - $140k
Financial Advisor page is loaded## Financial Advisorlocations: Newport Beach, CAtime type: Full... ...collaboration should result in providing solutions and strategies that are aimed towards... ...expertise preferred.* Required Securities license: Series 7, 66 (or 63/65)* Professional...Flexible hours
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