Licensed Financial Solutions Advisor I — Client-Centric
Bank of America
Bank of America in Oakland seeks a Financial Solutions Advisor Stage I to help clients achieve their financial goals. You will obtain Securities Industry licenses (SIE, Series 7, Series 66) and develop foundational advisory skills while supporting client relationships and comprehensive financial solutions. Once licensed, you will grow into Stage II with opportunities across Bank of America and Merrill, delivering core banking and investment guidance. #J-18808-Ljbffr Bank of America
- Bank of America in San Francisco is hiring a Financial Solutions Advisor Stage I to begin Securities Industry licensing (SIE, Series 7, Series 66) and develop foundational... ...supported by managers while building a strong client network, delivering comprehensive #J-18808-...Suggested
- A major financial institution in San Francisco seeks a Financial Solutions Advisor Stage I. In this full‑time role, you will obtain vital securities licenses and develop your advisory skills. Responsibilities include managing client relationships and delivering banking...SuggestedFull time
- ...America in San Francisco is seeking a Financial Advisor to provide comprehensive financial advice and customized solutions. This position involves triaging client leads, reviewing objectives, and... ...must have Series 7 and 66 licenses and a minimum of one year in the financial...Suggested
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining essential securities licenses (SIE, Series 7, Series 66) and to develop foundational advisory... ...comprehensive financial solutions to clients and collaborating with Merrill and core banking...Suggested
- Bank of America is hiring a Financial Solutions Advisor Stage I to begin with Securities Industry licenses and progress to advising clients on a comprehensive set of banking and investment solutions. You will learn to acquire, build, and manage client relationships while...Suggested
$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client... ...and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act...Temporary workMonday to FridayShift workDay shift$70k - $80k
...America is seeking a Finance Advisor in Oakland, California. This role involves helping clients achieve their financial goals through comprehensive advice and customized solutions. Key responsibilities... ...should hold Series 7 & 66 licenses and have experience in the...$70k - $80k
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...comprehensive advice and customized solutions to clients to help them... ...knowledge by completing required licenses and trainings. This position...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- Bank of America is seeking a qualified individual to provide comprehensive financial advice and customized solutions to clients in El Cerrito, California. The role involves working directly with clients to build financial plans that include various investment products....
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...and delivering for our clients, teammates, communities and... ...make an impact. As a Financial Solutions Advisor Stage I (FSA I), your journey... ...obtaining your Securities Industry licenses, where you receive dedicated...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...and delivering for our clients, teammates, communities and... ...and make an impact. Financial Solutions Advisor Stage I (FSA I) Journey As a... ...obtaining your Securities Industry licenses, where you receive dedicated...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...purpose to help make financial lives better, we drive... ...and deliver for our clients, teammates, communities... .... As a Financial Solutions Advisor Stage I (FSA I) , you... ...Securities Industry licenses. You will receive dedicated... ...with a client‑centric focus. Capacity to execute...Full timeInternshipWork at officeImmediate startRelocationMonday to FridayShift workDay shift
$70k - $80k
Job Description This position provides comprehensive financial advice and customized solutions to help clients achieve their goals. Key responsibilities include... ...recommending brokerage products. The role requires ongoing license and training, and is subject to SAFE Act...Temporary workMonday to FridayShift workDay shift$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. It includes triaging client leads, making referrals... ...7 & 66 (or 63 & 65 in lieu of 66). If the 66 license is not yet held, a meeting can be offered with the...Temporary workMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...and delivering for our clients, teammates, communities, and... ...make an impact. As a Financial Solutions Advisor Stage I (FSA I), your journey... ...your Securities Industry licenses, where you receive dedicated...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- JPMorganChase in Hayward, CA is hiring an Associate Relationship Banker to greet clients, understand financial needs, and provide thoughtful banking solutions using Chase apps and services. You will build relationships in-branch and over the phone, delivering attentive,...Weekend workAfternoon shift
$45k - $100k
...volume of applicants. Join a financial services firm where your... .... With over 9 million clients and 20,000 financial advisors across the U.S. and... ...training - Get registered and licensed and learn how to be a financial... ...investment and financial solutions to your clients? Taking...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...seeking a Wealth Management Advisor in San Francisco to partner with affluent clients, analyze financial landscapes, and develop tailored... ...complex financial solutions. Candidates should have 5+ years... ...willing to obtain necessary licenses within 120 days of start date...
$100k
...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue... ...equivalent 63 and 65 in lieu of 66) licenses Minimum of one year of... ...needs; and recommend appropriate solutions/interventions Proven ability to...Interim roleWork at officeWork from homeShift workDay shift- ...driven banking experiences. You will manage client relationships, explain banking solutions, and promote digital tools like Chase Mobile App and Chase.com to meet financial goals. The role requires regulatory awareness, licensing where needed, and flexible hours,...Flexible hoursAfternoon shift
- Bank of America in Berkeley, CA seeks a client-focused financial advisor to provide advice and customized solutions, triage leads, refer to partners, meet clients, build... ...brokerage products. Completion of required licenses and SAFE Act training is required. The role emphasizes...
- ...practice of Ameriprise Financial Services, LLC, located... ...plans around each client’s unique goals, priorities... ...customized investment solutions and ongoing guidance... ...The Associate Financial Advisor is a full-time, on-... ...7, SIE and insurance licenses are required. Progress...Full timePrivate practice
- Edward Jones in Oakland is seeking ambitious financial advisors to build and grow their own client practice with the support of a nationwide team and a long history of success. You’ll complete licensed training, earn a supplemental salary for up to five years, and access...
- Bank of America’s Merrill Wealth Management is seeking a candidate for the Advisor Development Program - Financial Advisor. You will work with high-net-worth clients, identify needs, develop relationships, review financial goals, and deliver tailored investment recommendations...
- ...range of areas related to financial services, under... ...international headquarters, the Advisor Mastery Program (AMP)... ...will balance new client development, sales... ...investment products, solutions, and services that are... ...obtains mandatory industry licenses within prescribed...ApprenticeshipTraineeship
- We are: The Solution Advisory team is Accenture’s sales enablement specialty function, supporting topics across Finance, Supply Chain... ...senior leaders. You combine deep finance expertise with a client-centric mindset, simplifying complex transformation concepts and bringing...Work experience placementLive inWork at officeLocal area
- ...Healthcare Expertise into Financial Services with... ...Career: Build Direct Client Relationships: Professionals... ...Director & Financial Advisor: Time with NM: 15... .... Insurance Solutions: Recommend and implement... ...rapport with clients. Licenses: Obtain necessary...Full timeInternshipWork at officeLocal areaVisa sponsorshipFlexible hoursWeekend work
$27 - $30 per hour
...Trust and Estate Administration, Financial and Health Care Powers of... ...an experienced Bookkeeper / Client Finance Specialist to join our... ...a valid California driver’s license, up-to-date auto insurance,... ...Description At 21st Century Care Solutions, you’ll work alongside a...Full timeWork at officeLocal areaImmediate startRelocationFlexible hours$50k - $100k
...provides advice and guidance regarding financial solutions that are in the best interests of... ...small business solutions). Offers clients advice and guidance on available digital... ...Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position...Contract workPart timeLocal areaImmediate startDay shift$124k - $280k
...the business. We support our clients by addressing the challenges... ...helps clients optimise and align financial planning, consolidation,... ...enterprise performance management solutions that help clients modernize... ...and serve as a trusted advisor across finance transformation...Full timeH1b
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