Licensed Financial Solutions Advisor — Start with SIE/Series
Bank of America
Bank of America is seeking a Financial Solutions Advisor Stage I in Mission Viejo, CA. You will begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and learn to build and manage client relationships, delivering guidance to help clients meet their financial goals and life priorities, with a focus on humanized financial interactions. Upon licensing, you will join a financial center to provide core banking and investment solutions, pursuing growth with Merrill and other #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Licensed Financial Solutions Advisor — Start with SIE/Series in Mission Viejo, CA vacancy
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licenses and build foundational advisory skills. You’ll develop client... ...office collaboration, licensing milestones (SIE, Series 7/66), and a path to a licensed advisory...SuggestedWork at office
- ...hiring of individuals with certain specified... ...to help make financial lives better... ...As a Financial Solutions Advisor Stage I (FSA I),... ...Securities Industry licenses, where you receive... ...Industry Essentials [SIE], Series 7 and Series 66... ...Build your network. Starting at a financial...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...hiring of individuals with certain specified criminal... ...purpose to help make financial lives better through... ...advice and customized solutions to clients to help... ...by completing required licenses and trainings. This position... ...: Currently holds Series 7 & 66 (63 & 65 in lieu...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...hiring of individuals with certain specified... ...to help make financial lives better... ...As a Financial Solutions Advisor Stage I (FSA I),... ...Securities Industry licenses, where you receive... ...Industry Essentials [SIE], Series 7 and Series 66... ...Build your network. Starting at a financial...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
$45k - $100k
...applicants. Join a financial services firm... ...come first. With over 9... ...00 financial advisors across the U.... ...place to start or build your... ...registered and licensed and learn how... ...and financial solutions to your clients... ...: SIE (which can be... ...sponsorship), Series 7 and Series...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Laguna Niguel, CA2 days ago$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual... ...unique opportunity to start a business where... ...and obtaining licenses. Our award-... ...programs equip you with the education, skill... ...Services · Retirement Solutions · Business Needs... ...Essentials (SIE), and Series 6, 7, and 63. Northwestern...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Irvine, CA1 day ago$61k - $119k
Overview Becoming a financial advisor at Northwestern... ...opportunity to start a business where... ...building and obtaining licenses. Our award‑... ...programs equip you with the education, skill... ...• Retirement Solutions • Business Needs... ...Industry Essentials (SIE), and Series 6, 7, and 63....Work at office$61k - $119k
Overview Becoming a financial advisor at Northwestern... ...opportunity to start a business where... ...building and obtaining licenses. Our award-... ...programs equip you with the education, skill... ..., retirement solutions, and business needs... ...Essentials (SIE), and Series 6, 7, and 63. Northwestern...For contractorsWork at office- Bank of America is seeking a financial services professional to provide... ...guidance and tailored solutions to clients. You will triage leads... ...partners as appropriate, and meet with clients to review goals,... ...registration under SAFE Act and ongoing licensing, with a focus on delivering...
$150k - $250k
Financial Representative (Career-Changers are welcome to apply)... ...clientele and finding financial solutions with help from our industry-... ...training through sponsored licensing and registration as well as... ...Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and...Work experience placement- ...platform along with cutting edge digital... ...best investment solutions to meet their financial needs. As a... ...Private Client Advisors within Wealth Management... ...and active Series 7 license is required or may... ...Essential (SIE) examA valid and... ...within 60 days of starting in the role as a...
- ...hiring a role focused on providing comprehensive financial advice and customized solutions to clients to help them achieve their goals. The position... ...brokerage products. You will complete required licenses and training, with SAFE Act registration requirements and background...Work at office
- ...impact providing expert financial advice with heart. Thrivent is a... ...your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations... ...Thrivent’s comprehensive advisor onboarding program.... ...Attainment of FINRA SIE, life and health licenses...
Thrivent
Irvine, CAmore than 2 months ago - ...platform along with cutting edge digital... ...best investment solutions to meet their financial needs. As a... ...Private Client Advisors within Wealth Management... ...and active Series 7 license is required or... ...Industry Essential (SIE) exam A valid... ...60 days of starting in the role as a...
$97k - $192k
...is actively seeking a Financial Representative to help... ...the appropriate state licensing, or is willing to obtain... ...Perks and Compensation Starting income ranging from $97... ...to $192K+, commensurate with experience and outcomes... ...Active Financial Licenses: SIE Certification or...Work at officeLocal areaWork from homeFlexible hoursFoster Region - Modern Woodmen of America
Laguna Woods, CA1 day ago$110k - $185k
...Responsibilities: Consults with clients to identify their... ...should result in providing solutions and strategies that are aimed... ...preferred Required Securities license: Series 7, 66 (or 63/65)... ...which has a strong history of financial strength and stability. Movement...H1bFlexible hoursNorthern Trust
Newport Coast, CA4 days ago- ...exceptional client experiences, connecting customers with Chase’s digital tools and financial solutions. You will acquire, manage, and retain... ...include weekends and some evenings, with licensing requirements to obtain SIE/Series licenses. #J-18808-Ljbffr JPMorganChaseAfternoon shift
- ...brand and culture with the utmost hospitality... ...latest banking solutions and cutting-edge financial technology... ...Industry Essential (SIE) exam, FINRA Series 6, state registration... ...required), and Life licenses are minimum requirements... ...after your start date, and timely completion...Immediate startAfternoon shift
- The Financial Advisor reports directly to the Vice President, Investments... ...risk and develop solutions and process improvements.... ...results. Maintain a valid Series 7, 66 or 63 & 65 License- Maintain a clean DMV record... ...college or university, with two (2) to four (4) years...
$50k - $150k
...Description As a Financial Advisor, you will partner with individuals and families to... ...wide range of financial solutions designed to support your... ...thrive in financial services starts here. What you will... ...Sponsorship for required licenses and continuing education....Full timeContract workWork experience placementFlexible hoursTrue Path Financial
Irvine, CA4 days ago$80k
...Registered Investment Advisor, is seeking an... ...to join our Financial Services team.... ...advisors with day-to-day service... ...deliver integrated solutions that protect... ...considered). ~ Series 65 or 66 and... ...Insurance License may be required... ...Compensation starts at $80,000+ annually...Full timeContract workInternshipThe Baldwin Group
Irvine, CA1 day ago$127.63k - $237.01k
...client relationships with high- net- worth... ...integrated financial services advice to... ...Enforcement for Mortgage Licensing Act of 2008" (Safe... ...and develop solutions across investments... ...designation. FINRA Series 7 and 63, and 65 or... ...YOU? Compensation Starting base salary: $127,...Remote workCity National Bank
Irvine, CA1 day ago- ...for over 75 years. With 3,000 dealerships... ...priorities of clients and financial decision makers,... ...industry specific solutions with enterprise... ...Authority (FINRA) license(s) is required for... ...Obtaining FINRA Series 63 and Series 79,... ...Essentials (SIE) exam co-requisite...Ongoing contractFull timeWork experience placementImmediate start
- ...Woodmen of America Launch your financial services career with an organization that... ...education and training programs start the first day and continue... ...an active life insurance license, FINRA securities... ...Securities Industry Essentials®/SIE), Series 6 and/or 7 license, and...Local area
- ...to helping clients own their financial futures. As a Financial Consultant... ...combine planning expertise with a thoughtful approach to... ...set up for success You'll start with a book of existing Schwab... ...A valid and active FINRA Series 7 license required Obtaining or acquiring...
- ...providing comprehensive financial guidance? Sagient,... ...to engage deeply with clients, offering holistic... ...delivering personalized solutions and thrive in a... ...As a Sagient financial advisor, you'll assist clients... ...skills Securities Licenses (Preferred) Life, Health...
Sagient
Irvine, CA2 days ago $120k - $260k
...Elevate your career with a company that’s consistently recognized as one of the Top... ...empower individuals to take control of their financial future, and we’re looking for driven,... ...contact for customers looking for financial solutions- and your sales expertise will play a...Daily paidMonday to ThursdayFlexible hoursShift workAmericor
Irvine, CA5 days ago$65k - $75k
...registered Associate Financial Representative (AFR)... ...allowing the financial advisor to focus on building... ...the AFR will require Series 7 licensing. The AFR role also includes... ...information along with specific instructions... ...advisory product solutions to/for a client or explaining...Contract workWork at officeHome officeUnavailable
Irvine, CA3 days ago$170k - $225k
...functions to provide you with the opportunity to... ...of investments, financial planning, credit and... ...developing thoughtful solutions and delivering an... ...Degree required Series 7, 66 and Insurance licenses required for position... ...licenses within 90 days of start date Proven...Temporary workWork experience placementLocal areaJPMorgan Chase Bank, N.A.
Irvine, CA2 days ago- ...uncover personal banking needs for individuals and small business clients, offering tailored solutions and connecting clients to specialists. The role balances service requests with in-person or inbound call engagements and emphasizes proactive follow-up and handling...Flexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Licensed Financial Solutions Advisor — Start with SIE/Series. Be the first to apply!
Related searches
- financial associate Mission Viejo, CA
- jde finance consultant Mission Viejo, CA
- wealth advisor Mission Viejo, CA
- financial consultant Mission Viejo, CA
- finance associate Mission Viejo, CA
- financial planning administrator Mission Viejo, CA
- financial advisor Mission Viejo, CA
- financial planning associate Mission Viejo, CA
- financial counselor Mission Viejo, CA
- financial advisor associate Mission Viejo, CA