Financial Solutions Advisor I - Launch Your Licensing Path
Bank of America ATM
Merrill in Kansas City is seeking a Financial Solutions Advisor Stage I to begin by obtaining required securities licenses and develop foundational advisory skills. You will learn to acquire, build and manage client relationships while addressing complex financial needs to help clients live their best financial lives. Starting in a licensed role, you’ll progress through stages to Stage II and beyond, supported by Merrill Academy with programs, tools, and resources. #J-18808-Ljbffr Bank of America
$100k
...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...advisory strategies Understands client solutions that are best suited for their... ...~ Ability to obtain Series 7 and 66 licenses within allotted program time ~ Is a...SuggestedWork at officeShift workDay shift- A financial services firm in Overland Park is seeking a full-time Financial Services Representative... ...to provide strategic financial solutions and assist clients with financial planning... ...at least one year of experience as a licensed financial representative, alongside analytical...SuggestedFull time
- Bank of America in the United States is hiring a Financial Solutions Advisor Stage I to begin with securing required licenses (SIE, Series 7, Series 66). You will learn to acquire, grow and manage client relationships, using a consultative approach to recommend solutions...Suggested
- Western & Southern Life is seeking a Financial Representative in Overland Park to educate... ...analyze needs and sell appropriate financial solutions in an ethical, client-focused manner.... ...market is required; a life and health license is required or in process. #J-18808-Ljbffr...SuggestedLocal area
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...financial planning. On your path to becoming a financial... ...client-building and obtaining licenses. Our award-winning training... ...Trust Services · Retirement Solutions · Business Needs Analysis...SuggestedFull timeContract workFor contractorsWork at office$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern... ...financial planning. On your path to becoming a financial... ...client-building and obtaining licenses. Our award-winning training... ...Trust Services · Retirement Solutions · Business Needs Analysis...Work at office- ...impact not only through financial guidance, but through... ..., and professional licensing support to help you confidently... ...’s walked the same path, people who once... ...Scott, RICP®, Financial Advisor & District Director:... ...personalized insurance solutions and financial planning...Full timeInternshipWork at officeVisa sponsorshipFlexible hours
- ...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 may be responsible...Temporary workWork at officeShift workDay shift
- Northwestern Mutual is seeking a Financial Advisor to join our Kansas City office, helping individuals and businesses achieve financial security through personalized insurance solutions and comprehensive planning. You will build long-term client relationships, assess needs...Work at officeFlexible hours
- ...Experienced Financial Advisor Opportunity At Synergy Wealth Solutions, we help advisors grow more than a book of business—we help them build the kind of practice... ...management, or protection-based strategy Licensing and registrations appropriate for the role and market...
$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are... ...financial planning, investment management solutions, and risk management to retirement... ...degree preferred but not required. Licenses: Series 65 or must obtain within 90 days...Temporary workLocal areaFlexible hours$50k
...Join a financial services firm where your contributions are valued.... ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...to maintain registrations and licenses in good standing. A firm-... ...information seeking the right solutions for clients Comfortable in...Work at officeWork from homeHome officeFlexible hours- **Join Equitable Advisors: A Pathway to Possibilities... ...out your unique career path? At Equitable Advisors... ...manager through licensing and employment. Enjoy... ...clients on our diverse financial products and services,... ...demonstrating how these solutions can be tailored to meet...Work experience placementLocal areaRemote workFlexible hours
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors... ...to take the first or next step on a path to financial security. 3 out of 4 of... ...Insurance/risk management Training And Licensing Support First Command offers a comprehensive...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...guided by a common purpose to help make financial lives better through the power of every... ...make 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...Work at officeImmediate startMonday to FridayShift workDay shift
- A financial services firm in Overland Park, Kansas, seeks licensed Life Insurance Agents to provide retirement accounts in a unique virtual consultancy format. This role offers full training, flexibility, and uncapped commissions, allowing agents to build trust-based client...Remote job
$75k - $105k
A leading financial services provider is seeking a Licensed Experienced Financial Professional in Kansas City. This full-time role offers competitive compensation ranging from $75,000 to $105,000 yearly, and focuses on providing clients with expert financial advice. You...Full time- ...& Benefits is seeking an experienced Financial Advisor with an established client base who is... ...while surrounding them with support, solutions, and opportunities that can create long... ...individual agreements, payout structure, licensing, registration, and broker‑dealer...
- ...Development Manager at Prudential Advisors We are looking for... ...architecture platform for client solutions Our competitive payouts (Both... .... We support you by offering financial packages designed to make your... ...preferred Life and Health Insurance license required Two or more years of...Full time
- ...Overland Park, KS. This role handles teller transactions, assists customers with accounts, and cross-sells bank products to help meet financial goals. The CSA II provides friendly, confidential service in lobby, drive-thru, or by phone, ensuring accuracy and satisfaction...
- As a Solution Delivery Consultant, you’ll help clients set up and use the financial and billing features of Netsmart’s software. You’ll work hands‑on with system configuration, testing, and troubleshooting while partnering with clients to align the software with how they...Full timeFor contractors
- ...common purpose to help make financial lives better through the power... ...from all backgrounds and career paths - whether shaped by military... ...and connecting clients to solutions that meet the financial goals... ...Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly...Work at officeFlexible hoursShift workWeekend workDay shift
- Senior Financial Advisor - Experienced Professionals Join the mission. Coach those who serve.... ...income planning, tax strategies, insurance solutions, day‑to‑day finances, and estate... ...strongly preferred. Required Experience Licensing & Certifications Required: Series 7 &...For contractorsLocal areaFlexible hoursShift work
- Capstone Financial, LLC is looking for a motivated Financial Advisor Intern to gain real-world experience in wealth management. This full-time internship offers exposure to financial planning and mentorship from experienced advisors. Interns will assist in client meetings...Full timeInternship
- Summary of the Job Senior Financial Advisor is accountable for advising affluent clients through... ...Health and Variable Contract insurance licenses. Previous successful business development... ...needs to best deliver a comprehensive solution for them. Ability to communicate...Contract workTemporary workLocal area
- About Us At Synergy Wealth Solutions, we help individuals, families,... ...business owners move toward financial freedom through holistic planning... ...believe in developing future advisors early by giving them real... ...the financial advisor career path in a full‑time development environment...Full timeInternship
$52k - $64k
Join to apply for the Financial Consultant (Remote Eligible) role at... ...environment, and fluid career paths. We not only encourage but... ...personalized consultations detailing solutions best suited to the retirement... ...and retention. Current FINRA licenses and/or ability to...Remote job16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours$90k - $110k
...exclusive features. Our client is a boutique financial services firm in Kansas City, known for providing personalized attention and tailored solutions to their clients. They are looking for a driven and fully licensed Advisor to join their team. This individual will...Full time- ...OVERLAND PARK Overview The purpose of the Financial Representative is to meet the needs of... ...and selling the corresponding financial solutions. A Financial Representative must educate... ...reliable transportation, maintain a driver's license, and have at least the minimum amount of...Work at officeLocal area
- ...Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant... ...expertise to offer comprehensive solutions, including investment opportunities, retirement... ...and maintain client relationships. Licenses or certifications in financial planning...
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