Financial Solutions Advisor Registration Candidate - Manhattan South Market
$28.85 - $33.65 per hourBank of America ATM
Job Description: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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.At Bank of America, you can build a successful career with opportunities to learn, grow, and 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 personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.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.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) though 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 QualificationsAptitude 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 QualificationsCurrently holds FINRA Securities Industry Essentials (SIE)Bachelor’s degree and/or a minimum of one year of financial services industry or sales experienceSkillsClient Experience BrandingClient Solutions AdvisoryInvestment ManagementPipeline ManagementReferral ManagementClient ManagementCustomer and Client FocusPortfolio ManagementProspectingReferral IdentificationBusiness AcumenExecutive PresenceOral CommunicationsRisk ManagementWeekly Schedule: Monday thru Friday, with rotating Saturdays requiredShift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - NY - New York - 36 E 14th St - Union Square-14th St (NY5163)Pay and benefits informationPay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.SummaryLocation: New YorkType: Full time
- ...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 officeMonday to FridayShift workDay shift
$100k
...advice and guidance. Merrill’s Financial Advisors and Wealth Management... ...position is subject to SAFE Act registration requirements. Pursuant to... ...Understands client solutions that are best suited for their... ...network by sharing relevant market developments and discussing...SuggestedWork at officeShift workDay shift- ...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... ..., and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$250k
...Personal Banker SAFE Act - Manhattan AreaApplylocations:... ...technology/ marketing tools available to uncover... ...product offers/financial solutions* Understand and comply... ...technologies* NMLS registration; Safe Act compliant*... ...employer, and qualified candidates will receive...SuggestedFull time$250k
...channels and leverage technology/ marketing tools available to uncover... ...and present product offers/financial solutions Understand and comply... ...and technologies ~ NMLS registration; Safe Act compliant ~... ...to identify and align the candidate's skills and abilities with...SuggestedFull time$250k
...Personal Banker SAFE Act - Manhattan AreaDiscover your... ...leverage technology/ marketing tools available to... ...present product offers/financial solutionsUnderstand... ...and technologiesNMLS registration; Safe Act compliantConsistently... ..., and qualified candidates will receive...$136k - $170k
...Bank in New York. The successful candidate work directly with Financing Solutions Americas' senior originators, as... ...Solutions Americas (Loan Capital Markets) team. The Associate will be responsible... ...Solutions include corporates, financial institutions and sovereigns....Full timeWork at officeWork from homeFlexible hours$150k - $225k
Capital Solutions Group Goldman Sachs operates at the fulcrum of... ...convergence of public and private markets. We combine the #1 global... ...portfolio risk management. Candidates should be interested in... ...and building models based on financial statementsBasic requirements...Full timeTemporary workPart time- ## Financial Advisor Associate- Marine Park, BrooklynPostulerremote... ...vary based upon the candidate's skills and... ...analysis, financial markets, financial goals, investment... ...appropriate Wealth solutions* Identifies... ...within the Licensing and Registration Schedule* Self-directed...Temporary workTraineeshipWork experience placementCasual workWork at office
$150k - $225k
Global Banking and Markets Private, Capital Solutions Group, Leveraged Finance, Associate - New York location_on New York, NY, United States Capital... ...Banking Our division works on some of the most complex financial challenges and transactions in the market today. Whether...Full timeTemporary workPart timeWork at office$45k - $100k
...applicants. Join a financial services firm... ...20,000 financial advisors across the U.S. and... ...services/markets and how they work... ...investment and financial solutions to your clients?... ...Skills/Requirements Candidates should have at... ...Financial services registration, licensing, or...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...guidance. Role Specifics As a Merrill Advisor Development Program - Financial Advisor, you will work with high‑... ..., and executing highly customized solutions to meet client needs Recommending... ...position is subject to SAFE Act registration requirements. As a specialist...Interim roleLocal areaImmediate startShift workDay shift
$110k - $125k
Global Banking & Markets - Capital Solutions Group - Private Equity Capital Call (PECC) Financing, Analyst... ...coverage teams- Act as a trusted advisor to clients, delivering tailored subscription... ...roles- Technical Skills: Advanced financial modeling and analysis; deep...Full timeTemporary workPart time- ..., CMand and other organizations across Markets and Securities Services and the broader... ...communicated to you Obtain and maintain all registrations/licenses which are required for your... ...opportunity employer, and qualified candidates will receive consideration without regard...
$170.5k - $284.1k
...Wealth Advisor Accountable for a revenue... ...the delivery of solutions for a comprehensive... ...client's current financial situation, goals... ...and maintaining registration requirements under... ...competitive, and market-informed pay for... .... The successful candidate's particular combination...Temporary workWork experience placement$100k - $150k
...seeks an Associate, Data Acquisition to join our Market Data team in our New York office. Responsibilities The candidate will report to Tower's Global Market Data... ...in TriBeCa and SoHo, neighborhoods in downtown Manhattan. While we work hard, Tower's cubicle‑free workplace...Contract workWork at office$20.55 - $34.25 per hour
...proactive basic sales solutions through customer outreach... ...based discussion on financial goals Identify... ...meeting and maintaining registration requirements under the... ...fair, competitive, and market-informed pay for our employees... ...(USD). The successful candidate's particular...Hourly pay$80k - $110k
Northwestern Mutual seeks a Financial Advisor to join our Midtown Manhattan offices. Reporting to... ..., as well experienced candidates and career-changers. As... ...and develop comprehensive solutions for their financial goals... ..., Alternative Capital Markets, Liquidity Solutions, Vice...Full timeWork experience placementWork at officeRelocationMonday to Friday- ...East Join Wilmington Advisors @M&T in the heart of Downtown Manhattan. We're seeking an experienced Financial Advisor with a... ...and wealth planning solutions to affluent and high... ...practice in the Manhattan market About Wilmington... .... The successful candidate’s particular...Work experience placement
$51.19k
...will not be used for marketing purposes, sold, or shared... ...to determine their financial needs, and meeting... ...exciting opportunity for candidates with retail or sales... ...about Regions’ solutions Conducts outbound phone... ...This position requires registration with the Nationwide Mortgage...Full timeFlexible hours$25.07 - $41.79 per hour
...proactive basic sales solutions through customer outreach... ...based discussion on financial goals* Identify... ...meeting and maintaining registration requirements under the... ...fair, competitive, and market-informed pay for our employees... ...(USD). The successful candidate’s particular...Hourly payLocal area- ...Relationship Banker - Central Manhattan NY Area New York, New... ...common purpose to help make financial lives better through the power... ...priorities and connecting clients to solutions that meet the financial... ...and hire qualified candidates without regard to race, religious...Work at officeShift workWeekend workDay shift
- ...priorities of clients and financial decision makers,... ...other industry specific solutions with enterprise... ...opportunities with middle-market and mid-corporate... .... In addition, state registration, specific product licenses... ...requirements. Candidates must successfully complete...Ongoing contractFull timeWork experience placementImmediate start
- ...Credit Officer - Global Markets Credit - Municipal Banking and... ...common purpose to help make financial lives better through the power... ...risk and craft value added solutions that balance risk and return... ...employment and hire qualified candidates without regard to race,...Work at officeShift workDay shift
$290k - $310k
...Banking - Debt Capital Markets - Director - New... ...and innovator in the financial services industry and... ...Markets platform. We seek solutions for our clients across... ...Serving as a trusted advisor, the role provides strategic... ...process for all candidates. If you require any assistance...Hourly payFull timeContract workWork experience placementLocal areaShift work$70k - $85k
Energy Markets Analyst Reports To: VP of Procurement Location: New York City FULL TIME... ...them, and we follow up to make sure the solutions worked. Behind the scenes, our unique combination... ...the Energy Procurement Team. The ideal candidate has client-facing experience, energy...Full timeContract workLocal area$160k - $250k
...Municipal Finance, Infrastructure Solutions New York, New York, United... ...: ~ Municipal Capital Markets ~ Private Placements ~... ...entities ~ Build detailed financial models to analyze project economics... ...experience, skills, and registration status, market conditions...Full timeFlexible hours$78.5k - $163k
...strategic, operational, financial, and capital needs by... ...in Real Estate Solutions offering has a primary... ...industry and the capital markets that serve it. Our services... ...hedge funds, pension advisors and owners/developers.... ...) is essential. The candidate should possess strong...Full timeWork experience placementRemote workVisa sponsorshipWork visaFlexible hours$170.26k - $200.3k
...to make better and smarter financial decisions and enabling the communities... ....Job DescriptionThe Senior Market Risk Manager will be... ...hedging strategies.The successful candidate must have at least 10 years... ...requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA...Full timeWork experience placementLocal area3 days per week- ...simple, scalable, and innovative solutions. Operating at the... ...and D2C, we offer software, financial products, and services that drive... ...report to the Director, Capital Markets. Department Description... ...made by our hiring team and no candidate dispositions are automated. We...Local area
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