Financial Solutions Advisor Registration Candidate- South Bay Market
$28 - $33 per hourBank of America ATM
Overview Financial Solutions Advisor Registration Candidate - South Bay Market. This requisition contains multiple locations but there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. This position requires SAFE Act registration for residential loan mortgage origination and may include terms around in-office attendance and role-specific flexibility. Base pay range: $28.00/hr - $33.00/hr. This range is provided by Bank of America. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Responsibilities Obtain required securities licenses (SIE, Series 7, Series 66) through structured lessons and dedicated study time; obtain SIE within 30 days of hire and Series 7 & 66 within 120 days (63 & 65 accepted in lieu of 66). Deliver end-to-end client advisory services, including identifying client needs, presenting solutions, and guiding clients to achieve financial goals while maintaining a humanized approach. Build and manage client relationships, collaborating with core banking and investment partners to connect clients to Bank of America and Merrill solutions. Progress from Financial Solutions Advisor Stage I to Stage II by demonstrating success and developing a portfolio of clients; participate in Academy programs and resources. Maintain compliance with SAFE Act registration requirements; complete the background check and registration process; failure to obtain/maintain registration may result in termination. Required Qualifications Aptitude in obtaining required industry licenses. Self-discipline in managing time and capacity. Experience in cultivating client relationships, assessing needs, and recommending solutions. Strong ability to build peer relationships through effective communication and collaboration. Results-driven mindset with prioritization of client interests in a complex, fast-paced environment. Ability to execute multiple tasks simultaneously and adapt to new technology or applications. Desired Qualifications Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience. Skills Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures, and Guidelines Client Management Causation Analysis Written Communications Schedule Monday-Friday open availability required + some Saturdays Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Location and Compensation Notes Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. Shift 1st shift (United States of America) Hours Per Week 40 Seniority level Internship Employment type Full-time Job function Consulting, Information Technology, and Sales Industries: Banking We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Bank of America
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the... ...impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your... ...position is subject to SAFE Act registration requirements. Pursuant to... ...position is open for the entire market and the specific Financial...SuggestedHourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...Bankers Life® Financial Advisors help clients live more and worry less through... ...and find financial solutions with help from industry‑leading... ...Life financial products and market trends Develop yourself with... ...and build a team The ideal candidate will have: Active Life & Health...SuggestedWork at officeFlexible hours
$22 - $25 per hour
...a difference in the financial future of our communities... ...financial solutions and recommendations and... ...appropriate (e.g. Financial Advisors, Mortgage Loan... ...Must possess an active registration or be eligible for registration... ...from potential job candidates and applicants. For...SuggestedFull timeFlexible hoursWeekend work$75k - $300k
...Internal Application: Experienced Financial Advisor Financial Services | Hybrid in Scottsdale,... ...investment, insurance, and retirement solutions – all manufactured here, so your input... ...products we do not offer A unique business markets process that will differentiate you and...SuggestedFull timeLocal areaFlexible hours$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Advisory Services Trust Services Retirement Solutions Business Needs Analysis Northwestern... ...purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life...SuggestedFull timeContract workFor contractorsWork at office- ...provide comprehensive solutions encompassing investments... ...pioneer in the Irvine market, you will be fully... ...a high-quality wealth advisor team. Ecosystem Synergy... ...wealth management, financial institutions, or Fiduciary... .../Tax Succession." Candidates with a compound background...Work at officeLocal areaRelocation
$90k - $110k
...Join to apply for the Financial Advisor role at Covenant Trust. Looking to make an at a unique and mission‑centered... ...networks; travel within your assigned market area; and establishing oneself as a financial solutions provider. We help our clients achieve their financial...$85k - $105k
...delivering a high-quality accounting experience to clients in the private equity, venture capital, and real estate sectors. The ideal candidate will have at least 3 years of fund accounting experience and be passionate about using technology to improve operational...Remote work- ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated... ...Specialists — scholar-athletes and candidates with athletic backgrounds strongly... ...training & support Growth opportunities Our Marketing Group presets your appointments on your...Full timePart time
$53k - $77k
...Wintrust delivers the sophisticated solutions of a large bank while staying... .... Wintrust is a $66 billion financial institution based in Rosemont... ...on the NASDAQ Global Select Market under the symbol "WTFC." Why... ...several factors, such as a candidate's qualifications, skills and...Temporary workFlexible hours- ...their homes to support their financial and retirement goals.... ...personalized reverse mortgage solutions based on each customer’s individual... ...as well as quality and marketability standards of New American Funding... ...recruiters may contact candidates through LinkedIn, phone, text...Full timeWork at officeLocal areaRemote work
- ...A financial services company in California is seeking motivated individuals for the role of Financial Professional. This position emphasizes... ...while providing a supportive and flexible work environment. Candidates will assist with various financial strategies, with no prior...Remote workFlexible hours
- ...our customers improve their financial health. As a Personal Banker,... ...customer and provide them with solutions to address those needs.As a... ...experience and education.The candidate selected for this position may... ...supplemental benefits.Location: 232 South Osage, Tipton, Missouri 65081...Full timeMonday to Friday
- ...leading innovator in sustainable engineered material and thermal solutions that make our customers’ products better, safer, faster, and... ...our people, customers, technology, innovation, materials, and market needs of today and performance requirements of the future. We are...Remote work
- ...serving clients in California . The ideal candidate is self-driven, knowledgeable in... ..., timely communicati onAnalyze borrower financials to recommend appropriate loan produc tsEnsure... ...gsStay up to date on lending guidelines, market trends, and interest rate chang Qualificati...Work at officeRemote work
- ...underlying investment managers, and general market research. PLEASE NOTE: THIS ROLE WILL... ...are preferred. Familiarity with basic financial calculations and statistical concepts,... .... Licences, Certifications and Registrations At the discretion of the San Manuel Tribal...Work at officeShift workWeekend workAfternoon shift
- ...adults. To learn more, visit Location: Candidates MUST reside in California - preferably Los... ...Angeles County, Sacramento or the East Bay. Role Scope The Broker Relations Manager... ...Health's relationship with Field Marketing Organizations (FMO) and brokers. The Broker...Remote work
- ...and capital decisions behind Parasail's growth. You'll build the financial models that guide customer contracts, GPU investments, pricing,... ...one of technology's fastest-growing and most capital-intensive markets. What You'll Do Evaluate customer contracts and commercial...Flexible hours
- ...JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions for individuals and families. You will build lasting client relationships, rely on leadership and referrals, and provide expert...
- ...Nation’s military families, you will focus on financial plans that are constantly evolving to... ...spouses to start and grow a successful Financial Advisor career. Sponsorship: First Command sponsors your pursuit of full registration and licensing as a Financial Advisor using...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Raymond James is offering the Advisory Mastery Program (AMP), a structured development track to prepare trainees for a career as a Financial Advisor. The program provides education, hands-on mentorship, and guidance in both technical and sales skills. After year one, AMP...Traineeship
$135k - $147.5k
...REPORTS TO: Managing Director, Financial Consulting STATUS: Full-Time (40 hours/week), Exempt... ...team. Unlike typical financial advisors, the Partnership’s Financial Consulting... ...REQUIREMENTS FINANCIAL CONSULTANT: Our ideal candidate is someone with current and advanced knowledge...Permanent employmentFull timeContract workWork experience placementWork at officeLocal areaImmediate startRemote workHome officeFlexible hours1 day per week$31 - $35 per hour
...Financial Aid Advisor CA Job Type Full-time Description TITLE: Financial Aid Advisor LOCATION: Hybrid (on-site + remote) REPORTS TO: Director of Financial Aid Impact STATUS: Full-time, Non-exempt OUR MISSION 10,000 Degrees is unlocking student success at scale by giving...Full timeRemote workAfternoon shift$119k
...a Strategic Finance Senior Associate to join Chime’s Growth & Marketing Finance team. This role partners closely with cross-functional... ...Exceptional skills with building scalable, efficient, and intuitive financial models; prior experience with Looker and SQL a plus...Full timeWork at officeLocal areaRemote work$200k - $285k
...their dreams and build lasting financial security in whatever way is... ...Collaboration Serve as a key advisor to the CEO and board of directors... ...risks and providing solutions that align with the credit union... ...range for the San Francisco Market is an annual salary of $200,0...Work at officeLocal area$60 - $70 per hour
...join our Infrastructure Finance team. The successful candidate will be responsible for providing financial leadership and support to the Supply Chain Sourcing... ...a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations...Contract workRemote workWorldwide- ...Join our team as a Financial Analyst! Santa Margarita Water District... ...long-term planning. The ideal candidate is detail-oriented, adaptable... ..., published economic and market data, and District strategic... ...outside financial investment advisor to maximize returns while maintaining...
- ...The Financial Analyst is responsible for supporting the financial planning, forecasting... ...dashboarding, and business intelligence solutions utilizing Power BI, Excel, ERP system,... ...Qualifications (Education/Experience/Skills): Local candidates only. Applicants must currently reside...Local areaRelocation package
$50k - $85k
...0,000 and $85,000 per year. As a vendor, you will conduct product tastings and sell a variety of food items at events and markets. Ideal candidates should possess strong customer service and communication skills, be outgoing, and have reliable transportation. This opportunity...Full time$71k - $135k
...Planning & Finance Specialist III to join our Financial Services team in Cypress, CA. In this... ...understanding of business, economic and market conditions, and ability to summarize... ...apply anyway. You may be just the right candidate for this or other roles! What’s in it for...Hourly payFull timeTemporary workWork experience placementLocal area
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