Financial Solutions Advisor: Licensing Path & Growth
Bank of America Corporation
Bank of America seeks a Financial Solutions Advisor Stage I to begin licensing and client advisory work. You will learn SIE, Series 7 and Series 66 while building relationships and delivering core banking and investment solutions. As you progress to Stage II, you'll expand client coverage, collaborate with partners, and advance within Bank of America and Merrill, supported by the Academy. This role starts in a financial center with a clear path to broader responsibilities. #J-18808-Ljbffr Bank of America Corporation
- ...of America in the United States is seeking a Financial Solutions Advisor Stage I to begin by obtaining securities licenses (SIE, Series 7, Series 66). You will learn to... ...financial center delivering solutions, with a clear path to Stage II and multiple career opportunities...SuggestedWork at office
- Bank of America is actively recruiting for a Financial Solutions Advisor Stage I, located in California. You will begin with Securities Industry Essentials and investment-licensing training, then transition to providing comprehensive client advice and solutions in a financial...Suggested
$28.85 - $33.65 per hour
...purpose to help make financial lives better through the... ...driving Responsible Growth and delivering for our... ...backgrounds and career paths - whether shaped by military... ...us! As a Financial Solutions Advisor Stage I (FSA I), your... ...Securities Industry licenses, where you receive dedicated...SuggestedHourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...purpose to help make financial lives better through the... ...driving Responsible Growth and delivering for our... ...backgrounds and career paths - whether shaped by military... ...us! As a Financial Solutions Advisor Stage I (FSA I), your... ...Securities Industry licenses, where you receive dedicated...SuggestedWork at officeImmediate startFlexible hours
- ...purpose to help make financial lives better through the... ...driving Responsible Growth and delivering for our... ...backgrounds and career paths - whether shaped by military... ...advice and customized solutions to clients to help... ...completing required licenses and trainings. This position...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$70k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...knowledge by completing required licenses and trainings. The position is subject... ...contribute to the sustainable growth of our business and the...Temporary workMonday to FridayShift workDay shift$70k - $80k
Bank of America is seeking a financial advisor in Watsonville, CA, responsible for delivering customized solutions to help clients meet their financial goals. This role involves... ...of relevant experience and hold necessary licenses. The salary range is between $70,000 and $8...- ...is seeking a dedicated professional for financial advisory roles in Scotts Valley, California... ...include offering tailored financial solutions, triaging client leads, and collaborating... ...Candidates should hold essential financial licenses like Series 7 and 66, have at least one...
$70k - $80k
Bank of America is seeking a financial advisor in Santa Cruz, California, responsible for delivering tailored investment solutions and assisting clients in achieving their financial goals. This role involves engaging clients, developing financial strategies, and collaborating...Full time- ...Associate Relationship Banker at a California branch. You will welcome clients, provide friendly service, and present banking solutions to meet financial needs, while leveraging Chase Mobile App and Chase.com. You will learn products, follow procedures, and work with a team...
$43.68k - $69.9k
.... The Personal Banker I is a Financial Center position focused on using... ...and recommend appropriate solutions using our value proposition.... ...enhance year-over-year revenue growth as measured by the Financial... ...through the Nationwide Mortgage Licensing System (NMLS). The NMLS web...Work experience placementWork at office$43k - $75k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are...Part timeLocal areaImmediate startDay shift- ...with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service... ...In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE...Immediate startAfternoon shift
- ...culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.... ...state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must...Immediate startAfternoon shift
- ...Summary: As a Senior Financial Consultant / Client Advisor, you will leverage your extensive... ...and securities licensing to provide comprehensive... ...planning and wealth management solutions to a portfolio of... ...advice, and driving revenue growth through appointment-based...Flexible hours
- University of California Santa Cruz seeks a Customer Service Adviser in the Financial Aid and Scholarship Office to assist students and families with financial aid programs. The role involves advising on policy, reviewing applications, verifying information, and supporting...Work at officeTrial period
$71k - $90k
...Hermosillo, and Guadalajara, we’re leading a global revolution in financial systems. Recognized on the Inc. 5000 list for five consecutive... ...to revolutionize financial operations and fuel business growth worldwide. Why Paystand? What We Do: By harnessing the power...Full timeWork at officeWorldwideDay shift- ...Banker to represent our brand with warmth, using the latest banking solutions and technology. You will take a lead role in acquiring, managing, and retaining client relationships, applying financial knowledge to offer thoughtful solutions and build trust. You will educate...
- JPMorganChase is seeking an Associate Relationship Banker in a branch setting to welcome clients, understand their financial needs, and deliver thoughtful banking solutions. You will use Chase Mobile App, Chase.com, and ATMs to enhance the client experience and guide customers...Weekend workAfternoon shift
- ...Relationship Banker to welcome clients, provide tailored banking solutions, and uphold our hospitality-focused brand. You will assist... ...Chase.com features, and collaborate with specialists to address financial needs while adhering to regulatory requirements. This role...
$18 - $21 per hour
...overtimePaid Vacation & Holidays – Begin accruing day 1Career growth opportunities – We promote from within!A career for life: You'll... ...preferredMust be 21 years of age or olderMust have a valid driver's license and be eligible for coverage under our company insurance...Weekly payImmediate start- ...Services III will accurately and efficiently assist members with financial transactions, new account and loan application processing,... ...with great people, with lots of opportunity for advancement and growth. Responsibilities Deliver attentive customer service and manage...Work at office
- U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance strategies on its Wealth Management... .... The role requires a Bachelor's degree, 3-5 years in financial sales, and FINRA licenses plus a state insurance license; strong communication and...
- Fifth Third Bank in Capitola, CA is seeking candidates for a Retail Personal Banker I, who will complete a 4-8 week onboarding with rotations in operations and Sales & Service, culminating in a certification to advance within the Retail Personal Banker family. The role ...
- BMO Financial Group in Santa Cruz is seeking a part-time lobby associate to assist customers with banking services and digital self-serve... ...You will identify customer needs, offer appropriate financial solutions, and work with partners to grow customer relationships. The...Part time
$66.99k - $75.9k
...documentation is required. Analyzes various documents, including financial (such as bank statements, tax returns, trust account... ...student information. Working knowledge of Oracle/PeopleSoft Campus Solutions system, as well as other student-based computing environments....Permanent employmentFull timeFor contractorsWork at officeRemote workWork from homeShift workAfternoon shift- U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and deliver portfolio management, trust administration... ...appropriate. The role requires three to five years in financial sales, relevant FINRA licenses, and an insurance license. #J-18808-Ljbffr U.S. Bank
- BMO Financial Group in the United States seeks a customer-focused professional to deliver exceptional service, assess needs, and guide clients toward suitable financial solutions. You will collaborate with branch teams and partners to enhance the customer experience and...
- ...and all disclosure requirements. Analyze applicant’s existing financial status, credit and property evaluation to determine feasibility... ...years; Credit Union: 3 years Required language: Spanish Required license or certification: NMLS All your information will be kept...Full time
$22 - $27.5 per hour
...here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer... ...excellent starting point for long-term growth and career mobility, supported by Wells... ...product or service needs, introduce solutions at a high level, and refer customers to...Full timeWork experience placement
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