Licensed Financial Solutions Advisor - Client-Focused Growth
United States Digital Space LLC
United States Digital Space LLC is hiring a Financial Solutions Advisor Stage I. You will begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and learn to acquire, build and manage client relationships while guiding clients with advice and solutions for their financial lives. As you progress to Stage II and beyond, the Academy provides dedicated programs, training and access to Merrill resources. #J-18808-Ljbffr United States Digital Space LLC
Vacancy posted 23 hours ago
Similar jobs that could be interesting for youBased on the Licensed Financial Solutions Advisor - Client-Focused Growth in Cupertino, CA vacancy
- Bank of America is hiring a Financial Solutions Advisor Stage I to begin with obtaining securities licenses and to develop foundational advisory... ...to acquire, build and manage client relationships, guiding... ...a center environment, with a focus on helping clients #J-18808-...Suggested
$100k
...guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help... ...achieve business growth goals, profiling activities... ...client solutions that are best suited... ...on-going training focused on how to develop... ...obtain Series 7 and 66 licenses within allotted...SuggestedHourly payFull timeWork at officeDay shift$70k - $80k
...advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...completion of required licenses and trainings, and... ...Branding Customer and Client Focus Oral Communications... ...contribute to the sustainable growth of our business and the...SuggestedTemporary workMonday to Friday- ...professional in Mountain View, California, to provide comprehensive financial advice to clients aiming to meet their financial goals. You will build... ...in the investment industry and possess the necessary licenses. Additionally, strong relationship-building skills are crucial...Suggested
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the... ...by driving Responsible Growth and delivering for our clients, teammates, communities... ...Join us!As a Financial Solutions Advisor Stage I (FSA I), your... ...your Securities Industry licenses, where you receive dedicated...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...advice and customized solutions to clients to help them achieve their financial goals. Build a financial... ...must complete required licenses and trainings. The position... ...Customer and Client Focus Oral Communications... ...contribute to the sustainable growth of our business and the...Temporary workMonday to FridayShift workDay shift- ...purpose to help make financial lives better... ...driving Responsible Growth and delivering for our clients, teammates, communities... ...advice and customized solutions to clients to help... ...required licenses and trainings. This... ...Customer and Client Focus Oral Communications...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Financial Solutions Advisor Registration Candidate- San Jose Market San... ...by driving Responsible Growth and delivering for our clients, teammates, communities... ...your Securities Industry licenses, where you receive... ...Customer and Client Focus Portfolio Management...Work at officeImmediate startMonday to FridayShift workDay shift
Bank of America
San Jose, CA5 days ago - Bank of America in Cupertino is hiring a Financial Solutions Advisor Stage I to begin with licensing classes (SIE, Series 7 and 66) and grow into a client advisory role focused on financial planning and solutions. You will learn to acquire, build and manage client relationships...Work at office
- ...purpose to help make financial lives better... ...driving Responsible Growth and delivering for our clients, teammates, communities... ...As a Financial Solutions Advisor Stage I (FSA I),... ...Securities Industry licenses, where you receive... ...and Client Focus Portfolio Management...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Schwab is seeking a Wealth Advisor in Campbell,... ...where you will manage client relationships, provide... ...guidance, and deliver financial planning services. This... ...degree, Active FINRA licenses, and strong client management... ...for professional growth. #J-18808-Ljbffr Charles...
- ...purpose to help make financial lives better... ...driving Responsible Growth and delivering for our clients, teammates, communities... ...advice and customized solutions to clients to help... ...required licenses and trainings. This... ...Customer and Client Focus Oral Communications...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...seeks an Affluent Wealth Advisor to grow relationships... ...High Net Worth clients and prospects in the California... ...market. The role focuses on personalized guidance... ..., credit, and banking solutions. Responsibilities... ...assessments, and driving growth through partnerships with...
$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming... ...can help your clients achieve their... ...representative focused on client-building and obtaining licenses. Our award-winning... ...Services · Retirement Solutions · Business Needs... ...investments for growth, insurance for...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Campbell, CA4 days ago- ...Altos branch to deliver exceptional client service and build lasting... ...relationships. You will leverage banking solutions and digital tools to meet clients’ financial needs while upholding compliance... .... Weekend hours and required licenses are part of the role, with strong...Weekend work
$26 - $30.83 per hour
...purpose to help make financial lives better... ...driving Responsible Growth and delivering for our clients, teammates, communities... ...home lending product solutions, submits the... ...Customer and Client Focus Referral Identification... ...Credit Solutions Advisor II: FDIC, Safe Act/...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- ...join a team delivering creative financing solutions for local businesses with revenues of $5... ...bank services, collect and analyze financial data to determine creditworthiness, and... ...provide secured financing for working capital growth, acquisitions, and debt restructuring....Local area
- ...Relationship Officer and service teams to manage a portfolio of high-value clients. The role emphasizes professionalism, client focus, and wealth planning fundamentals. You will provide financial solutions, grow wallet share, and assess client needs to recommend appropriate...
$50.1k - $82.8k
...and guidance regarding financial solutions that are in the best... ...solutions). Offers clients advice and guidance on... ...customer experience. A focus on results and the... ...Enforcement for Mortgage Licensing Act (the S.A.F.E. Act... ..., and power economic growth around the world. As...Part timeLocal areaImmediate startDay shiftBank of Montreal
Sunnyvale, CA4 days ago- ...in California is seeking a Sr. Manager, Wealth Advisor to enhance client relationships through holistic financial planning and personalized investment guidance. This... ...in managing client needs and delivering solutions that align with Schwab’s investment approach, all...
$100k
...Financial Advisor – K–12 Retirement Specialist (403b/457b)Join... ...market access while you focus on what you do best -... ...school hoursEnroll clients in 403(b), 457(b), and... ...Essential: Life Insurance License (required). Series 65... ...rate - because your growth is our growth.Ready to...Full timeTeacher's Pension and Insurance Services
Palo Alto, CA4 days ago- ...experiences for our clients and employees, making... ...products, banking solutions and cutting-edge financial technology to a select... ...to generate growth in their balances and... ...with Private Client Advisors and Private Client Investment... ...required), and Life licenses are minimum...Immediate startAfternoon shift
JPMorgan Chase & Co.
Mountain View, CA7 days ago - ...firm’s commitment tohelping clients own their financial futures. In this exciting... ...currently have your securities license, enjoy working in a... ...relationship by applying a focused client communication strategy... ...your future. We champion your growth through meaningful work, continuous...Flexible hours
Charles Schwab
Santa Clara, CA4 days ago $77k - $202k
...providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help... ...performance management at PwC, you will focus on helping clients improve their financial...H1bPwC
San Jose, CA1 day ago- ...the first step into financial services. Now you... ...yourself and your clients. Golden Summit Wealth & Insurance Solutions is looking for financial advisors, insurance advisors... ...representatives, and licensed professionals with... ..., compensation, or growth opportunities. At...Full timeWork at office
Golden Summit Wealth & Insurance Solutions a MassMutual Firm
San Jose, CA23 days ago - A leading financial services firm is seeking a Private Client Advisor in Menlo Park, CA, responsible for providing... ...position, with a focus on relationship... ...Series 7 and Series 66 license. The position offers competitive... ...for professional growth. #J-18808-Ljbffr JPMorganChase
- ...Union partners with LPL Financial and TruStage to offer... ...to credit union clients. This employment opportunity... ...Union as a Financial Advisor working with LPL and TruStage... ...Union for financial solutions. This position will... ...5) required Insurance license required Three or more...Local area
- ...delivering hospitable service and leveraging technology to meet clients' financial needs. You will lead in acquiring, managing, and retaining... ...branch hours including weekends and some evenings, with licensing requirements to be completed within 180 days of hire. #J-18...Afternoon shift
- ...status quo and help clients achieve what... ...advisory solution built on trust,... ...clients. As a Wealth Advisor, you’ll manage... ...holistic financial planning, and provide... ...them stay focused on long‑term goals... ...FINRA Series 7 license May be obtained... ...champion your growth through meaningful...Work at office
Charles Schwab
Campbell, CA3 days ago - Northwestern Mutual offers College Financial Representatives an internship... ...while receiving coaching and licensing support. You’ll prospect and network to grow your client base, develop a business strategy... ...program emphasizes hands-on growth, weekend and weekday coaching,...Full timeInternshipFlexible hoursWeekend workWeekday work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Licensed Financial Solutions Advisor - Client-Focused Growth. Be the first to apply!
Related searches
- jde finance consultant Cupertino, CA
- estate planning consultant Cupertino, CA
- associate corporate finance Cupertino, CA
- wealth advisor Cupertino, CA
- financial planning associate Cupertino, CA
- financial consultant Cupertino, CA
- financial planner Cupertino, CA
- financial counselor Cupertino, CA
- finance associate Cupertino, CA
- financial associate Cupertino, CA