Licensed Financial Solutions Advisor — Stage I
Bank of America ATM
Bank of America in Illinois is seeking a Financial Solutions Advisor Stage I to begin with licensing in SIE, Series 7 and Series 66, and to build foundational advisory skills for client relationships and financial planning. You will work toward delivering core banking and investment solutions while developing your professional career within the Bank of America/Merrill platform. As you progress, you’ll gain structured training, mentorship, and opportunities across stages, with a focus on #J-18808-Ljbffr Bank of America
- Merrill is hiring a Financial Solutions Advisor Stage I in Mount Prospect, IL. You will begin with licensing (SIE, Series 7, Series 66) and then learn to advise clients on comprehensive financial solutions, building relationships and guiding clients through their financial...SuggestedRelocation
$28.85 - $33.65 per hour
...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 personalized...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift- Bank of America in Mount Prospect, IL is hiring a Financial Solutions Advisor Stage I to begin with the Securities Industry licensing journey. You’ll learn SIE, Series 7 and 66 exams and progress toward building client relationships and delivering tailored financial guidance...SuggestedTraineeship
- ...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...SuggestedTemporary workWork at officeShift workDay shift
$70k - $80k
Job Description Provide comprehensive, customized financial advice and solutions to help clients achieve their financial goals. This includes identifying... .... Required Qualifications Current Series 7 and Series 66 license (or Series 63/65 in lieu of 66 within 60 days). At least...SuggestedShift workDay shift- ...guided by a common purpose to help make financial lives better through the power of every... ...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...Work at officeImmediate startMonday to FridayShift workDay shift
$52.5k - $87.5k
...opportunity to contribute to the company’s success. As a Financial Solutions Advisor within PNC Wealth Management, you will be based in Skokie,... ...Associates Certifications No Required Certification(s) Licenses FINRA Series 7 and 66 (or 63,65) required. Life and Health...Full timeTemporary workPart timeWork experience placementWork at office$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...client‑building and obtaining licenses. Our award‑winning training... ...Trust Services • Retirement Solutions • Business Needs Analysis Northwestern... ...support them through every stage of life Training, licensing...Work at office$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...client-building and obtaining licenses. Our award-winning training... ...Trust Services · Retirement Solutions · Business Needs Analysis Northwestern... ...support them through every stage of life Training, licensing...Full timeContract workFor contractorsWork at office- Bankers Life in Buffalo Grove is seeking a Financial Advisor to offer personalized financial planning solutions. This role involves building a client base and leveraging... .... The ideal candidate should have relevant licenses, a self-motivated spirit, and a successful sales...Flexible hours
- ...volume of applicants. Join a financial services firm where your contributions... ...clients and 20,000 financial advisors across the U.S. and Canada,... ...– Get registered and licensed and learn how to be a financial... ...investment and financial solutions to your clients? Taking ownership...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours
- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial... ...acquire clientele and find financial solutions with help from industry-leading... ...team Qualifications Active Life & Health license, Series 6, Series 63 and Series 65, or...Work at officeFlexible hours
$61k - $119k
...Build a Business. Create Your Future. Financial Advisor | Northwestern Mutual Are you looking for... ...and service Training, Development & Licensing Support No Prior Financial Advising Experience... ...Include Development stipend and early-stage support Performance-based commissions...Night shift$27.22 - $33.26 per hour
...serve to make better and smarter financial decisions and enabling the... ...makes you thrive at every stage of your career. Try new things... ..., and recommending financial solutions based on each customer’s unique... ...: National Mortgage Licensing Service (NMLS) registration under...Temporary workLocal area$35.05 - $42.83 per hour
...serve to make better and smarter financial decisions and enabling the... ...makes you thrive at every stage of your career. Try new things... ...providing comprehensive financial solutions to small businesses with... ...experience. National Mortgage Licensing Service registration under the...Temporary workLocal area$36k
...for more than your next job? Join Northwestern Mutual as a Financial Advisor and build a long-term career helping individuals, families,... ...relationships, we'll provide the training, mentorship, and licensing support to help you succeed. What You'll Do Build relationships...Work at officeLocal area- Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business... ...clients to support them through every stage of life Training and Development Our award... ...financial planning practice. Licensing Requirements To qualify, you must obtain...Remote work
- Northwestern Mutual invites you to become a financial advisor, starting as a financial representative focused on client-building and licenses, with award-winning training and a path... ..., and manage their finances through life stages, supported by our planning software and a...
- Key Responsibilities Consults on investment and insurance strategies Develops financial plans for clients Grows and retains an investment and insurance book of business Owns the client experience, efficiently handling sales and service Identifies sales opportunities...
$80k - $90k
...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...specialists, and executing highly customized solutions to meet client needs Recommending... ...Series 7 & 66 (or 63 & 65 in lieu of 66) licenses. Minimum of one year experience in the...Temporary workInterim roleWork at officeLocal areaImmediate startShift workDay shift$70k - $90k
...seek to perfect our craft of personalized financial planning with our team-based Roundtable... ...opportunity for an Associate Financial Advisor . As an AFA, you will work as part of an... ...of tenure). Reimbursement for tuition, licensing, and other credentials (available after...Full timeTemporary workFlexible hours- ...Merrill Advisor Development Program - Financial Advisor: Chicago West Market Oak Brook, Illinois;Merrillville... ..., and executing highly customized solutions to meet client needs... ...Series 7 & 66 (63 & 65 in lieu of 66) licenses. Minimum of one year experience...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- Northwestern Mutual offers a College Financial Representative internship that provides guidance and a framework for building an integrated... ...-time Financial Representative career, including coaching, licensing support (Series 6 & 63, SIE, CFP eligibility), and...Full timeInternshipLocal areaFlexible hours
- PNC Wealth Management seeks a Financial Solutions Advisor to base in Skokie, IL, focusing on investment and insurance strategies and comprehensive financial planning for clients. The role emphasizes expanding a book of business, delivering top-notch client experiences,...
$41.71k - $69k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal...Contract workPart timeLocal areaImmediate startDay shift- ...Financial Advisor Position Our client is one of the top lending institutions in the USA. Over... ..., training, and developing a team of licensed retail bankers. May handle large book... ...on investment strategies and product solutions. Conduct solo and joint appointments with...
$96.88k - $145.09k
...standards, reporting methodologies, stage-gate reviews, and project... ...Act as a trusted advisor to strategic customers and internal... ...overnight stays (valid driver's license and acceptable driving record... ...and industrial digital imaging solutions to the United States and to...Full timeFor contractorsFor subcontractorCasual workLocal areaNight shift$80k - $100k
...make an impact at a unique and mission-centered financial services organization? Join Covenant Trust as a Financial Advisor! At Covenant Trust, you will be the ambassador... ...area; and establishing oneself as a financial solutions provider. We help our clients achieve their...$48k - $100k
...life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue... ...prospective clients and capitalize on referrals Deliver customized solutions and the full resources of Bank of America Merrill Understand...Work at officeShift workDay shift- Devon Bank in Illinois seeks a full-time Personal Banker to build strong customer relationships by providing personalized banking solutions and servicing accounts. You will open and close consumer accounts, balance cash and perform duties across tellers, ITM and safe deposit...Full time
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