Financial Solutions Advisor — SIE/Series 7 Prep
National Black MBA Association
Bank of America is hiring a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, Series 66) and move into client-focused advisory work within a financial center in San Francisco. You will learn to build and manage client relationships, analyze financial needs, and offer suitable solutions. The role includes progressing through stages, earning licenses, and joining Merrill for broader career growth in a collaborative, in-office environment with an emphasis on #J-18808-Ljbffr National Black MBA Association
- ...Securities Industry licenses including SIE, Series 7, Series 66 Acquire, build and manage... ...relationships Consider client’s complex financial picture and provide guidance Deliver... ...of America’s core banking, investment solutions, and client care Work in a financial center...SuggestedWork at office
- ...guided by a common purpose to help make financial lives better through the power of... ...make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- ...America - Guided by a purpose to help make financial lives better, we drive Responsible... ...requirements. As a Financial Solutions Advisor Stage I (FSA I) , you will begin your... ...your Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Once licensed,...SuggestedFull timeInternshipWork at officeImmediate startRelocationMonday to FridayShift workDay shift
$28.85 - $33.65 per hour
...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...results focused and effective. Financial Solutions Advisor Overview As a Financial... ...your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain...SuggestedHourly payTraineeshipWork at officeShift workDay shift$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of... ...make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...Francisco to obtain essential securities licenses (SIE, Series 7, Series 66) and to acquire, build, and... ...role requires analyzing clients’ complex financial pictures and delivering Bank of America’s banking and investment solutions. Success hinges on effective communication,...
- ...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... ...Qualifications: Currently holds Series 7 and66 (or the equivalent 63 and 65 in lieu...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$70k - $80k
Job Description This position provides comprehensive financial advice and customized solutions to help clients achieve their goals. Key responsibilities... ...knowledge of client needs. Required Qualifications Current Series 7 and Series 66 (or Series 63/65 in lieu of 66) licenses...Temporary workMonday to FridayShift workDay shift- Bank of America is hiring a Financial Solutions Advisor Stage I to begin licensing for Securities Industry Essentials, Series 7 and 66 exams and to learn foundational advisory skills while supporting clients with financial needs. You will grow in a financial center, building...
- Bank of America in San Francisco is seeking a Financial Advisor to provide comprehensive financial advice and customized solutions. This position involves triaging client... ...incorporating brokerage products. Candidates must have Series 7 and 66 licenses and a minimum of one year...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...· Trust Services · Retirement Solutions · Business Needs Analysis... ...Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual...Full timeContract workFor contractorsWork at office$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...• Trust Services • Retirement Solutions • Business Needs Analysis Northwestern... ...Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual...Work at office$75k - $125k
YOUR IMPACTAs a Financial Planner, you will be instrumental in helping... ...clients. You will work with advisors to cultivate deep, enduring... ...business provides digital solutions for customers to better... ...through to complete tasksFINRA SIE, Series 7 and Series 66 preferred (required...Full timeTemporary workPart timeApprenticeshipWork experience placementWork at office$69k - $127.8k
...Provides financial and investment planning and advice in collaboration with other... ...deliver a comprehensive banking solution in the best interest of the... ...education and experience. FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses. Life and Health...Contract workPart timeLocal area- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles... ...capitalize on referrals Deliver customized solutions and the full resources of Bank of... ...Financial Advisor Required Skills: FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66)...Work at officeShift workDay shift
$200k - $300k
...corporations and to achieve their financial aspirations. We work with... ...wealth management solutions, personalized advice, and access... ...Management: Serve as a trusted advisor to clients, understanding their... ...HNW segment. FINRA Licensed Series 7, 63/66. Profound and proven...Full time$50k
...Join a financial services firm where your contributions are valued.... ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...information seeking the right solutions for clients Comfortable in... ...Candidate qualifications: Series 7 and Series 66 required...Work at officeWork from homeHome officeFlexible hours$77k - $202k
...people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial...Full timeH1b$85.33k - $145.13k
...is a globally recognized, award-winning financial institution that has been in continuous... ...collaboration should result in providing solutions and strategies that are aimed towards accomplishing... ...preferred. Required Securities license: Series 7, 66 (or 63/65). Professional...Flexible hours- ...Private Family Office provides proactive financial counseling and full-service... ...’s most strategic clients. Our trusted Advisor teams have worked with sophisticated ultra... ...1 - 4 years of work experience FINRA SIE, Series 7 and Series 66 preferred; required within...ApprenticeshipWork experience placementWork at office
- LPL Financial is hiring a Financial Advisor associated with San Francisco Federal Credit Union in San Francisco... ...focuses on providing investment solutions to credit union members, ensuring they... ...hold necessary licenses, including Series 7 and an insurance license. The role...
- A major financial institution in San Francisco seeks a Financial Solutions Advisor Stage I. In this full‑time role, you will obtain vital securities licenses and develop your advisory skills. Responsibilities include managing client relationships and delivering banking...Full time
$80k - $120k
Financial Advisor - San Francisco Federal Credit Union An investment program partnership between... ...trusted face of investment and insurance solutions within our branches, helping members... ...to your client’s goals Requirements Series 7 and 66 (or 63/65) required Insurance...- ...trajectory, San Francisci Federal is seeking a Financial Advisor for our Golden Gate in San Francisco.... ...investment, retirement, and insurance solutions. Grow and manage your book of business... .... Licenses/Certifications: Active Series 7, 63 and 65 or 66 registrations; active...Work at officeLocal area
- ...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... ...Qualifications: • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses....Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$124k - $280k
...Our team helps clients optimise and align financial planning, consolidation, reporting and... ...transformation and enterprise performance management solutions that help clients modernize planning,... ...relationships and serve as a trusted advisor across finance transformation...Full timeH1b$109k - $196.02k
...OverviewWe are seeking a Sr FP&A Analyst to join our growing FP&A Solutions team within the Finance Transformation organization. This role... ...the evolution, optimization, and day-to-day management of our financial systems, most notably our Enterprise Performance Management (...Full timeFor contractors$163k - $220k
...what’s next — together! Senior Solution Consultant - Finance Domain At... ...for a highly experienced financial strategist and technical innovator... .... You’ll serve as a trusted advisor to finance departments, helping... ...close. Your Qualifications 7+ years of experience in a presales...Work at office- ...tailored to suit their financial needs. As a... ...Specialists (Private Client Advisors, Mortgage Bankers and... ...24 hours a day/ 7 days a week Adheres... ...Industry Essential (SIE) exam, FINRA Series 6/7, state registration... ...cities grow, delivering solutions to solve all their...Immediate startAfternoon shift
$85k - $270k
...Goldman Sachs Private Family Office provides financial counseling and full-service... ...experienced and skilled Family Office Advisor to join our team. The ideal candidate will... ...(e.g., MST, MBA, JD, CPA, CFP) FINRA SIE, Series 7 and Series 66 preferred; required within...Full timeTemporary workPart timeWork at office
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