Financial Solutions Advisor Registration Candidate- Valley Crest Market
$28.85 - $33.65 per hourDormont Manufacturing Co
Job Description The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. Responsibilities As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining Securities Industry licenses. You will receive dedicated, personalized instruction for your Securities Industry Essentials (SIE), Series 7 and Series 66 exams. After obtaining your licenses, you will be taught foundational advisory skills—acquiring, building, and managing client relationships, understanding complex financial pictures, and guiding clients toward solutions that improve their financial lives. Once you reach key milestones, you will begin working in a financial center, helping to deliver Bank of America’s core banking, investment solutions, and approach to client care. After demonstrating success as a licensed FSA I, you typically progress to Financial Solutions Advisor Stage II. In that role you will grow and deepen relationships within a portfolio of clients, applying the skills learned at Stage I. Successful Stage II advisors may advance to many roles within Bank of America and Merrill, supported by dedicated programs, tools, and resources. Requirements & Qualifications Required Qualifications: Ability to obtain required industry licenses. Self‑disciplined time and capacity management. Experience cultivating client relationships, assessing needs, and recommending solutions. Success creating strong peer relationships through effective communication and collaboration. Results‑driven mindset with a client‑first focus in a fast‑paced environment. Ability to execute multiple tasks simultaneously. Adaptability to new technology or applications. Desired Qualifications: Current holders of FINRA Securities Industry Essentials (SIE). Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience. Skills: Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen Executive Presence Oral Communications Risk Management Trading Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Schedule Monday – Fridays and rotating Saturdays Shift 1st shift (United States of America) Hours Per Week 40 Pay Transparency Details US - CA - Glendale - 345 N Brand Blvd - GLENDALE MAIN OFFICE (CA8109) Pay Range $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set. Predictable Pay This role is compensated with a base salary and is not incentive eligible. Benefits This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources, and support to help employees make a genuine impact and contribute to sustainable growth. Location and Training This position is open for the entire market and specific Financial Center location will be based on business needs. If offered, you will train at one financial center and may begin in a phone‑based capacity until a suitable in‑person location is available within reasonable commuting distance of your home, as permitted by applicable law. #J-18808-Ljbffr Dormont Manufacturing Co
$28.85 - $33.65 per hour
...Originators; FINRA. Role Description As a Financial Solutions Advisor Stage I (FSA I), your journey begins... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE... ...This position is open for the entire market and the specific Financial Center...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
As a Financial Solutions Advisor Stage I (FSA I) at Bank of America, your journey begins with obtaining Securities Industry licenses, including... ...Act compliance: This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage...SuggestedHourly payImmediate startMonday to FridayShift workDay shift$70k - $80k
...advice and customized solutions to clients to help them achieve their financial goals, including reviewing... ...is subject to SAFE Act registration requirements; employees... ...is open for the entire market; the specific financial... ...Studio City, Sunland, Valley Village (multiple...SuggestedWork at officeMonday to FridayShift workDay shift- ...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...position is subject to SAFE Act registration requirements. Pursuant to... ...position is open for the entire market and the specific Financial...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Job Overview As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining the... ...including background checks and ongoing registration. Required Qualifications Ability to... ...This position is open for the entire market; specific Financial Center location...SuggestedWork at officeMonday to FridayShift workDay shift
$28.85 - $33.65 per hour
...opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining... ...career journey. This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage...Hourly payWork at officeMonday to FridayShift workDay shift$28.85 - $33.65 per hour
Financial Solutions Advisor Stage I (FSA I) As a FSA I you will obtain Securities Industry licenses (Securities Industry Essentials, Series7,... ...programs administered by Academy managers. Maintain SAFE Act registration and complete background checks as required. Required...Hourly payWork at officeMonday to FridayDay shift$28.85 - $33.65 per hour
...Overview Bank of America provides an opportunity to work as a Financial Solutions Advisor Stage I (FSA I). Your journey starts with securing... ...Regulatory Requirements This position is subject to SAFE Act registration requirements. All employees engaged in residential loan...Hourly payImmediate startMonday to FridayShift workDay shift$70k - $80k
...purpose to help make financial lives better through the... ...advice and customized solutions to clients to help... ...is subject to SAFE Act registration requirements. Pursuant... ...is open for the entire market and the specific Financial... ...CA - Newhall - 24740 Valley St - NEWHALL BC (CA810...Full timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$45k - $100k
...crossroads, a career as a financial advisor may be the right... ...in financial services/markets and how they work... ...investment and financial solutions to your clients?... ...Skills/Requirements Candidates should have at least... ...Financial services registration, licensing, or certification...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$70k - $80k
...Financial Advisor At Bank of America, we are guided by a common purpose... ...advice and customized solutions to clients to help them achieve... ...is subject to SAFE Act registration requirements. Pursuant to the... ...position is open for the entire market and the specific Financial...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...This position is subject to SAFE Act registration requirements. Employees engaged in... ...on providing comprehensive financial advice and customized solutions to clients to help them achieve their... ...CA - Ojai - 205 W Ojai Ave - OJAI VALLEY BC (CA6110), US - CA - Oxnard - 18...Temporary workWork at officeMonday to FridayShift workDay shift- ...lending specialist within the financial center. The position... ...may be subject to SAFE Act registration requirements. Note: This description... ...home lending product solutions, submit mortgage applications... ..., performance managers, and market leaders to provide guidance...Flexible hoursShift workWeekend workDay shift
- ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...specialists, and executing highly customized solutions to meet client needs Recommending... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- Koitecc Solutions is seeking an experienced professional to lead customer... ...involves providing tailored financial solutions, conducting needs... ...with banking regulations. Candidates should have 2-3 years of... ...professional development, including registration for investment product sales...
$45k - $100k
...Overview Join a financial services firm where your contributions... ...and 20,000 financial advisors across the U.S. and... ...Financial services registration, licensing, or... ...in financial services/markets and how they work Love... ...investment and financial solutions to your clients Taking...TraineeshipLocal areaFlexible hours$70k - $80k
...Description: The role involves providing comprehensive financial advice and customized solutions to clients, helping them achieve their financial... ...products. The position requires adherence to SAFE Act registration and background‑check requirements. Responsibilities...Temporary workMonday to FridayShift workDay shift$28.85 - $33.65 per hour
Role, Inc. is seeking a Financial Solutions Advisor Stage I in Glendale, Arizona. This entry-level position involves training for Securities Industry... ...relationship building and client servicing. Successful candidates will demonstrate self-discipline, strong communication...Hourly pay$80k - $90k
...and investment services. The Advisor Development Program is... ...transition into a career as a Financial Advisor, combining Merrill’s... ...executing highly customized solutions to meet client needs Recommend... ...position is subject to SAFE Act registration requirements. All employees...Interim roleImmediate start- ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
$60k - $175k
...consulting with customers on their financial needs and analyzing their qualifications for lending solutions. You will also play a key role... ...enhancing Citi's brand in the market. With a salary range of $60,00... ...mortgage industry. The ideal candidate will possess strong customer...$50k
...branch-team business model. One financial advisor and one branch office... ...Empowering you to deliver tailored solutions to meet your clients'... ...training to maintain registrations and licenses in good standing... ...Passion for new opportunities Candidate qualifications: Series 7 and...Work at officeWork from homeHome officeFlexible hours$70k
...The Senior Wealth Advisor is a senior... ...new, innovative solutions. Required to think... ...wide variety of financial and investment services... ...economic and financial market analyses.... ...maintain and renew that registration on an annual... ...employer, and qualified candidates will receive...Full timeWork at office- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda... ...referrals Deliver customized solutions and the full resources of... ...5 accepted, in lieu of 66) registrations required with 5+ years'... ...employment and hire qualified candidates without regard to race,...Work at officeShift workDay shift
- ...Universal Tellers & Relationship Bankers (North West Valley) Desert Financial is considered a leader in the local credit union space and we are growing like crazy! LOCATIONS IN THIS MARKET: Greenway Fry's - 15215 N Cotton Lane Surprise AZ 85388 Surprise Walmart...Hourly payLocal area
- ...Madre, California. This global leader in financial services offers a comprehensive benefits... ...coverage and career advancement opportunities. Candidates must have 6+ months of customer interaction experience and meet SAFE registration requirements. The role involves building...
$41.71k - $65k
...provides advice and guidance regarding financial solutions that are in the best interests of... ...collaborative and versatile branch and market team. Probes to understand customer personal... ...and experience. Canada only: Registration to sell investment products completed...Local areaImmediate startDay shift$25 - $39.69 per hour
...Senior Financial Counselor Representative (VHH) The Senior Financial... ..., Emergency Room (ER) registration workflows, and Hospital Presumptive... ...of the position, the candidate's work experience, education... ...funding, as well as external market and organizational considerations...Hourly payFull timeWork experience placementLocal areaShift work$28.85 - $33.65 per hour
Dormont Manufacturing Co is seeking a Financial Solutions Advisor Stage I (FSA I) in Los Angeles, California. The role involves obtaining necessary... ...to deliver tailored financial solutions. The ideal candidate should be disciplined, have experience in client management...Hourly pay- Bank of America is seeking a Financial Advisor to provide customized financial advice and solutions to clients. Responsibilities include building financial plans and... ...recommending banking and investment strategies. The ideal candidate will possess Series 7 & 66 licenses, have at...
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