Licensed Financial Solutions Advisor
Bank of America ATM
Bank of America is hiring a financial advisor to provide comprehensive advice and customized solutions aligned with clients’ financial goals. The role includes building financial plans, reviewing asset thresholds with referrals to partners, and ensuring compliance with SAFE Act registration requirements. Responsibilities include triaging leads, meeting clients, and expanding knowledge through required licenses and trainings. #J-18808-Ljbffr Bank of America
$70k - $80k
...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 is subject...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...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 is subject...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...America in Westlake Village, CA is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve their financial... ...strategies. The role requires Series 7 & 66 licenses (63/65 acceptable), at least 1 year in...Suggested
$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique... ...on client-building and obtaining licenses. Our award-winning training programs equip... ...· Trust Services · Retirement Solutions · Business Needs Analysis Northwestern...SuggestedFor contractorsWork at officeRemote work$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique... ...on client-building and obtaining licenses. Our award-winning training programs equip... ...· Trust Services · Retirement Solutions · Business Needs Analysis Northwestern...SuggestedFull timeContract workFor contractorsWork at office- ...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 FridayFlexible hoursShift workDay shift
- Northwestern Mutual invites you to start a financial advisory career as a financial representative, focusing on client building and licensing. You’ll receive award-winning training... ...holistic financial plans and retirement solutions. As an independent contractor, you can...For contractors
$26.92 - $28.84 per hour
Financial Aid Advisor As a Christian University, Pepperdine is committed to serving students with a holistic approach to address their individual... ...with ELM, NSLDS, COD. Have a valid California driver license to travel domestically. Preferred Bachelor's degree in Business...Hourly payTemporary workWork experience placementLocal area$150k
...something more meaningful? At Beer Financial Group (BFG), we’re driven by... ...mentorship, and professional licensing support to help you... ...Life of a Northwestern Mutual Advisor: A Glance at Northwestern... ...through personalized insurance solutions and financial planning. Your...Full timeWork at officeLocal areaRemote workFlexible hours- Northwestern Mutual College Financial Representatives internship provides guidance, connection, and a framework for building an integrated... ...potential clients, and gain exposure to planning tools and licensing such as Series 6/63, SIE, CFP options. #J-18808-Ljbffr...InternshipLocal areaFlexible hours
- ...service options (mobile, online, ATM). You will handle cash, conduct deep client conversations, and connect customers to solutions meeting their financial goals. The role requires strong communication, relationship-building, and problem-solving skills, with a flexible...Flexible hours
- ...self-service channels, and accurately process cash transactions. You will build relationships to understand financial needs and connect clients with suitable solutions. Responsibilities include operational excellence, following procedures, and partnering with specialists...Weekend work
- ...transactions. Part-time role with focus on delivering high-quality customer service and helping the branch generate revenue through optimal solutions. Responsibilities include cash handling, assisting clients, promoting digital tools, and maintaining compliance with bank policies...Part time
- Bank of America in Calabasas is seeking a licensed financial professional to provide comprehensive advisory services and build client financial... ...to partners, and guide clients toward suitable investment solutions. This role requires Series 7 and 66 (or 63/65) licenses, at...
$92.22k - $106.1k
...hats and help shape the vision for our Workday Financials Practice. You will be responsible for implementing Workday solutions, working directly with clients, and providing... ...professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services...Full timeContract workLocal areaFlexible hours$105.7k - $132.15k
...empowering technical groups to focus on delivering innovative solutions for our customers.Position Summary:We are seeking a skilled and... ...candidate will have a minimum of 4 years of experience in financial planning and analysis within the defense or R&D industry. This...Full time$31 - $43 per hour
...advisory practice with Ameriprise Financial Services focused on client-... ...integral role in supporting advisors by managing financial... ...recommendations and initial product solutions for advisor review and use... ...and team members Licensing Requirements Candidates must...Hourly payFull timePrivate practiceWork at office- Northwestern Mutual is offering a College Financial Representative internship in Westlake Village, CA. You will learn to prospect, build... ..., gain exposure to proprietary planning tools, and explore licensing paths (Series 6/63, CFP). A flexible schedule supports class commitments...InternshipFlexible hours
- ...guided by a common purpose to help make financial lives better through the power of every... ...life priorities and connecting clients to solutions that meet the financial goals. **... ...through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary...Work at officeFlexible hoursShift workWeekend workDay shift
$20.75 - $25.5 per hour
...responsible for building client relationships, identifying financial needs, recommending banking solutions, and supporting branch growth through proactive... ...position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing...Hourly payRemote work$23 - $28 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...products and services and recommending solutions based on each customers unique goals and... ...position requires National Mortgage Licensing System (NMLS) registration under the terms...Full timeTemporary workLocal area- ...Chase in Santa Monica seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions to clients. The position requires at least 2 years... ...for client success, and valid financial licenses. Applicants will thrive in a diverse workplace...
$22 - $27 per hour
...customer inquiries, make appropriate financial solutions and recommendations and assist with problem... ...as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial... ...for registration under the Nationwide Licensing System & Registry (NMLS). OTHER DETAILS...Full timeWork experience placementBank staffFlexible hoursShift workWeekend work- ...hiring for an entry-level Wealth Management Client Associate - Advisor Development Program (WMCA-ADP). This role starts with licensing training (SIE, Series 7, 66) and progresses toward becoming a Merrill Financial Advisor through hands-on client service and development...
$23 - $28 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...products and services and recommending solutions based on each customers unique goals and... ...position requires National Mortgage Licensing System (NMLS) registration under the terms...Full timeTemporary workLocal area$150k
...drive into an exciting career with Beer Financial Group, a growing network within Northwestern... ...& Inclusion, with nationally recognized advisors Strong support system: mentoring,... ...will be required to obtain state insurance licenses, with training provided and sponsorship...Full timeWork at officeLocal areaRemote workFlexible hours3 days per week- ...re invited READY FOR A CAREER CHANGE? TURN YOUR PEOPLE SKILLS INTO A REWARDING FINANCIAL CAREER! You don't need a background in finance to build a successful career as a financial advisor. If you enjoy building relationships, helping people make important decisions,...Flexible hours
$61k - $250k
Northwestern Mutual is looking for financial advisors in Santa Monica, California. This position allows you to help clients achieve their financial goals through comprehensive planning. The role includes building personalized financial plans, growing a client base, and...$100k
...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...specialists, and executing highly customized solutions to meet client needs Recommending... ...equivalent 63 and 65 in lieu of 66) licenses Minimum of one year of experience...Interim roleWork at officeLocal areaShift workDay shift$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives... ...meetings Receive Risk Product State Licensing: Life, Accident, and Health Build... ...a full-time Financial Representative or Advisor role upon graduation. Qualifications...Full timeContract workFor contractorsInternshipLocal areaRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Licensed Financial Solutions Advisor. Be the first to apply!




