Financial Solutions Advisor: Start SIE & Series Licensing
$28.85 - $33.65 per hourRole, Inc.
Role, Inc. is seeking a Financial Solutions Advisor Stage I in Glendale, Arizona. This entry-level position involves training for Securities Industry licenses through a structured program, preparing you to advise clients on their financial needs. The role offers a pathway to further advisory positions within Bank of America, focusing on relationship building and client servicing. Successful candidates will demonstrate self-discipline, strong communication skills, and a results-driven mindset. Hourly pay ranges from $28.85 to $33.65, based on experience and qualifications, with eligibility for industry-leading benefits. #J-18808-Ljbffr Role, Inc.
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Financial Solutions Advisor: Start SIE & Series Licensing in Glendale, AZ vacancy
- Bank of America is looking for a Financial Solutions Advisor Stage I in Peoria, Arizona. You will begin your journey by obtaining the Securities Industry licenses while being trained in skills essential for managing client relationships efficiently. This role offers comprehensive...Suggested
- ...Financial Solutions Advisor - Registration Candidate - Scottsdale Area Phoenix... ...your Securities Industry licenses, where you receive dedicated... ...Industry Essentials [SIE], Series 7 and Series 66 Exams. Once... ...role. Build your network. Starting at a financial center, you...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
Bank of America
Phoenix, AZ5 days ago - Bank of America is seeking a Financial Solutions Advisor Stage I in Phoenix, Arizona. This role involves obtaining necessary securities licenses and building client relationships, offering financial advice, and collaborating with partners. Candidates should have a high...Suggested
- Job Overview Financial Solutions Advisor Stage I (FSA I) - Bank of America. This role provides training and career development... ...and maintain Securities Industry Essentials (SIE), Series 7 and Series 66 (or 63/65) licenses within the required timeframes. Complete Academy...SuggestedWork at officeLocal areaMonday to FridayDay shift
- Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in Phoenix, Arizona. This role involves training for advisors and emphasizes... .... Responsibilities include obtaining necessary securities licenses, providing clients with comprehensive financial advice,...Suggested
- ...Financial Solutions Advisor - Stage I - Phoenix Area Peoria, Arizona To proceed with your application... ...knowledge by completing required licenses and trainings. This position is... ...Qualifications: • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses...Temporary workWork at officeMonday to FridayShift workDay shift
Bank of America
Peoria, AZ4 days ago - ...Financial Solutions Advisor - East Valley Phoenix Area Phoenix, Arizona;Apache Junction, Arizona;... ...expanding knowledge by completing required licenses and trainings. This position is... ...Qualifications : Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses...Temporary workWork at officeMonday to FridayShift workDay shift
Bank of America
Phoenix, AZ5 days ago $61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...opportunity to start a business where you... ...building and obtaining licenses. Our award-winning training... ...· Retirement Solutions · Business Needs Analysis... ...Industry Essentials (SIE), and Series 6, 7, and 63....Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Phoenix, AZ3 days ago- ...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This position... ...Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role includes... ...knowledge by completing required licenses and trainings. This position is... ...Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses...Temporary workMonday to FridayShift workDay shift
- ...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This position... ...Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66...Temporary workWork at officeMonday to FridayShift workDay shift
- ...providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role is subject to SAFE Act registration... .... Required Qualifications Currently holds Series 7 & 66 licenses (Series 63 & 65 in lieu of 66). If a candidate...Temporary workImmediate startMonday to FridayShift workDay shift
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual... ...unique opportunity to start a business where you... ...building and obtaining licenses. Our award‑winning... ...Services • Retirement Solutions • Business Needs Analysis... ...Industry Essentials (SIE), and Series 6, 7, and 63....Work at office$50k
...Join a financial services firm where your contributions... ...20,000 financial advisors across the U.S.... ...the best place to start or build your... ...registrations and licenses in good standing.... ...seeking the right solutions for clients Comfortable... ...: Series 7 and Series 66 required...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Phoenix, AZ4 days ago- ...transform the finance industry together. The Financial Solutions Branch (FSB) is part of the... ...their financial goals. Be a Trusted Advisor: Build strong relationships, engage and... ...Required skills include: Active FINRA Series 7 license Series 66 (63/65) license Life & Health...Local areaMonday to Friday
Charles Schwab
Phoenix, AZ6 days ago $120k
...established, independent financial advisory firm... ...comprehensive wealth management solutions to clients. This... ...Support Lead Advisors in achieving individual... ...client acquisition Series 65 license required; Life and Health... ...that includes a starting base salary of $120,0...Work at officeBCI - Brokerage Consultants Inc
Phoenix, AZ3 days ago$90k - $100k
...Overview Join Our Team as a Financial Advisor at CAPTRUST! Who Are We... ...planning, investment management solutions, and risk management to retirement... ...but not required. Licenses: Series 65 or must obtain within 90 days of start date. Experience: At least...Temporary workLocal areaFlexible hoursCAPTRUST
Phoenix, AZ9 hours ago- ...providing expert financial advice with heart.... ...your state insurance licenses (life, health &... ...variable contracts), Series 7 and 66... ...Thrivent’s comprehensive advisor onboarding program... ...Attainment of FINRA SIE, life and health... ...expert financial solutions, serving more than...Local area
Thrivent Financial
Phoenix, AZ2 days ago - ...Financial Advisor Job Category: Advisor Development Full-Time... ...inclusive environment for all. Licenses & Registrations Required... ...Health Insurance FINRA SIE FINRA Series 7 FINRA Series 66 *... ...issues with tailored solutions Skills in implementing...Full timeFlexible hours
Renaissance Financial
Phoenix, AZ9 hours ago - ...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This position... ...Qualifications: • Currently holds Series 7 & 66 (63 & 65 in lieu of 66...Temporary workWork at officeMonday to FridayShift workDay shift
- ...Associate Financial Advisor The Associate Financial Advisor provides specialized... ...sophisticated wealth management solutions to individuals and families and strategically... ...Advisor role. Must hold SIE, Series 7/66 or Series 7/63/65 licenses. Minimum of three years of...
Baird
Phoenix, AZ2 days ago - A major financial institution in Phoenix, Arizona, is looking for a Financial Advisor to provide comprehensive advice and customized solutions to clients. The role includes crafting financial plans... ...Candidates must hold relevant licenses, have experience in the investments...
- ...using the latest banking solutions and cutting‑edge financial technology combined with... ...Industry Essential (SIE) exam, FINRA Series 6, state registration (including... ...if required), and Life licenses are minimum requirements... ...immediately after your start date, and timely...Immediate startAfternoon shift
- ...using the latest banking solutions and cutting‑edge financial technology combined with... ...Industry Essential (SIE) exam, FINRA Series 6, state registration (including... ...if required), and Life licenses are minimum requirements... ...immediately after your start date and timely renewal...Immediate startAfternoon shift
- ...Are At Corebridge Financial, we believe action is... ...searching for a Financial Advisor to provide a... ...practices. To help you get started, we offer you the resources... ...Company-paid E&O, licensing fees, continuing... ...have an active FINRA Series 7 licenses and a Series...Local areaImmediate startRemote workRelocation
Corebridge Financial
Phoenix, AZ9 hours ago - ...Summary In this pivotal role, the Financial Advisor will be responsible for overseeing the... ...Develop and implement financial planning solutions for clients and perform complex... ...~ Portable book of business ~ FINRA SIE, Series 7 and 66 (63/65) ~ Bachelor's Degree...Full timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
Moors and Cabot, Inc.
Phoenix, AZ3 days ago - ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact... ...you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete... ...apply. Attainment of FINRA SIE, life and health licenses (...
Arizona Staffing
Phoenix, AZ3 days ago $60k - $80k
...prospective clients to promote financial planning and investment... ...policy, procedure, compliance, licensing and training requirements.... ...Qualifications: Education: Series 7, 63 and/or 65/66 and Life and... ...Applicable Compensation: Starting base salary will be determined...Temporary workLocal areaGlobal Credit Union
Glendale, AZ9 hours ago$75k - $85k
...EPC Eneric Petroleum Corp. is seeking a driven Client Solutions Consultant to enhance relationships with existing Cambridge Financial Advisors. This hybrid role focuses on sales and consultative support, providing comprehensive financial solutions to clients. The position...EPC Eneric Petroleum Corp.
Phoenix, AZ2 days ago- ...The Financial Advisor I is responsible for delivering holistic, relationship... ...to recommend appropriate solutions in the client's best interest... .... Valid Arizona driver license. Motor vehicle record will be... ...required. Or both Series 63 & 65 - active and in good...Temporary workWork at office
Desert Financial Credit Union
Sun City, AZ3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor: Start SIE & Series Licensing. Be the first to apply!
Related searches
- finance associate Glendale, AZ
- financial advisor development program Glendale, AZ
- financial planning administrator Glendale, AZ
- financial planning assistant Glendale, AZ
- financial associate Glendale, AZ
- estate planning consultant Glendale, AZ
- financial consultant Glendale, AZ
- jde finance consultant Glendale, AZ
- associate corporate finance Glendale, AZ
- financial counselor Glendale, AZ