Financial Solutions Advisor I - Launch Your Licensing Path
United States Digital Space LLC
Merrill in Kansas City is seeking a Financial Solutions Advisor Stage I to begin by obtaining required securities licenses and develop foundational advisory skills. You will learn to acquire, build and manage client relationships while addressing complex financial needs to help clients live their best financial lives. Starting in a licensed role, you’ll progress through stages to Stage II and beyond, supported by Merrill Academy with programs, tools, and resources. #J-18808-Ljbffr United States Digital Space LLC
$100k
...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...advisory strategies Understands client solutions that are best suited for their... ...~ Ability to obtain Series 7 and 66 licenses within allotted program time ~ Is a...SuggestedWork at officeShift workDay shift- A financial services firm in Overland Park is seeking a full-time Financial Services Representative... ...to provide strategic financial solutions and assist clients with financial planning... ...at least one year of experience as a licensed financial representative, alongside analytical...SuggestedFull time
$61k - $119k
...Education Becoming a financial advisor at Northwestern Mutual is a unique... ...financial planning. On your path to becoming a financial advisor... ...-building and obtaining licenses. Our award-winning training... ...Services Trust Services Retirement Solutions Business Needs Analysis...SuggestedFull timeContract workFor contractorsWork at office$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...financial planning. On your path to becoming a financial advisor... ...‑building and obtaining licenses. Our award‑winning training... ...Trust Services • Retirement Solutions • Business Needs Analysis Northwestern...SuggestedWork at office- ...impact not only through financial guidance, but through... ..., and professional licensing support to help you confidently... ...’s walked the same path, people who once... ...Scott, RICP®, Financial Advisor & District Director:... ...personalized insurance solutions and financial planning...SuggestedFull timeInternshipWork at officeVisa sponsorshipFlexible hours
- ...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...Temporary workWork at officeShift workDay shift
- ...At Synergy Wealth Solutions, we know some of the best financial advisors start in entirely different industries. If you have built trust, influenced decisions... ...business while helping others pursue financial freedom A path that rewards initiative, consistency, and...
- ...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... ...candidate will have: Active Life & Health licenses and securities licensing or the...Work at officeFlexible hours
- ...it is a passion. Renaissance Financial is a comprehensive financial... ...inclusive environment for all. Licenses & Registrations Required Life... ...Becoming a financial advisor with Renaissance Financial is... ...financial issues with tailored solutions Skills in implementing marketing...Flexible hours
- ...Financial Advisor First Command Financial Advisors coach military families in their pursuit of... ...clients to take the first or next step on a path to financial security. 3 out of 4 of... ...Insurance/Risk Management Training and Licensing Support First Command offers a comprehensive...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$90k - $100k
...Financial Advisor at CAPTRUSTJoin Our Team as a Financial Advisor at CAPTRUST!Who Are We Looking... ...planning, investment management solutions, and risk management to retirement plan... ...college degree preferred but not required.Licenses: Series 65 or must obtain within 90...Temporary workLocal areaFlexible hours- Equitable Advisors is dedicated to making a positive impact in the lives of... ...clients. Our network of over 4,300 financial professionals across the U.S. is... ...Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights...Work experience placementWork at officeLocal areaFlexible hours
- ...& Benefits is seeking an experienced Financial Advisor with an established client base who is... ...while surrounding them with support, solutions, and opportunities that can create long... ...individual agreements, payout structure, licensing, registration, and broker‑dealer...
- Synergy Wealth Solutions is a financial services firm located in St. Louis, MO. We believe in the power... ...-time on-site role for a Financial Advisor. The Financial Advisor will be responsible... ...Health Insurance, Series 7, Series 66 licenses are a plus #J-18808-Ljbffr Synergy...Full timeLocal area
- ...Development Manager at Prudential Advisors We are looking for... ...architecture platform for client solutions Our competitive payouts (Both... .... We support you by offering financial packages designed to make your... ...preferred Life and Health Insurance license required Two or more years of...Full time
- ...has partnered with a growing, financial advisory firm in the Kansas... ...relationship-driven Financial Advisor to expand its client base and... ...capabilities, and financial solutions needed to serve clients throughout... ...Accident & Health insurance license FINRA Securities Industry...Work at office
- ...About Us At Synergy Wealth Solutions, we help individuals, families... ...business owners move toward financial freedom through holistic planning... ...believe in developing future advisors early by giving them real... ...the financial advisor career path in a full‑time development environment...Full timeInternship
- ...common purpose to help make financial lives better through the power... ...from all backgrounds and career paths - whether shaped by military... ...and connecting clients to solutions that meet the financial goals... ...Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly...Work at officeFlexible hoursShift workWeekend workDay shift
$52k - $64k
Join to apply for the Financial Consultant (Remote Eligible) role at... ...environment, and fluid career paths. We not only encourage but... ...personalized consultations detailing solutions best suited to the retirement... ...and retention. Current FINRA licenses and/or ability to...Remote job16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours- Northwestern Mutual is seeking a motivated Financial Advisor to help individuals and businesses... ...goals through personalized insurance solutions and planning. You will build long-term... ...emphasizes ongoing mentorship, professional licensing support, and a collaborative team...Flexible hours
- About Us: At Synergy Wealth Solutions , we believe great advisors can come from many backgrounds. What matters... ...seeking a motivated, people-oriented Financial Advisor who is ready to build a... ...in a structured advisor development path with paid training , mentorship, and...
- Summary of the Job Senior Financial Advisor is accountable for advising affluent clients through... ...Health and Variable Contract insurance licenses. Previous successful business development... ...needs to best deliver a comprehensive solution for them. Ability to communicate...Contract workTemporary workLocal area
- ...PARK Overview The purpose of the Financial Representative is to meet the needs of... ...and selling the corresponding financial solutions. A Financial Representative must educate... ...reliable transportation, maintain a driver's license, and have at least the minimum amount of...Work at officeLocal area
- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen... ...Ability to obtain or already hold an active life insurance license, FINRA securities registration (Securities Industry...Full timeLocal area
- UMB Financial Corporation's Personal Bankers build customer relationships by recommending and selling products and services to support... ...use product knowledge to identify needs and deliver financial solutions, while contributing to an exceptional customer experience. The...
- ...You will build and maintain client relationships, educate clients on banking products, and provide exceptional service with digital solutions. You will leverage tablets, smartphones and laptops to present mortgage, business and installment loan options while upholding...
- Fifth Third Bank is launching a 9-week onboarding program to train Retail Personal Banker I candidates. The program includes rotations... ...and processing teller transactions. Based in the Jackson, MI Financial Center, the role emphasizes risk awareness, ethical behavior,...
- ...Kansas City to build strong customer relationships, learn UMB products, and drive revenue through cross-selling and targeted financial solutions. The role emphasizes sales-driven collaboration with leadership and ongoing mentorship within Consumer banking. The position...Weekend workAfternoon shift
$50k
...Join to apply for the Financial Advisor role at Commerce Bank About Working At Commerce Building a career here is more than just steps on... ...financial services experience required FINRA Series 7 & 66 licenses, and Life & Health licenses required. Clean CRD required. Level...Full time$50k
...ladder. It’s about helping people find financial safety and success, helping businesses thrive... ...and let’s talk. Commerce Financial Advisors is a division of Commerce Bank. For over... ...experience required FINRA Series 7 & 66 licenses, and Life & Health licenses required. Clean...Full timeShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor I - Launch Your Licensing Path. Be the first to apply!
- oracle cloud financials consultant Kansas City, MO
- associate corporate finance Kansas City, MO
- financial advisor development program Kansas City, MO
- associate leveraged finance Kansas City, MO
- financial planning assistant Kansas City, MO
- jde finance consultant Kansas City, MO
- financial advisor training program Kansas City, MO
- financial counselor Kansas City, MO
- financial planning administrator Kansas City, MO
- strategic finance associate Kansas City, MO


