Entry-Level Financial Solutions Advisor (SIE/Series 7)

Bank of America ATM

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with securities licensing and develop through stages to serve clients with core banking and investment solutions. The role emphasizes relationship development and financial guidance within an in-office culture. Successful candidates will work toward licenses (SIE, Series 7/66) and grow skills in client care, advice delivery, and collaboration with investment partners. Training and career progression are emphasized. #J-18808-Ljbffr Bank of America

Apply

Vacancy posted 1 day ago

Similar jobs that could be interesting for youBased on the Entry-Level Financial Solutions Advisor (SIE/Series 7) in Manor, TX vacancy

Financial Solutions Advisor Registration Candidate - Liberty Fountain, MO
...common purpose to help make financial lives better through the... ...allows for an appropriate level of flexibility for our teammates... .... Join us! As a Financial Solutions Advisor Stage I (FSA I), your... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once...
Suggested
Work at office
Immediate start
Monday to Friday
Shift work
Day shift
Bank of America
Austin, TX
2 days ago
Licensed Financial Solutions Advisor - Growth & Licensing Path
Bank of America seeks a Financial Solutions Advisor Stage I to begin by earning its SIE, Series 7, and Series 66 licenses, building foundational advisory skills and client relationships in a financial center. Program participation includes Academy-backed training and a...
Suggested
Bank of America
Austin, TX
2 days ago
Financial Services Representative, Assets (Requires FINRA Series 7)
$27 - $31 per hour
...situations, and uphold our commitment to financial empowerment for all. Key... ...independently using knowledge resources. Proactive, solution-oriented, and possess an ownership mindset... ...guide you. Licensing And Experience FINRA Series 7 license is required. A minimum of 2...
Suggested
Hourly pay
Work at office
Remote work
Visa sponsorship
Relocation package
Flexible hours
Weekend work
Day shift
Afternoon shift
Wise
Austin, TX
3 days ago
Financial Solutions Advisor - Austin Area
...Financial AdvisorAt Bank of America, we are guided by a common purpose... ...allows for an appropriate level of flexibility for our teammates... ...advice and customized solutions to clients to help them achieve... ...Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66)...
Suggested
Temporary work
Work at office
Monday to Friday
Shift work
Day shift
Bank of America
Austin, TX
17 hours ago
Financial Solutions Advisor - Austin Area
...support their physical, emotional, and financial well-being. Bank of America believes both... ...annuities, and banking and money managed solutions Recommends banking and investments... ...Required Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses....
Suggested
Temporary work
Monday to Friday
Shift work
Day shift
Bank of America
Austin, TX
17 hours ago
Financial Solutions Advisor: Invest, Plan & Grow Wealth
Bank of America is seeking a client-focused financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals.... ...training requirements. Required licenses include Series 7 & 66 (or 63/65 in lieu), with at least one...
Bank of America
Austin, TX
17 hours ago
Financial Solutions Advisor - Client Investment Planner
...of America is seeking a results-oriented financial professional to join our team in a... ...clients using brokerage products and banking solutions, while building trusted relationships and... .... The role requires active licenses (Series 7 & 66 or 63/65 in lieu) and experience in...
Temporary work
Bank of America
Austin, TX
17 hours ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...Services · Retirement Solutions · Business Needs Analysis... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual... ...reimbursement program. 1No level of income is guaranteed....
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Austin, TX
2 days ago
Financial Solutions Advisor Registration Candidate Consumer Investments - Waco, TX
...a common purpose to help make financial lives better through the power... ...while providing an appropriate level of flexibility based on role-... ...comprehensive advice and customized solutions to clients to help them... ...Securities Industry Essentials (SIE) Bachelor’s degree and/or a...
Temporary work
Work at office
Monday to Friday
Flexible hours
Shift work
Day shift
Bank of America
Austin, TX
17 hours ago
Entrepreneurial Financial Planner & Advisor
...Mutual in the United States is seeking financial advisors to start their own practice as... ...insurance, education funding, and retirement solutions, with a performance-based... ...support is provided for Life/ACC&H, SIE, Series 6/7/63, and CFP pathway; company benefits...
UNAVAILABLE
Austin, TX
1 day ago
Financial Solutions Advisor - Agency Team Member
$40k - $100k
...with Amy Kaplan-State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge... ...with industry regulations and standards. QUALIFICATIONS Series 6 or 7 license and other relevant certifications. Strong knowledge...
Full time
For contractors
Relocation package
Amykaplaninsurance
Austin, TX
3 days ago
US Experienced Financial Advisor
$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 office
Work from home
Home office
Flexible hours
Edward Jones
Austin, TX
17 hours ago
Experienced Financial Advisor
...Description Experienced Financial Advisor- Fee-Based Planning Platform | Advanced Planning... ...stronger planning platform, deeper client solutions, and a team committed to helping you... ...advisory or wealth management experience • Series 7 and Series 66 (or equivalent licenses)...
Capital Strategies
Austin, TX
2 days ago
Financial Advisor - PNC Wealth Management
...the company’s success. As a Financial Advisor within PNC Wealth Management... ...you in creating personalized solutions on behalf of you and your... ...pipeline management. Meets service level agreements on lead and... ...Certification(s) Licenses FINRA Series 7 and 66 (or 63,65) required....
Full time
Temporary work
Part time
Work experience placement
Work at office
PNC
Austin, TX
17 hours ago
Financial Advisor (Pre-Set Appointments, No Cold Calling)
$100k - $250k
Financial Advisor / Insurance Agent — Pre-Set Appointments with Existing Clients, No Cold Calling... ...and protection strategies Recommend solutions from a broad lineup of top-rated... ...Active Health & Life insurance license Series 65, Series 7 & 66, or ChFC 2+ years of annuity...
Work at office
United Placement Group
Austin, TX
3 days ago
Remote Financial Advisor — High-Earning, Independent
...service investment bank and independent advisor network. We are dedicated to providing... ...with exceptional service and innovative financial solutions. We foster a collaborative and... ...Qualifications: 5+ years of proven success Series 7 (6) and 63 licenses are required Self-...
Remote job
Work at office
Work from home
San Blas Securities
Austin, TX
2 days ago
Entry Level Financial Representative
$25k
...commitment extends beyond financial planning into the... ...a Northwestern Mutual Advisor : A Glance at Northwestern... ...at the college level. About the... ...personalized insurance solutions and financial planning... ...necessary licenses, such as Series 6, 63, and state insurance...
Entry level
Internship
Work at office
Local area
Visa sponsorship
Flexible hours
Woods District - Northwestern Mutual
Austin, TX
18 days ago
Private Client Banker - FM 2222 and Jester Branch - Austin, TX
...tailored to suit their financial needs. As a Private... ...(Private Client Advisors, Mortgage Bankers and... ...accounts 24 hours a day/ 7 days a week Adheres... ...Industry Essential (SIE) exam, FINRA Series 6/7, state registration... ...innovative financial solutions to millions of...
Full time
Immediate start
Afternoon shift
JPMorgan Chase & Co.
Austin, TX
4 days ago
Senior Registered Client Associate
...part of Wells Fargo Advisors. Learn more about... ...Formula (PF) Financial Advisor(s) with sales... ...and training for entry-level Client Associates... ...Authority (FINRA) Series 7 and 63 examinations... ...needs and recommend solutions Ability to... ...Industry Essentials (SIE) exam co-requisite...
Entry level
Ongoing contract
Work experience placement
Work at office
Immediate start
Wells Fargo
Austin, TX
1 day ago
Senior Operations Specialist - Wealth Advisors Group
$23.57 - $39.32 per hour
...ambition meets innovation? At LPL Financial, we empower professionals to... ...work with the LPL Wealth Advisors Group (WealthAG) and will be... ...or operations Preferences SIE and Series 7 Ability to prioritize and... ...models, investment solutions, fintech tools and practice...
Work from home
LPL Financial
Austin, TX
3 days ago
Entry-Level Financial Advisor
...Description Build a Career That Matters At Capital Strategies , we help individuals, families, and business owners make informed financial decisions that create confidence for the future. If you're ambitious, relationship-driven, and looking for a career with unlimited...
Entry level
Work at office
Capital Strategies
Austin, TX
2 days ago
Financial Representative Entry Level
$97k - $192k
...The Lonergan Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region... ...and achieve the goal at hand Required Financial Licenses: SIE Certification or Willingness to Quickly Obtain Life/Health License...
Entry level
Work at office
Local area
Work from home
Flexible hours
Lonergan Region - Modern Woodmen of America
Austin, TX
1 day ago
Wealth Advisor II
$350k
...Wealth Advisor II It's about helping others establish a financial foundation and build their dreams.... ...problems and delivering next-level customer experience to... ...insurance, and banking solutions Meet with clients regularly... ...experience FINRA Series 7, 63, and 65 licenses...
Frost Bank
Austin, TX
3 days ago
Financial Advisor
...Financial Advisor HilltopSecurities is looking to hire a Financial Advisor in Austin, Texas.... ...brokerage or related experience NASD Series 7 and Series 65 or Series 66 licenses required... ...interpersonal skills and high level of integrity Proven ability to analyze...
Full time
Hilltop Holdings
Austin, TX
2 days ago
Senior Wealth Advisor
$200k
...Title: Sr. Wealth Advisor Compensation:... ...include a coordinated financial strategy that... ...value proposition, solutions and services to representatives... ...at all levels Train and... ...Work experience: ~7+ years’ experience... ...or university. Series 65, or CFP required...
Full time
Work experience placement
Local area
HUB International
Austin, TX
2 days ago
Financial Planning Associate
...Kestra Financial is a wealth management platform dedicated... ..., and support. Our advisor-focused culture is... ...and investment advisory solutions to their clients Lead... ...Manage data entry and presentation development... ..., Registration: Series 7 preferred Series 6...
Kestra Holdings
Austin, TX
17 hours ago
Aspiring Financial Advisor - Austin, TX | Training & Licensing
Equitable Advisors is seeking entry-level Financial Advisors in Austin, TX to build client relationships, craft financial strategies, and discuss tailored products and services. The role includes an in-office expectation and a focus on work-life balance as part of a structured...
Entry level
Work at office
Equitable Advisors
Austin, TX
4 days ago
Financial Services Associate — Teller & Personal Banker
A financial services institution in Austin, Texas seeks an entry-level Financial Services Consultant to provide exemplary service to members. Responsibilities include... ...identifying financial needs, and recommending solutions to enhance members' well-being. Candidates...
Entry level
Full time
A+ Federal Credit Union
Austin, TX
2 days ago
State and Local Tax Financial Services Senior Associate
$77k - $214k
...our State and Local Tax Financial Services practice,... ...burden and recommend solutions that support their overall... ...leader at every level. To help us achieve this... ...technology-enabled tax advisors who provide significance... ...to hire experienced or entry level job seekers who...
Entry level
H1b
Local area
PwC
Austin, TX
3 days ago
Technology Sales Intern: AI-Powered Solutions Advocate
IBM Technology Sales is seeking an entry-level Technology Seller intern in Austin, TX. This center-based role blends consultative selling... ...sales tools to help organizations evaluate and adopt IBM solutions. The role emphasizes demand creation, opportunity identification...
Entry level
Internship
IBM
Austin, TX
17 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Entry-Level Financial Solutions Advisor (SIE/Series 7). Be the first to apply!