Licensed Financial Solutions Advisor - SIE/Series 7
Bank of America
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 training to help you provide financial advice and solutions, contributing to clients’ financial wellbeing. Successful candidates may progress to higher advisor roles with continued support from Bank of America. #J-18808-Ljbffr Bank of America
- ...Financial Solutions Advisor - Registration Candidate - West Phoenix Area Phoenix, Arizona;Goodyear... ...obtaining your Securities Industry licenses, where you receive dedicated and personalized... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- ...Bank Of America Financial Advisor At Bank of America, we are guided by... ...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...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
- ...Financial Solutions Advisor - West Valley Area Phoenix, Arizona;Goodyear, Arizona; Peoria, 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...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the... ...impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your... ...obtaining your Securities Industry licenses, where you receive... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift 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)...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
$70k - $80k
...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)...Full timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- 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...Work at officeLocal areaMonday to FridayDay shift
- 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...
- ...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
- ...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...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
- ...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 officeImmediate startMonday to FridayShift workDay 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,...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...-building and obtaining licenses. Our award-winning... ...Trust Services · Retirement Solutions · Business Needs Analysis... ...Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...Full timeContract workFor contractorsWork at office- ...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 licenses... ...expert financial solutions, serving more than...Local area
- ...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
- ...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
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...‑building and obtaining licenses. Our award‑winning training... ...Services • Retirement Solutions • Business Needs Analysis... ...Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...Work at office- ...Financial Advisor LPL Financial partners with credit unions to offer a complete... ...Credit Union for financial solutions. This position will offer:... ...the way. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years...Local area
- ...military families toward financial security since 1958. We... ...for seasoned financial advisors who are ready to... ...strategies, insurance solutions, day-to-day finances, and... ...strongly preferred. Licensing & Certifications Required: Series 7 & 66 (or 6, 63, 65) and...For contractorsLocal areaFlexible hoursShift work
- ...real opportunity LPL Financial partners with credit... ...Credit Union as a Financial Advisor associated with LPL... ...Union for financial solutions. This position will offer... ...Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more...Local area
$80k - $90k
...advice and guidance. Merrill's Financial Advisors and Wealth Management Client... ...and executing highly customized solutions to meet client needs Recommending... ...: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one year experience...Interim roleWork at officeLocal areaImmediate startShift 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...
- ...In this pivotal role, the Financial Advisor will be responsible for overseeing... ...financial planning solutions for clients and perform complex... ...Minimum Requirements ~7+ years of relevant experience... ...book of business ~ FINRA SIE, Series 7 and 66 (63/65) ~ Bachelor...Full timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
$60k - $80k
...existing and prospective clients to promote financial planning and investment services.... ...guidelines, policy, procedure, compliance, licensing and training requirements. Maintain proficiency... .... Qualifications: Education: Series 7, 63 and/or 65/66 and Life and Health...Temporary workLocal area$50k
...Join a financial services firm where your contributions... ...and 20,000 financial advisors across the U.S. and Canada... ...registrations and licenses in good standing. A... ...information seeking the right solutions for clients... ...Candidate qualifications: Series 7 and Series 66...Work at officeWork from homeHome officeFlexible hours- ...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
- ...career break - we have the perfect solution for you! Whether you are transitioning... ...clients and lead them on a path of financial security. Have you always had an interest... ...sessions working to obtain your Series 7 & Series 66 licenses Whether you’re new to the...Full timeWork at office
$10k - $49.99k
...Alternate titles: Military-to-Civilian Financial Advisor · Veteran Financial Services Career ·... ..., and sponsorship for required licensing — a business-to-business affiliation,... ...residence. Willingness to pursue SIE + Series 6 or 7 + Series 63/66 within 12 months....Civilian ContractorContract workFor contractorsSelf employmentWork at officeLocal areaRelocationFlexible hours- ...globally recognized, award-winning financial institution that has been in... ...the Northern Trust Financial Advisor is to advise on a variety of investment solutions, as part of an overall Wealth... .... - Required Securities license: Series 7, 66 (or 63/65) - Professional...Full timeLocal areaWorldwideFlexible hours
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