Financial Solutions Advisor Registration Candidate - Barry Road At Zona Rosa, MO
Bank of America ATM
Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.At Bank of America, you can build a successful career with opportunities to learn, grow, and make 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 classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.We’ll help you:Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.Get training and one-on-one coaching from Academy managers who are invested in your success.Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.Required QualificationsAptitude in obtaining required industry licenses.Must be self-disciplined in managing time and capacity.Experience in cultivating client relationships, accessing needs and recommending solutions.Success creating strong peer relationships through effective communication and collaboration.Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.Executes multiple tasks simultaneously.Learns and adapts to new technology or applications.Desired QualificationsCurrently holds FINRA Securities Industry Essentials (SIE)Bachelor’s degree and/or a minimum of one year of financial services industry or sales experienceSkillsAdvisoryAccount ManagementClient Experience BrandingCustomer and Client FocusOral CommunicationsIssue ManagementClient Solutions AdvisoryPipeline ManagementActive ListeningAttention to DetailRisk ManagementPolicies, Procedures, and GuidelinesClient ManagementCausation AnalysisWritten CommunicationsWeekly Schedule: Monday thru Friday, some Saturdays requiredShift:1st shift (United States of America)Hours Per Week: 40SummaryLocation: Kansas CityType: Full time
- ...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... ..., and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedFull timeTemporary workWork at officeMonday to FridayFlexible hoursRotating shiftDay shift
- ...guided by a common purpose to help make financial lives better through the power of... ...Join us!Job Description:As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...guided by a common purpose to help make financial lives better through the power of... ...Job Description : As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...anyone. We're hiring Financial Advisors at Lee, Nolan & Koroghlian... ...a team, there's a road for that too. Who... ...grads and entry-level candidates with genuine work ethic... ...develop innovative solutions to complex problems The... ...(e.g., FINRA registrations and state insurance licenses...SuggestedFull timeContract workStart working todayLocal areaWork from homeHome office
$50k
...Join a financial services firm where your contributions... ...and 20,000 financial advisors across the U.S. and... ...training to maintain registrations and licenses in good... ...information seeking the right solutions for clients... ...new opportunities Candidate qualifications: Series...SuggestedWork at officeWork from homeHome officeFlexible hours$20 - $21 per hour
...identify needs and offer financial solutions to help customers... ...ability to obtain NMLS registration within 90 days... ...Notice for California Job Candidates to understand how we... ...than a company. We are advisors, consultants, problem... ...'s vision Check out the road to a career at UMBLocal areaFlexible hoursAfternoon shift- Summary of the Job Senior Financial Advisor is accountable for advising... ...expertise to clients. The Ideal Candidate for This Role Bachelor's... ...and 66 (or Series 63 & 65) registrations. State Life, Accident &... ...best deliver a comprehensive solution for them. Ability to...Contract workTemporary workLocal area
- ...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... ..., and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Temporary workWork at officeShift workDay shift
- ...Who We Are At Corebridge Financial, we believe action is... ...selves to work. Financial Advisor Kansas City, MO Who we are Corebridge... ...moments through the solutions and services we provide. We... ...state pay-to-play rules. Candidates for the role must not have...Local areaImmediate startRelocation
$29.53k - $65.38k
UMB Financial Corporation is seeking a Personal Banker in Kansas City, MO. The role involves building customer relationships, offering financial solutions, and achieving sales targets. Candidates should have a high school diploma and retail experience in customer engagement...$100k - $250k
...practice aligned with OneAmerica Financial®. Our client firm... ...experienced, active Financial Advisor looking to transition their... ...income, and estate-planning solutions. Foster and expand regional... ...66 (or Series 6 and 63/65) registrations. ~ Active State Life & Health...Work at officeLocal area- ...About Us: At Synergy Wealth Solutions, we help advisors grow more than a book of business—we help... ...: We are seeking an Experienced Financial Advisor with a track record of... ...protection-based strategy Licensing and registrations appropriate for the role and market...Full time
$20 - $21 per hour
...interaction to identify needs and offer financial solutions to help customers secure their... ...You have the ability to obtain NMLS registration within 90 days Targeted compensation... ...our Privacy Notice for California Job Candidates to understand how we collect and use...Local areaFlexible hoursAfternoon shift- ...goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue... ...Role Specifics: As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining...TraineeshipWork at officeLocal areaShift workDay shift
$17 - $27.5 per hour
...providing insight, advice, and personalized financial solutions for their clients. Relationship... ...of the position, the candidate's relevant skills and professional experience... ...for further advancement. Licensing or registrations must be maintained current and in good...Full timeImmediate start$29.53k - $56.95k
...interaction to improve our customer's financial wellbeing. Our Personal... ...to offer thoughtful solutions to help our customers make money... ...and some evenings NMLS registration within 90 days Ability to learn... ...Privacy Notice for California Job Candidates ( to understand how we...Local areaMonday to FridayFlexible hoursAfternoon shift$48k - $100k
...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client... ...capitalize on referrals Deliver customized solutions and the full resources of Bank of... ...66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience Established...Work at officeShift workDay shift- Bank of America in the United States seeks a Financial Solutions Advisor Stage I to begin by obtaining securities licenses (SIE, Series 7, Series 66) and to build client relationships while delivering banking and investment solutions. You will guide clients through complex...
$52k - $64k
Join to apply for the Financial Consultant (Remote Eligible) role at... ...personalized consultations detailing solutions best suited to the retirement... ...obtain FINRA 7 & 63 registrations within corporate-established... ...,000.00 1 day ago Grandview, MO $52,000.00-$64,000.00 18 hours...Remote job16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours$65k - $80k
Responsibilities Build financial plans for clients, incorporating brokerage products such... ..., annuities, and banking/money‑managed solutions. Recommend banking and investment... ...services. Maintain compliance with SAFE Act registration requirements, completing required background...Monday to Friday- Bank of America is hiring a Financial Solutions Advisor Stage I to begin with obtaining SIE, Series 7 and Series 66 licenses, then progress to client advisory in a financial center. You’ll learn to acquire, build, and manage client relationships while delivering solutions...
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry Essentials (SIE), Series 7 and Series 66 exams, building foundational advisory skills and client relationships. The role progresses to Stage II with broader opportunities...
$38.91k - $90.09k
...Banking and Consumer Services offers financial solutions to customers, who value an individualized... ...You have the ability obtain a NMLS registration within 90 days Bonus points if:... ...our Privacy Notice for California Job Candidates to understand how we collect and use...Full timeLocal areaFlexible hours- ...member experience. The ideal candidate provides exceptional service... ...Wichita area find the right solutions for their real estate... ...regarding money management and financial matters. Counsels members whose... ...System and Registry (NMLS) registration under the SAFE Act of 2008....Work at officeLocal areaImmediate start
$22 per hour
...and supporting them on their financial journeys. About This Role:... ...business partners The Ideal Candidate for This Role: Outgoing and... ...with a positive attitude A solution-oriented critical thinker Excited... .... Job number: R-20261011 Registration Requirement: This position requires...Temporary workTraineeshipWork experience placementInternshipFlexible hours$90k - $110k
...client is a boutique financial services firm in Kansas... ...attention and tailored solutions to their clients. They... ...and fully licensed Advisor to join their team. This... ...existing clients. The ideal candidate is comfortable working... ...ago Kansas City, MO $130,000.00-$180,000.0...Full time- ...of Labor has been a trusted financial partner for businesses in the... ...with modern banking solutions to serve Labor organizations... ...procedures, the successful candidate performs a variety of duties... ...direct supervision. ~ Required registration on the federal Nation-wide Mortgage...
$20.25 - $24.75 per hour
...to make better and smarter financial decisions and enabling the communities... ...levels. The successful candidate will be hired for the level... ...services, and recommending solutions based on each customer's... ...Mortgage Licensing System (NMLS) registration under the terms of the S.A.F...- ...of Labor has been a trusted financial partner for businesses in the... ...with modern banking solutions to serve Labor organizations... ...procedures, the successful candidate performs a variety of duties... ...supervision. May required registration on the Federal Nation-wide Mortgage...
$22 per hour
...and supporting them on their financial journeys. About This Role:... ...business partners The Ideal Candidate for This Role: Outgoing and... ...with a positive attitude A solution-oriented critical thinker Excited... .... Job number: R-20261011 Registration Requirement: This position requires...Temporary workTraineeshipWork experience placementInternshipFlexible hours
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