Financial Solutions Advisor - Registration Candidate
Jobtailor
- Obtain Securities Industry licenses through dedicated classes
- Build and manage client relationships
- Deliver Bank of America’s core banking and investment solutions
- Provide end-to-end comprehensive advice to clients
- Collaborate with banking and investment partners
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Solutions Advisor - Registration Candidate in Pleasant Hill, CA vacancy
$28.85 - $33.65 per hour
Financial Solutions Advisor Stage I (FSA I) Work as a Financial Solutions Advisor Stage I at Bank of America, gaining Securities Industry licenses... ...through Bank of America and Merrill. Maintain SAFE Act registration and undergo background checks as required; failure to...SuggestedHourly payImmediate startMonday to FridayDay shift$28.85 - $33.65 per hour
Responsibilities The Financial Solutions Advisor I (FSA I) will acquire Securities Industry licenses (SIE, Series 7, Series 66) through Academy... .... License & Compliance Position is subject to SAFE Act registration for residential mortgage originations. All employees must...SuggestedHourly payImmediate startMonday to FridayDay shift- ...guided by a common purpose to help make financial lives better through the power of... ...an impact. Join us! 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
$70k - $80k
...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... .... This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift$70k - $80k
...clients to plan their short and long‑term financial goals by building a financial plan with... ..., and banking and money‑managed solutions. Recommends banking and investment strategies... ...Position subject to SAFE Act registration requirements. Requires filing and maintaining...SuggestedTemporary workRelocationMonday to Friday- ...guided by a common purpose to help make financial lives better through the power of... ...impact. Join us! 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...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Bank of America is seeking a Financial Solutions Advisor Stage I to provide comprehensive advice to clients and build relationships in their financial... ...consultative approach to client interactions. Successful candidates will receive world-class training, focus on client...
- ...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... .... This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- Bank of America is seeking a Financial Solutions Advisor Stage I in Pleasant Hill, California. In this role, you will begin with training to obtain your Securities Industry licenses and then learn to manage client relationships while providing tailored financial advice....
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$80k - $90k
...committed to their needs. Role Specifics Advisor Development Program - Financial Advisor. This role is designed for... ...needs, and executing customized solutions. Recommend suitable investment... ...Management, Trading. SAFE Act Registration This position is subject to SAFE Act...Interim roleImmediate startShift workDay shift$28.85 - $33.65 per hour
Bank of America is hiring a Financial Solutions Advisor Stage I in San Ramon. This role involves obtaining necessary securities licenses and managing clients' financial needs. Successful candidates will receive comprehensive training and support to develop their advisory...Hourly pay$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor I in Martinez, California. The advisor will build and manage strong client relationships... ...licenses and involves ongoing training. The ideal candidate should have strong communication skills, a results-driven...Hourly pay$63.3k - $117.2k
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Concord, CA1 day ago- LPL Financial collaborates with credit unions to provide a comprehensive... ...you to join our employee advisor model as a Wealth Advisor... ...based approach to financial solutions for an assigned book of business... ...maintain Licenses and FINRA registrations: Active State Applicable...Work at officeLocal area
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...specialist working full‑time within the financial center, delivering First Mortgage,... ...Presents potential home‑lending product solutions, submits mortgage applications, assists... ...standing. Failure to maintain SAFE Act registration may result in disciplinary action up to...Hourly payFull timeWork at officeFlexible hoursWeekend work$26 - $34.67 per hour
...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 conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations...Hourly payWork at officeFlexible hoursShift workDay shift- ...Bank of America is seeking a financial advisor in Pleasant Hill, California, responsible for... ...providing clients with tailored financial solutions and advice. You'll engage with clients... ...needs. This position requires the candidate to hold essential financial licenses and...
Dormont Manufacturing Company
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Bank of America seeks qualified candidates for a financial advisor position in Pleasant Hill, California. Responsibilities include working closely with clients to plan their financial goals and recommending suitable investment strategies. The ideal candidate should have...- ...and families to meet their financial needs. In partnership with the... ...mentorship of a seasoned advisor, this could be the role for... ...communication skills Strong candidates will have a proven track record... ...SAFE Act background check and registration process. What’s in it for...Local area
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$27 - $41 per hour
...helps customers progress toward their financial goals through planning, digital engagement... ...deposit, credit, and investment solutions. In addition, this role supports everyday... ...sufficient to qualify for immediate FINRA registration ~ State Insurance license(s) Job...Temporary workWork experience placementImmediate start$23 - $31 per hour
...meaningful conversations that support financial well-being and deepen engagement Lead... ...relevant banking products, services, and solutions Drive branch growth by identifying... ...openings and ongoing account support. SAFE registration is required at the time of employment...Work experience placementFlexible hours- ...building lasting relationships and delivering tailored banking solutions. The role emphasizes hospitality, technology adoption, and a... ...banking sales, strong communication skills, and licensing (SIE, Series 6, possible state registrations). #J-18808-Ljbffr JPMorganChase
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Columbia Bank (WA, OR & ID)
Walnut Creek, CA3 days ago
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