Licensed Financial Solutions Advisor: Client Advisory & Growth
National Black MBA Association
Bank of America is expanding a Financial Solutions Advisor Stage I role to help individuals build a solid financial foundation. You will pursue Securities Industry Essentials, Series 7 and Series 66 licenses, with structured study time and milestones. After licensing, you’ll begin in a financial center delivering core banking and investment solutions and client care. You may progress to Stage II, continuing to grow relationships across a client portfolio as you gain experience and support a #J-18808-Ljbffr National Black MBA Association
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Licensed Financial Solutions Advisor: Client Advisory & Growth in Brooklyn, NY vacancy
- ...America in California is seeking a Financial Solutions Advisor Stage I in Fresno. The role... ...obtaining Securities Industry licenses (SIE, Series 7, Series 66) and... ...dedicated academy to develop advisory skills for banking, investments and client care. You will build...Suggested
- ...Financial Solutions Advisor - Greater Queens NY Market Flushing, New York... ...by driving Responsible Growth and delivering for our clients, teammates, communities... ...by completing required licenses and trainings. This... ...Account Management Advisory Client Experience Branding...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
Bank of America
Forest Hills, NY21 hours ago - Bank of America is seeking a Financial Solutions Advisor Stage I to begin by earning Securities Industry licenses (SIE, Series 7, Series 66) and to develop foundational advisory skills for client relationships and financial planning. You’ll work in an in-office environment...SuggestedWork at office
$65k - $80k
...Bank Of America Financial Advisor At Bank of America... .... Responsible Growth is how we run our... ...deliver for our clients, teammates, communities... ...and customized solutions to clients to... ...completing required licenses and trainings.... ...equivalent Skills: Advisory Account...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...purpose to help make financial lives better... ...driving Responsible Growth and delivering for our clients, teammates, communities... ...and money managed solutions Recommends banking... ...required industry licenses Must be self-disciplined... ...Client Solutions Advisory Investment Management...SuggestedHourly payTemporary workWork at officeMonday to FridayShift workDay shift- ...purpose to help make financial lives better... ...driving Responsible Growth and delivering for our clients, teammates, communities... ...! As a Financial Solutions Advisor Stage I (FSA I),... ...Industry licenses, where you receive... ...experience Skills Advisory Account Management...Work at officeImmediate startMonday to FridayShift workDay shift
- ...purpose to help make financial lives better... ...driving Responsible Growth and delivering for our clients, teammates, communities... ...advice and customized solutions to clients to help... ...required licenses and trainings. This... ...Account Management Advisory Client Experience...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...purpose to help make financial lives better... ...driving Responsible Growth and delivering for our clients, teammates, communities... ...advice and customized solutions to clients to help... ...required licenses and trainings. This... ...Account Management Advisory Client Experience...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$25 - $38.46 per hour
## Licensed Private Client BankerApplylocations: Seattle, WAtime type: Full timeposted... ...a problem solver, trusted advisor, and partner to the people... ...a plan-based approach to financial advice. As a PCB, you will... ...appropriate financial solutions to KeyBank's client base with...Hourly payWork experience placementDay shiftKeyCorp
Brooklyn, NY2 days ago$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming... ...can help your clients achieve their... ...and obtaining licenses. Our award-winning... ...Funding · Investment & Advisory Services · Trust... ...· Retirement Solutions · Business Needs... ...investments for growth, insurance for protection...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Jersey City, NJ3 hours ago- ...is hiring a Relationship Banker to grow and retain client relationships, offering financial solutions and exceptional service. You will engage customers with... ...-focused mindset, and be prepared to obtain an NMLS license after employment. The role includes account services...
- Bank of America in New York's Elmont area is hiring for a client-facing role in our financial centers. You will engage clients in the lobby, educate them on self-service options, and accurately handle cash transactions while delivering an exceptional client experience....
- ...comprehensive advice and customized solutions to clients Triaging client leads and... ...with clients to review financial and investment goals... ...knowledge by completing required licenses and trainings Requirements... ...Skills Client Advisory Skills Certifications & Qualifications...Monday to Friday
- ...Schwab Wealth Advisory is a fee based, non... ...investment advisory solution built on trust, personalized... ...Associate Wealth Advisor , you’ll support... ...retaining virtual client relationships... ...customized financial planning support and... ...outcomes and personal growth. Your work...Work at office
Charles Schwab
Jersey City, NJ21 hours ago - ## Risk Advisory ManagerApplylocations: Michigan - Troy... ...” experience to every client* Contributing to the... ...accounting or industry* CPA license required* Outstanding... ...unique business solutions in a team-based environment... ...that encourage growth and development and align...Work at officeFlexible hours
- ...seeking a Banking Service Professional to support sales and service activities in the banking office. You will educate clients on banking solutions, perform teller and platform transactions, and assist the Market Manager in achieving quality service while adhering to...Work at office
Valley Bank
Secaucus, NJ2 days ago $22.05 per hour
...qualified candidates for a Financial Advisor position in Staten... ..., and investment solutions to individuals, families... ...committed to helping clients achieve their... ...supporting the professional growth and development of... ...training, mentorship, and licensing support....City of New York
Staten Island, NY2 days ago$50k
...Join a financial services firm where your contributions... ...over 9 million clients and 20,000 financial advisors across the U.S. and... ...registrations and licenses in good standing.... ...earning potential and growth, and your... ...seeking the right solutions for clients Comfortable...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Jersey City, NJ4 days ago- NBH Bank seeks a Relationship Banker II to grow client relationships and provide tailored financial solutions. You will introduce clients to mortgage, business and installment loan options, while leveraging digital banking tools to enhance service and efficiency. Training...
- Bank of America is hiring a client-focused role to engage customers in the lobby and educate them on self-service banking solutions. You will process cash transactions accurately while learning clients’ financial goals and connecting them to appropriate products and services...Work at officeWeekend work
- ...seeking a Strategic Account Advisor to deliver superior operational... ...management, reporting, and solutions for Health plan clients. You will manage client relationships, oversee financials, and identify opportunities to enhance value and growth within assigned accounts....
- ...Thrivent Financial Advisor Meaningful work. Rewarding career... ...your state insurance licenses (life, health &... ...achievable advice and connect clients to Thrivent products... ...for professional growth as you build your... ...securities and investment advisory services are provided...Local area
$50k - $100k
Description The Financial Advisor will be responsible for providing... ...to a diverse client base, focusing on wealth... ...Maintain all active/required licenses. Meet new business... ...Insurance. Maximize growth and retention through... ...in financial advisory or wealth management....$75k - $110k
...providing personalized financial plans that uncover... ...as investment and advisory services. With over 4.5 million clients and a diverse,... ...team of financial advisors, we strive to... ...Services - Retirement Solutions - Business Needs Analysis... ...their investment licenses by the end of...Full timeContract workTemporary workWork experience placementWork at officeMonday to FridayFlexible hours- ...retirement readiness, Voya Financial is committed to... ..., continued growth, and unlimited future... .... Voya Financial Advisors®, Inc., a leading... ...responsible for client acquisition, financial... ...Health Insurance Licenses Desire to assist... ...and investment advisory services offered through...Local area
- ...enthusiasm for helping our clients, taking care of our... ...the best investment solutions to meet their financial needs. As a Private... ...our Private Client Advisors. Your role will... ...and active Series 7 license is required or may be... ...card sales and deposit growth and have the most-...
$16.5 - $21 per hour
Relationship Banker / Client Relationship Specialist - Ellisville... ...client relationships, identifying financial needs, recommending banking solutions, and supporting branch growth through proactive service and... ...with the S.A.F.E. Mortgage Licensing Act of 2008 and all related...Hourly payFor contractorsWork at officeRemote workFlexible hours- ...applicants. Join a financial services firm where... ...With over 9 million clients and 20,000 financial advisors across the U.S. and... ...and long-term growth potential. As an associate... ...state insurance licenses within three months... ...services, investment advisory or wealth...Full timeTemporary workFlexible hours
Edward Jones
Brooklyn, NY3 days ago - Equitable Advisors seeks an Entry Level Wealth Manager in Wichita, KS to build client relationships and craft tailored financial strategies. You will discuss products... ...communication, and a growth mindset, offering a structured path through licensing and mentorship within...Work at office
- A leading financial services firm in Brooklyn is seeking a Private Client Advisor in Chase Wealth Management. This role involves offering... ...planning and investment solutions to a diverse range of clients... ...of experience in financial advisory, along with necessary licensure...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Licensed Financial Solutions Advisor: Client Advisory & Growth. Be the first to apply!
Related searches
- financial advisor training program Brooklyn, NY
- financial planning assistant Brooklyn, NY
- entry level financial advisor Brooklyn, NY
- estate planning consultant Brooklyn, NY
- associate leveraged finance Brooklyn, NY
- financial advisor development program Brooklyn, NY
- patient financial counselor Brooklyn, NY
- financial advisor part time Brooklyn, NY
- wealth advisor Brooklyn, NY
- financial planner cfp Brooklyn, NY