Financial Solutions Advisor I - SIE/Series Licensed
Bank of America
Bank of America is seeking a Financial Solutions Advisor Stage I in the United States market. The role focuses on obtaining SIE, Series 7, and Series 66 licenses, then delivering core banking and investment solutions with a consultative client approach. Training, licensing support, and progression through stages are provided. You will build relationships with a diverse client base while collaborating with banking and investment partners to meet financial needs and guide clients toward their #J-18808-Ljbffr Bank of America
$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 FridayShift workDay shift- ...advice and guidance. Merrill’s Financial Advisors and Wealth Management... ...Development Program Financial Solutions Advisor Stage I (ADP FSA I)... ...your Securities Industry licenses, where you receive dedicated... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once...SuggestedTraineeshipWork at officeLocal areaImmediate startShift workDay shift
- ...in every aspect of their financial lives. Our focus centers on... ...seeking personal financial solutions. Our commitment to our... ...When searching for future advisors, we look for a variety of... ...Goal & Commitment Oriented SIE, Series 7 & 66 License, Life and Health (Have or...Suggested
$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial... ...client-building and obtaining licenses. Our award-winning training... ...Services · Retirement Solutions · Business Needs AnalysisNorthwestern... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...SuggestedFull timeContract workFor contractorsWork at office$50k - $80k
...Financial Advisor – Bankers Life Base pay range: $50,000.00/yr... ...clientele and find financial solutions with help from... ...Active Life & Health licenses and securities licensing... ...position can include Series 6, Series 7, Series 63... ...insurance licensing, SIE, Series 6, Series 7, Series...SuggestedWork at officeFlexible hours- ...Bank of America seeks a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7 and 66) and progress toward broader advisory roles. The role emphasizes building client relationships, delivering tailored financial solutions, and collaborating...Work at office
- ...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
- Financial Advisors at Northwestern Mutual help their clients through our... ...clientele and finding financial solutions with help from our industry... ...training through sponsored licensing, registration, and ongoing... ...for insurance licensing, SIE, Series 7, CFP®, and more...Full timeRelocation
$95k - $140k
...With more than 135 years of financial experience and over 24,000 partners... ...the Northern Trust Financial Advisor is to advise on a variety of investment solutions, as part of an overall Wealth Management... .... - Required Securities license: Series 7, 66 (or 63/65) -...H1bWorldwideFlexible hours- ...impact providing expert financial advice with heart. Thrivent... ...your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations,... ...Thrivent’s comprehensive advisor onboarding program. After... ...Attainment of FINRA SIE, life and health licenses...
$423.5k
...Vegas Capstone Partners Financial is a financial planning firm... ...customized financial solutions to clients across the Western... ...role for a Financial Advisor at Capstone Partners Financial... ...Certifications such as Series 7, Series 6, 63, 65, 66, SIE, Life, Accident, CFP, CFA...Full timeTemporary workInternshipLocal areaRemote work$95k - $140k
Financial Advisor page is loaded## Financial Advisorlocations: Las Vegas, NV: Phoenix, AZtime... ...to advise on a variety of investment solutions, as part of an overall Wealth... ...expertise preferred. - Required Securities license: Series 7, 66 (or 63/65) - Professional designation...Flexible hours- ...architecture product platform and top resources in the financial industry, while you nurture relationships with an... ...building relationships, uncovering needs, and recommending solutions FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability...Full timeWork at office
$80k - $90k
...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates... ...and executing highly customized solutions to meet client needs... ...Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one year experience working...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...Lucia Capital Groupis seeking licensed financial advisors to become part of our growing teams in San Diego, Scottsdale, Las Vegas, and Houston.... ...experience (including sales) The following (current) licenses: Series 7, Series 65 or 66, and Life Insurance Excellent attention...
$90k - $130k
...Who We Are At Corebridge Financial, we believe action is everything... ...searching for a Financial Advisor to provide a personalized retirement... ...tools Company-paid E&O, licensing fees, continuing education... ...You have an active FINRA Series 7 licenses and a Series 63 and...Hourly payLocal areaImmediate startRemote workRelocation- ...customers, using your financial knowledge to offer thoughtful solutions to help address their... ...Specialists (Financial Advisors, Mortgage Bankers, and... ...Securities Industry Essential (SIE) exam, FINRA Series 6/7, state... ...if required), and Life licenses are required. All unlicensed...Full timeImmediate startAfternoon shift
- ...Financial Advisor Careers at First Command First Command has been helping military families pursue... ...management What We Offer A specialized licensing and comprehensive training program for... ...and licensing, covering the SIE, S6, S63, S65, and state Life & Health...Hourly payMinimum wageTemporary workFor contractorsWork at officeLocal areaHome office
$90k - $130k
...Corebridge Financial Services Financial AdvisorAt Corebridge Financial... ...searching for a Financial Advisor to provide a personalized retirement... ...toolsCompany-paid E&O, licensing fees, continuing education and... ....You have an active FINRA Series 7 licenses and a Series 63 and...Hourly payLocal areaImmediate startRemote work$77k - $202k
...people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial...H1b$1,000 per month
...Overview College Financial Representatives in the... ...Receive Risk Product State Licensing: Life, Accident, and... ...certifications such as the Series 6 & 63 or CFP®. Get... ...Financial Representative or Advisor role upon graduation.... ..., LTC) Support for SIE, Series 6, Series 63...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Capital Group (LCG) is seeking experienced financial advisor assistants to join our firm and help... ...who has earned his/her securities licenses, has spent at least a few years in the... ...as assigned Required Experience/Skills Series 7, Series 66, Series 65 (or 63 & 66), and...Full timeCasual workWork at officeRemote work
- Northern Trust is seeking a Financial Advisor in the United States, offering high-level wealth... ...goals and risk appetite, providing solutions, and collaborating with a team to... ...client base. Ideal candidates bring Series 7 and 66 licenses, CFP designation preferred, strong sales...
- LPL Financial collaborates with credit unions to provide... ...to join our employee advisor model as a Wealth... ...approach to financial solutions for an assigned book of... ...institution) Must maintain Licenses and FINRA... ...Insurance License, Active Series 7 Registration, Active...Work at officeLocal area
- TwinThread is seeking a Private Client Advisor in Las Vegas, NV, to provide comprehensive financial planning and investment solutions to a diverse client base. Candidates... ...experience along with required licenses such as Series 7 and Series 66. Strong relationship...
$1,000 per month
...Overview College Financial Representatives in the internship... ...Risk Product State Licensing: Life, Accident, and... ...certifications such as the Series 6 & 63 or CFP ® . Get... ...Financial Representative or Advisor role upon graduation.... ..., LTC) Support for SIE, Series 6, Series 63...Full timeInternshipLocal areaFlexible hours$80k - $90k
A leading financial services company is looking for a Financial Advisor to support high-net worth clients in achieving their financial goals. You will develop... ...for bonuses based on performance. If you have Series 7 & 66 licenses and a background in finance, this position...- A financial advisory firm in Las Vegas is seeking a Wealth Advisor to manage client relationships and provide financial planning... ...3 years of experience, a Series 65 license, and a passion for enhancing... ...in a fun, positive environment. #J-18808-Ljbffr TalentLink Solutions
- ...use your knowledge of investments, financial planning, credit and banking to both... ...advice, developing thoughtful solutions and delivering an exceptional client... ...Services Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed...Temporary workWork experience placementLocal area
- ...Financial Protection Advisor - Remote Benefits - Training Provided Company: AO – American Income... ...We provide comprehensive training, licensing guidance, mentorship, and ongoing professional... ...accountability Positive, solutions-focused attitude Strong organization...Hourly payWeekly payFull timeRemote workWork from homeFlexible hours
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