Financial Solutions Advisor Registration Candidate- Valley Crest Market
$28.85 - $33.65 per hourBank of America ATM
Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.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 Qualifications:Aptitude 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 Qualifications:Currently holds FINRA Securities Industry Essentials (SIE)Bachelor’s degree and/or a minimum of one year of financial services industry or sales experienceSkills:Client Experience BrandingClient Solutions AdvisoryInvestment ManagementPipeline ManagementReferral ManagementClient ManagementCustomer and Client FocusPortfolio ManagementProspectingReferral IdentificationBusiness AcumenExecutive PresenceOral CommunicationsRisk ManagementTradingMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday – Fridays and rotating SaturdaysThis position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.Shift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - CA - Glendale - 345 N Brand Blvd - GLENDALE MAIN OFFICE (CA8109)Pay and benefits informationPay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.SummaryLocation: GlendaleType: Full time
$70k - $80k
...advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...is subject to SAFE Act registration requirements and... ...is open for the entire market; the specific financial... ...0 Laurel Canyon Blvd - VALLEY PLAZA BC (CA9147), US -...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift- ...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...position is subject to SAFE Act registration requirements. Pursuant to... ...position is open for the entire market and the specific Financial...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
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...purpose to help make financial lives better through the... ...advice and customized solutions to clients to help... ...is subject to SAFE Act registration requirements. Pursuant... ...is open for the entire market and the specific Financial... ...8130), US - CA - Simi Valley - 2830 Cochran St -...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$28.85 - $33.65 per hour
...Overview Bank of America provides an opportunity to work as a Financial Solutions Advisor Stage I (FSA I). Your journey starts with securing... ...Regulatory Requirements This position is subject to SAFE Act registration requirements. All employees engaged in residential loan...SuggestedHourly payImmediate startMonday to FridayShift workDay shift$70k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...position is subject to SAFE Act registration requirements. Pursuant to the SAFE... ...position is open for the entire market and the specific Financial...SuggestedTemporary workMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining... ...career journey. This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage...Hourly payWork at officeMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of... ...make 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...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...This position provides comprehensive financial advice and customized solutions to clients, helping them achieve... .... The role is subject to SAFE Act registration requirements; employees engaged in... ...position is open for the entire market and the specific Financial Center...Temporary workMonday to FridayShift workDay shift$45k - $100k
...applicants. Join a financial services firm... ...20,000 financial advisors across the U.S.... ...financial services/markets and how they work... ...and financial solutions to your clients?... .../Requirements Candidates should have at least... ...Financial services registration, licensing, or...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$70k - $80k
...role provides comprehensive advice and customized solutions to clients to help them achieve financial goals. Key responsibilities include triaging leads,... ...products. Employees must obtain and maintain SAFE Act registration. The position’s responsibilities and expectations...Temporary workMonday to Friday$70k - $80k
...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...position is subject to SAFE Act registration requirements. Pursuant to... ...position is open for the entire market and the specific Financial...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$80k - $90k
...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...specialists, and executing highly customized solutions to meet client needs Recommending... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Interim roleWork at officeLocal areaImmediate startShift workDay shift$162.1k - $270.1k
...the delivery of solutions for a comprehensive... ..., Investment Advisors and Trust Officers... ...client's current financial situation, goals... ...and maintaining registration requirements under... ...competitive, and market-informed pay for... .... The successful candidate’s particular combination...Full timeTemporary workWork experience placement- ...shape the future of financial well-being. You... ...including: Happy Valley, Scottsdale,... ...the phases of the marketing plan created with... ...experience as a Financial Advisor. Ability to... ...referrals. FINRA Registration: SIE, Series 7, 6... ...of other rights. Candidates for this position...Permanent employmentWork experience placementWork at officeLocal area
$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...Work at officeWork from homeHome officeFlexible hours$77k - $202k
...providing consulting services related to financial management and strategy. These... ...analyse client needs, develop financial solutions, and offer guidance and support to help... ...San Diego; CA-San Francisco; CA-Silicon Valley; PA-Philadelphia; WA-Seattle; TX-HoustonType...Full timeH1b- ...Vision insurance Transition Your Marketing Expertise into a Career in Financial Services with Beer Financial Group... ...Christopher Ardoin - Financial Advisor, Director of Early Productivity:... ...goals through personalized insurance solutions and financial planning. Your role...Full timeWork at officeRemote workVisa sponsorshipFlexible hours
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Bank of America is seeking a passionate Finance Advisor to provide comprehensive financial advice and tailored solutions to clients in Los Angeles. The role involves... ...compliance with regulatory requirements. The ideal candidate should possess a strong background in...- Bank of America is seeking a Financial Solutions Advisor Stage I in Los Angeles, California. The role involves securing necessary securities licenses... ...bank and investment solutions to clients. Successful candidates will progress to more advanced roles while receiving...
$70k - $80k
Bank of America is seeking a Financial Advisor in Los Angeles, CA, to provide clients with tailored financial advice and solutions. Responsibilities include planning financial goals... ...strategies that suit client needs. Candidates should hold relevant certifications like...- ...retirement readiness, Voya Financial is committed to... ...available. Voya Financial Advisors®, Inc., a leading... ..., in tax exempt markets and retail. This position... ...seminars. Qualified candidates must possess the skills... ...Securities registrations - Series 7, 65 & 66 preferred...Local area
- Beer Financial Group of Northwestern Mutual is seeking driven professionals to become Financial... ...comprehensive insurance and investment solutions. Training and sponsorship for licenses... ..., with a supportive planning team and marketing resources to help you succeed. You’ll join...Visa sponsorship
$70k - $80k
...Description: The role involves providing comprehensive financial advice and customized solutions to clients, helping them achieve their financial... ...products. The position requires adherence to SAFE Act registration and background‑check requirements. Responsibilities...Temporary workMonday to FridayShift workDay shift- ...dedicated professional to provide clients with personalized financial advice and customized solutions. Responsibilities include planning financial goals,... ...to help clients achieve their goals. The ideal candidate should possess Series 7 and 66 licenses, along with at...
$70k - $80k
Bank of America is hiring a Financial Planner in Glendale, California. This role involves... ...advice and crafting tailored financial solutions for clients to meet their goals. The... ...commitment to meeting regulatory compliance. Candidates will enjoy comprehensive benefits and...- ...Relationship Banker - Los Angeles South Market Los Angeles, California;... ...common purpose to help make financial lives better through the... ...and connecting clients to solutions that meet the financial goals... ...employment and hire qualified candidates without regard to race,...Work at officeFlexible hoursShift workWeekend workDay shift
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Delta Solutions & Strategies is seeking a Senior Information Security... ...Space Sensing. The selected candidate will lead complex technical... ...artifacts. Support system registration, authorization, and status tracking... ...peer equity, as well as market and business considerations...Contract workFor contractorsWork experience placementWork at office$150k - $335k
...Bridge Loan Officer candidate has 3-5+ years’ commercial... ...professionally and financially rewarding. They are a... ...in the Greater LA market. A day in the life of... ...Structuring competitive loan solutions aligned with client... ...goals Active NMLS registration Mastery of commercial...Full timeRemote work$93.5k - $110k
Job TitleSenior Financial Analyst, Capital Markets (Multifamily)Job Description SummaryPosition SummaryThe... ...our Capital Market brokers.The ideal candidate will be based in Los Angeles, CA, and... ...challenges with a positive and solution-oriented mindsetCushman & Wakefield...Minimum wageFull timeWork experience placementWork at officeLocal areaFlexible hours$250k
...channels and leverage technology/ marketing tools available to uncover... ...and present product offers/financial solutions Understand and comply... ...and technologies ~ NMLS registration; Safe Act compliant ~... ...opportunity employer, and qualified candidates will receive consideration...Full time
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