Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Solutions Advisor I — License Track & Client Impact

Bank of America ATM

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with licensing coursework (SIE, Series 7/66) and to develop core advisory skills, including client intake, needs discovery and proposal delivery. In-office training and progression through the advisory stages are expected as you build a client portfolio. You will move into client-facing roles within a financial center, growing competencies with mentors, and advancing through the Academy program. #J-18808-Ljbffr Bank of America

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Solutions Advisor I — License Track & Client Impact in Los Angeles, CA vacancy
  • A leading banking institution is seeking a Financial Solutions Advisor Registration Candidate in Monterey Park, CA. This full-...  ...time position involves obtaining essential industry licenses while building and managing client relationships. Candidates should possess a high... 
    Suggested
    Full time

    Bank of America

    Monterey Park, CA
    2 days ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I in Los Angeles, California. The role involves securing necessary securities licenses and providing bank and investment solutions to clients. Successful candidates will progress to more advanced roles while... 
    Suggested

    Bank of America

    Los Angeles, CA
    5 days ago
  • $70k - $80k

    Bank of America is hiring a Financial Planner in Glendale, California. This role involves providing...  ...advice and crafting tailored financial solutions for clients to meet their goals. The position requires Series 7 & 66 licenses, alongside a commitment to meeting regulatory... 
    Suggested

    Bank of America

    Glendale, CA
    4 days ago
  • Bank of America is seeking a Financial Advisor in Los Angeles to provide comprehensive advice and customized solutions to clients. This role includes triaging client leads and recommending...  ...include holding Series 7 and 66 licenses and a minimum of one year experience in... 
    Suggested
    Weekend work

    Bank of America

    Los Angeles, CA
    3 days ago
  • Bank of America is seeking a Financial Advisor to deliver customized financial solutions to clients in Rosemead, California. The role involves assessing client financial...  .... Applicants are required to hold relevant licenses and have experience in the financial services industry... 
    Suggested
    Full time

    Bank of America

    Rosemead, CA
    3 days ago
  • $70k

    Bank of America is seeking a Financial Advisor to provide tailored financial solutions to clients. The role involves identifying client needs, building financial plans...  ...investment industry and possession of necessary licenses are required. In addition to a competitive... 

    Bank of America

    San Marino, CA
    3 days ago
  • Bank of America is hiring a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, Series 66) and progress to advisory roles. You’ll learn to build and manage client relationships and guide clients through financial solutions in a structured... 

    Bank of America

    South El Monte, CA
    3 days ago
  • $28.85 - $33.65 per hour

     ...purpose to help make financial lives better through...  ...and delivering for our clients, teammates,...  ..., and how we make an impact in the communities we...  ...Join us!As a Financial Solutions Advisor Stage I (FSA I), your...  ...Securities Industry licenses, where you receive dedicated... 
    Hourly pay
    Full time
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Sherman Oaks, CA
    1 day ago
  • $28.85 - $33.65 per hour

     ...purpose to help make financial lives better through...  ...and delivering for our clients, teammates,...  ...workforce and positively impact the communities we serve...  ...Join us!As a Financial Solutions Advisor Stage I (FSA I), your...  ...Securities Industry licenses, where you receive dedicated... 
    Hourly pay
    Full time
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Culver City, CA
    1 day ago
  •  ...purpose to help make financial lives better through the...  ...delivering for our clients, teammates, communities...  ...workforce  and positively impact the communities we...  ...advice and customized solutions to clients to help them...  ...by completing required licenses and trainings. This... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Santa Monica, CA
    more than 2 months ago
  • $70k - $80k

     ...of America in Montebello seeks a qualified financial advisor to help clients achieve financial goals through customized solutions. Responsibilities include assessing client...  ...of relevant experience and hold necessary licenses such as Series 7 & 66. This position offers... 

    Bank of America

    Montebello, CA
    2 days ago
  • Bank of America is seeking a Financial Advisor to offer top-notch financial advice and tailored solutions to clients in West Hollywood, CA. Key...  ...candidate will have a Series 7 & 66 license, at least one year of...  ...experience in finance, and a proven track record in client... 

    Bank of America

    West Hollywood, CA
    5 days ago
  • Bank of America is hiring for a customer service/financial center role focused on engaging clients in the lobby and educating them on self-service options...  ...building client relationships, and guiding clients to solutions that fit their financial goals while complying with... 
    Weekend work

    Bank of America

    Montebello, CA
    1 day ago
  • $70k - $80k

     ...involves providing comprehensive financial advice and customized solutions to clients, helping them achieve their financial...  ...Currently holds Series 7 & 66 licenses (Series 63 or 65 in lieu of 66)....  ...employees so they can make a genuine impact and contribute to the sustainable... 
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    West Hollywood, CA
    5 days ago
  • $70k - $80k

     ...focuses on providing comprehensive financial advice and customized solutions to clients to help them achieve their...  ...& 66 (or 63 & 65 in lieu of 66) licenses. If a 66 is not held, a passing score...  ...employees so they can make a genuine impact and contribute to the sustainable... 
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Glendale, CA
    2 days ago
  • $70k - $80k

     ...Financial Advisor This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...  ...by completing required licenses and trainings. This...  ...they can make a genuine impact and contribute to the sustainable... 
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Sherman Oaks, CA
    4 days ago
  • $70k - $80k

     ...purpose to help make financial lives better through the...  ...delivering for our clients, teammates, communities...  ...workforce and positively impact the communities we...  ...advice and customized solutions to clients to help them...  ...by completing required licenses and trainings. This position... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    United States Digital Space LLC

    Beverly Hills, CA
    5 days ago
  • $100k - $140k

    LPL Financial is seeking a Financial Advisor associated with BMO Bank in Pico Rivera, CA. In this exciting role, you will help clients navigate their financial journeys and grow your business using...  ...having a Series 7 and 66 license and three years of investment sales... 

    LPL Financial

    Pico Rivera, CA
    3 days ago
  • $70k - $80k

    Bank of America is seeking a financial adviser in West Hollywood to provide financial advice and customized solutions to clients. The role involves triaging client leads, building...  ...ideal candidate will have Series 7 & 66 licenses and experience in the investments industry... 

    Bank of America

    West Hollywood, CA
    2 days ago
  • Bank of America is seeking a Financial Advisor in Los Angeles to provide...  ...financial advice and customized solutions. This role involves planning...  ...strategies, and assisting clients in managing their investments...  ...should hold Series 7 and 66 licenses and have at least one year... 

    Bank of America

    Los Angeles, CA
    2 days ago
  • $70k - $80k

     ...purpose to help make financial lives better through the...  ...delivering for our clients, teammates, communities...  ...workforce and positively impact the communities we...  ...advice and customized solutions to clients to help them...  ...by completing required licenses and trainings. This position... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    United States Digital Space LLC

    Culver City, CA
    5 days ago
  • $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 and recommending investment strategies that suit client needs. Candidates should hold relevant... 

    Bank of America

    Los Angeles, CA
    3 days ago
  • $28.85 - $33.65 per hour

     ...an opportunity to work as a Financial Solutions Advisor Stage I (FSA I). Your...  ...securing Securities Industry licenses (Securities Industry Essentials...  ...investment solutions to clients at a financial center. With...  ...resources to support employee impact and sustainable growth.... 
    Hourly pay
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Los Angeles, CA
    3 days ago
  • $57.5k - $106.5k

     ...Provides financial and investment planning and...  ...comprehensive banking solution in the best...  ...customer. Determines client needs and provides...  ...initiatives; includes tracking metrics and...  ...Series 6, 63 & 65 licenses OR FINRA Series 7...  ...grow and make an impact. We strive to help... 
    Part time
    Local area

    BMO U.S.

    South Gate, CA
    4 days ago
  •  ...Edward Jones Financial Advisor OpportunityJoin a financial...  ...over 9 million clients and 20,000...  ...partner for positive impact to improve the...  ...help them stay on track. Edward Jones helps...  ...registered and licensed and learn how to...  ...investment and financial solutions to your clients?... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Pasadena, CA
    14 hours ago
  • $50k

     ...Join a financial services firm where your...  ...over 9 million clients and 20,000 financial advisors across the U.S....  ...for positive impact to improve the...  ...registrations and licenses in good...  ...seeking the right solutions for clients...  ...services with a track record of success... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Los Angeles, CA
    3 days ago
  • $70k - $80k

    Bank of America is seeking a full-time Financial Advisor in El Monte, California. The role...  ...comprehensive financial advice and tailored solutions to clients, focusing on their financial goals...  .... Candidates must hold Series 7 & 66 licenses and possess at least one year of... 
    Full time
    Monday to Friday

    Bank of America

    El Monte, CA
    5 days ago
  • $70k - $80k

     ...America in Bell, California, is looking for a Financial Advisor to provide tailored advice and solutions to clients, helping them achieve their financial goals. Key...  ...investment industry and current Series 7 & 66 licenses. The position offers an annual salary range of... 

    Bank of America

    Bell Gardens, CA
    4 days ago
  • $70k - $80k

    Bank of America is seeking a Financial Advisor in San Gabriel, California, to provide...  ...tailored financial advice to clients. The successful candidate will...  ...planning and brokerage solutions. Candidates should hold Series 7 & 66 licenses and have experience in the financial... 

    Bank of America

    San Gabriel, CA
    5 days ago
  • Bank of America is hiring for a financial advisor role in Monterey Park, California. This...  ...providing tailored financial advice and solutions to help clients achieve their financial objectives....  ...will possess a Series 7 and 66 license and have one year of experience in the... 

    Bank of America

    Monterey Park, CA
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Solutions Advisor I — License Track & Client Impact. Be the first to apply!