Financial Solutions Advisor I: Licensing & Client Advisory
Bank of America ATM
Bank of America in California seeks a Financial Solutions Advisor Stage I to begin licensing steps, including SIE, Series 7 and Series 66. This role trains in a supportive academy and progresses to client-facing advisory work at a financial center. Strong licensing would lead to broader opportunities within Bank of America and Merrill. You’ll build relationships, deliver banking and investment solutions, and grow your knowledge through structured programs while meeting regulatory requirements. #J-18808-Ljbffr Bank of America
- Bank of America in Roseville, CA is hiring a Financial Solutions Advisor Stage I. This role focuses on obtaining securities licenses (SIE, Series 7, Series 66) and building foundational advisory skills for client relationships and financial solutions. You will start in...Suggested
$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I The following laws or regulations restrict... ...Growth and delivering for our clients, teammates, communities and... ...your Securities Industry licenses, where you receive dedicated... ...Client Solutions Advisory Investment Management...SuggestedHourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...seeking candidates for the Advisor Development Program aimed at aspiring Financial Advisors. Responsibilities include managing client relationships and providing tailored financial solutions. Ideal candidates will hold Series 7 & 66 licenses, possess strong interpersonal...Suggested
- BridgePort Financial Solutions seeks an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment advice, planning, and long-term relationship... ...10+ years in wealth management, FINRA licensing, and a proven ability to lead engagements...Suggested
- ...Relationship Banker to cultivate strong client relationships across in-branch, appointment... ...deposits and loans, and promote digital solutions while supporting occasional work at... ...registrations (SIE, Series 6/7, and 63/66) and NMLS licensing, with a background in retail banking and...SuggestedCasual work
- ...Financial Advisor OpportunityJoin a financial services firm where your contributions... ...first. With over 9 million clients and 20,000 financial... ...– Get registered and licensed and learn how to be a financial... ...personalized investment and financial solutions to your clients?Taking...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours
- Allworth Financial is seeking a Senior Service Associate to support Financial Advisors and deliver exceptional client service in our Folsom, CA office. You will manage account servicing, client requests, onboarding activities, and daily operational support. The ideal candidate...Full timeWork at office
- ...BridgePort is seeking a client-centered Wealth Advisor to deliver... ...investment guidance, financial planning, and relationship... ..., investment advisory, or wealth management... ...experience. FINRA Series 65 license or combination of... ...BridgePort Financial Solutions? Our comprehensive...Temporary workWork at officeFlexible hours
$150k - $165k
Senior Wealth Advisor (High-Net-Worth Clients) Roseville, CA $150,000 - $165,000 Base Overview A well... ...the opportunity to influence client financial outcomes. Responsibilities Serve as... ...0+ years of client-facing financial advisory experience Series 65 (or equivalent...Local area- BridgePort Financial Solutions is seeking a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship management. You will manage client portfolios, support long-term planning strategies, and help grow client relationships...
- ...focused Private Wealth Advisor to serve high-net-worth clients through... ...planning, and other financial priorities. Build... ...improve investment solutions, planning tools, and... ...years of financial advisory, wealth management,... .... FINRA Series 65 license or combination of Series...Temporary workWork at officeFlexible hours
- ...Associate Financial Advisor This job posting is anticipated to remain... ...first. With over 9 million clients and 20,000 financial advisors... ...Series 66, and state insurance licenses within three months of hire... ...financial services, investment advisory or wealth management ~ CFP...Full timeTemporary workFlexible hours
- Job Description The Advisor Development Program is designed... ...passion of becoming a Financial Advisor. Role... ...recommendations aligned with client objectives.... ...executing highly customised solutions. Recommending... ...Listening Client Solutions Advisory Emotional Intelligence...Interim roleImmediate start
$65k - $80k
...Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We are a client-centric team that provides a holistic... ...technical support to Wealth Advisors for financial planning meetings... ...a similar position Series 65 license, other licenses may be required...Permanent employmentLocal areaFlexible hours- ...for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based... ...looking for a VP, Financial Advisor to help clients achieve their... ...designation preferred (CFP) Insurance licenses Substantial experience within...Full timeTemporary workWork at officeFlexible hours
- Wealth Enhancement Group in Folsom, CA is seeking a VP, Financial Advisor to manage ongoing client relationships and drive comprehensive planning and investment discussions. This role offers a hybrid work arrangement and focuses on delivering personalized financial plans...
$150k - $165k
...Rocklin, CA $150,000 – $165,000 Base A growing financial services firm is seeking a Lead Financial Advisor to take ownership of client relationships and deliver strategic... ...compliance Qualifications 10+ years of financial advisory experience Series 65 (or equivalent)...Local area- ...Financial Advisor At Corebridge Financial, we believe action is everything. That's why every... ...Meet with existing and prospective clients to plan their financial future. Utilize... ...financial planning tools Company-paid E&O, licensing fees, continuing education and...Local areaImmediate startRemote work
- Northwestern Mutual seeks a driven financial advisor to grow a client base and build comprehensive financial... ...advice, investments, and insurance solutions to clients across diverse life... ...role emphasizes ongoing training, licensing, and the potential for uncapped earnings...For contractors
- U.S. Bank in Rancho Cordova, CA seeks a Senior Relationship Banker to build trusted client relationships, educate customers on banking options, and originate consumer loans. You will open accounts, support digital tools, and collaborate with the team to deliver excellent...Full time
$35.05 - $42.83 per hour
...serve to make better and smarter financial decisions and enabling the... ...first mindset. Strong client relationships are based on trust... ...and services, and recommending solutions based on each customer's unique... .... Requires National Mortgage Licensing Service (NMLS) registration...Temporary work$16.9 per hour
...financing and software products for sustainable solutions, from solar panels and batteries to... ..., and a proven track record of meeting client expectations while achieving established... ...hire, a Mortgage Loan Originator (MLO) license per the SAFE Act; may be asked to become...Work experience placement$72k - $100k
...Associate Financial Planning Consultant GLH&C Financial... ...from investment advisory to estate planning. We... ...relationships with our clients while helping them navigate... ...support to senior advisors while developing the expertise... ...as a Life Insurance license, are required....Work at office$30 - $41 per hour
...serve to make better and smarter financial decisions and enabling the... ...possible counsel. Strong client relationships are based on trust... ...services and recommending financial solutions based on each customers... ...requires National Mortgage Licensing System (NMLS) registration under...Full timeTemporary workLocal area- CAPTRUST is seeking a Wealth Client Management Consultant to work with one or several financial advisors, servicing and retaining wealth client relationships. You will provide proactive client service, assist with asset movements, and participate in reviews while collaborating...
$1,000 per month
...Overview College Financial Representatives in the internship program... ...to build your business and client base Develop and execute... ...Receive Risk Product State Licensing: Life, Accident, and Health... ...Financial Representative or Advisor role upon graduation. #LI-Onsite...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$25 - $28 per hour
...healthy and full lives. WHAT YOU'LL DO: The Financial Counselor works with Elica patients and... ...education and growth, plus CME/CEU and license reimbursements for eligible roles. This... ...sensory demands associated with the client’s use of alcohol and drugs, and the lack...Full timeWork at officeLocal areaImmediate startMonday to FridayFlexible hoursShift work$150k - $165k
A growing financial services firm is seeking a Lead Financial Advisor in Roseville, CA to manage client relationships and provide strategic financial guidance to high-net-worth individuals. Candidates should have over 10 years of experience and relevant certifications,...- ...Folsom, CA, seeks a Paraplanner to gather and prepare planning documents, support Wealth Advisors, and keep plans current. You will work with the team to compile client data, financial statements, tax returns, and planning materials for meetings and ongoing updates. The...Flexible hours
$1,000 per month
...Overview College Financial Representatives in the internship program... ...to build your business and client base Develop and execute on... ...Receive Risk Product State Licensing: Life, Accident, and Health... ...Financial Representative or Advisor role upon graduation. #LI-Onsite...Full timeInternshipLocal areaFlexible hours
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