Financial Solutions Advisor Registration Candidate - Kansas Market
Bank of America ATM
Job Description: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!Job Description: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 youBuild 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 QualificationsAptitude 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:SIE (Securities Industry Essentials)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 equivalentSchedule: Monday – Fridays and rotating Saturdays***Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***Shift:1st shift (United States of America)Hours Per Week: 40SummaryLocation: Andover; Wichita; Wichita; WichitaType: Full time
- ...common purpose to help make financial lives better through the... ...impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your... ...position is subject to SAFE Act registration requirements. Pursuant to... ...position is open for the entire market and the specific Financial...SuggestedFull timeWork at officeImmediate startShift workDay shift
- ...Financial Solutions Advisor - Northern MA Market Bedford, Massachusetts;Woburn, Massachusetts; Peabody, Massachusetts... ...position is subject to SAFE Act registration requirements. Pursuant to the... ...employment and hire qualified candidates without regard to race,...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... ...such, is subject to SAFE Act registration requirements. Pursuant to the... ...is open for the entire market and the specific Financial Center...SuggestedTemporary workWork at officeFlexible hoursShift 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...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Banker - NH Central - North Essex Market Methuen, Massachusetts;... ...common purpose to help make financial lives better through the power... ...priorities and connecting clients to solutions that meet the financial goals... ...and hire qualified candidates without regard to race, religious...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...Description Job Description Financial Representatives at... ...clientele and finding financial solutions with help from our industry-... ...of NM financial products and market trends. 2. Educate—Educate... ...through sponsored licensing and registration as well as ongoing...Work experience placement
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...· Trust Services · Retirement Solutions · Business Needs Analysis Northwestern... .... Northwestern Mutual is the marketing name for The Northwestern Mutual Life...Full timeContract workFor contractorsWork at office$75k - $85k
...life, having a sense of financial security is usually at... ..., and retirement solutions to cultivate and maintain... ...be licensed to allow registration as an IAR of OneDigital Investment Advisors. Education, Training and... .... For applicable candidates, the following ordinances...Work at officeLocal area$86.8k - $165.2k
...complex problems. With our three market leading businesses, world-... ...’s threat. We deliver solutions that help our nation and allies... ...Patriot as a Principal Analyst, Financial Planning and Analysis (FP&A).... ...onsite & remote). The preferred candidate will be located within a...Contract workTemporary workWork experience placementWork at officeRemote workRelocation packageFlexible hours$95k - $112k
...dentistry, tooth replacement and restoration solutions or to prevent tooth loss. We empower our... ...analytical and business-oriented Senior Financial Analyst - FP&A to support the company’s... ...vary based on geographic location and candidate experience relative to what the company...Full timeWork at office$68.9k - $131.1k
...complex problems. With our three market leading businesses, world-... ...’s threat. We deliver solutions that help our nation and allies... ...newly won program. The selected candidate will have exposure to various... ...support leads on making sound financial, contractual, and resource decisions...Contract workTemporary workWork experience placementWork at officeImmediate startRemote workFlexible hours$25 - $26.77 per hour
...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... ...the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$86.8k - $165.2k
...complex problems. With our three market leading businesses, world-... ...’s threat. We deliver solutions that help our nation and allies... ...immediate need for a P3 Principal Financial Analyst supporting the ASDS... ...specifically the TPY portfolio. The candidate will work on a team of...Contract workTemporary workWork experience placementWork at officeImmediate startRemote workFlexible hours- ...service commercial bank and financial services company... ...management, and investment solutions, Rockland Trust... ...with the support of the Marketing Department, establish... ...appointments. The successful candidate will also be familiar... .... Act as a trusted advisor to clients, offering...Work at officeLocal area
$90k - $160k
...Action Employer. All qualified candidates will receive consideration... ...strategic, operational, and financial advice to private equity... ...wide range of industries and markets, including but not limited to... ...Strategic Performance Solutions (SPS) Retail Performance...Full timeWork experience placementLocal area$48k - $60k
...Company We're a diversified financial services leader with more... ...personal results? As a Financial Advisor with Ameriprise, you'll help... ...groups, utilizing online marketing venues, and asking for referrals... ...a service model to provide solutions that support their financial...Full timePart timeWork experience placementLocal area- ...Action Employer. All qualified candidates will receive consideration... ...strategic, operational, and financial advice to private equity... ...wide range of industries and markets, including but not limited to... ...R) Strategic Performance Solutions (SPS) Retail Performance...Full timeWork experience placementLocal area
$120k - $185k
...Employer. All qualified candidates will receive... ...strategic, operational, and financial advice to private equity... ...range of industries and markets, including but not... ...Strategic Performance Solutions (SPS) Retail Performance... ...trusted and reputable advisor Qualifications:...Full timeWork experience placementLocal area$86.8k - $165.2k
...complex problems. With our three market leading businesses, world-class operations... ...of tomorrow’s threat. We deliver solutions that help our nation and allies... ...team is seeking an Engineering Financial Analyst. The successful candidate will support Engineering Product Team...Contract workTemporary workWork experience placementWork at officeRemote workFlexible hours$72k - $90k
..., generous benefits and by delivering cutting-edge technology solutions for our clients. Founded in 1990, WWT is a global technology... ...as assigned Ability to manage budgets, analyze financial reports, and track profitability across projects Skilled at...Full timeRemote workShift work$22.57 - $29.35 per hour
...customer relationships by providing account solutions to customer needs and requests, through... ...vary based on experience, skills, and market factors; additional compensation may... ...you to apply. You may be just the right candidate for this or other roles. Needham Bank...Hourly payFull timeTemporary workPart timeWork at officeFlexible hoursDay shift$80k - $100k
...Description Are you ready to achieve financial freedom? Ready to take control of your... ...learn directly from proven leaders Marketing + technology power – so you stay... ...Citizen or Permanent Resident (licenses/registrations required) 2 years of professional experience...Permanent employment$49.5k - $82.5k
...competitive advantage in the markets we serve. We are all united... ...employees can thrive. We encourage candidates to connect with their... ...opportunities to improve the customer's financial wellbeing. Collaborates with... ...of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work$19 - $28.34 per hour
...interactions. Processes a variety of financial transactions in an accurate... ...needs and delivering solutions in moments that matter most to... ...committed to fair, competitive, and market-informed pay for our... ...Hourly (USD). The successful candidate's particular combination of knowledge...Hourly payImmediate start- ...service commercial bank and financial services company... ...management, and investment solutions, Rockland Trust... ...The role is a trusted advisor who understands the customer... ...: Qualified candidates will have a minimum of... ...experience ideally in our market, strong credit skills,...Local area
- ...processes relating to complex loan structures and private market transactions. The successful candidate will work closely with investment teams, fund... ...operational investigations. Manage physical security registration processes and provide operational support for more...Contract work
$109k - $174.4k
...generation technologies through sophisticated solutions. Behind every electronic device you use... ....Opportunity Overview:The Senior Financial Analyst will support the Semiconductor... ...operational efficiency.**We are only considering candidates local to position location and are...Local areaRelocationFlexible hours$86.7k - $138.7k
...generation technologies through sophisticated solutions. Behind every electronic device you use... ...tools. Teradyne is not considering candidates who require sponsorship for this... ...Partner cross-functionally to streamline financial workflows and advance process automation...Local areaRelocationFlexible hours$157.2k - $298.8k
...complex problems. With our three market leading businesses, world-... ...’s threat. We deliver solutions that help our nation and allies... ...Raytheon’s supply base and the financial resources that enable acceleration... ...expectations.Successful candidates will have a strong background...Temporary workWork experience placementWork at officeRemote workFlexible hours- ...Bank Of America Financial Center Position At Bank of America, we are guided by a common... ...This position is open for the entire market and the specific Financial Center location... ...life priorities and connecting clients to solutions that meet the financial goals....Work at officeFlexible hoursShift workWeekend workDay shift
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