Financial Solutions Advisor: Licensed, Trained & Client-Focused
Bank of America ATM
Bank of America is looking for a Financial Solutions Advisor Stage I in Kansas City, MO. In this role, you will obtain Securities Industry licenses and develop foundational skills required to guide clients through their complex financial needs. You'll receive world-class training and personalized coaching as you work towards becoming a licensed advisor. There are growth opportunities within the company, enabling you to advance in various roles as you build successful client relationships. #J-18808-Ljbffr Bank of America
- ...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Responsibilities Triage... ...by completing required licenses and trainings. Maintain SAFE Act registration... ...Branding Customer and Client Focus Oral Communications Active Listening...SuggestedShift workDay shift
- ...purpose to help make financial lives better through... ...and deliver for our clients, teammates, communities... ...bank and money‑managed solutions. Recommend banking... ...completing required licenses and trainings. Maintain compliance... ...Customer and Client Focus Oral Communications Active...SuggestedTemporary workMonday to FridayShift workDay shift
- ...Job Overview Financial Solutions Advisor Stage I (FSA I) – An entry‑level role focused on building client relationships, obtaining necessary securities licenses, and delivering comprehensive financial advice... ...Complete mandatory training and earn Securities Industry...SuggestedWork at officeFlexible hoursDay shiftWeekday work
- .... Job Overview As a Financial Solutions Advisor Stage I, your journey... ...Securities Industry licenses, where you receive dedicated... ...and managing client relationships to considering... ...through world‑class training and onboarding... ...Customer and Client Focus Portfolio Management...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
$75k - $105k
A leading financial services provider is seeking a Licensed Experienced Financial Professional in Kansas City. This full-time role offers competitive... ...ranging from $75,000 to $105,000 yearly, and focuses on providing clients with expert financial advice. You will work in...SuggestedFull time- ...WealthBridge Financial Group is seeking a results-oriented... ...you will engage with clients to understand their... ...to offer comprehensive solutions, including investment... ...client relationships. Licenses or certifications in financial... ...and ongoing training support #J-18808-Ljbffr...
- ...purpose to help make financial lives better... ...delivering for our clients, teammates,... ...As a Financial Solutions Advisor Stage I (FSA I),... ...Securities Industry licenses, where you receive... ...through world-class training and on-boarding programs... ...and Client Focus * Portfolio Management...Work at officeImmediate startMonday to FridayShift workDay shift
- ...purpose to help make financial lives better... ...delivering for our clients, teammates,... ...As a Financial Solutions Advisor Stage I (FSA I),... ...Securities Industry licenses, where you receive... ...through world-class training and on-boarding programs... ...and Client Focus Portfolio Management...Work at officeImmediate startMonday to FridayShift workDay shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual... ...you can help your clients achieve their goals... ...financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you... ...Services Retirement Solutions Business Needs...Full timeContract workFor contractorsWork at office$61k - $119k
...Overview Becoming a financial advisor at Northwestern... ...you can help your clients achieve their goals... ...financial representative focused on client‑building and obtaining licenses. Our award‑winning training programs equip you... ...• Retirement Solutions • Business Needs Analysis...Work at office$16.5 per hour
A financial services provider seeks an enthusiastic Personal Banker in Kansas City. The role involves fostering client relationships, promoting banking products, and achieving sales goals in a fast-paced environment. Candidates should demonstrate digital banking expertise...Hourly payFull time- Bank of America is seeking a client engagement associate in Kansas City, Missouri. This role focuses on assisting clients with transactions... ...education on banking solutions. Key responsibilities include... ...possess a strong sense of financial acumen. #J-18808-Ljbffr Bank...
$50k
...business model. One financial advisor and one branch... ...administrator entirely focused on building client relationships. It's... ...to deliver tailored solutions to meet your... ...to complete ongoing training offered by the firm... ...registrations and licenses in good standing. A...Work at officeWork from homeHome officeFlexible hours- ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help... ...resilient, results focused and effective. The... ...highly customized solutions to meet client needs... ...mandated training, assessments, performance... ...65 in lieu of 66) licenses Minimum of one year...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- A financial firm in Overland Park, KS is seeking a full-time Financial Advisor to provide holistic financial solutions including financial planning, retirement planning... ...involves building client relationships and... ...relevant certifications. Training and support for...Full time
- Capstone Financial, LLC is looking for a motivated Inexperienced Financial Advisor in Overland Park, Kansas. This role is... ...responsibilities include client business development, delivering focused service, and participating in structured training and mentorship. Ideal candidates...
- Synergy Wealth Solutions is looking for a motivated Inexperienced Financial Advisor in Overland Park, Kansas. This role emphasizes... .... You will receive paid training and mentorship to help you grow... ...excited to make a difference in clients’ lives. #J-18808-Ljbffr Synergy...
- A leading financial services provider is looking for a Financial Advisor to assist clients in planning their financial futures. This role involves meeting clients, leveraging... ...should have a high school diploma, relevant licenses, and a proven sales track record. The...Remote job
- ...Financial Advisor Job Category: Advisor Development Full-Time... ..., we help our clients achieve financial freedom... ...environment for all. Licenses & Registrations Required... ...and offer a thorough training and development... ...issues with tailored solutions Skills in implementing...Full timeFlexible hours
- ...Are you a driven financial professional who loves... ..., and helping clients achieve their financial... ...: As a Financial Advisor, you’ll be the... ...portfolios, and coordinate solutions with internal... ...A customer-focused mindset with high... ...preferred Valid driver’s license Current Series 7...Base plus commission
- ...independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our... ...of a Series 7 and Series 66 licensing are required within 60 days...Temporary work
$48k - $100k
...and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients... ...driven, resilient, results focused and effective. Key... ...referrals Deliver customized solutions and the full resources... ...practice and complete the training and development needed...Work at officeShift workDay shift- ...Bankers Life Financial Advisors help clients live more and worry less through personalized... ...clientele and find financial solutions with help from industry-leading training, mentors, and products. As a... ...will have: Active Life & Health licenses and securities licensing or...Work at officeFlexible hours
- ...: At Synergy Wealth Solutions, we help advisors grow more than a book... ..., and exceptional client service with a culture... ...an Experienced Financial Advisor with a track... ...management, or protection-focused business development... ...-based strategy. Licensing and registrations appropriate...
- A financial services firm in Overland Park, Kansas, seeks licensed Life Insurance Agents to provide retirement accounts in a unique... ...format. This role offers full training, flexibility, and uncapped... ...allowing agents to build trust-based client relationships without...Remote job
$72k - $90k
...important work benefits our clients and partners as much... ...-edge technology solutions for our clients. Founded... ...that is Customer Focused and Solutions Led. We... ...cybersecurity/technical training, certifications, and internal... ...budgets, analyze financial reports, and track...Full timeRemote workShift work- ...Kansas City is seeking a Financial Advisor to help clients achieve their financial goals... ...tailored financial solutions. The ideal candidate possesses active Life & Health licenses, has a strong background in... ...learning. We offer award-winning training, flexible scheduling, and...Flexible hours
- ...Western & Southern Financial Group, a Fortune 5... ...and prospective clients in your community... ...recommend impactful solutions from a comprehensive... ...Are Customer-focused Effective Communicators... .... Used under license. Fortune and Fortune... ...Financial Representative (Training Provided)...Full time
$50k
A financial services company in Kansas City seeks a Financial Advisor to manage client relationships and sell investment products. The ideal candidate will have over 5 years... ...services, a Bachelor's degree, and required FINRA licenses. Responsibilities include managing an...Full time- WellSky is seeking a Financial Support Expert in Overland Park, Kansas, responsible... ...expert support for our financial solutions and assisting clients with complex issues. The role includes... ...as a subject matter expert, hosting training sessions, and collaborating with teams...
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