Financial Solutions Advisor Registration Candidate - Dentsville Financial Center (Bi-Lingual Spanish Required)
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!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 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: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 SaturdaysShift:1st shift (United States of America)Hours Per Week: 40SummaryLocation: ColumbiaType: Full time
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$50k
...Join a financial services firm where... ...000 financial advisors across the U.S... ...People are at the center of our... ...procedures, regulatory requirements, and ethical... ...to maintain registrations and licenses in... ...seeking the right solutions for clients... ...Candidate qualifications...SuggestedWork at officeWork from homeHome officeFlexible hours- ...compliance to customer specific requirements Communicates effectively... ..., investigate, and find solutions Strong work ethic, leads... ...other construction and financial software programs Excellent... ...Permitting Experience Bi-lingual (Spanish/English) Undergraduate degree...Business intelligenceSpanish language skillsFor subcontractorWork at officeLocal area
- ...processing transactions, and facilitating loan requests. Successful candidates will possess a high school diploma or GED, and at least one year of customer-facing experience. The role requires registration with the NMLS and proficiency in MS Office, offering a dynamic...Suggested
- ...common purpose to help make financial lives better through the power... ...priorities and connecting clients to solutions that meet the financial goals... ...Manages financial center traffic, appointments, and outbound... ...cash responsibilities Required Qualifications Is an...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...Trust Services · Retirement Solutions · Business Needs Analysis... ...Milwaukee, WI. *Individuals are required to have a minimum of three... ...Planner Board of Standards Center for Financial Planning, Inc....Full timeContract workFor contractorsWork at office- ...and make any necessary adjustments to maintain daily volume requirements. Have a professional and respectful voice over the phone/... ...dispatch experience, tracking and scheduling is preferred. Bi-Lingual (Spanish/English) will be highly looked upon. Computer Skills: typing...Business intelligenceSpanish language skillsWork at office
$15 per hour
...pet parents at the center of everything we... ...degree personalized solutions for the unique... ...Certification Requirements Stage 1 : All candidates are required to complete... ...including health and financial benefits, 401K,... ...translate this webpage to Spanish or other languages...Spanish language skillsApprenticeshipLocal areaNight shiftWeekend workAfternoon shift- ...individual goals are met through required levels of in‑person and... ...to share valued solutions and recommendations via a needs... ...institutional partners, mortgage and financial advisors. Maintain a high level of... ...in the absence of an AFCM. Registration with the National Mortgage...Night shift
- ...coatings and innovative solutions make the places and... ...application, qualified candidates will be invited to complete... ...a payment, ask for financial information, or... ...installation training needs and require training as... ...comprehend, and communicate in Spanish #SHWSales...Spanish language skillsContract workFor contractorsWork experience placementLocal areaAfternoon shift
- ...of all jobs within Nucor; therefore, candidates must be able to demonstrate the ability... ...Qualifications: High school diploma or GED required Previous experience requiring... ...2. Knowledge of scrap metals 3. Bi-lingual in Spanish and English Detailed Selection...Business intelligenceSpanish language skillsFull timeLocal areaRelocation packageMonday to FridayFlexible hours
$15 per hour
...and pet parents at the center of everything we do.... ...the right products and solutions for their pets while creating... ...preferred but not required. Passion for... ...including health and financial benefits, 401K, incentives... ...translate this webpage to Spanish or other languages on...Spanish language skillsLocal areaFlexible hoursNight shiftAfternoon shift- ...program. Take charge of your financial future with a company-... ...Able to perform duties that may require prolonged standing, sitting,... ...customer service experience ~ Bi-lingual skills ~ Certification in... ...branches and 130 distribution centers. Based in Mooresville, N.C.,...Business intelligenceFull timePart timeLocal areaFlexible hours
$61k - $250k
...Northwestern Mutual is hiring for a Financial Advisor position in Columbia Township, Missouri. The role involves growing a client base, building... ...financial plans, and managing client relationships. Candidates must hold a Bachelor’s degree and have entrepreneurial ambitions...- ...Business Intelligence Analyst. As a BI Analyst, you will use your... ...and troubleshoot reporting requirements working across teams and... ...- we are not sponsoring any candidates at this time.At least 2 years... ...deliver user-friendly technology solutions that help contractors maximize...Business intelligenceFor contractorsLocal areaRemote work
$22 - $34.74 per hour
...Dermatology and Skin Surgery Center Facility : Both... ...functions such as scheduling, registration accuracy, cash... ...possible and rally around solutions. We celebrate... ...resources for patient's financial needs. Develop, coordinate... ...department documents. REQUIRED QUALIFICATIONS High...Hourly payWork at officeImmediate startMonday to FridayShift work$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege... ...and obtain support for registrations and certifications such as the... ...Financial Representative or Advisor role upon graduation.... ...registrations (eligibility required)For over 165 years, we have...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can... ...Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs AnalysisNorthwestern Mutual's proprietary...For contractorsWork at office- ...development. The ideal candidate is a growth-oriented... ...excellence, financial discipline, technological... ...innovation, and people-centered leadership. This leader... ...success of Columbia will require significant advancements... ...implement AI-enabled solutions across laboratory...Business intelligenceFull timeContract workAfternoon shift
- ...and pet parents at the center of everything we do.... ...preferred, though not required ~ Very strong verbal... ...situations, with guidance from Solutions Manager or Store... ...including health and financial benefits, 401K,... ...translate this webpage to Spanish or other languages on...Spanish language skillsFull timeTraineeshipLocal areaNight shiftAfternoon shift
- A regional financial institution in Columbia, MO is seeking experienced financial advisors to manage a client book and provide tailored financial planning solutions. Candidates should have at least 4 years in wealth management and must hold FINRA licenses. Strong verbal...
$2,400 - $10,000 per month
...Boone County, MO ComplexCare Solutions (CCS) ComplexCare Solutions... ...personal needs and what is required to keep them in the home and... ...of achieving operational and financial success of the Company... ...Excellent customer service skills Bi-lingual or multi-lingual a plus...Business intelligenceDaily paidLocal areaRemote work- ...and pet parents at the center of everything we do.... ...The Pet Stylist may be required to complete additional... ...Grooming Salon Leader, Solutions Manager, or Store... ...including health and financial benefits, 401K, incentives... ...translate this webpage to Spanish or other languages on...Spanish language skillsApprenticeshipTraineeshipLocal areaRelocation packageNight shiftWeekend workAfternoon shift
$61k - $85k
...BASED IN SPRINGFIELD, MO. CANDIDATES MUST CURRENTLY RESIDE... ...and accreditation requirements at the Springfield site... ...expenditures. Develops financial models to support... ...simulation resources, and bi-directional... ...long-standing learner-centered approach by integrating...Business intelligenceContract workTemporary workRemote workRelocationMonday to FridayShift work- A financial services company seeks driven individuals in Columbia, MO to help clients achieve their financial goals while building personal relationships. Ideal candidates should possess a bachelor's degree and strong interpersonal skills. Compensation includes a combination...Full time
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Services • Trust Services • Retirement Solutions • Business Needs Analysis Northwestern... ...without sponsorship *Individuals are required to have a minimum of three years of...Work at office$20.55 - $25.05 per hour
...s about helping people find financial safety and success, helping... ...customer and provide them with solutions to address those needs.... ...procedures, and regulatory requirements. Establish relationships... ...performance goals. #LI-RT1 The candidate selected for this position...Hourly payFull timeMonday to FridayShift work- ...— EquipmentShare is Hiring a Senior Financial Systems AnalystAt EquipmentShare, we... ...Systems Engineering to define business requirements and practical solutions.Support financial systems... ...data warehouses, governed data models, BI tools, APIs, event logs, audit trails...Business intelligenceFull timeFor contractorsRemote work
$35.64k
...contributing to improving the financial wellness of our customers.... ...an exciting opportunity for candidates with prior teller, limited banking... ...products and digital solutions such as mobile, online, and... ...Position incentive eligible. Requirements High School Diploma or GED....Part timeFlexible hours$5,000 per month
...: Bilingual Therapist (Spanish/English) Location :... ...Repayment *eligibility requirements ~ Employee benefits package... ...board of professional registration for the state in which... ...care, reduce the financial burden of community mental health centers by sharing resources, a...Spanish language skillsRemote jobFull timeTemporary workPart timeLocal areaImmediate startMonday to FridayFlexible hoursShift work
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