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

Financial Solutions Advisor Registration Candidate - Southern TN 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!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.This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.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 licensesMust be self-disciplined in managing time and capacityExperience in cultivating client relationships, accessing needs and recommending solutionsSuccess creating strong peer relationships through effective communication and collaborationDemonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environmentExecutes multiple tasks simultaneouslyLearns and adapts to new technology or applicationsDesired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE)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: Nashville; Nashville; Germantown; Murfreesboro; Nashville; Franklin; Brentwood; Brentwood; Collierville; Memphis; Smyrna; CordovaType: Full time

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Solutions Advisor Registration Candidate - Southern TN Market in Brentwood, TN vacancy
  •  ...common purpose to help make financial lives better through the...  .... Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey...  ...position is subject to SAFE Act registration requirements. Pursuant to...  ...is open for the entire market and the specific financial... 
    Suggested
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Brentwood, TN
    3 days ago
  •  ...FUNCTION: Selected candidates are intended to...  ...Personal Banker I is a Financial Center position...  ...appropriate solutions using our value proposition...  ...other approved Marketing tools to...  ...requires S.A.F.E. Act registration at the time of...  ...CORNER (BRENTWOOD, TN) At Fifth Third,... 
    Suggested
    Work experience placement
    Work at office

    Fifth Third

    Brentwood, TN
    2 days ago
  • $65k - $80.2k

     ...make better and smarter financial decisions and enabling...  ...to expand our advisor base and deliver an outstanding...  ...Deliver economic and market views, investment...  ...Assistance, Fertility Solutions and Maternity/Paternity...  ...requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC,... 
    Suggested
    Temporary work
    Work experience placement
    Local area
    Flexible hours

    Us Bank

    Brentwood, TN
    4 days ago
  • ## Financial AdvisorApplylocations: Franklin...  ...*, our Financial Advisors have access to a...  ...sophisticated investment solutions, advanced...  ...Stay informed of market trends, economic...  ...Licensing Requirements**Candidates must obtain and...  ...all required registrations and licenses, including... 
    Suggested
    Temporary work
    Work at office

    SmartBank

    Franklin, TN
    4 days ago
  •  ...Shoemaker Financial is a comprehensive financial services...  ...provides customized solutions to assist clients in...  ...their goals. Advisors will assess clients'...  ...preferably in leadership, marketing, or business development...  ...various licenses and registrations necessary to be able... 
    Suggested
    Apprenticeship

    Shoemaker Financial

    Brentwood, TN
    21 hours ago
  •  ...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client...  ...specialists, and executing highly customized solutions to meet client needs Recommending...  ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Nashville, TN
    1 day ago
  •  ...General Function Selected candidates are intended to...  ...consultative sales process and Financial Needs Assessment to...  ...appropriate solutions using our value proposition...  ...and other approved Marketing tools to proactively...  ...S.A.F.E. Act registration at the time of employment... 
    Work experience placement
    Work at office

    Fifth Third

    Brentwood, TN
    4 days ago
  •  ...Banker is a trusted advisor who engages...  ...their financial goals and align on solutions that meet their...  ...CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA,...  ...Headquartered in Memphis, TN, the banking...  ...across the southern U.S. The Company...  ...brokerage, capital markets, fixed income,... 
    Temporary work
    Work at office

    First Horizon Bank

    Nashville, TN
    3 days ago
  • $250k - $300k

     ...Lead Financial Advisor – Nashville, TN At The Well Recruiting Solutions , we partner with some of the fastest-growing independent...  ...booked by the firm’s marketing & appointment-setting team. Guide...  ...senior advisors earn $1.5M+. Ideal Candidate Licensed with Series 65/66 (or... 
    Local area
    Flexible hours

    The Well Recruiting Solutions

    Nashville, TN
    1 day ago
  •  ...Bankers Life® Financial Advisors help clients live more and worry less through...  ...and find financial solutions with help from industry-leading...  ...Life financial products and market trends Develop yourself with...  ...and build a team The ideal candidate will have: Active Life & Health... 
    Work at office
    Flexible hours

    Bankers Life

    Brentwood, TN
    1 day ago
  • $50k

     ...Join a financial services firm where your contributions...  ...and 20,000 financial advisors across the U.S. and...  ...training to maintain registrations and licenses in good...  ...information seeking the right solutions for clients...  ...new opportunities Candidate qualifications: Series... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Franklin, TN
    3 days ago
  •  ...Private Wealth Advisor The Private Wealth...  ...FL Nashville, TN Orange County,...  ...Blue Trust target market and has the ability...  ...excellence providing financial guidance in a...  ...excellent financial solutions and actively participate...  ..., Licenses and Registrations: Certified... 
    Work at office
    Local area
    Night shift

    Blue Trust

    Nashville, TN
    3 days ago
  •  ...President (Nashville, TN) We are actively looking...  ...colleagues from other markets, businesses and...  ...knowledge of investments, financial planning, credit and banking...  ...developing thoughtful solutions and delivering an...  ...position; unlicensed candidates considered, but required... 
    Temporary work
    Work experience placement
    Local area

    Aumni

    Nashville, TN
    2 days ago
  • $77k - $202k

     ...providing consulting services related to financial management and strategy. These individuals...  ...analyse client needs, develop financial solutions, and offer guidance and support to help clients...  ...; CA-Los Angeles; CO-Denver; MI-Detroit; TN-Nashville; MA-Boston; LA-New Orleans; NJ-... 
    Full time
    H1b

    PwC

    Nashville, TN
    4 days ago
  • A financial services company in Brentwood, TN is seeking a Financial Advisor to build a client base and provide tailored financial solutions. The ideal candidate will possess active Life & Health licenses and have a history of success in sales. This position offers award... 
    Flexible hours

    Bankers Life

    Brentwood, TN
    21 hours ago
  • Bank of America in the United States offers a path as a Financial Solutions Advisor Stage I. The role begins with obtaining Securities Industry licenses (SIE, Series 7, Series 66) through dedicated classes, followed by training in core banking and investment solutions while... 

    Bank of America

    Brentwood, TN
    3 days ago
  • $52k

     ...will not be used for marketing purposes, sold, or shared...  ...to determine their financial needs, and meeting...  ...more complex, affluent solutions, wealth opportunities...  ...we are looking for candidates committed to helping...  ...This position requires registration with the Nationwide Mortgage... 
    Full time
    Work at office
    Flexible hours

    Regions Bank

    Brentwood, TN
    1 day ago
  •  ...existing client relationships. Provides financial solutions that meet client needs based on...  ...this role, including new or transfer of registration and applicable NMLS background check...  ...criminal background standards. Successful candidates must also meet ongoing regulatory... 
    Full time
    Part time
    Work at office
    Shift work
    Night shift
    Weekend work
    Day shift

    Truist

    Brentwood, TN
    2 days ago
  • $270k

     ...Credit Officer – To $270K – Brentwood, TN – Job # 3822-20677 Who We Are The...  ...accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank...  ...responsibilities include: ~Developing department financial goals including credit quality,... 

    Symicor Group

    Brentwood, TN
    29 days ago
  •  ...may be considered if candidates reside within a commuting...  ...-as-code solutions.Participate in operational...  ...business.We offer a range of market-competitive total rewards...  ...wellness programs and financial education resources,...  ...40 W PEACHTREE ST NW; TN-NASHVILLE, 22 CENTURY... 
    Full time
    Temporary work
    Work at office
    Local area
    Relocation
    Day shift
    2 days per week
    1 day per week

    CareBridge

    Nashville, TN
    3 days ago
  •  ...passion and customer focus to the business. Financial Advisor Location: Franklin & Brentwood About...  ...when customers require investment solutions beyond a bank\'s traditional capabilities...  ...defines our bank. You\'ll translate complex markets into understandable plans, celebrate... 
    Temporary work
    Work at office
    Local area
    Flexible hours

    Wilson Bank & Trust

    Brentwood, TN
    21 hours ago
  • $43.89k - $150k

     ...Description At Regions, the Financial Advisor establishes a portfolio of bank...  ...long term goals. The ideal candidate is customer-focused and...  ...a broad range of investment solutions and products to help meet customer...  ...lead utilization, and local market/community involvement Builds... 
    Full time
    Temporary work
    Local area
    Flexible hours

    Regions Bank

    Nashville, TN
    1 day ago
  • $48k - $100k

     ...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client...  ...capitalize on referrals Deliver customized solutions and the full resources of Bank of...  ...66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience Established... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Nashville, TN
    4 days ago
  •  ...Beacon Pointe's Wealth Advisors to help determine...  ...and develop strategic financial plans through our proprietary...  ...resources Dedicated marketing and business...  ...to deliver integrated solutions Identify and pursue new...  ...fiduciary mindset FINRA registrations or advisory licenses,... 

    Beacon Pointe

    Nashville, TN
    2 days ago
  • $115k

     ...$115K – Nashville, TN – Job # 2096 Who We...  ...talent available in the market. Whether you are a candidate seeking a new...  ...with Business Loan Advisors to identify and manage...  ...updating appropriate financial spreads within credit...  ...for other Business Solutions functions on an as-needed... 

    Symicor Group

    Nashville, TN
    more than 2 months ago
  •  ...ROLE This is a Wealth Advisor seat on the firm’s flagship...  ...wealth advisory: financial planning, client meetings...  ...firm based in Nashville, TN. We provide...  ...alternative investments, and market context Specialized...  ...assigned to the team CANDIDATE PROFILE You Are:... 
    Work at office

    Seven Springs Wealth Group

    Brentwood, TN
    3 days ago
  •  ...President, Wealth Advisor The Senior Vice President...  ...navigate complex financial, family, trust,...  ...vision. The ideal candidate combines strong...  ...trends, and general market and business...  ...provides customized solutions to its clients’ complex...  ...bank (top-ranking TN bank) based on 3-... 
    Work at office
    Local area

    Truxton Trust

    Nashville, TN
    4 days ago
  •  ...the largest and oldest financial institutions in the US...  ...for a Private Wealth Advisor (PWA) . This is an...  ...adjustments based on market trends and client needs...  ...offer holistic financial solutions. Identify new business...  ...System (NMLS) registration. Established local... 
    Temporary work
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    Professions Inc

    Nashville, TN
    2 days ago
  • Shoemaker Financial is seeking a Financial Advisor to assess clients’ needs, develop financial strategies, and...  ...by offering suitable solutions. The role emphasizes integrity, trust...  ...teamwork in a collaborative environment. Candidates should have a bachelor’s degree, a... 

    Shoemaker Financial

    Brentwood, TN
    4 days ago
  • Bank of America seeks a Financial Solutions Advisor Stage I to begin with obtaining Securities Industry licenses (SIE, Series 7, Series 66) and to develop foundational advisory skills in a designated financial center. Upon successful licensing, you progress to Stage II,... 

    Bank of America

    Franklin, TN
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Solutions Advisor Registration Candidate - Southern TN Market. Be the first to apply!