Financial Solutions Advisor Registration Candidate - Virginia Hills Financial Center
$28.85 - $33.65 per hourBank of America ATM
Responsibilities The Financial Solutions Advisor I (FSA I) will acquire Securities Industry licenses (SIE, Series 7, Series 66) through Academy training. Once licensed, the advisor will: Build and manage client relationships. Assess complex financial situations and provide tailored advice. Deliver client reviews and presentations with confidence. Recommend strategies to help clients achieve financial goals. Collaborate with core banking and investment partners to connect clients to solutions. Participate in ongoing training and coaching from Academy managers. Qualifications Must be self‑disciplined and able to manage time and capacity effectively. Experience cultivating client relationships and recommending solutions. Strong communication and collaboration skills; ability to build peer relationships. Results‑driven mindset in a fast‑paced, complex environment. Capable of executing multiple tasks simultaneously. Adaptable to new technology and applications. High School Diploma, GED, or equivalent. (Desired) Bachelor’s degree or ≥1 year finance or sales experience. Current FINRA Securities Industry Essentials (SIE) license or willingness to obtain within 30 days of hire (SIE, Series 7, Series 66 within 120 days). Schedule Monday – Friday with rotating Saturdays; 1st shift (United States). 40 hours per week. Pay Hourly rate $28.85 – $33.65, based on experience, education and skill set. This role is compensated with a base salary only and is not incentive eligible. Benefits Benefits eligible. Includes paid time off, resources and support designed to promote physical, emotional, and financial well‑being. License & Compliance Position is subject to SAFE Act registration for residential mortgage originations. All employees must register with the federal registry system and remain in good standing. Failure to obtain or maintain SAFE Act registration may result in immediate termination. #J-18808-Ljbffr Bank of America
- ...common purpose to help make financial lives better through the... ...Join us! As a Financial Solutions Advisor Stage I (FSA I), your... ...begin working in a financial center where you will help to deliver... ...position is subject to SAFE Act registration requirements. Pursuant to...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$28.85 - $33.65 per hour
Financial Solutions Advisor Stage I (FSA I) Work as a Financial Solutions Advisor Stage I at Bank of America... ...client relationships in a financial center. Key Responsibilities Obtain and... ...America and Merrill. Maintain SAFE Act registration and undergo background checks as...SuggestedHourly payImmediate startMonday to FridayDay shift- ...licenses through dedicated classes • Build and manage client relationships • Deliver Bank of America’s core banking and investment solutions • Provide end-to-end comprehensive advice to clients • Collaborate with banking and investment partners Requirements Aptitude in...Suggested
$70k - $80k
...purpose to help make financial lives better through the... ...advice and customized solutions to clients to help... ...is subject to SAFE Act registration requirements. Pursuant... ...referrals or financial center clientele Provides coaching... ...), US - CA - Pleasant Hill - 2178 Contra Costa...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift- ...common purpose to help make financial lives better through the... ...Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey... ...working in a financial center where you will help to deliver... ...position is subject to SAFE Act registration requirements. Pursuant to...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$70k - $80k
...Bank Of America Financial Advisor The following laws or regulations... ...banking and money managed solutions Recommends banking and investments... ...referrals or financial center clientele Provides... ...Martinez - 6678 Alhambra Ave - VIRGINIA HILLS BC (CA4180), US - CA -...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...plan their short and long‑term financial goals by building a... ...and banking and money‑managed solutions. Recommends banking and investment... ...referrals or financial center clientele. Provides coaching... ...Position subject to SAFE Act registration requirements. Requires filing...Temporary workRelocationMonday to Friday- Bank of America is seeking a Financial Solutions Advisor Stage I to provide comprehensive advice to clients... ...relationships in their financial centers. This role requires obtaining... ...approach to client interactions. Successful candidates will receive world-class training, focus...
- Bank of America in Pleasant Hill, CA seeks a role focused on obtaining securities... ...comprehensive banking and investment solutions. The candidate builds and manages client relationships... ...driven mindset to succeed in a dynamic financial environment. #J-18808-Ljbffr...
- Bank of America in Martinez is seeking a Financial Solutions Advisor (FSA I) to build and manage client relationships while guiding customers... ...collaborating with banking partners, and achieving financial goals. Candidates should have a strong aptitude for client engagement and...
- ...clients to plan their short and long‑term financial goals by building a financial plan with... ..., and banking and money managed solutions. Recommends banking and investments strategies... ...clients through referrals or financial center clientele. Provides coaching and feedback...Temporary work
$26 - $34.67 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...offering advice and guidance to financial center clients through the full spectrum of... ...client meetings and presenting customized solutions to clients to help them achieve their financial...Hourly payWork at officeFlexible hoursShift workDay shift$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor I in Martinez, California. The advisor will build and manage strong client relationships... ...licenses and involves ongoing training. The ideal candidate should have strong communication skills, a results-driven...Hourly pay- Bank of America is seeking a Financial Solutions Advisor Stage I in Pleasant Hill, California. In this role, you will begin with training to obtain your Securities Industry licenses and then learn to manage client relationships while providing tailored financial advice...
$66.56k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive... ...approach to financial solutions for an assigned book of... ...Retail Branch Managers and Centers of Influence and maintain... ...maintain Licenses and FINRA registrations: Active State Applicable Life...Work at officeLocal area- ...Bank of America is seeking a financial advisor in Pleasant Hill, California, responsible for providing clients with tailored financial solutions and advice. You'll engage with clients on... ...their needs. This position requires the candidate to hold essential financial licenses...
$70k - $80k
Bank of America seeks qualified candidates for a financial advisor position in Pleasant Hill, California. Responsibilities include working closely with clients to plan their financial goals and recommending suitable investment strategies. The ideal candidate should have...$23 - $31 per hour
...meaningful conversations that support financial well-being and deepen... ...products, services, and solutions Drive branch growth by identifying... ...account support. SAFE registration is required at the time of employment... ..., CA 94531 Pleasant Hill Main 699 Contra Costa Blvd....Work experience placementFlexible hours$80k - $90k
...committed to their needs. Role Specifics Advisor Development Program - Financial Advisor. This role is designed for... ...needs, and executing customized solutions. Recommend suitable investment... ...Management, Trading. SAFE Act Registration This position is subject to SAFE Act...Interim roleImmediate startShift workDay shift$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...Services · Trust Services · Retirement Solutions · Business Needs Analysis... ...Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses...Full timeContract workFor contractorsWork at office$63.3k - $117.2k
...Family Group:Wealth Sales & ServiceProvides financial and investment planning and advice in... ...to deliver a comprehensive banking solution in the best interest of the customer. Determines... ...any source other than directly from a candidate. Any unsolicited resumes sent to BMO,...Contract workPart timeLocal area$25 - $29.61 per hour
...specialist working full‑time within the financial center, delivering First Mortgage, HELOC and... ...potential home‑lending product solutions, submits mortgage applications, assists... ...standing. Failure to maintain SAFE Act registration may result in disciplinary action up to...Hourly payFull timeWork at officeFlexible hoursWeekend work$22 - $27.5 per hour
...here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer... ...product or service needs, introduce solutions at a high level, and refer customers to... ...Location(s): ~699 Contra Costa Blvd Pleasant Hill, CA 94523 Pay Range Reflected is...Work experience placement- ...and families to meet their financial needs. In partnership with the... ...mentorship of a seasoned advisor, this could be the role for... ...communication skills Strong candidates will have a proven track record... ...SAFE Act background check and registration process. What’s in it for...Local area
- ...client interests. Travel within the assigned territory is required. The role requires Series 7 and 66, insurance licenses, and a strong ability to build relationships, present financial solutions, and achieve sales goals across your territory. #J-18808-Ljbffr Jobtailor
$27 - $41 per hour
...helps customers progress toward their financial goals through planning, digital engagement... ...deposit, credit, and investment solutions. In addition, this role supports everyday... ...sufficient to qualify for immediate FINRA registration ~ State Insurance license(s) Job...Temporary workWork experience placementImmediate start- ...discretionary investment advisory solution built on trust, personalized... ...to our clients. As a Wealth Advisor, you’ll manage ongoing client... ..., deliver holistic financial planning, and provide tailored... ...fully intend for the selected candidate for this role to work on site...Work at office
$50.03k - $65.27k
...resolve account service issues Execute financial transactions in accordance with bank... ...time Primary Location: Pleasant Hill California United States Primary Location... ...opportunity employer, and qualified candidates will receive consideration without regard...Hourly payFull timePart time- ...collectively develop creative financing solutions to resolve complex and often... ...0MM. The successful candidate will solicit the sale of bank... ...collecting and analyzing financial data to determine the... ...accountants, attorneys and other centers of influence. Develop and...Local area
- ...Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Pleasant Hill, CA office. The ideal candidate will be... ...aspects of client service, advising, and financial planning. Assist with business...Work experience placementWork at office
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