Financial Solutions Advisor Registration Candidate- Mount Vernon Financial Center
$28.85 - $33.65 per hourNational Black MBA Association
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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 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 you: Build 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 Currently holds FINRA Securities Industry Essentials (SIE) Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Skills: Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen Executive Presence Oral Communications Risk Management Weekly Schedule: Monday thru Friday, some Saturdays required 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. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - VA - Alexandria - 7802 Richmond Hwy - Mount Vernon (VA9672)Pay and benefits informationPay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. #J-18808-Ljbffr National Black MBA Association
$28.85 - $33.65 per hour
...purpose to help make financial lives better through... ...us!As a Financial Solutions Advisor Stage I (FSA I), your... ...working in a financial center where you will help... ...subject to SAFE Act registration requirements.... ...7802 Richmond Hwy - Mount Vernon (VA9672)Pay and benefits...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...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... ...referrals or financial center clienteleRequired Qualifications...SuggestedHourly payFull timeTemporary workWork at officeFlexible hoursDay 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... ...referrals or financial center clientele Required Qualifications...SuggestedTemporary workWork at officeFlexible hoursShift 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... ...is subject to SAFE Act registration requirements. Pursuant to the...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
$50k
...Join a financial services firm where your contributions... ...20,000 financial advisors across the U.S.... ...are at the center of our... ...training to maintain registrations and licenses in good... ...seeking the right solutions for clients Comfortable... ...opportunities Candidate qualifications:...SuggestedWork at officeWork from homeHome officeFlexible hours- ...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...position is subject to SAFE Act registration requirements. Pursuant to... ...through referrals or financial center clientele • Provides...Temporary workImmediate startMonday to FridayShift workDay shift
$70k - $80k
...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...position is subject to SAFE Act registration requirements. Pursuant to... ...through referrals or financial center clientele • Provides...Temporary workWork at officeShift workDay shift- ...Digital Space LLC in Arlington, VA is seeking a Financial Advisor to provide comprehensive advice and customized solutions to help clients reach their financial goals.... ...licenses and trainings, with SAFE Act registration where applicable. In-office Arlington work location...Work at office
$45k - $100k
...applicants. Join a financial services firm... ...20,000 financial advisors across the U.S. and... ...People are at the center of our... ...investment and financial solutions to your clients?... ...Skills/Requirements Candidates should have at least... ...services registration, licensing, or certification...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- Bank of America is seeking a Financial Solutions Advisor Stage I in Virginia to begin licensing paths (SIE, Series 7/66) and learn to manage client... ...a consultative approach. You will start in a financial center and progress as you gain licenses and experience, moving toward...
- Bank of America is launching a Financial Solutions Advisor Stage I role in the United States, guiding you from licensing to a client-centered advisory career. You’ll gain core banking and investment exposure, building relationships with diverse clients while advancing...
- ...engage clients to understand their financial goals, and connect them to appropriate solutions while following all laws and bank policies. The ideal candidate is a motivated self-starter,... ...work weekends or extended hours at nearby centers. #J-18808-Ljbffr JobtailorWeekend work
- ...Merrill Advisor Development Program - Financial Advisor: Delaware South Jersey... ...Rehoboth Beach, Delaware;Mount Laurel, New Jersey... ...highly customized solutions to meet client... ...subject to SAFE Act registration requirements. Pursuant... ...and hire qualified candidates without regard to...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$17.25 - $24.23 per hour
...Bank is seeking a full-time employee for their Clinton, MD financial center. The role focuses on providing exceptional customer... ...processing transactions, and promoting various banking solutions. Ideal candidates should have a High School Diploma and 6 to 12 months of...Hourly payFull time- ...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...position is subject to SAFE Act registration requirements. Pursuant to... ...through referrals or financial center clientele • Provides...Temporary 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... ...referrals or financial center clientele Provides coaching...Temporary workWork at officeFlexible hoursShift workDay shift
- ...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...position is subject to SAFE Act registration requirements. Pursuant to... ...through referrals or financial center clientele Provides...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$100k
...Baldwin Group Wealth Advisors, LLC is an... ...RIA firm offering financial planning and investment... ..., and provider solutions, while leading... ...engagement. The ideal candidate has strong B2B... ...with centers of influence, engaging... ...maintains all required registrations and continuing education...Full timeContract work$50k
...Jones invites you to join as a financial advisor, building your own practice... ...training to maintain registrations and licenses in good standing... ...information, seeking right solutions for clients. Comfortable with... ...for new opportunities. Candidate Qualifications Series 7 and...Work at officeHome officeFlexible hours- ...Security Operations Center, Analyst- Costa Rica As a SOC Analyst, you will play a pivotal... ...trends, emerging cyber threats, and new solutions that may impact the CSOC environment... ...immediate consideration, please apply today. Candidates must be able to work full-time in Costa...Permanent employmentFull timeContract workFor contractorsInterim roleImmediate startRelocation
$26 - $30.83 per hour
...common purpose to help make financial lives better through the power... ...time within the financial center. Key responsibilities include... ..., is subject to SAFE Act registration requirements. Pursuant to the... ...potential home lending product solutions, submits the mortgage...Hourly payFull timeWork at officeWork from homeFlexible hoursShift workWeekend workDay shift$60k - $75k
...Financial Consultant If you no longer want to spend... ...in our Investor Center, you will engage face... ...needs and recommending solutions FINRA Series 7 & 6... ...hold appropriate state registrations, OR ability to... ...geographic location, candidate's relevant experience...Full timeWork at office$45.76k - $59.5k
...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...Temporary workNight shiftWeekend work- ...them confidently achieve their financial goals by delivering personalized solutions that support overall financial well... ...to obtain and maintain active registration with the Nationwide Mortgage Licensing... ...Process We'll reach out to candidates of interest to schedule an...Work at officeLocal areaWork from homeFlexible hours
- Atlantic Union Bank seeks a Senior Financial Consultant responsible for delivering investment solutions to clients while managing... ...bank branches. The ideal candidate has a Bachelor’s degree, five... ...experience, and necessary FINRA registrations. Strong communication and...
$78.52k - $117.52k
...offered may vary based upon the candidate's skills and experience,... ...Job Description: The Financial Advisor (FA) role is a three-year program... ...investment management solutions. A FA will need to leverage... ...all within the Licensing and Registration Schedule Self-directed, with...Work at officeLocal areaWork from homeFlexible hours$66.56k - $99.32k
...offered may vary based upon the candidate's skills and experience,... ...Job Description The Financial Advisor Associate (FAA) works with... ...the most appropriate Wealth solutions Identifies opportunities within... ...all within the Licensing and Registration Schedule Self-directed,...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours$250k
...business opportunities through Centers of Influence (COIs) and the... ...and present product offers/financial solutions Understand and comply with... ...and technologies NMLS registration; Safe Act compliant Consistently... ...employer, and qualified candidates will receive consideration...Full time$250k
...business opportunities through Centers of Influence (COIs) and the... ...and present product offers/financial solutions Understand and comply with... ...and technologies NMLS registration; Safe Act compliant Consistently... ...to identify and align the candidate's skills and abilities with...Full time- ...consulting firm is seeking an experienced Oracle Functional Consultant specializing in Financials. The candidate will leverage their extensive experience to gather requirements, design solutions, and support the implementation of Oracle Financial modules tailored for...
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