Financial Solutions Advisor: License Path & Client Impact
National Black MBA Association
Bank of America is hiring a Financial Solutions Advisor Stage I in Westminster, CA. The role focuses on obtaining SIE, Series 7 and Series 66 licenses, then advising clients on a broad range of banking and investment solutions while building lasting relationships and understanding clients' financial needs. Successful progression to Stage II follows, with ongoing training, exposure to Merrill and core banking partners, and opportunities to serve a diverse client portfolio in a collaborative, #J-18808-Ljbffr National Black MBA Association
- ...America in Westminster, CA is hiring for a Financial Solutions Advisor Stage I to begin with Securities Industry licenses and build a client advisory practice. You’ll learn to... ...structured training, mentorship, and a defined path to more senior advisory roles. #J-18808-...Suggested
$70k - $80k
...Financial Advisor The following laws or regulations... ...for our clients, teammates, communities... ...backgrounds and career paths - whether shaped... ...and positively impact the communities... ...advice and customized solutions to clients to... ...required licenses and trainings. This...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- ...purpose to help make financial lives better... ...delivering for our clients, teammates,... ...backgrounds and career paths - whether shaped... ...and positively impact the communities we... ...As a Financial Solutions Advisor Stage I (FSA I),... ...Securities Industry licenses, where you receive...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Edward Jones in Newport Beach seeks an Associate Financial Advisor to partner with a financial advisor and client support teammates in delivering personalized financial... ...while pursuing required securities and insurance licenses with company support. #J-18808-Ljbffr Edward...Suggested
$70k - $80k
...Financial Advisor The following laws or regulations... ...for our clients, teammates, communities... ...backgrounds and career paths - whether shaped... ...and positively impact the communities... ...advice and customized solutions to clients to... ...required licenses and trainings. This...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...Group in Newport Beach, CA seeks a Financial Advisor to help clients meet financial goals. You will learn... ...relationship management, and build impactful financial strategies to guide clients... ...commitment to obtain the Series 65 license within the first year. #J-18808-Ljbffr...
$70k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position is subject... ...7 & 66 (or 63/65 in lieu of 66) licenses, or will obtain the missing... ...so employees can make a genuine impact and contribute to the sustainable...Monday to Friday- ...purpose to help make financial lives better through the... ...we deliver for our clients, teammates, communities... ...learn, grow and make an impact, along with the power... ...advice and customized solutions to clients to help them... ...completing required licenses and trainings. This position...Full timeTemporary workDay shift
$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role includes triaging client leads, making... ...and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE...Temporary workMonday to FridayShift workDay shift- Bank of America in Fountain Valley is seeking a Financial Advisor to provide clients with advice and customized solutions to achieve their financial goals. The ideal... ...relevant experience and must hold Series 7 & 66 licenses. This position involves strategic client...
- ...purpose to help make financial lives better... ...delivering for our clients, teammates, communities... ...and career paths - whether shaped by... ...workforce and positively impact the communities we... ...and customized solutions to clients to help... ...required licenses and trainings. This...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...purpose to help make financial lives better... ...delivering for our clients, teammates, communities... ...and career paths - whether shaped by... ...workforce and positively impact the communities we... ...and customized solutions to clients to help... ...required licenses and trainings. This...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I At Bank of America, we are guided by a common... ...and delivering for our clients, teammates, communities, and... ...performance, and how we make an impact in the communities we serve... ...your Securities Industry licenses, where you receive...Hourly payWork at officeImmediate startShift workDay shift$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual... ...you can help your clients achieve their... ...planning. On your path to becoming a financial... ...and obtaining licenses. Our award-... ...Services · Retirement Solutions · Business Needs... ...you have a bigger impact on your clients and...Full timeContract workFor contractorsWork at office$45k - $100k
...applicants. Join a financial services firm where... ...over 9 million clients and 20,000 financial advisors across the U.S. and... ...partner for positive impact to improve the... ...Get registered and licensed and learn how to be... ...investment and financial solutions to your clients?...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- JPMorganChase is seeking a Private Client Advisor to offer comprehensive financial planning and personalized investment solutions to clients in California. The ideal candidate will... ...at least a Series 7 and Series 66 license. A competitive total rewards package is provided...
- Bank of America is hiring to support in-branch client education and transactions, with a focus on delivering personalized financial solutions. The role emphasizes in-person service, digital self-service literacy, and building lasting client relationships within a dynamic...
- ...tailored to suit their financial needs. Job... ...needs. As a Private Client Banker in Branch... ...Specialists (Private Client Advisors, Mortgage Bankers... ...) and Life licenses are required - or... ...notifications may impact your employment with... ...grow, delivering solutions to solve all their...Immediate startAfternoon shift
$26 - $30.83 per hour
...Bank Of America Credit Solutions Advisor II At Bank of... ...purpose to help make financial lives better through the... ...and delivering for our clients, teammates, communities... ...backgrounds and career paths - whether shaped by military... ...and positively impact the communities we serve...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- ...purpose to help make financial lives better... ...delivering for our clients, teammates, communities... ...and career paths - whether shaped by... ...workforce and positively impact the communities we... ...lending product solutions, submits the... ...Credit Solutions Advisor II: FDIC, Safe Act...Full timeWork at officeFlexible hoursShift workWeekend workDay shift
$61k - $119k
Overview Becoming a financial advisor at Northwestern... ...can help your clients achieve their goals... ...planning. On your path to becoming a... ...building and obtaining licenses. Our award‑... ...Services • Retirement Solutions • Business Needs... ...have a bigger impact on your clients and...Work at office$61k - $119k
Overview Becoming a financial advisor at Northwestern... ...can help your clients achieve their goals... ...planning. On your path to becoming a... ...building and obtaining licenses. Our award-... ...services, retirement solutions, and business... ...you have a bigger impact on your clients and...For contractorsWork at office$50k - $150k
...Description As a Financial Advisor, you will partner... ..., you’ll help clients work toward long-... ...range of financial solutions designed to support... ...making a lasting impact on others. Your... ...Sponsorship for required licenses and continuing... ...At True Path Financial , we are...Full timeContract workWork experience placementFlexible hours$50k - $150k
Overview As a Financial Advisor, you will partner with... ..., you’ll help clients work toward long-... ...range of financial solutions designed to... ...making a lasting impact on others. Your opportunity... ...for required licenses and continuing... ...8808-Ljbffr True Path Financial and Insurance...Full timeContract workFlexible hours- ...purpose to help make financial lives better... ...delivering for our clients, teammates, communities... ...and career paths - whether shaped by... ...workforce and positively impact the communities we... ...clients to solutions that meet the financial... ...Agency Inc., a licensed insurance agency and...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Financial Advisor Jobs at First Command: Shaping Positive Financial... ...financial principles and a client-first philosophy. We inspire... ...the first or next step on a path to financial security.... ...management Training and licensing support: ~ First Command...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$40k - $55k
...About Lelly Woo-Grimes: Licensed in CA, AZ, FL, and TX... ...You'll Do: Assist clients with insurance needs (Life... ...tailored coverage solutions Build relationships... ...Opportunity to make a real impact in people's lives... ...let us put you on the path to success. State Farm...Full timeFor contractorsWork at officeLocal areaImmediate startMonday to Friday- ...building enduring client relationships and... ...providing comprehensive financial guidance?... ...delivering personalized solutions and thrive in a... ...the transformative impact of holistic financial... ...Sagient financial advisor, you'll assist... ...skills Securities Licenses (Preferred)...
$50k
...Join a financial services firm where your contributions... ...over 9 million clients and 20,000 financial advisors across the U.S. and... ...for positive impact to improve the lives... ...registrations and licenses in good standing.... ...seeking the right solutions for clients Comfortable...Work at officeWork from homeHome officeFlexible hours- Bank of America is seeking a client-facing associate to educate clients in the lobby, process cash transactions, and connect customers with solutions that meet their financial goals. You will build relationships, follow approved processes, and collaborate with specialists...Weekend work
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