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
$28.85 - $33.65 per hour
...purpose to help make financial lives better through... ...culture with specific requirements for office-based attendance... ...and customized solutions to clients to help them... ...subject to SAFE Act registration requirements.... ...referrals or financial center clienteleRequired Qualifications...SuggestedHourly payFull timeTemporary workWork at officeDay shift- ...common purpose to help make financial lives better by connecting... ...generation of financial advisors—those with a passion for people... ..., the Merrill Financial Solutions Advisor (Merrill FSA) role... ...is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedFull timeWork at officeImmediate startShift workDay shift
$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$50k
...As a financial advisor with Edward Jones, you'll develop... ...procedures, regulatory requirements, and ethical... ...authorities, and maintain registrations and licenses in good... ...information, seeking right solutions for clients.... ...new opportunities. Candidate Qualifications Series...SuggestedWork at officeHome officeFlexible hours- ...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
- ...with the full financial capabilities to... ...be a trusted advisor while providing... ...Financial Center Manager (AFCM)... ...The successful candidate should be individually... ...goal. This requires a candidate... ...share valued solutions and recommendations... ...requires registration with the National...Full timeWork experience placementNight 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$72k - $90k
...delivering cutting-edge technology solutions for our clients. Founded... ...its Advanced Technology Center, a collaborative ecosystem... ...clients to understand their requirements, and managing project teams... ...to manage budgets, analyze financial reports, and track profitability...Full timeRemote workShift work- ...community bank with the full financial capabilities to meet... ...to be a trusted advisor while providing them with... ...expert financial solutions to existing and prospective... ...goals are met through required levels of in person... ...This position requires registration with the National Mortgage...Night shift
$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
- ...development.The ideal candidate is a growth-oriented life... ...excellence, financial discipline, technological... ...innovation, and people-centered leadership. This leader... ...success of Columbia will require significant... ...implement AI-enabled solutions across laboratory operations...Business intelligenceAfternoon 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
- ...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
$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 service...Work at office$20.55 - $25.05 per hour
...s about helping people find financial safety and success, helping... ...retail products and digital solutions that improve their financial... ...all policies and regulatory requirements. Establish relationships with... ...report. Benefits The selected candidate may be eligible for employer...Hourly payFull timeMonday to Friday- ...following? Looking out for the Financial Wellness of members by... ...the members. This position requires excellent communication skills... ...learn and offering quality solutions. GREAT Service Standards: Commitment... ...but not required. The Ideal Candidate: Excellent verbal and...Full timeWork 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. As a... ...procedures, and regulatory requirements.* Establish relationships... ...performance goals.#LI-RT1The candidate selected for this position may...Hourly payMonday to FridayShift work$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- ...coatings and innovative solutions make the places and... ...at . Click on “Candidates” to view benefit offerings... ...a payment, ask for financial information, or sensitive... ...share Minimum Requirements: Must be at least... ...comprehend, and communicate in Spanish #SHWEarlyTalent...Spanish language skillsContract workFor contractorsWork experience placementLocal areaRelocationAfternoon shift
- ...comprehensive clean air solutions available across the... ...driven by our people-centered management philosophy... ..., and terminations. Requirements Bachelor's degree in... ...Business, etc., preferred; candidates must have hands‑on... .... Bilingual (English/Spanish) strongly preferred....Spanish language skillsWorldwide
$77.2k - $96.5k
...Oracle EBS R12 and/or Oracle Cloud Financials ~ Hands-on experience with... ...Cloud reporting tools: OTBI, BI Publisher, FBDI, and/or ADFDI... ...Certain states and localities require employers to post a reasonable... ...Vision Care, Onsite Health Centers, Employee Assistance Program,...Business intelligenceFull timeShift work- ...purpose to help make financial lives better through the... ...managing a financial center and it's employees on... ...proactive sourcing of candidates Manages client traffic... ..., and routines. Required Qualifications:... ...confident in identifying solutions for clients based on their...Work at officeFlexible hoursShift workWeekend workDay shift
$20 - $80 per hour
...enthusiastic about joining a global community of educators - Are eager to earn extra income on their own terms. Advantages - Free Registration: Sign up for free and start tutoring immediately. - Flexible Scheduling: Set your own hours and rates. - Work From Anywhere:...Spanish language skillsHourly payExtra incomeFull timePart timeImmediate startFlexible hours- ...responsible and challenging position requiring the ability to work... ...his/her hours on a weekly or bi-weekly basis. Occasionally it... ...Woodhaven and maintain person-centered principals. 14. Represent Woodhaven... .... Build long-term financial security through Woodhaven’s...Business intelligenceFull timeLocal areaImmediate startFlexible hoursShift work
- ...assistance program. Take charge of your financial future with a company-matching 401(k... ...Obtain sales-related licensure or registration if required by law in your state Preferred... ...stores, 530 branches and 130 distribution centers. Based in Mooresville, N.C., Lowe's...Part timeLocal areaFlexible hours
$61.55k - $105.51k
...everyday with us! The Solutions Senior Sales... ...building systems perform as required to achieve business... ...to demonstrate: ~ Financial expertise to estimate... ...healthcare, education, data center, and commercial office... ...on budget and candidate experience, knowledge,...Permanent employmentFull timeFor contractorsWork at officeImmediate startNight shift- ...Northwestern Mutual is offering an internship for College Financial Representatives in Columbia Township, Missouri. This program provides... ...and the potential for full-time roles after graduation. Ideal candidates are juniors or seniors involved on campus with excellent time-...Full timeInternshipFlexible hours
- ..., brings more than 100 years of trusted financial service rooted in honesty, integrity, and... ...is a full-time role for a Financial Advisor, located in multiple locations across the... ...FINRA Series 7 and 63/65 or 66 licenses (required) 5+ years of experience as a Financial Advisor...Full timeRemote work
- ...Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant... ...expertise to offer comprehensive solutions, including investment opportunities,... ...would love to hear from you. Requirements Bachelor's degree in finance, accounting...
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