Financial Solutions Advisor Registration Candidate - Bergen East Market
$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 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 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, with rotating Saturdays required Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NJ - West New York - 6050 Bergenline Ave - WEST NEW YORK BC (NJ6167) Pay and benefits information Pay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. Benefits This 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
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$100k
...advice and guidance. Merrill’s Financial Advisors and Wealth Management... ...such, is subject to SAFE Act registration requirements. Pursuant to... ...strategies Understands client solutions that are best suited for... ...network by sharing relevant market developments and discussing...SuggestedWork at officeShift workDay shift$70k - $80k
...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... ..., and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible 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... ...position is open for the entire market and the specific Financial...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
$92.87k - $152.57k
...collaborative wealth management solutions, including a broad... ...businesses. The Financial Advisor will support the... ...informing them of current market trends and... ...Must have the following registrations: Series 7, Series 65... ...factors such as the candidate’s experience, job-related...Work experience placementFlexible hours$22.61 - $37.67 per hour
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**Financial Planning Advisor** Supported with a robust array of resources and solutions, the Financial Planning Advisor partners... ...in security markets in order to provide... ...Years Preferred**FINRA Registrations*** SRC Indicator:... ...discriminate against any candidate or employee on the...Work experience placementWork at office$23.84 - $39.74 per hour
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...make better and smarter financial decisions and... ...Nebraska and nearby markets. While primarily focusing... ...delivering tailored banking solutions, and structuring... ...strategic needs.A successful candidate will demonstrate... ...of FINRA, NMLS registration, Reg Z, Reg G, OFAC,...Temporary workWork experience placementLocal area- ...New York is seeking a role that provides comprehensive financial advice and customized solutions to help clients reach financial goals. The role... ...are required, including potential SAFE Act mortgage registration. The position emphasizes client relationship building...
$43.81k
...phone to determine their financial needs, and meeting... ...opportunity for candidates with retail or sales... ...perspective about Regions solutions Conducts outbound phone... ...position requires registration with the Nationwide Mortgage... ...as a point-of-market reference for compensation...Permanent employmentFull timeRemote workFlexible hours$20.55 - $34.25 per hour
...proactive basic sales solutions through customer outreach... ...based discussion on financial goals Identify... ...meeting and maintaining registration requirements under the... ...fair, competitive, and market-informed pay for our employees... ...(USD). The successful candidate’s particular...Hourly pay- ...GENERAL FUNCTION:Selected candidates are intended to... ...Personal Banker I is a Financial Center position... ...recommend appropriate solutions using our value proposition... ...and other approved Marketing tools to proactively... ...requires S.A.F.E. Act registration at the time of employment...Work experience placementWork at office
$18.41 - $23.03 per hour
...Personal Banker (Float) - North East Region/Jersey City Heights (... ...of the most highly regarded financial institutions in New Jersey... ...services to branch manager, market manager, or appropriate business... ...offered may vary based upon the candidate's skills and experience, job-...Full timeWork at officeLocal areaFlexible hours- ...our commitment, we are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long-term career and a... ...leading products, services, and education. Robust marketing support to reach wider audiences with greater appeal. Ongoing...Shift workDay shift
- ...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 placementWork at office
- ...Traded Derivatives (ETD) Financial Analyst - Consultant,... ...for capital markets and financial services... ...structures related to trade registration, clearing workflows,... ...The successful candidate would possess these skills... ...and financial solutions exclusively within the...Visa sponsorship
- ## Capital Markets AnalystApply: Dallas, TX: Full time: Posted Today: JR105990Texas Capital... ...tomorrow.While we are rooted in core financial products, we are differentiated by our... ...63 licenses preferred; If unlicensed, registration must be completed within a designated...Full timeImmediate startDay shift
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- ## Senior Financial AdvisorApply: Downtown South Orlando - Orlando... ...SUMMARY:**The Senior Financial Advisor is responsible for managing... ...strategies and wealth solutions. This role focuses on mass affluent... ...A current series 63 and 65 registration can substitute for series 66...Full timeWork at officeLocal area
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$75k
...\\_3729At Ameriprise Financial, we’re not just in the... ...– we also help our advisors and employees reach their... ...& Advice / Product Solutions**• Prepare... ...and state licenses and registrations for securities, including... ...k+/ year for licensed candidate.**Full-Time/Part-Time...Full timePart timeWork at office- ...Wells Fargo, we're more than a financial services leader – we're a... ...developments in the assigned market Present recommendations... ...follow-up activities with the registration lock-in; analyze and offer... ...the evaluation. Successful candidates must also meet ongoing regulatory...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$19.23 per hour
Overview At Community Financial System, Inc. (... ...mortgage solutions, and guide clients... ...guidelines, and market trends while ensuring... ...trusted mortgage advisor. Make an Impact... ...and active NMLS registration under The SAFE Act... ...(The SAFE Act). Candidates who do not currently...Work at officeLocal area$38.92k - $57.24k
...interaction to identify needs and offer financial solutions to help customers secure their... ...You have the ability to obtain NMLS registration within 90 daysThis position was posted... ...our* Privacy Notice for California Job Candidates *to understand how we collect and use...Full timeWork at officeLocal areaFlexible hoursAfternoon shift$47.7k - $54k
The Patient Financial Counselor serves as point of contact for patients... ...and accurate patient registrations, answering general insurance... ...The hiring range is based on market pay structures, with individual... ...equity, and based on the candidate's relevant experience, skills...Work experience placementWork at office$18.65 - $19.9 per hour
...enabled revenue cycle management solutions for health systems,... ....90 based on experience The Financial Counselor (FC) role is responsible... ...completion of all required registration-related consents/forms at or... ...equity; time in position. A candidate entry rate of pay does not...Price workLocal areaRemote work- ...provide effective advice. We hire candidates who demonstrate a passion... .... SUMMARY OF POSITION: A Financial Advisor should demonstrate... ...consistent with Pinnacle’s market segmentation. PRIMARY RESPONSIBILITIES... ...appropriate tailored solutions to client needs and provide...Work at office
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