Licensed Financial Solutions Advisor (SIE/Series)
Bank of America ATM
Bank of America is hiring for a Financial Solutions Advisor Stage I in Apex, NC. The role focuses on obtaining required licenses, building and managing client relationships, and delivering banking and investment solutions within an in-office setting. You’ll start with dedicated training and progress through licensing milestones while supporting clients’ financial needs. Successful candidates will develop foundational advisory skills, collaborate with partners, and grow within a structured career #J-18808-Ljbffr Bank of America
- Bank of America in the United States seeks a Financial Solutions Advisor Stage I. You begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and building client relationships while learning to provide advice and solutions to clients' financial needs....SuggestedWork at office
- Bank of America in Raleigh, NC seeks a Financial Solutions Advisor Stage I to begin with licensing coursework (SIE, Series 7, 66) and develop foundational advisory skills. You’ll learn to acquire, build, and manage client relationships while delivering core banking and...Suggested
$100k
...and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...Understands client solutions that are best suited for their... ...Securities Industry Essentials (SIE) 4+ years of progressive... ...Ability to obtain Series 7 and 66 licenses within allotted program time...SuggestedWork at officeShift workDay shift- Bank of America in the United States seeks a Financial Solutions Advisor Stage I to begin with securities licensing and client relationship building. You will work toward SIE, Series 7, and Series 66 exams and deliver comprehensive financial advice to clients, supporting...Suggested
- ...investment products, seeks a Financial Advisor to work with high‑net‑worth... ...strategies. Understand client solutions best suited for their... ...Securities Industry Essentials (SIE). 4+ years of progressive professional... ...to obtain Series7 and 66 licenses within allotted program time...SuggestedShift workDay shift
- ...common purpose to help make financial lives better through the... ...business needs. As a Financial Solutions Advisor Stage I (FSA I), your... ...obtaining your Securities Industry licenses, where you receive... ...Securities Industry Essentials (SIE), Series 7 and Series 66 exams. Once...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...(or Series63 &65 in lieu of 66) licenses. If not currently holding the 66... ...candidate must pass the missing series within 60 days. At least one year...Temporary workMonday to FridayShift workDay shift
- ...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This position... ...Qualifications Currently holds Series 7 & 66 (or 63 & 65 in lieu of...Temporary workMonday to FridayShift workDay shift
- ...advice and guidance. Merrill’s Financial Advisors and Wealth Management... ...Development Program Financial Solutions Advisor Stage I (ADP FSA I)... ...your Securities Industry licenses, where you receive dedicated... ...Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Once...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
$28.85 - $33.65 per hour
...advice and guidance. Merrill’s Financial Advisors and Wealth Management... ...communities we serve. As a Financial Solutions Advisor within the... ...obtaining your Securities Industry licenses, where you receive... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once...Hourly payTraineeshipWork at officeShift workDay shift$28.85 - $33.65 per hour
Merrill Wealth Management is seeking a Financial Solutions Advisor in North Carolina. This role focuses on developing client relationships and providing... ...will receive training to obtain Securities Industry licenses and is expected to navigate complex financial situations...Hourly payTraineeship$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...-building and obtaining licenses. Our award-winning training... ...Services · Retirement Solutions · Business Needs Analysis... ...Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...Full timeContract workFor contractorsWork at office$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...client‑building and obtaining licenses. Our award‑winning training... ...Services • Retirement Solutions • Business Needs Analysis Northwestern... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...Work at office$45k - $100k
...applicants. Join a financial services firm... ...20,000 financial advisors across the U.S. and... ...Get registered and licensed and learn how to be... ...and financial solutions to your clients?... ...Licensing: SIE (which can be obtained... ...Firm sponsorship), Series 7 and Series 66 will...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...seeking an individual in Cary, NC, to provide comprehensive financial advice and customized solutions to clients. The role includes nurturing client... ...possess strong communication skills and relevant financial licenses. The ideal applicant has at least one year of...
- ...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This position... ...Qualifications : Currently holds Series 7 & 66 (63 & 65 in lieu of 66...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...is looking for a Private Client Advisor to provide comprehensive financial planning and advice. The successful... ...deliver personalized investment solutions while fostering a culture of diversity... ...client acquisition and an active Series 7 license are essential. Preferred...
$50k - $80k
...Representative - State Farm Agent Team Member to market financial products and educate customers on their options. This full... ...compliance with industry regulations. Candidates must hold Series 6, 63, and 65 licenses and have strong communication and analytical skills. The...Full time- Bank of America is hiring a Financial Solutions Advisor in the United States. This role involves obtaining Securities Industry licenses, learning to build and manage client relationships, and delivering banking solutions at a financial center. Candidates should be goal-...Traineeship
$45k - $100k
...over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we... ...Financial services registration, licensing, or certification. Professional... ...military career progression. Licensing SIE (obtained without firm sponsorship), Series 7 and Series 66 will be required...TraineeshipFlexible hours- Bank of America is seeking a Financial Advisor in Holly Springs, North Carolina, to provide comprehensive financial advice and solutions to clients. Responsibilities include assisting... ...services industries and must hold relevant licenses. This full-time role involves working...Full timeMonday to Friday
$50k
...Join a financial services firm where your contributions... ...and 20,000 financial advisors across the U.S. and Canada... ...registrations and licenses in good standing. A... ...information seeking the right solutions for clients... ...Candidate qualifications: Series 7 and Series 66...Work at officeWork from homeHome officeFlexible hours- ...Partner | Innovative Hiring Solutions | Proven Track Record of Identifying Top Talent Our financial representatives are dedicated... ...hold: an active life insurance license, FINRA securities... ...Securities Industry Essentials/SIE), Series 6 and/or 7 license, and Series...Full time
- ...Partners is seeking an experienced Financial Advisor for the Credit Union Investment Program... ..., develop tailored investment solutions, and collaborate with branch managers... ...qualifications include FINRA Series 7 and Series 65 licenses and a clean regulatory record. #J-1...
- ...impact providing expert financial advice with heart. Thrivent... ...your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations,... ...Thrivent’s comprehensive advisor onboarding program. After... ....Attainment of FINRA SIE, life and health licenses...Local area
- ...impact providing expert financial advice with heart. Thrivent... ...your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations,... ...Thrivent’s comprehensive advisor onboarding program. After... .... Attainment of FINRA SIE, life and health licenses...
$60k - $120k
...Financial Advisor Associate Training, Licensing & Mentorship Provided Remote / Hybrid Opportunities Available Launch a Career That Can Change Your Future Most people never find a career that allows them to make a meaningful impact, build professional independence, create...Immediate startRemote work- A financial services firm in Raleigh is seeking an ambitious advisor for a succession opportunity. This role requires an active Series 6 license and offers a loyal book of business along with leadership development. Ideal candidates will have experience in financial planning...Flexible hours
$115.92k
...a professional wealth advisor to drive positive impact... ...is a leader in the financial services industry, New... ...8 months on obtaining licensing, earning professional... ...Licenses: Life, Health², SIE, Series 6 (or 7) and 63... ...content. Products and solutions Together with its subsidiaries...Contract work- ...contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you... ...guide you in creating personalized solutions on behalf of you and your clients.... ...No Required Certification(s) Licenses FINRA Series 7 and 66 (or 63,65) required. Life...Full timeTemporary workPart timeWork experience placementWork at office
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