Financial Solutions Advisor Registration Candidate - Greater Oakland Market
$28.85 - $33.65 per hourBank of America
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. 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. 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. 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 Trading Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday – Fridays and rotating Saturdays 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 - CA - Oakland - 303 Hegenberger Rd - OAKLAND INDUSTRIAL CENTER BC (CA4141) 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. Privacy Statement: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well‑being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe. Pay Transparency: #J-18808-Ljbffr Bank of America
$70k - $80k
...purpose to help make financial lives better through the... ...advice and customized solutions to clients to help... ...is subject to SAFE Act registration requirements. Pursuant... ...is open for the entire market and the specific Financial... ...(CA4135), US - CA - Oakland - 303 Hegenberger Rd -...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...is subject to SAFE Act registration requirements. Pursuant to the SAFE... ...CERRITO BC (CA4135), US - CA - Oakland - 303 Hegenberger Rd - OAKLAND...SuggestedTemporary workMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the... ...an impact. As a Financial Solutions Advisor Stage I (FSA I), your journey... ...position is subject to SAFE Act registration requirements. Pursuant to... ...is open for the entire market and the specific Financial...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. It includes triaging client leads, making... ...brokerage products. The position is subject to SAFE Act registration requirements; employees engaged in residential...SuggestedTemporary workMonday to FridayShift workDay shift- ...America - Guided by a purpose to help make financial lives better, we drive Responsible... ...requirements. As a Financial Solutions Advisor Stage I (FSA I) , you will begin your... ...This position is subject to SAFE Act registration requirements. All employees engaged in...SuggestedFull timeInternshipWork at officeImmediate startRelocationMonday to FridayShift workDay shift
$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of... ..., grow, and make an impact. Financial Solutions Advisor Stage I (FSA I) Journey As a Financial... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$100k
...and guidance. Merrill's Financial Advisors and Wealth Management Client... ...and recommend appropriate solutions/interventions Proven ability... ..., is subject to SAFE Act registration requirements. Pursuant to... ...MAIN ST (CA3811), US - CA - Oakland - 1111 BROADWAY (CA4806),...Interim roleWork at officeWork from homeShift workDay shift$45k - $100k
...applicants. Join a financial services firm... ...20,000 financial advisors across the U.S. and... ...services/markets and how they work... ...investment and financial solutions to your clients?... ...Skills/Requirements Candidates should have at... ...Financial services registration, licensing, or...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$70k - $80k
...America is seeking a Finance Advisor in Oakland, California. This role... ...helping clients achieve their financial goals through comprehensive advice and customized solutions. Key responsibilities include... ...reviewing investment objectives. Candidates should hold Series 7 & 66...$23 - $31 per hour
...Fargo, we're more than a financial services leader – we’... ..., services, and solutions Drive branch growth... ...account support. SAFE registration is required at the time... ...Posting Location(s): ~ Oakland Chinatown - 901... ...risk programs (Credit, Market, Financial Crimes, Operational...Full timeWork experience placementFlexible hours$70k - $80k
Job Description This position provides comprehensive financial advice and customized solutions to help clients achieve their goals. Key responsibilities... ...license and training, and is subject to SAFE Act registration and background checks. Responsibilities Works with...Temporary workMonday to FridayShift workDay shift$50k - $100k
...advice and guidance regarding financial solutions that are in the best... ...collaborative and versatile branch and market team. Probes to... ...experience. Canada only: Registration to sell investment products... ...other than directly from a candidate. Any unsolicited resumes sent...Contract workPart timeLocal areaImmediate startDay shift$70k - $92k
...about driving strategic financial decisions? If so, you'... ...a week on-site in our Oakland office. How you’ll... ...-to for technological solutions Strong... ...and Paraguay. Using its Market Driven Regeneration™ model... ...reporting purposes, we ask candidates to respond to the below...For contractorsWork experience placementWork at officeLocal area3 days per week- Bank of America in Oakland seeks a Financial Solutions Advisor Stage I to help clients achieve their financial goals. You will obtain Securities Industry licenses (SIE, Series 7, Series 66) and develop foundational advisory skills while supporting client relationships and...
$43.68k - $69.9k
...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$120k - $250k
...and delivery of solutions that meet the client... ...their trusted advisor. Develops relationship... ...understanding of financial planning... ...reputation in the market. Adheres to... ...require a Federal registration with the... ...directly from a candidate. Any unsolicited...Contract workPart timeLocal areaShift work- ...seeking a qualified individual to provide comprehensive financial advice and customized solutions to clients in El Cerrito, California. The role... ...plans that include various investment products. The ideal candidate will have experience in the financial service industry...
$75k - $82k
...position is based in Oakland, CA , with required in... ...role in supporting the financial health and compliance... ...Proficiency in NetSuite, Greater Giving, Microsoft... ...building and recruiting solutions, we bridge the gap in... ...client companies, and the candidates we represent. For...Full timeTemporary workInterim roleInternshipWork at officeImmediate start- ...with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service... ...Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are...Immediate startAfternoon shift
$29.5 - $36 per hour
...including conducting financial needs assessments, recommending... ...role is ideal for candidates with experience as a... ...and financial solutions. Open new deposit accounts... ...accounts, money market accounts, certificates... ...any required registration through the Nationwide...Hourly payFor contractorsWork at officeRemote work$30 - $37.5 per hour
...that provides economic, financial, and business... ...clear, implementable solutions to complex business concerns... ...Practices seeking to hire candidates with this profile... ...functioning of financial markets and institutions (alleged... .... Transfer Pricing (Oakland) The Transfer Pricing...Hourly payFull timeWork experience placementSummer workInternshipSummer internshipWork at officeWork from home3 days per week$250k
...channels and leverage technology/ marketing tools available to uncover... ...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 timeMonday to Friday- Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining essential securities licenses (SIE, Series 7, Series 66) and to develop foundational advisory skills. The role progresses through stages, delivering comprehensive financial solutions...
- Bank of America in San Francisco is seeking a Financial Advisor to provide comprehensive financial advice and customized solutions. This position involves triaging client... ...financial plans incorporating brokerage products. Candidates must have Series 7 and 66 licenses and a...
$147k - $199k
...Citizens, the Senior Financial Planning Specialist... ...sophisticated financial planning solutions to high-net-worth... .... The ideal candidate is a seasoned financial... ...Qualifications, Education and Registrations ~ Bachelor's degree... ...products, financial markets, and industry best...Work at officeLocal areaMonday to FridayFlexible hours$43.68k - $69.9k
...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...Full timeWork experience placementWork at office- ...Beacon Pointe's Wealth Advisors to help determine... ...and develop strategic financial plans through our proprietary... ...Dedicated marketing and business development... ...to deliver integrated solutions Identify and pursue... ...mindset ~ FINRA registrations or advisory licenses,...
- Colliers is seeking a Financial Analyst to provide dedicated financial and analytical support to our Institutional Industrial Advisors team in Oakland, CA. You will participate in underwriting, market research, offering memoranda, pitches, and client presentations. You...
$175k
...comprehensive suite of banking and financial solutions to over 15,000 corporate... ...? We are looking for candidates who bring curiosity,... ...Licensing Requirements • FINRA registration for SIE, Series 63 (or 66),... ...risk programs (Credit, Market, Financial Crimes, Operational...Summer workInternshipWork at office- ...practice of Ameriprise Financial Services, LLC, located... ...customized investment solutions and ongoing guidance... ...The Associate Financial Advisor is a full-time, on-... ...experience. Qualifications Candidates should possess skills... ..., and interpret market information. Candidates...Full timePrivate practice
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