Financial Solutions Advisor I: Licensing & Client Impact
Bank of America ATM
Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in the United States. You will pursue SIE, Series 7, and Series 66 licenses and develop foundational skills to build and manage client relationships. After licensing, you will deliver core banking and investment solutions within a financial center. Successful candidates progress to Financial Solutions Advisor Stage II and advance within Bank of America and Merrill. #J-18808-Ljbffr Bank of America
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing for SIE, Series 7, and Series 66 while building foundational advisory skills in a client-focused environment. The role serves as a gateway to delivering core banking and investment solutions...Suggested
- ...Financial Solutions Advisor- Williamette Valley Salem, Oregon;Eugene, Oregon;... ...and how we deliver for our clients, teammates, communities and... ...performance, and how we make an impact in the communities we serve... ...by completing required licenses and trainings. This position...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- Bank of America is seeking a Financial Solutions Advisor Stage I to obtain SIE, Series 7 and Series 66 licenses and develop foundational advising skills for building and managing client relationships. After licensing, you will work in a financial center delivering Bank...SuggestedWork at office
- ...is seeking an experienced financial advisor to guide clients in achieving their financial... ...financial plans and offer solutions that align with their... ...succeed, a Series 7 & 66 license is required along with proven... ...America to make a significant impact on financial lives! #J-18...Suggested
$15 per hour
...Financial Solutions Advisor At Bank of America, we are guided by a common purpose... ...and how we deliver for our clients, teammates, communities,... ...to learn, grow and make an impact, along with the power to make... ...66 (63 & 65 in lieu of 66) licenses. One year experience in...SuggestedWork at officeImmediate startShift workDay shift- ...WealthBridge Financial Group is seeking a results-oriented Financial... ...position, you will engage with clients to understand their financial... ...to offer comprehensive solutions, including investment opportunities... ...client relationships Licenses or certifications in financial...
- Job Description: As a Financial Solutions Advisor Stage I (FSA I), you will obtain the Securities Industry licenses (Securities Industry Essentials [SIE], Series 7 and Series 66... ...advising skills needed to build and manage client relationships. After licensing, you will...Work at officeImmediate startMonday to FridayShift workDay shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...you can help your clients achieve their goals... ...building and obtaining licenses. Our award-winning... ...Services · Retirement Solutions · Business Needs Analysis... ...you have a bigger impact on your clients and community...Full timeContract workFor contractorsWork at office- ...Private Client Banker At Chase, we are passionate about... ...delivering the latest banking solutions and cutting-edge financial technology combined with... ...63 if required), and Life licenses are minimum requirements.... ...through NMLS notifications may impact your employment with the...Immediate startAfternoon shift
- ...making a positive impact in your community and... ...to assisting our clients in every aspect of their financial lives. Our focus centers... ...personal financial solutions. Our commitment to... ...for future advisors, we look for a variety... ...SIE, Series 7 & 66 License, Life and Health (Have...
- ...business and help clients prepare for life’s... ...moments with the right financial services and... ...products. Our financial advisors are contracted as... ...Conduct financial solution seminars. Have... ...making positive impacts in their communities... ...Series 6/63 licenses Passed SIE Life/...Contract workFor contractorsWork at office
- JPMorgan Chase Bank, N.A. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and... ...relationship skills to develop tailored investment solutions and deepen client relationships. The role...
- Advisor Talent | Strategic Leader | Advisor... ...Recruiter| Board Member | Financial Services Advisor... ...has helped our clients achieve their... ...deliver tailored solutions to meet your clients... ...help you positively impact clients’ lives, helping... ...registrations and licenses in good standing....Work at officeWork from homeHome office
$80k - $90k
...and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients... ...executing highly customized solutions to meet client needs... ...(63 & 65 in lieu of 66) licenses Minimum of one year experience... ...they can make a genuine impact and contribute to the...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...for affluent and high net worth client acquisition and provide access... ...7 & 66 (63 & 65 in lieu of 66) licenses. Has two years’ experience working in the financial service industry and/or a sales... ...information and seeks the right solutions for clients. Is thorough and...Immediate start
$19.23 - $28.37 per hour
...problem solver, trusted advisor, and partner to the... ...their time between client servicing and... ...provide guidance and solutions to assist in client's financial wellness, both in... ...to prioritize high-impact activities, ensuring... ...Key. (required) Licenses and Certifications...Hourly payWork experience placementWork at officeDay shift$21.68 - $26.5 per hour
...Job Title Client Relationship Consultant Job Description... ...serve to make better and smarter financial decisions and enabling the... ...and services, and recommending solutions based on each customer's unique... ...requires National Mortgage Licensing System (NMLS) registration under...Temporary workLocal area$20.67 - $31.25 per hour
...problem solver, trusted advisor, and partner to the... ...Bankers engage clients in deeper... ...provide guidance and solutions to assist in client’s financial wellness both in person... ...and realizing the impact we can have on their... ...within Key (required) Licenses and Certifications...Hourly payWork experience placementDay shift$90k - $110k
...for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based... ...is looking for a Financial Advisor working as part of an advisory... ...5 (RIA Only) ~ Insurance Licenses ~4+ years of experience...Full timeTemporary workWork at officeFlexible hours- Carson Wealth is looking for a Wealth Advisor to enhance client relationships and deliver exceptional financial guidance. This role is integral to our practice, ensuring... ...advancement. Join us in creating a positive impact on our clients' financial journeys. #J-18808-Ljbffr...
- Koitecc Solutions in Sherwood, Oregon is seeking a dedicated Client Relationship Manager responsible for managing client banking relationships and providing unmatched... ...candidate will have over a year of experience in financial services with demonstrated success in building...
- Aldrich Wealth LP is seeking a skilled Financial Planner to analyze complex financial data and create comprehensive financial plans. As part of a dynamic team, you will directly interact with clients, helping them achieve their financial goals. The ideal candidate has...
- A leading financial institution in Lake Oswego is seeking a Private Client Advisor focused on serving Mass Affluent clients. The advisor will grow client relationships... ...Essential qualifications include necessary FINRA licenses and a strong sales background. This position...Work at officeFlexible hours
$60k - $125k
...practice, putting our clients’ best interests at the... ...and guidance on their financial journeys. As a company... ...embracing innovative solutions and opportunities for... ...Want The Wealth Advisor position is the backbone... ...Active Series 65 license Clean U-4 and U-5 history...Temporary workWork at officeFlexible hours$20 - $25 per hour
...delivering an exceptional client experience by adhering... ...prospects in client financial review(s) and business... ...reviews to provide solutions and uncover additional... ...Nationwide Multistate Licensing and Registry (NMLS) within... ..., and communities. Impact: Every role here makes...Full timeLocal areaImmediate start- ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated... ...seen them succeed in sales and client relationship roles. If you’re competitive... ...products Qualifications: Life Insurance License (or willingness to obtain) Strong communication...Full timePart time
$68.64k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive... ...services tailored to their clients needs. This exciting... ...based approach to financial solutions for an assigned book of business... ...) Must maintain Licenses and FINRA registrations: Active...Work at officeLocal area- KeyBank in Canby, Oregon, is looking for a Financial Wellness Advisor. This hybrid position focuses on client servicing and financial guidance. The role involves engaging clients, resolving issues, and ensuring compliance with banking procedures. Candidates must have a...
- ...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...our workforce and positively impact the communities we serve.... ...priorities and connecting clients to solutions that meet the financial goals...Work at officeFlexible hoursShift workWeekend workDay shift
- ...97, we have pursued personalized financial planning and investment management... .... Primary Job Functions Manage client relationships and assist senior advisors with complex portfolios to... ...and caregiver leave. Tuition and licensing reimbursement after meeting service...Full timeFlexible hours
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