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
Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Financial Solutions Advisor I: Licensing & Client Impact in West Linn, OR vacancy
- ...purpose to help make financial lives better through the... ...we deliver for our clients, teammates, communities... ...performance, and how we make an impact in the communities we... ...advice and customized solutions to clients to help... ...completing required licenses and trainings. This...SuggestedFull timeTemporary workWork at officeImmediate startShift workDay shift
- ...purpose to help make financial lives better through... ...and delivering for our clients, teammates,... ..., and how we make an impact in the communities we... ...Join us!As a Financial Solutions Advisor Stage I (FSA I), your... ...Securities Industry licenses, where you receive dedicated...SuggestedFull timeWork at officeImmediate startShift workDay shift
$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- Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in Portland, Oregon. This role involves obtaining key Securities Industry licenses and learning foundational advisor skills to build and manage client relationships effectively. You will receive world...Suggested
- ...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client... ...and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act...SuggestedTemporary workMonday to FridayShift workDay shift
- ...Companies in Lake Oswego, OR is seeking an exceptional Registered Client Associate to join a high-producing team. This role requires... ...confidentiality. Qualified candidates will have SIE and Series 7 licensing or the ability to obtain, plus experience in a securities...
$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$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor... ...you can help your clients achieve their goals through... ...and obtaining licenses. Our award-winning training... ...· Retirement Solutions · Business Needs Analysis... ...helps you have a bigger impact on your clients and...For contractorsWork at office- ...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...
- 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
- Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I (FSA I), you obtain Securities Industry licenses (Securities Industry Essentials, Series 7, and Series 66) and learn... ..., building and managing client relationships, evaluating complex...Work at officeImmediate startMonday to FridayShift workDay shift
- 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
- ...purpose to help make financial lives better through the... ...delivering for our clients, teammates, communities... ...workforce and positively impact the communities we... ...advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This position...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$50k
...Join a financial services firm where your contributions... ...over 9 million clients and 20,000 financial advisors across the U.S. and... ...for positive impact to improve the lives... ...registrations and licenses in good standing.... ...seeking the right solutions for clients Comfortable...Work at officeWork from homeHome officeFlexible hours$45k - $100k
...applicants. Join a financial services firm where... ...over 9 million clients and 20,000 financial advisors across the U.S. and... ...partner for positive impact to improve the... ...Get registered and licensed and learn how to be... ...investment and financial solutions to your clients?...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$57.5k - $106.5k
Job Summary Provides financial and investment planning... ...comprehensive banking solution in the best interest of... ...customer. Determines client needs and provides solutions... ...Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66... ...to grow and make an impact. We strive to help you...Contract workPart timeLocal area- ...Merrill Advisor Development Program - Financial Advisor: Oregon & SW Washington Market... ...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...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- A financial services firm is seeking a Financial Advisor in Portland, Oregon, to develop and grow their own practice with... ...extensive support. You will help clients achieve their financial goals through... ...have Series 7 and Series 66 licenses and a track record in financial services...Private practiceFlexible hours
- J.P. Morgan Chase is hiring a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families... ...client relationships, offer customized solutions, and work with partners to deepen client engagements...
- LPL Financial is seeking a Wealth Advisor to provide tailored financial solutions to clients at their local bank branch in Portland, OR. This role requires strong investment sales... ..., a high school diploma, and relevant licenses. The advisor will build strong partnerships...Local area
- Fidelity Investments is seeking a Financial Consultant in Portland, Oregon.... ...Center, engaging directly with clients, providing personalized planning and financial solutions while leveraging a robust... ...candidate holds a FINRA Series 7 & 66 license or can acquire the Series 66...Work at office
- ...At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path... ...graduate ready to make a big impact? Did you balance a... ...allowance Sponsorship of Licensing/Credentialing (SIE/Series...Full timeInternshipWork at office
- BMO Financial Group is seeking a skilled financial advisor to deliver integrated financial planning and sales of managed products, focusing on the... ...investments, insurance, and retirement solutions while guiding clients through strategic financial planning. You will...
- Bank of America is seeking a Financial Advisor role to deliver... ...customized banking/investment solutions. You will triage leads, refer... ...to partners, and meet with clients to review goals and build plans. The position requires licensing (Series 7 & 66) and registration...
$70k - $90k
...seeking an experienced Client Services Associate to... ...beyond experience for our impact-focused investment... ...Registered Investment Advisor dedicated to providing... ...management, personalized financial planning, and... ...underrepresented in finance. #J-18808-Ljbffr TalentLink SolutionsWork at officeHome office- A leading financial institution is seeking a Relationship Banker for their Portland branch. In this role, you will exceed client expectations and build lasting relationships using your financial expertise. Responsibilities include managing client accounts, educating clients...Full time
$110k - $130k
...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- ...tailored to suit their financial needs. As a Private Client Banker in Branch... ...(Private Client Advisors, Mortgage Bankers and... ...required) and Life licenses are required - or must... ...notifications may impact your employment... ...cities grow, delivering solutions to solve all their...Immediate startAfternoon shift
- ...Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships... ...and recommending solutions FINRA Series 7 & 66 licensed and appropriate state... ...making a positive impact in the community Fidelity...Full timeWork at office
- ...MassMutual is a global, diversified financial services organization whose... ...a diverse range of financial solutions tailored to meet the long-... ...corporate, and institutional clients. A career with MassMutual... ...requirements, including licensing and registrations. Meeting...Full timeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor I: Licensing & Client Impact. Be the first to apply!


