Financial Solutions Advisor I — Launch SIE/Series Licensing
NBMBAA
National Black MBA Association seeks a driven Financial Solutions Advisor I to begin a licensed journey in securities, build client relationships, and guide clients toward comprehensive financial solutions. You’ll start in a financial center, gaining exposure to core banking and investment services while pursuing SIE, Series 7, and Series 66 licenses. With progression through the Academy, you’ll develop advisory skills, collaborate with partners, and expand your client base across diverse #J-18808-Ljbffr NBMBAA
- ...common purpose to help make financial lives better through the... ...impact. Join us! 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...SuggestedWork at officeImmediate startFlexible hours
- ...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...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$70k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...Employees must complete required licenses and trainings and register for the... ...Qualifications Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66...SuggestedMonday to FridayShift workDay shift- Bank of America seeks a licensed financial advisor to provide comprehensive advice and tailored solutions helping clients achieve financial goals. The role includes triaging leads, referrals, client meetings, financial planning, and brokerage product recommendations. Compliance...SuggestedWork at office
- ...banking options, and accurately process cash transactions as needed. You will develop in-depth knowledge of financial products and connect clients to appropriate solutions and services. The role requires strong relationship skills, adherence to laws and bank policies, and...SuggestedWeekend work
- Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized solutions. You will triage leads, refer to partners, review... ...products. You will complete required licenses and trainings, with SAFE Act registration as...
$70.31k
...union with a purpose to build financial health and wellbeing for our members... ...all product and campaign launches. Markets, services, and promote... ...personal finance. Possess FINRA Series 7, 63 and 65 (or 66), Life and Health Insurance licenses. All employees must disclose any...Full timeTemporary workPart timeWork experience placementWork at officeImmediate startFlexible hours- ...Financial Advisor At BMO Bank In Burlingame, CA LPL Financial partners with... ...look to BMO Bank for financial solutions. This position will offer: The... ...of the way. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years...Local area
$145.1k - $273.2k
...between consumers, merchants, financial institutions and government... ...supporting Risk and Security Solutions (RAS). This role sits at the... ...business strategy.As a trusted advisor to senior executives, you will... ...initiatives, product launches, and emerging business opportunities...Full timeWork at officeLocal area$60k - $150k
...through firsthand experience as a financial professional*. You will... ...broad suite of products and solutions. Training & Resources:... ...# Specific production and licensing requirements must be met, and... ...pursue becoming a Financial Advisor with Eagle Strategies LLC, a...Full timeContract workFor contractors$60k - $75k
...architecture product platform and top resources in the financial industry, while you nurture relationships with an... ...building relationships, uncovering needs, and recommending solutions FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability...Full timeWork at office- ...commitment to helping clients own their financial futures. In this exciting role, you'll give... .... If you currently have your securities license, enjoy working in a team setting, and... ...Qualifications:A valid and active FINRA Series 7 license requiredObtaining or acquiring...Flexible hours
- ...commitment to helping clients own their financial futures. In this exciting role, you'll give... .... If you currently have your securities license, enjoy working in a team setting, and... ...Qualifications: ~ A valid and active FINRA Series 7 license required ~ Obtaining or...Flexible hours
$175k - $225k
...OverviewAbout the Team and DepartmentFranklin Templeton Investment Solutions (FTIS) brings together investment, research and product... ...performance in meetings with plan sponsors, consultants, recordkeepers, advisors and other institutional clients.Serve as a senior product...Work at officeLocal area$58.5k - $97.5k
...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners... ...Acts as a PNC ambassador; positions PNC solutions to drive new revenue and customer... ...Certifications No Required Certification(s) Licenses Candidates being considered for this...Full timeTemporary workPart timeWork experience placementWork at office- ...Vice President, Financial Consultant About the Company Leading international finance... ...services portfolio management advisor services retirement plan services... ...Applicants must have a valid and active FINRA Series 7 license, with the expectation of obtaining or...
$85k - $115k
Associate Financial Advisor (AFA) Summitry is a Bay Area-based wealth management firm with over $3B in assets under management, 40+ employees... ...Workplace Experience & Events Specialist) Qualifications Series 65 or CFP A minimum of 2 years within the financial services...Full timeLocal areaImmediate startFlexible hours$85k - $115k
Summary: The Associate Financial Advisor (AFA) is a client-facing advisor-in-training role responsible for managing and growing relationships... ...into a Financial Advisor role Qualifications ~ Series 65; CFP® in progress is a plus ~2+ years in financial services...Full timeWork at officeFlexible hours- ...knowledge of investments, financial planning, credit and... ...advice, developing thoughtful solutions and delivering an... ...Bachelor’s Degree required Series 7, 66 and Insurance licenses required for position; unlicensed... ...provides individuals, advisors and institutions with...Temporary workWork experience placementLocal area
$25 - $31 per hour
...Unitek Learning's family of schools helps thousands of students launch and accelerate their careers every year. As a rapidly growing... ...a collegiate work environment. Job Description As our Financial Aid Administrator (FAA), you will meet and communicate with current...$58.5k - $97.5k
...information in creating customized customer solutions. Managing Risk - Assessing and... ...Certifications No Required Certification(s) Licenses Candidates being considered for this... ...checks as required by Consumer Financial Protection Bureau regulations. This position...Full timeTemporary workPart timeWork experience placementWork at office$131.25k - $175k
Navan Expense is an expense and corporate card solution that eliminates the hassles of expense management while giving finance leaders real-time spend visibility and control. Navan Expense provides employees with a refreshingly easy way to pay for what they need while...$100k - $250k
We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice while providing a very high level of coordinated advice and service to their clients. Our Financial Advisors must be proficient...- ...use your knowledge of investments, financial planning, credit and banking to both... ...advice, developing thoughtful solutions and delivering an exceptional client... ...Services Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed...Temporary workWork experience placementLocal area
$120k - $160k
...help them add a Senior Associate Wealth Advisor to their team. The firm has gone through... ...client questions and problem-solving. Apply financial analysis expertise to client situations,... ...client relationships. Requirements Series 65 and CFP designation - additional designations...Temporary work$110k - $125k
...seeking an Associate Wealth Advisor to join our team! The Associate... ...active participation in the financial planning process. Responsibilities... ...Bachelor’s Degree Series 65 or equivalent 4+ years of... ...personalized wealth planning solutions to clients in all 50 states....Work at officeRemote work2 days per week$85k - $95k
...Associate Wealth Advisor Focus Partners Wealth is seeking an Associate... ...active participation in the financial planning process.... ...~ Bachelor's Degree ~ Series 65 or equivalent within 120 days... ...personalized wealth planning solutions to clients in all 50 states....Work at officeLocal areaRemote work2 days per week$93k - $111k
...Team Hewins is a fee-only Registered Investment Advisor (RIA) with a strong leadership team, a proven process for serving clients, and... ..., is deeply committed to our fiduciary model as an independent financial planning and investment management firm. We are 100% employee...Work at officeFlexible hours- ...team as a Senior Home Lending Advisor in Chase Home Lending and put... ...marketing and promoting the financial products offered by Chase. You... ...requires National Mortgage Licensing System and Registry (NMLS) registration... ...and cities grow, delivering solutions to solve all their financial...Work experience placementLocal areaImmediate startRelocation
$25 - $31 per hour
Do you possess a broad knowledge of financial products and services?Would you like to work at a collaborative organization that thrives... ...you about Monterra Credit Union’s full-time Financial Services Advisor Position!Located in the heart of the Bay Area, Monterra Credit...Hourly payFull timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor I — Launch SIE/Series Licensing. Be the first to apply!



