Financial Solutions Advisor Registration Candidate - Powers Ferry Financial Center - Bilingual Fluen
Bank of America ATM
Job Description: 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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations. 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. We’ll help you: Build a successful career at Bank of America through world‑class training and on‑boarding programs that set you up for success. Get training and one‑on‑one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. Provide end‑to‑end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. 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 Weekly Schedule: Monday thru Friday, some Saturdays required Shift: 1st shift (United States of America) Hours Per Week: 40 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
- ...common purpose to help make financial lives better through the power of every connection. We... ...us! As a Financial Solutions Advisor Stage I (FSA I), your... ...working in a financial center where you will help to... ...is subject to SAFE Act registration requirements. Pursuant...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...common purpose to help make financial lives better through the power of every connection. We... ...us! As a Financial Solutions Advisor Stage I (FSA I), your... ...working in a financial center where you will help to... ...is subject to SAFE Act registration requirements. Pursuant...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- ...common purpose to help make financial lives better through the power of every connection.... ...comprehensive advice and customized solutions to clients to help them... ...is subject to SAFE Act registration requirements. Pursuant... ...referrals or financial center clientele • Provides...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
- ...purpose to help make financial lives better through the power of every connection... ...a financial center and it's employees... ...proactive sourcing of candidates Manages client traffic... ...in identifying solutions for clients based on... ...met or exceeded Bilingual skills Skills:...BilingualFull timeWork at officeFlexible hoursShift workWeekend workDay shift
- ...common purpose to help make financial lives better through the power of every connection. We... ...advice and customized solutions to clients to help them... ...is subject to SAFE Act registration requirements. Pursuant to... ...referrals or financial center clientele Provides coaching...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...re more than a financial services... ...of financial solutions and digital services... ...as a trusted advisor by offering a... ...coaching others ~ Bilingual Spanish a plus... ...requires LO registration at the time of... .... Successful candidates must also meet... ...-1313 JOHNSON FERRY RD NE,...BilingualWork experience placementWork at officeImmediate start
$50k
...Join a financial services firm where your contributions... ...20,000 financial advisors across the U.S.... ...are at the center of our... ...training to maintain registrations and licenses in good... ...seeking the right solutions for clients Comfortable... ...opportunities Candidate qualifications:...Work at officeWork from homeHome officeFlexible hours- Bank of America in Marietta, GA is hiring a Financial Solutions Advisor Stage I to begin licensing and build a client-focused advisory practice.... ...consultative approach. As you advance, you’ll operate in a financial center delivering core banking, investment solutions and client...
$45k - $100k
...applicants. Join a financial services firm... ...20,000 financial advisors across the U.S. and... ...are at the center of our partnership... ...investment and financial solutions to your clients?... .../Requirements Candidates should have at least... ...services registration, licensing, or certification...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Fargo, we're more than a financial services leader we're... ..., services, and solutions Drive branch growth... ...experience, education ~ Bilingual speaking and... ...account support. SAFE registration is required at the time... ...requirements. Candidates applying to job openings...BilingualWork experience placementFlexible hours
- Bank of America seeks a Financial Solutions Advisor Stage I to begin licensing with SIE, Series 7 and 66, and to learn how to acquire, build, and... ...with personalized advice. You will start in a financial center, delivering banking and investment solutions and advancing...
- ...Take charge of your financial future with a company... ...-related licensure or registration if required by law in... ...service experience Bilingual skills Lowe's commitment... ...or when needed. Powered equipment should be used... ...and 120 distribution centers. Lowe's is a core...BilingualPart timeLocal areaFlexible hours
$150k - $220k
...client is a developer and owner of AI data center infrastructure, converting sites across a... ...national real estate portfolio into power-dense edge compute facilities. The company... ...and what could delay it. The ideal candidate is an electrical engineer who has...$27 - $41 per hour
...will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while... ...Intuit’s mission of “Powering Prosperity Around the... ...deliver accurate tax solutions in personalized everyday... ...Intuit’s policies Bilingual (English/Spanish) communication...BilingualWork at officeLocal areaMonday to Friday$91.1k - $179.5k
...Retirement & Wealth Provider Solutions ConsultantOur Human Capital practice... ...practitioners with deep financial services industry experience... ...development.A successful candidate would possess these skills:Ability... ...inquiries to the Global Call Center (GCC) at USTalentCICInbox@...Local area- ...GENERAL FUNCTION:Selected candidates are intended to... ...consultative sales process and Financial Needs Assessment to... ...appropriate solutions using our value proposition... ...by the Financial Center P&L.* Provide guidance... ...S.A.F.E. Act registration at the time of employment...Work experience placementWork at office
$95k - $110k
...closer look. At TruOak Financial Partners, we want to... ...your clients need solutions beyond your current capabilities... ...you. More than 30 advisors have joined TruOak... ...your licensing and registration.Collaborate with firm... ...available for candidates completing licensing....- ...Retail Personal Banker I. The position emphasizes consultative sales, customer relationship growth, and cross-selling within Financial Centers or Bank Marts. The program includes a certification upon completion and requires adherence to risk and compliance standards, with...Bilingual
- ...common purpose to help make financial lives better through the power of every connection. We... ...of contact for financial center clients, helping to... ...clients, offering appropriate solutions, and connecting clients to... ...a reasonable distance Bilingual Spanish Required...BilingualFull timeWork at officeFlexible hoursShift workWeekend workDay shift
- ...the local community, helping provide the financial service backbone for its residents,... ...processing teller transactions, sharing digital solutions, and making appropriate introductions... ...and compliance program requirements.Candidates applying to job openings posted in...Part timeWork experience placementLocal area
- Bank of America is looking for a Financial Advisor in Woodstock, GA to provide comprehensive advice and tailored solutions for clients to meet their financial objectives. Responsibilities... ...appropriate brokerage products. The ideal candidate will hold necessary licenses, possess at...Full time
$19 per hour
...Call Center Representative Ascensus is the leading... ...and service platform powering savings plans across... ...requests from participants, financial advisors, and plan... ...offer assistance and solutions. Process financial and... ...Education and Experience Bilingual in English and Spanish...BilingualHourly paySeasonal workWork at officeRemote workFlexible hoursShift workAfternoon shift$95k - $110k
...may be an experienced advisor looking for stronger... ...you may be newer to financial services and want experienced... ...your licensing and registration. Develop your... ...welcome. Early-career candidates are encouraged to... ...a new era of growth centered on elite development...$90k - $300k
...25 applicants Get AI-powered advice on this job and... ...features. Magellan Financial & Insurance Services,... ...a platform for elite advisors to do what they do best... ..., offering the best solutions for your clients without... ...Trainee: Howell Ferry Financial Center Financial Services -...Full timeTraineeship- ...consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit... ...service. ~ Assist banking center management with “on the job... ...CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license...Full timeTemporary workWork at office
- Bank of America seeks a Financial Solutions Advisor Stage I to begin with licensing in SIE, Series 7, and 66 exams, and to build foundational advisory... ...and Merrill. After licensed, you’ll work in a financial center delivering core banking, investment solutions, and client...Work at office
$100k
...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ..., and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act... ...advisory strategies Understands client solutions that are best suited for their...Work at officeShift workDay shift$19.25 per hour
...), you’ll provide reliable financial solutions to help customers manage everyday... ...money order processing. Bilingual (English/Spanish) is a plus... ..., and communities the Power of Choice with over 10... ...protected by applicable law. Candidates of all backgrounds are encouraged...BilingualHourly payFull timeTemporary workCasual workSeasonal workWork at officeLocal area- ## Financial Center Manager II - Varner Crossing Bank MartApply: Powder... ...learning approach for successful candidates to prepare for a Financial... ...recommend the appropriate solutions to meet those needs*... ...position requires S.A.F.E. Act registration at the time of employment...Full timeWork at office
- ...existing client relationships. Provides financial solutions that meet client needs based on... ...this role, including new or transfer of registration and applicable NMLS background check... ...criminal background standards. Successful candidates must also meet ongoing regulatory...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor Registration Candidate - Powers Ferry Financial Center - Bilingual Fluen. Be the first to apply!
- associate corporate finance Marietta, GA
- estate planning consultant Marietta, GA
- financial counselor Marietta, GA
- financial advisor associate Marietta, GA
- financial planning assistant Marietta, GA
- financial advisor Marietta, GA
- financial planner Marietta, GA
- jde finance consultant Marietta, GA
- finance associate Marietta, GA
- financial planning associate Marietta, GA





