Licensed Financial Solutions Advisor (SIE/Series)
Bank of America Corporation
Bank of America invites you to join as a Financial Solutions Advisor Stage I. You will begin by earning securities licenses and learning to advise clients on banking and investment solutions, establishing foundations for trusted relationships. As you progress to Stage II, you’ll deepen client portfolios, work with Merrill partners, and access academy resources to advance your career within a culture that values collaboration and professional growth. #J-18808-Ljbffr Bank of America Corporation
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Licensed Financial Solutions Advisor (SIE/Series) in Dallas, TX vacancy
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin the licensing path (SIE, Series 7, Series 66) and to learn foundational skills for advising clients on banking and investment solutions. You will work toward becoming a licensed professional while...SuggestedWork at office
- Bank of America Corporation seeks a Financial Solutions Advisor Stage I to begin licensure with SIE and Series exams while building foundational advisory skills. You’ll learn to acquire and manage client relationships, delivering integrated banking and investment solutions...Suggested
- ...Bank Of America Financial Advisor At Bank of America, we are guided by... ...comprehensive advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This position... ...Securities Industry Essentials (SIE) Bachelor's degree and/or...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$61k - $119k
...Education Becoming a financial advisor at Northwestern Mutual is a unique... ...-building and obtaining licenses. Our award-winning training... ...Trust Services Retirement Solutions Business Needs Analysis Northwestern... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Irving, TX3 days ago$45k - $100k
...Financial Advisor PositionJoin a financial services firm where... ...– Get registered and licensed and learn how to be a... ...investment and financial solutions to your clients?Taking... ...progressionLicensing:SIE (which can be obtained... ...without Firm sponsorship), Series 7 and Series 66 will...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Richardson, TX3 days ago$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern... ...-building and obtaining licenses. Our award-winning training... ...Trust Services · Retirement Solutions · Business Needs AnalysisNorthwestern... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...For contractorsWork at officeNorthwestern Mutual Life Insurance Company
Syracuse, NY15 hours ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...‑building and obtaining licenses. Our award‑winning training... ...Trust Services • Retirement Solutions • Business Needs Analysis... ...Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...Work at officeUnavailable
Dallas, TX3 days ago- ...teammates’ physical, emotional, and financial wellness through affordable,... ...advice and customized solutions to clients to help them achieve... ...by completing required licenses and trainings. This position... ...Qualifications : Currently holds Series 7 & 66 (63 & 65 in lieu of 66...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...insurance agent to help clients achieve their financial goals through comprehensive insurance, annuities, and investment solutions. You will compile clients’ financial... ...and grow your book of business. Training, licensing support, and a clear path for advancement are...
- ...Senior Financial Relationship Advisor Wells Fargo is seeking a Senior... ...opportunities, financial solutions, and personalized... ...Regulatory Authority (FINRA) Series 7 and 66 (or 63 and 6... ...State Insurance License with Variable, Life,... ...Industry Essentials (SIE) exam co-requisite is...Ongoing contractWork experience placementWork at officeImmediate start
- ...Financial AdvisorResponsibilities:Build and maintain trusted client relationships... ...financial decisions.Serve as a trusted advisor and behavioral coach, helping... .... Undergraduate degree is preferred.SIE and Series 65 or 66 licenses required prior to start.This job requires...
Vanguard Services Inc
Dallas, TX2 days ago - ...Prudential Advisors is looking for an experienced financial professional in the Syracuse area that... ...for financial solutions. This position will offer... ...Requirements: Series 6 and 63 required. Series... ...preferred Insurance license required Three or more...
LinkedIn
Syracuse, NY4 days ago $45k - $75k
...Financial Advisor – Texas Trust Credit UnionLPL Financial partners with TruStage... ...Trust Credit Union for financial solutions. This position will offer:The ability... ...step of the way.Requirements:Series 7 and 66 (63/65) requiredInsurance license requiredThree or more years of...Local areaLPL Financial LLC
Dallas, TX2 days ago- ...Prudential Advisors is looking for an Experienced Financial Advisor in the Syracuse market area who is interested... ...to Prudential for financial solutions. At Prudential, our... ...conversation today. Series 7 and 66 (or 63/65) LAH license Join us and take your financial...Full timeWorldwide
Prudential Financial
Syracuse, NY15 hours ago - ...service team in Dallas. You will answer inbound calls, provide financial guidance, and build trust-based relationships with clients... ...environment. Successful candidates will hold FINRA Series 7 & 63 licenses and can adapt to a 24/7 contact center. We offer competitive...
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing... ...you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and... ...apply. Attainment of FINRA SIE, life and health licenses (licensed...
- ...We Are At Corebridge Financial, we believe action is... ...searching for a Financial Advisor to provide a... ...tools Company-paid E&O, licensing fees, continuing education... ...have an active FINRA Series 7 licenses and a Series... ...providers of retirement solutions and insurance products...Local areaImmediate startRemote workRelocation
- Job Title Financial Representative (Early Career / Entry... ...into a top-performing advisor. Purpose-driven work:... ...identify appropriate solutions Educate clients on... ...and marketing tools Licensing support (where applicable... ...required licensing (Life, SIE, Series 7 and Series 66) Who...Remote workFlexible hours
- ...Are you passionate about leading Financial Advisors, influencing business strategy, and... ..., investment and retirement solutions, technology and platform capabilities... ...into actionable plans• SIE, Series 7, and Series 66 licenses required; Series 9/10 preferred or...Flexible hours
UBS
Dallas, TX3 days ago - ...while building a successful Financial Advisory practice! The Huntington Financial Advisors group seeks... ...most appropriate financial solutions for their short-term and... ...investment sales experience Series 7, 63, 65/66 and Life and Health Licenses Preferred Qualifications...Temporary workWork at officeRemote workWork from homeFlexible hours
- ...Healthcare Expertise into Financial Services with... ...Shields, Private Wealth Advisor: Time with NM: Over 9... ...retirement. Insurance Solutions: Recommend and implement... ...rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance...InternshipWork at officeLocal areaVisa sponsorshipFlexible hours
- ...real opportunity LPL Financial partners with banks to... ...Credit Union as a Financial Advisor associated with LPL... ...Credit Union for financial solutions. This position will... ...the way. Requirements Series 7 and 66 (63/65) required Insurance license required Three or more...Local area
- ...Wealth Advisor Are you a Certified Financial Planner (CFP) with a passion for transforming... ...portfolio management solutions targeting clients and... ...~ This job requires a Series 7, 63 or 66 regulatory license and/or registration (e... ..., SFC) as well as the SIE or ability to acquire...Work at officeLocal areaRemote workRelocationMonday to Friday
$26.83 - $38.61 per hour
...Financial Consultant I Principal is seeking financial... ...and Income Solutions - Principal Connection... ...Serving as a trusted advisor, you'll combine financial... ...regulatory training, licenses, and designations.... ...Licensing Requirements SIE and Series 7 licenses are...Hourly payPermanent employmentTemporary workWork experience placementH1bRemote workShift work- Spectrum Financial Group is seeking an entry-level Financial Representative. This role... ...scripts, systems and marketing tools, plus licensing support (Life, SIE, Series 7 and 66) and weekly coaching to grow into a top-performing advisor. #J-18808-Ljbffr Spectrum Financial...Remote jobFlexible hours
$52.8k
...Service Academy. Starting pay is $52,800 during training, with a 10% annual bonus potential and a path to total compensation around $60,280 in year one after licensing and performance-based increases; many shifts and on-site to hybrid work #J-18808-Ljbffr Charles SchwabShift work$1,000 per month
...Overview College Financial Representatives in the internship... ...Risk Product State Licensing: Life, Accident, and... ...certifications such as the Series 6 & 63 or CFP ® . Get... ...Financial Representative or Advisor role upon graduation.... ..., LTC) Support for SIE, Series 6, Series 63...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Addison, TX2 days ago- ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...and executing highly customized solutions to meet client needs... ...Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one year experience...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Financial Advisor At PNC, our people are our greatest differentiator and competitive advantage... ...guide you in creating personalized solutions on behalf of you and your clients.... ...No Required Certification(s) Licenses FINRA Series 7 and 66 (or 63,65) required. Life and...Full timeTemporary workPart timeWork experience placementWork at office
- Managing Associate / Financial Advisor Firm: Spectrum Financial Group Location: Flexible... ...to deliver advanced planning solutions Leverage technology and data‑driven... ...financial advisor or planner Active Series 7 and Series 66 licenses (or willingness to obtain) Ready to...Flexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Licensed Financial Solutions Advisor (SIE/Series). Be the first to apply!
Related searches
- license examiner Dallas, TX
- financial advisor associate Dallas, TX
- financial planning associate Dallas, TX
- financial consultant Dallas, TX
- finance associate Dallas, TX
- senior financial advisor Dallas, TX
- associate leveraged finance Dallas, TX
- project finance associate Dallas, TX
- financial planner cfp Dallas, TX
- financial planning administrator Dallas, TX