Financial Solutions Advisor Registration Candidate - Dentsville Financial Center (Bi-Lingual Spanish Required)
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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!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 youBuild 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:SIE (Securities Industry Essentials)Bachelor’s degree and/or a minimum of one year of financial services industry or sales experienceSkills:Client Experience BrandingClient Solutions AdvisoryInvestment ManagementPipeline ManagementReferral ManagementClient ManagementCustomer and Client FocusPortfolio ManagementProspectingReferral IdentificationBusiness AcumenExecutive PresenceOral CommunicationsRisk ManagementTradingMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentSchedule: Monday – Fridays and rotating SaturdaysShift:1st shift (United States of America)Hours Per Week: 40SummaryLocation: ColumbiaType: Full time
$28.85 - $33.65 per hour
...purpose to help make financial lives better through... ...culture with specific requirements for office-based attendance... ...and customized solutions to clients to help them... ...subject to SAFE Act registration requirements.... ...referrals or financial center clienteleRequired Qualifications...SuggestedHourly payFull timeTemporary workWork at officeDay shift- ...purpose to help make financial lives better through the... ...advice and customized solutions to clients to help... ...knowledge by completing required licenses and trainings... ...is subject to SAFE Act registration requirements. Pursuant... ...referrals or financial center clientele Provides...SuggestedTemporary workShift workDay shift
- ...common purpose to help make financial lives better by connecting... ...generation of financial advisors—those with a passion for people... ..., the Merrill Financial Solutions Advisor (Merrill FSA) role... ...is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedFull timeWork at officeImmediate startShift workDay shift
$50k
...Join a financial services firm where... ...000 financial advisors across the U.S... ...People are at the center of our... ...procedures, regulatory requirements, and ethical... ...to maintain registrations and licenses in... ...seeking the right solutions for clients... ...Candidate qualifications...SuggestedWork at officeWork from homeHome officeFlexible hours- ...purpose to help make financial lives better through the... ...advice and customized solutions to clients to help... ...knowledge by completing required licenses and trainings... ...is subject to SAFE Act registration requirements. Pursuant... ...referrals or financial center clientele Provides...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;... ...America employees are required to meet all... ...Deliver customized solutions and the full resources... ...accepted, in lieu of 66) registrations required with 5+ years... ...and hire qualified candidates without regard to race...Work at officeShift workDay shift
- ...Financial Advisor - Columbia, SC page is loaded## Financial... ...generosity at the center of saving and investing... ...), Series 7 and 66 registrations, and complete... ...financial advisor role.**Requirements*** Bachelor’s degree... ...of expert financial solutions, serving more than 2...Local area
- ...we're more than a financial services leader - we... ...deliver integrated solutions across deposits, investments... ...licensing requirements and SAFE registration. Upon successful completion... ...: * Columbiana Center: 331 Harbison Blvd... ...requirements. Candidates applying to job openings...Temporary workWork experience placementImmediate start
- ...GENERAL FUNCTION:Selected candidates are intended to... ...Personal Banker I is a Financial Center position focused on... ...recommend appropriate solutions using our value proposition... ...SKILLS AND ABILITIES REQUIRED:* College degree or... ...S.A.F.E. Act registration at the time of employment...Work experience placementWork at office
$24k
...and subsidiary of Westlake Financial Services, providing automobile... ...Western Funding's program requires a consultative sales and... ...Managers. We are looking for candidates based in the US who are... ...independently and in a team ~ Bi-lingual (Spanish) a plus ~ Comfortable...Business intelligenceSpanish language skillsFull timeWork experience placementLive inLocal areaRemote workHome officeFlexible hours- ...Take charge of your financial future with a company... ...the store or garden center, answering phones, and... ...experience if education requirement is not met) ~1 year... ...related licensure or registration if required by law in... ...being considered ~ Bi-lingual skills Lowe'...Business intelligenceFull timePart timeLocal areaFlexible hours
$80k - $90k
...Advisor Development Program – Financial Advisor The Advisor Development Program is designed... ...continuing education requirements. Handle inbound inquiries... ...recommend appropriate solutions. Collaborative teamwork... ...Position may require SAFE Act registration and background check;...Immediate start$30k
...southern coastal town with Spanish moss-draped trees,... ...-ins for transparent bi-directional communication... ..., referral relations, financial coordinators, and... ...associated travel, and registration fees. We provide outstanding... ...programs. Mars Center for Veterinary Excellence...Business intelligenceSpanish language skillsFull timeTemporary workPart timeLive inLocal areaRelocation package- ...treatments, care solutions and communities,... ...that the successful candidate will have... ...organizational, and financial challenges and opportunities... ...with these required skills to achieve... ...in Spanish, preferred but not... ...please visit the Centers for Medicare and...Spanish language skillsFull timeLocal areaNight shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...Trust Services · Retirement Solutions · Business Needs Analysis... ...Milwaukee, WI. *Individuals are required to have a minimum of three... ...Planner Board of Standards Center for Financial Planning, Inc....Full timeContract workFor contractorsWork at office$146.3k - $306.4k
...hyperscale data center campuses and... ...funding and finance requirements. Benchmark... ...(e.g., Power BI/Tableau) that... ...as a trusted advisor to program... ...business. Candidates are typically... ...Purchase Plan # Financial planning and group... ...AI and cloud solutions that impact...Contract workTemporary workRemote workWork from homeFlexible hoursShift work$126.2k - $264.1k
...The ideal candidate will have a strong... ...within the data center or critical... ...cash flow, and financial performance against... ...and project requirements. Ensure... ...(e.g., Power BI/Tableau) that... ...as a trusted advisor to program leadership... ...AI and cloud solutions that impact...Contract workTemporary workFor contractorsFlexible hoursShift work$12.5 per hour
...verbal communication skills Knowledge of youth development. BI-LINGUAL IN ENGLISH/SPANISH A PLUS Understand the Clubs' philosophy, vision, and... ...First Aid/CPR Other duties as assigned Physical and Mental Requirements Must be comfortable performing multi-faceted projects in...Business intelligenceSpanish language skillsHourly payPart timeSummer workCasual workLocal areaMonday to FridayAfternoon shift$15 - $16 per hour
...hourly associates to achieve the same overall goal. Education Required: High school diploma or GED. Preferred: None specified.... ...a professional appearance and attitude. Preferred: Bi‑lingual (English/Spanish). Core Competencies (Essential Job Functions) Ensure that...Business intelligenceSpanish language skillsHourly payAll shiftsNight shift- ...Bilingual in English & Spanish We are Lennar Lennar... ...Mortgage, your role will be centered on establishing and... ...include assessing financial data, guiding customers... ...clients seeking financial solutions. A career with... ...in English and Spanish required. Highschool Diploma or...Spanish language skillsLive inWork at officeLocal area
- Financial Consultant (T) The Financial Consultant is responsible... ...Plan Sponsors. Educational Requirements University (Degree)... ...5+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series... ...not discriminate against any candidate or employee on the basis of...Work experience placementImmediate startRemote workFlexible hours3 days per week
- ...Lendmark Financial Services At Lendmark Financial... ...providing personal loan solutions. This position... ...management. Basic Requirements ~ High School Diploma... ...Degree Bilingual, Spanish/English... ...Experience of the selected candidate. This position is...Spanish language skillsWork at office
$12 - $12.5 per hour
...verbal communication skillsKnowledge of youth development.BI-LINGUAL IN ENGLISH/SPANISH A PLUSUnderstand the Clubs' philosophy, vision and... ...First Aid/CPROther duties as assignedPhysical and Mental Requirements: Must be comfortable performing multi-faceted projects in...Business intelligenceSpanish language skillsHourly payPart timeSummer workCasual workLocal areaMonday to FridayAfternoon shift- ...America employees are required to meet all... ...guidance. Merrill's Financial Advisors and Wealth Management... ...delivering investment solutions via targeted investment... ...subject to SAFE Act registration requirements.... ...and hire qualified candidates without regard to race...Work at officeWork from homeShift workDay shift
$129.3k - $177.8k
...analyzes and forecasts financial, economic, and other... ...develop cost-effective solutions. This position advises... ...complex actuarial matters requiring analysis of variable... ...through on-demand candidate assessments. If you are... ...put our patients at the center of everything we do....Business intelligenceFull timeTemporary workFor contractorsApprenticeshipWork at officeRemote workWork from homeHome officeMonday to Friday- ...products and services and process orders for our English- and Spanish-speaking customers. In return for your hard work, you can make... ...heavy product.Basic computer skillsPrevious experience is not required but experience in customer service or as an account executive,...Business intelligenceSpanish language skillsFull timeTemporary work
- ...common purpose to help make financial lives better through the power... ...priorities and connecting clients to solutions that meet the financial goals... ...Manages financial center traffic, appointments, and outbound... ...cash responsibilities Required Qualifications: Is an...Work at officeFlexible hoursShift workWeekend workDay shift
$73.3k - $150.5k
...benefits and service solutions that enable employees... ...findings to outcomes across BI/reporting, operations,... .... The ideal candidate is a strong analytical... ...quantitative field is required, Master’s is preferred... ...skills, experience in financial services, leadership experience...Business intelligenceFull timeTemporary workWork experience placementRemote workWorldwide- Medium is seeking dedicated individuals for a work-from-home financial services position aimed at protecting families. Ideal candidates demonstrate strong communication skills and a genuine desire to make a positive impact on others. Integrity is essential as you assist...Remote workWork from home
- ...Agency is seeking dedicated individuals for a work-from-home financial services position aimed at protecting families. This role involves... ...and presenting growth opportunities within the company. Ideal candidates possess strong communication skills and a passion for helping...Remote workWork from home
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