Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Solutions Advisor I: Licensing & Client Advisory

National Black MBA Association

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, 66) and to grow into advisory client relationships in a financial center. You'll start with training, build essential skills, and advance toward more senior roles within Bank of America and Merrill. This in-office role emphasizes delivering banking and investment solutions with a client-first approach. #J-18808-Ljbffr National Black MBA Association

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Solutions Advisor I: Licensing & Client Advisory in Kansas City, MO vacancy
  • Bank of America is hiring a Financial Solutions Advisor Stage I to begin with obtaining SIE, Series 7 and Series 66 licenses, then progress to client advisory in a financial center. You’ll learn to acquire, build, and manage client relationships while delivering solutions... 
    Suggested

    Bank of America

    Overland Park, KS
    2 days ago
  • Bank of America is hiring a Financial Solutions Advisor Stage I to begin with licenses (SIE, Series 7/66) and move into client advisory. You’ll start in a financial center, meeting banking clients, small business owners, and high‑net‑worth clients alike, delivering comprehensive... 
    Suggested

    Bank of America

    Kansas City, MO
    1 day ago
  • Bank of America in the United States seeks a Financial Solutions Advisor Stage I to begin by obtaining securities licenses (SIE, Series 7, Series 66) and to build client relationships while delivering banking and investment solutions. You will guide clients through complex... 
    Suggested

    Bank of America

    Olathe, KS
    2 days ago
  •  ...purpose to help make financial lives better through...  ...and delivering for our clients, teammates,...  ...Join us! As a Financial Solutions Advisor Stage I (FSA I), your...  ...Securities Industry licenses, where you receive dedicated...  ...sales experience. Skills Advisory Account Management... 
    Suggested
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Kansas City, MO
    1 day ago
  • $75k - $105k

    A leading financial services provider is seeking a Licensed Experienced Financial Professional in Kansas City. This full-time role offers competitive compensation...  ...$75,000 to $105,000 yearly, and focuses on providing clients with expert financial advice. You will work in a... 
    Suggested
    Full time

    New York Life Insurance Company

    Kansas City, MO
    11 hours ago
  •  ...purpose to help make financial lives better through the...  ...delivering for our clients, teammates, communities...  ...advice and customized solutions to clients to help them...  ...by completing required licenses and trainings. This...  ...Account Management Advisory Client Experience Branding... 
    Temporary work
    Work at office
    Shift work
    Day shift

    Bank of America Corporation

    Prairie Village, KS
    28 days ago
  • A financial services firm in Overland Park is seeking a full-time Financial Services...  ...Representative to provide strategic financial solutions and assist clients with financial planning and...  ...at least one year of experience as a licensed financial representative, alongside analytical... 
    Full time

    Capstone Financial, LLC

    Overland Park, KS
    1 day ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming...  ...you can help your clients achieve their goals through...  ...and obtaining licenses. Our award-winning training...  ...Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Kansas City, MO
    3 days ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual is...  ...you can help your clients achieve their goals through...  ...and obtaining licenses. Our award‑winning training...  ...Funding • Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis... 
    Work at office

    UNAVAILABLE

    Leawood, KS
    1 day ago
  •  ...Chase & Co. is seeking a Private Client Advisor in Kansas City to provide comprehensive financial planning and investment solutions to clients. You will focus on...  ...least 2 years of financial advisory experience and possess the necessary licenses. Emphasis is placed on client... 

    JPMorgan Chase & Co.

    Kansas City, MO
    4 days ago
  • $50k

    A financial services company in Kansas City seeks a Financial Advisor to manage client relationships and sell investment products. The ideal candidate will have over 5 years...  ...services, a Bachelor's degree, and required FINRA licenses. Responsibilities include managing an... 
    Full time

    Commerce Bank

    Kansas City, MO
    4 days ago
  •  ...Registered Investment Advisor (RIA) committed to...  ...achieve long-term financial success. We...  ...tailored to each client's unique goals. Our...  ...of an established advisory firm. We are committed...  ...wealth management solutions. Develop...  ...environment. Preferred Licenses Series 65 Commission... 
    Full time
    Work at office

    Investment Consulting Services, LLC

    Kansas City, MO
    4 days ago
  •  ...Collects the necessary client profile data,...  ...appropriate Serves as interim Financial Advisor, providing...  ...& 65 in lieu of 66) licenses Minimum of one year...  ...recommend appropriate solutions/interventions Proven...  ...Products Financial Advisory Client Profiling Goal... 
    Interim role

    Jobtailor

    Leawood, KS
    3 days ago
  •  ...WealthBridge Financial Group is seeking a results-oriented Financial...  ..., you will engage with clients to understand their financial...  ...expertise to offer comprehensive solutions, including investment opportunities...  ...client relationships. Licenses or certifications in... 

    WealthBridge Financial Group

    Kansas City, KS
    3 days ago
  • Northwestern Mutual College Financial Representatives are interns who help build an integrated financial planning...  .... As an intern, you’ll learn prospecting, strategy, client meetings, and planning tools, with licensing support and the potential to interview for full-time... 
    Full time
    Internship
    Flexible hours

    Northwestern Mutual

    Olathe, KS
    3 days ago
  • Northwestern Mutual is offering a path to become a Financial Advisor in a structured program. You will build client relationships, assess financial goals, and recommend insurance, investments, and planning solutions. Grow your own practice with mentorship and a performance... 
    Flexible hours

    Northwestern Mutual

    Kansas City, MO
    1 day ago
  • Jobtailor seeks a seasoned financial advisor to partner with affluent clients, identify goals, and analyze their financial...  ...communicate complex financial solutions and build lasting relationships...  ...role requires extensive regulatory licensing and certifications with a 120-day... 

    Jobtailor

    Overland Park, KS
    11 hours ago
  • $102.96k - $125.84k

     ...involvement with prospects and clients for investment (brokerage, insurance, and investment advisory) services. Establish and...  ...MINIMUM: ~7 years financial advisor or investment sales experience...  ...or equivalent experience ~ Licenses: FINRA Series 7, 63, 65 or 6... 
    Work at office
    Local area
    Flexible hours

    UMB Financial Corporation

    Leawood, KS
    2 days ago
  • $50k

     ...Join a financial services firm where your contributions are...  ...first. With over 9 million clients and 20,000 financial advisors across the U.S. and...  ...maintain registrations and licenses in good standing. A firm...  ...information seeking the right solutions for clients... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Kansas City, MO
    2 days ago
  • $90k - $100k

     ...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at...  ...you passionate about helping clients achieve their financial goals...  ...planning, investment management solutions, and risk management to...  ...preferred but not required. Licenses: Series 65 or must obtain... 
    Temporary work
    Local area
    Flexible hours

    CAPTRUST

    Leawood, KS
    5 days ago
  •  ...Us: At Synergy Wealth Solutions, we help advisors grow more than a book of business...  ..., and exceptional client service with a culture that...  ...are seeking an Experienced Financial Advisor with a track...  ...protection-based strategy Licensing and registrations appropriate... 

    Synergy Wealth Solutions

    Overland Park, KS
    1 day ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda,...  ...Advisors and Wealth Management Client Associates help clients...  ...personal relationship with their advisory team committed to their...  ...referrals Deliver customized solutions and the full resources of... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Leawood, KS
    2 days ago
  •  ...Job Description Financial Advisor Jobs at First Command: Shaping Positive...  ...financial principles and a client-first philosophy. We inspire...  ...Training and licensing support: ~ First Command...  ..., FINRA ), First Command Advisory Services, Inc., First Command... 
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Shawnee, KS
    5 days ago
  • NBH Bank is seeking a Relationship Banker I to develop relationships with clients and partners, introduce them to banking products, and provide exceptional service using the latest digital tools. You will support multiple departments, contributing to a positive, results... 

    NBH Bank

    Kansas City, MO
    1 day ago
  •  ...Banker to build, expand, and retain client relationships while delivering exceptional...  ...service. You will assess clients' financial needs and offer solutions across bank products, through in-...  ...for business, mortgage, and advisory needs, aiming to meet personal and branch... 

    Simmons Bank

    Kansas City, MO
    1 day ago
  •  ...Corporation is seeking a Relationship Banker to grow and retain client relationships while delivering an exceptional experience. You...  ...client needs and present bank products and services to help achieve financial goals. In this role, you will open and close accounts, process... 

    Simmons Bank

    Olathe, KS
    3 days ago
  • Private Client Banker - KC East Market - Kansas City...  ...to suit their financial needs. As a Private Client...  ...Specialists (Private Client Advisors, Mortgage Bankers and...  ...if required) and Life licenses are required - or must...  ...grow, delivering solutions to solve all their financial... 
    Immediate start
    Afternoon shift

    JPMorganChase

    Kansas City, MO
    1 day ago
  • A financial services firm in Overland Park, Kansas, seeks licensed Life Insurance Agents to provide retirement accounts in a unique virtual consultancy format. This...  ..., allowing agents to build trust-based client relationships without traditional cold calling. Ideal... 
    Remote job

    Skykeyfinancial

    Overland Park, KS
    11 hours ago
  •  ...Manager at Prudential Advisors We are looking for Experienced...  ...to you and your clients. Prudential will...  ...architecture platform for client solutions Our competitive...  ...support you by offering financial packages designed to...  ...and Health Insurance license required Two or more years... 
    Full time

    Prudential Financial

    Kansas City, MO
    1 day ago
  •  ...Description: Are you a driven financial professional who loves...  ...guidance, and helping clients achieve their...  ...Matters: As a Financial Advisor, you’ll be the trusted...  ..., and coordinate solutions with internal teams to...  ...preferred Valid driver’s license Current Series 7 Series... 
    Base plus commission

    Capitol Federal Savings Bank

    Overland Park, KS
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Solutions Advisor I: Licensing & Client Advisory. Be the first to apply!