Financial Solutions Advisor Registration Candidate- CA Coastal Market
$28.85 - $33.65 per hourDormont Manufacturing Co
Job Description The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. 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. 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 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 Securities Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) through 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 Trading Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule Monday – Fridays and rotating Saturdays Shift 1st shift (United States of America) Hours Per Week 40 Pay Transparency details US - CA - Oxnard - 670 TOWN CENTER DR - RIVERPARK CENTER (CA6260) Pay and benefits information Pay range: $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. Benefits This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. #J-18808-Ljbffr Dormont Manufacturing Co
$20 - $23 per hour
At Lendmark Financial Services, we believe the success of our company... ...providing personal loan solutions. This position focuses on building... ...of the branch. Actively market all branch products and services... ...and Experience of the selected candidate. This position is eligible...SuggestedWork at office- ...Your Future as a Wealth Advisor I at OceanAir Federal... ...helping people achieve their financial dreams? Do you love... ...and recommend smart solutions. Open and service investment... ...plans to grow your market. Educate branch employees... ...Personal . Must-Haves: CA Life, Accident and...SuggestedWork at officeLocal area
$150k
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$25 - $27.88 per hour
...guided by a common purpose to help make financial lives better through the power of every connection... ...priorities and connecting clients to solutions that meet the financial goals.... ...: 40 Pay Transparency details US - CA - Camarillo - 2400 E Ponderosa Dr - CAMARILLO...SuggestedHourly payWork at officeFlexible hoursShift workWeekend workDay shift$90k - $95k
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...with clients to gain an in‑depth knowledge of their financial and life priorities, connecting them to solutions that meet their goals. Responsibilities Executes... ...40 Pay and Benefits Pay Transparency details US - CA - Ventura - 1130 S Victoria Ave - Ventura Main (CA6...Hourly payShift workWeekend workDay shift- ...prospect needs, and recommends appropriate solutions that match those needs, consistent with... ...client relationship and transaction for financial and credit risk and potential loss to... ...practices, rates and changes in the local market. Represents the Bank in the local...Local area
- ...clients through the entire loan process, evaluate financial information, and offer tailored loan solutions while ensuring compliance with all regulations. This... ...Maintain detailed knowledge of lending guidelines, market conditions, and regulations Build and maintain strong...Work at office
- ...develop creative financing solutions to resolve complex and often... ...$5-150MM. The successful candidate will solicit the sale of bank... ...include collecting and analyzing financial data to determine the... ...Finance, Accounting, Economics, Marketing (preferred) ~ Strong...Local area
$64.1k - $117.5k
...challenges, we'd love to meet you. What we do: The Financial Planning & Analysis (FP&A) team plays a critical role in... ...search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired...Full timeTemporary workLocal areaWorldwide$75k - $100k
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...municipal finance transactions throughout California. The ideal candidate will have experience supporting municipal finance matters,... ...attorneys and clients to develop practical, business-oriented solutions Manage multiple projects and deadlines in a fast-paced...Remote workFlexible hours- ...making customers feel understood while confidently recommending solutions. You’re motivated by goals and growth , and you know how... ...interacting with prospective customers. Previous experience in marketing, outreach, or customer service preferred. Must be able to...Work at office
$23.83 - $29.79 per hour
...dynamic Personal Banker III, who is an experienced branch banking advisor in establishing, developing and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships...Hourly payFull timeFlexible hours$21.4 - $26.75 per hour
...dynamic Personal Banker II, who is an experienced branch banking advisor in establishing, developing, and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships...Hourly payFull time$70.8k - $156.7k
Analyst, Financial Systems II Position Description Join CGI in supporting a major financial... ...This position is located in Ventura, CA. Your future duties and... ...creates value. You’ll develop innovative solutions and build relationships with teammates and...Local area$158k - $205k
...borrowers, and underwriters. The role also supports projects that have a direct impact on communities throughout California. The ideal candidate will have 3–6 years of municipal finance experience and a strong interest in navigating complex financing structures, regulatory...- ...Job Description Job Description The position of Senior Credit Analyst II is responsible for performing in-depth, thorough financial and collateral analysis and investigation of the credit worthiness of prospective and current clients, which includes ensuring that requested...Work experience placementWork at office
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