Financial Solutions Advisor Registration Candidate- Central 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 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 ProspectingReferral 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 If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone‑based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details 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
- Job Overview Financial Solutions Advisor Stage I at Bank of America. The role focuses on obtaining securities... ...Position is subject to SAFE Act registration; employees must register and maintain... ...required. Open for the entire market; specific Financial Center location will...SuggestedWork at officeImmediate startMonday to Friday
- ...Merrill Advisor Development Program - Financial Advisor: NY Capital/Central NY Market Albany, New York;Clifton Park... ...highly customized solutions to meet client... ...subject to SAFE Act registration requirements. Pursuant... ...and hire qualified candidates without regard to race...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... .... This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedTemporary workShift workDay shift
- ...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging... ...trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements...SuggestedTemporary workShift workDay shift
- A leading financial institution is seeking an experienced financial advisor to provide tailored solutions for clients. The role involves developing financial plans, advising on... ...ensuring compliance with regulations. Ideal candidates will have a minimum of one year in the...Suggested
- ...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client... ...Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
- ...this role is responsible for delivering comprehensive financial advice and customized solutions that help clients achieve their financial goals. The... ...required licenses and trainings, and adherence to SAFE Act registration requirements. Responsibilities Work with clients to...Temporary workShift workDay shift
- ...guidance. Role Specifics As a Merrill Advisor Development Program - Financial Advisor, you will work with high‑... ..., and execute highly customized solutions. Recommend investment products and... ...position is subject to SAFE Act registration requirements. All employees engaged...Interim roleImmediate startShift workDay shift
- ...re a diversified financial services leader with... ...the local market and execute a business... ...of existing advisor practices through... ...manage the end-to-end candidate experience.... ...advice, investment solutions, external practice... ...maintain appropriate registrations to provide...Full timeWork experience placementH1bWork at officeLocal areaWork from homeVisa sponsorship1 day per week
- A global banking institution in New York is seeking candidates for the Advisor Development Program as Financial Solutions Advisors. This program provides training in obtaining necessary licenses and developing skills needed for client relationship management. Successful...
- A leading financial institution in New York seeks a Financial Advisor to guide clients in achieving their financial goals... ...tailored advice and comprehensive solutions. Responsibilities include... ...planning, and risk management. Ideal candidates hold Series 7 & 66 licenses and...Full time
$45k - $100k
...crossroads, a career as a financial advisor may be the right change for... ...interest in financial services/markets and how they work. Love of... ...investment and financial solutions to your clients? Taking... ...experience. Financial services registration, licensing, or...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$43.89k - $150k
...position with Cetera Financial Group. Accepted... ...Services LLC (marketed as Cetera Financial... ..., the Financial Advisor establishes a portfolio... ...goals. The ideal candidate is customer-... ...of investment solutions and products to help... ...through this central email or telephone...Full timeTemporary workLocal areaFlexible hours- ...retirement readiness, Voya Financial is committed to... ...available. Voya Financial Advisors®, Inc., a leading... ...seminars. Qualified candidates must possess the... ...preferred Securities registrations - Series 7, 65 & 66 preferred... ...and plans Turnkey marketing services Transition...Local area
- Teachers-Federal-Credit-Union in New York is seeking a Financial Services Representative to build relationships with members and... ...them navigate online banking, ATMs, and tailored financial solutions. Candidates should have a High School degree or GED and at least one-year...Flexible hours
- ...America in the Town of Florida seeks a qualified financial advisor to provide customized financial solutions to clients. This role involves building financial... ...recommending appropriate banking and investment strategies. Candidates must hold Series 7 and 66 licenses, with...
$22.61 - $37.67 per hour
...proactive basic sales solutions through customer outreach... ...based discussion on financial goals Identify... ...meeting and maintaining registration requirements under the... ...fair, competitive, and market-informed pay for our employees... ...(USD). The successful candidate's particular...Hourly pay- ...relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial... ...with Specialists (Financial Advisors, Mortgage Bankers, and Business... ...) exam, FINRA Series 6/7, state registration (including 63 or 66 if required),...Immediate startAfternoon shift
$48.43k
...will not be used for marketing purposes, sold, or shared... ...to determine their financial needs, and meeting... ...exciting opportunity for candidates with retail or sales... ...about Regions’ solutions Conducts outbound phone... ...This position requires registration with the Nationwide...Full timeFlexible hours$48.43k
...phone to determine their financial needs and meeting... ...exciting opportunity for candidates with retail or sales... ...about Regions’ solutions. Conducts outbound phone... ...position requires registration with the Nationwide Mortgage... ...as a point-of-market reference for compensation...Full timeFlexible hours- ...General Function Selected candidates will become a Retail... ...Personal Banker I is a Financial Center position focused... ...and recommend appropriate solutions. Use CAMP and other marketing tools to proactively reach... ...Requires S.A.F.E. Act registration at employment through the...Work experience placementWork at office
$41.71k - $65k
...advice and guidance regarding financial solutions that are in the best... ...collaborative and versatile branch and market team. Probes to understand... ...experience. Canada only: Registration to sell investment products... ...other than directly from a candidate. Any unsolicited resumes...Contract workPart timeLocal areaImmediate startDay shift$250k
...channels and leverage technology/marketing tools available to uncover... ...and present product offers/financial solutions Understand and comply with... ...and technologies NMLS registration; Safe Act compliant... ...opportunity employer, and qualified candidates will receive consideration...- ...GENERAL FUNCTION:Selected candidates are intended to... ...Personal Banker I is a Financial Center position... ...recommend appropriate solutions using our value proposition... ...and other approved Marketing tools to proactively... ...requires S.A.F.E. Act registration at the time of employment...Work experience placementWork at office
- ...Third Bank. Selected candidates are intended to become... ...identify and meet the financial needs of customers or... ...recommend appropriate solutions. Utilize CAMP and other approved Marketing tools to proactively reach... ...Required S.A.F.E. Act registration at the time of...Work experience placementWork at office
- A leading financial institution is seeking a Financial Solutions Advisor Stage I to help clients manage their financial lives. This entry-level role involves obtaining... ...and providing personalized financial solutions. Candidates should possess strong communication skills and a...
- Bank of America is seeking a Financial Solutions Advisor Stage I in the Town of Florida, New York. This role is focused on obtaining securities... ...and providing financial advice to clients. The successful candidate will have opportunities for growth within the company and...
- Overview Selected candidates will become a Retail Personal... .... The role is a Financial Center position focused... ...appropriate solutions using our value proposition... ...CAMP and other approved Marketing tools to proactively... ...S.A.F.E. Act registration at the time of employment...Work experience placement
$48k - $100k
...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...capitalize on referrals Deliver customized solutions and the full resources of Bank of... ...66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years’ experience Established...Shift workDay shift$48k - $100k
A leading financial services company seeks an experienced Financial Advisor in New York to deliver comprehensive financial planning... ...build client relationships. Candidates should have over 5 years of... ..., FINRA Series 7 & 66 registrations, and an established practice....
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