Financial Solutions Advisor I — Licensing & Client Growth
National Black MBA Association
Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry Essentials (SIE), Series 7 and Series 66 exams, building foundational advisory skills and client relationships. The role progresses to Stage II with broader opportunities within Bank of America and Merrill. Training, coaching, and structured programs support your development. The position emphasizes licensing within 30/120 day timelines, developing financial knowledge, and delivering holistic #J-18808-Ljbffr National Black MBA Association
- 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 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
- ...Description WealthBridge Financial Group is seeking a... ...you will engage with clients to understand their financial... ...offer comprehensive solutions, including investment... ...relationships. Licenses or certifications in financial... ...resources ~ Career growth opportunities and...Suggested
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin by earning Securities Industry licenses (SIE, Series 7, Series 66) and to develop foundational advisory skills for client relationships and financial planning. You’ll work in an in-office environment...SuggestedWork at office
- WealthBridge Financial Group in Kansas is seeking a results-oriented Financial Consultant to engage with clients, understand their objectives, and provide tailored advice and strategies... ...planning, and wealth management solutions. #J-18808-Ljbffr WealthBridge Financial...Suggested
- ...common purpose to help make financial lives better through the... ...by driving Responsible Growth and delivering for our clients, teammates, communities,... ...us! As a Financial Solutions Advisor Stage I (FSA I), your... ...your Securities Industry licenses, where you receive dedicated...Work at officeImmediate startMonday to FridayShift workDay shift
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual... ...where you can help your clients achieve their goals... ...and obtaining licenses. Our award‑winning training... ...Services • Retirement Solutions • Business Needs... ...including investments for growth, insurance for...Work at office- ...common purpose to help make financial lives better through the... ...by driving Responsible Growth and delivering for our clients, teammates, communities and... ...advice and customized solutions to clients to help them achieve... ...by completing required licenses and trainings. This...Temporary workWork at officeShift workDay shift
- A leading financial services firm in Olathe, Kansas, is seeking passionate individuals for virtual consultations with clients. This role emphasizes building strong client relationships and... ...assessing client needs, offering financial solutions, and completing administrative tasks...Remote jobWeekly payFlexible hours
- 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
- 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 timeInternshipFlexible hours
- ...At Synergy Wealth Solutions, we help advisors grow more than a book... ...strategies, and exceptional client service with a... ...an Experienced Financial Advisor with a track... ...practice in a supportive, growth-oriented environment... ...-based strategy Licensing and registrations...
- ...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...
- ...face-to-face with your clients, providing mentorship... ...top resources in the financial industry, while you nurture... ...empower professional growth, flexibility and... ...solutionsFINRA Series 7 & 66 licensed and hold appropriate... ...to present complex solutions to a knowledgeable client...Full time
- Summary of the Job Senior Financial Advisor is accountable for advising affluent clients through multiple... ...Variable Contract insurance licenses. Previous successful... ...a comprehensive solution for them. Ability to... ...mentorship and professional growth. Work location is...Contract workTemporary workLocal area
- Capstone Financial, LLC is looking for a motivated Inexperienced Financial Advisor in Overland Park, Kansas. This role is perfect for... ...Key responsibilities include client business development, delivering... ...supportive environment with a focus on growth and success. #J-18808-Ljbffr...
- A financial services agency is seeking passionate, motivated individuals for a role focused on securing families’ financial well-being.... ...home and includes conducting virtual consultations, assessing clients' needs, and building lasting relationships. With comprehensive...Work from homeFlexible hours
- 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...
- ...Us: At Synergy Wealth Solutions, we believe great advisors can come from many backgrounds... ..., people-oriented Financial Advisor who is ready to build... ...making a real difference in clients' lives. You will participate... ...that drive pipeline growth and long-term success Client...
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive... ...financial principles and a client-first philosophy. We inspire... ..., and professional growth come together. Your experience... ...management Training and licensing support: ~ First Command...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$22 per hour
...supporting them on their financial journeys. About This... ...plan for helping clients 401(k) match Paid time... ...a positive attitude A solution-oriented critical thinker... ...support your professional growth while working... ...the Nationwide Mortgage Licensing System (NMLS). Qualification...Temporary workTraineeshipWork experience placementInternshipFlexible hours- ...seeking a Personal Banker who will build and deepen relationships with existing and prospective clients, understanding their financial goals and recommending tailored banking solutions. You will ensure a seamless and accurate account opening experience and drive customer...
- ...Banker who is relationship-driven and passionate about helping clients achieve financial wellbeing. You will build and deepen relationships with... ...their goals and recommending tailored banking solutions, ensuring a seamless account opening experience. Responsibilities...
$22 per hour
...support customers on their financial journeys by getting to... ...plan for helping clients 401(k) match Paid time... ...positive attitude A solution‑oriented critical... ...Care Employee Banking Growth Opportunities Tuition... ...the Nationwide Mortgage Licensing System (NMLS). Successful...Hourly payTemporary workWork experience placementFlexible hours$72k - $90k
...important work benefits our clients and partners as much as it does... ...of creating a profitable growth company that is also a Great... ...delivering cutting-edge technology solutions for our clients. Founded... ...Ability to manage budgets, analyze financial reports, and track...Full timeRemote workShift work- 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
- ...guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues... ...cross-selling and enhance the client experience. Analyze... ...Google Drive Certificates, Licenses and Registrations: ~ None...Work at officeLocal area
- ...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
- Northwestern Mutual is seeking individuals to become financial advisors in Olathe, Kansas. The role emphasizes building client relationships and developing personalized... ...continuous learning and development, with strong support for licensing. #J-18808-Ljbffr UNAVAILABLE
$1,000 per month
...Northwestern Mutual College Financial Representative... ...build your business and client base Develop and execute... ...Risk Product State Licensing: Life, Accident, and... ...personal and professional growth in this program. With... ...Representative or Advisor role upon graduation....Full timeContract workFor contractorsInternshipLocal areaFlexible hours
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