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
- 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
- ...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...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- ...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
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...you can help your clients achieve their goals... ...building and obtaining licenses. Our award-winning... ...Services · Retirement Solutions · Business Needs Analysis... ...investments for growth, insurance for protection...Full timeContract workFor contractorsWork at office$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 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
- 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
- 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
- Equity Bank is seeking a Personal Banker in Overland Park, KS to build client relationships and provide tailored banking solutions. You will conduct client conversations, recommend accounts and loans, and promote bank services while maintaining compliance with banking regulations...
- ...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...
$45k - $100k
...applicants. Join a financial services firm where... ...over 9 million clients and 20,000 financial advisors across the U.S. and... ...Get registered and licensed and learn how to be... ...earning potential and growth, and your... ...investment and financial solutions to your clients?...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Renaissance Financial Job Opportunity What... ...planning, we help our clients achieve financial... ...for all. Licenses & Registrations Required... ...a financial advisor with Renaissance Financial... ...progression and growth. Advisors engage... ...issues with tailored solutions Skills in...Flexible hours
- 49 Financial invites recent grads to join as Financial Advisors focused on client acquisition and long-term service. You’ll grow a team-based book by networking, referrals... ..., and helping clients navigate financial solutions as part of our planning team. You’ll receive...
- 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
- 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
- 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...
$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- ...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
$22 per hour
...supporting them on their financial journeys. At FNBO,... ...plan for helping clients ~401(k) match ~ Paid... ...positive attitude A solution-oriented critical thinker... ...your professional growth while working alongside... ...the Nationwide Mortgage Licensing System (NMLS)....Temporary workWork experience placementFlexible hours- ...area) seeks a customer-focused teammate to educate clients and process transactions using self-service... ...will handle cash, engage with clients to understand financial goals, and connect them to suitable banking solutions. Join a team with a strong emphasis on in-office...Work at officeRelocation
- ...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
...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- ...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...
- 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
- ...About Us At Synergy Wealth Solutions, we believe great advisors can come from many... ...people-oriented Inexperienced Financial Advisor who is ready to build... ...making a real difference in clients’ lives. You will... ...habits that drive pipeline growth and long‑term success Client...
- 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
- ...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...Full timeWork at officeLocal area
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