Licensed Financial Solutions Advisor - SIE & Series Ready
Bank of America ATM
Bank of America is seeking a Financial Solutions Advisor Stage I to begin with licensing in securities and build foundational advisory skills. You’ll learn to acquire, grow, and manage client relationships, guiding clients with advice and solutions to support their financial lives. As you progress to Stage II, you’ll deepen client relationships within a banking and Merrill portfolio, with ongoing training and opportunities across the organization. #J-18808-Ljbffr Bank of America
- Bank of America is seeking a Financial Solutions Advisor Stage I in West Hollywood, California, to build client relationships while earning essential securities licenses. The role includes comprehensive training and a structured development program aimed at helping clients...Suggested
- Bank of America is seeking a Financial Solutions Advisor Stage I in Sherman Oaks, CA. You will start by obtaining SIE, Series 7 and Series 66 licenses, and you will learn to acquire, build and manage client relationships while advising on comprehensive financial solutions...SuggestedWork at office
- Bank of America is hiring a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, Series 66) and progress to advisory roles. You’ll learn to build and manage client relationships and guide clients through financial solutions in a structured...Suggested
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the... ...impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your... ...obtaining your Securities Industry licenses, where you receive... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the... ...impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your... ...obtaining your Securities Industry licenses, where you receive... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Bank of America is seeking a Financial Solutions Advisor Stage I in Los Angeles, California. The role involves securing necessary securities licenses and providing bank and investment solutions to clients. Successful candidates will progress to more advanced roles while...
- A leading banking institution is seeking a Financial Solutions Advisor Registration Candidate in Monterey Park, CA. This full-time position involves obtaining essential industry licenses while building and managing client relationships. Candidates should possess a high...Full time
$28.85 - $33.65 per hour
...Overview Bank of America provides an opportunity to work as a Financial Solutions Advisor Stage I (FSA I). Your journey starts with securing Securities Industry licenses (Securities Industry Essentials [SIE], Series 7, and Series 66). After obtaining the required licenses,...Hourly payImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining securities licenses, including Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. You will be taught foundational...Hourly payWork at officeMonday to FridayShift workDay shift- ...build and maintain strong relationships with financial professionals while promoting Capital Group solutions and analyzing business intelligence. The candidate... ...services industry, and must hold the SIE license with Series 6 or 7 strongly preferred. The position offers...Flexible hours
- ...MassMutual, a leading financial services... ...motivated Financial Advisor who is ready to take the next step... ...planning, and protection solutions. You will have the... ...Active Life Insurance license required. Previous... ...Nice-to-Haves: SIE, Series 6, Series 7, Series...
- ...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This position... ...Qualifications : Currently holds Series 7 & 66 (63 & 65 in lieu of 66...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Bank of America is hiring for a financial advisor role in Monterey Park, California. This... ...providing tailored financial advice and solutions to help clients achieve their... ...The ideal candidate will possess a Series 7 and 66 license and have one year of experience in the...
$70k - $80k
Bank of America is seeking a Financial Advisor in San Gabriel, California, to provide tailored financial advice to... ...comprehensive financial planning and brokerage solutions. Candidates should hold Series 7 & 66 licenses and have experience in the financial services industry...- ...professional to provide clients with personalized financial advice and customized solutions. Responsibilities include planning financial goals... ...achieve their goals. The ideal candidate should possess Series 7 and 66 licenses, along with at least one year of experience in...
- ...America in Culver City is seeking a dedicated financial advisor to provide tailored advice and solutions that help clients achieve their financial goals... ...and investment products. Applicants should have Series 7 & 66 licenses and at least one year of relevant experience in...
$70k - $80k
...America in Bell, California, is looking for a Financial Advisor to provide tailored advice and solutions to clients, helping them achieve their financial... ...experience in the investment industry and current Series 7 & 66 licenses. The position offers an annual salary range of...$70k - $80k
...This role focuses on providing comprehensive financial advice and customized solutions to clients to help them achieve their... ...recommended Required Qualifications Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses. If a 66 is not held, a passing score for...Temporary workWork at officeMonday to FridayShift workDay shift$70k - $80k
Bank of America is seeking a full-time Financial Advisor in El Monte, California. The role... ...comprehensive financial advice and tailored solutions to clients, focusing on their... ...and needs. Candidates must hold Series 7 & 66 licenses and possess at least one year of experience...Full timeMonday to Friday$70k - $80k
...providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role includes triaging client... ...Required Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but...Temporary workMonday to FridayShift workDay shift- Bank of America is seeking a Financial Advisor to offer top-notch financial advice and tailored solutions to clients in West Hollywood, CA. Key responsibilities... ...products. The ideal candidate will have a Series 7 & 66 license, at least one year of experience in finance...
$70k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...requires completion of all mandated licenses and trainings. Responsibilities... ...Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66)...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift$70k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...knowledge by completing required licenses and trainings. This position is... ...Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses...Temporary workMonday to FridayShift workDay shift$70k - $80k
Bank of America is hiring a Financial Planner in Glendale, California. This role involves providing... ...advice and crafting tailored financial solutions for clients to meet their goals. The position requires Series 7 & 66 licenses, alongside a commitment to meeting regulatory...$70k - $80k
...This position provides comprehensive financial advice and customized solutions to clients, helping them achieve... ...expectations include completing required licenses and trainings. The role is subject... ...Qualifications Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66)....Temporary workMonday to FridayShift workDay shift- Bank of America is seeking a Financial Advisor in Los Angeles to provide comprehensive advice and customized solutions to clients. This role includes triaging client... ...goals. Qualifications include holding Series 7 and 66 licenses and a minimum of one year experience in...Weekend work
$57.5k - $106.5k
...Sales & Service Provides financial and investment planning... ...deliver a comprehensive banking solution in the best interest of... ...activities including readiness assessments, planning, stakeholder... ...and experience. FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66...Part timeLocal area$61k - $119k
...Description Job Description Financial Advisor- Beer Financial Group... ...client-building and obtaining licenses. Our award-winning training... ...Services · Retirement Solutions · Business Needs Analysis... ...Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...Full timeContract workFor contractorsWork at office$45k - $100k
...crossroads, a career as a financial advisor may be the right... ...- Get registered and licensed and learn how to be a... ...investment and financial solutions to your clients? Taking... ...Licensing: SIE (which can be obtained... ...without Firm sponsorship), Series 7 and Series 66 will...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...guided by a common purpose to help make financial lives better through the power of every... ...The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to... ...investment solutions. Required Skills: Series 7 & 66 must be obtained within 120 days...Temporary workWork at officeShift workDay shift
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