Financial Solutions Advisor I-Start Your Licensing Journey
National Black MBA Association
Bank of America in San Jose, CA seeks a Financial Solutions Advisor Stage I to begin by earning securities licenses and building foundational client advisory skills. You will train on SIE, Series 7 and Series 66 while learning to acquire, grow and manage client relationships, and you will work in a center setting with a path to advancement within Merrill and Bank of America. Upon licensing, you advance to helping clients with core banking and investment solutions, while receiving structured #J-18808-Ljbffr National Black MBA Association
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Solutions Advisor I-Start Your Licensing Journey in San Jose, CA vacancy
$100k
...and guidance.Merrill’s Financial Advisors and Wealth Management... ...experiences. These journeys foster resilience, leadership... ...client solutions that are best suited... ...network and business.Starting at a Merrill branch,... ...obtain Series 7 and 66 licenses within allotted program...SuggestedHourly payFull timeWork at officeDay shift$28.85 - $33.65 per hour
...purpose to help make financial lives better through... ...life experiences. These journeys foster resilience,... ...Join us!As a Financial Solutions Advisor Stage I (FSA I), your... ...Securities Industry licenses, where you receive dedicated... ...Build your network. Starting at a financial center...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Bank of America seeks a Financial Solutions Advisor Stage I in San Jose, California. The role involves obtaining essential financial licenses and managing client relationships effectively. Successful candidates will advance through various training phases and have opportunities...Suggested
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licenses (SIE, Series 7 and 66) and develop foundational advisory skills. You’ll learn to build relationships, deliver solutions, and guide clients through financial needs...Suggested
- Bank of America is hiring a Financial Solutions Advisor Stage I to begin with obtaining securities licenses and to develop foundational advisory skills. You will learn to acquire, build and manage client relationships, guiding clients through financial solutions and creating...Suggested
- ...Financial Solutions Advisor Registration Candidate- San Jose Market San Jose, California... ...Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated... ...role. • Build your network. Starting at a financial center, you’ll...Work at officeImmediate startMonday to FridayShift workDay shift
Bank of America
San Jose, CA3 days ago - Job Overview As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining the required Securities Industry licenses, including the Securities Industry Essentials (SIE... ...dedicated study time. Build your network starting at a financial center, interacting...Work at officeMonday to FridayShift workDay shift
$28.85 - $33.65 per hour
...purpose to help make financial lives better through... ...life experiences. These journeys foster resilience,... ...Join us! As a Financial Solutions Advisor Stage I (FSA I), your... ...Securities Industry licenses, where you receive... ...Build your network. Starting at a financial center...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shift- United States Digital Space LLC is hiring a Financial Solutions Advisor Stage I. You will begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and learn to acquire, build and manage client relationships while guiding clients with advice and solutions...
- ...common purpose to help make financial lives better through the power... ...and life experiences. These journeys foster resilience, leadership... ...comprehensive advice and customized solutions to clients to help them... ...knowledge by completing required licenses and trainings. This position...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...common purpose to help make financial lives better through the power... ...and life experiences. These journeys foster resilience, leadership... ...comprehensive advice and customized solutions to clients to help them... ...knowledge by completing required licenses and trainings. This position...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Bank of America in Cupertino is hiring a Financial Solutions Advisor Stage I to begin with licensing classes (SIE, Series 7 and 66) and grow into a client advisory role focused on financial planning and solutions. You will learn to acquire, build and manage client relationships...Work at office
- Bank of America in San Jose seeks a Financial Advisor to provide tailored financial solutions to clients. Responsibilities include developing financial plans and... ...to meet clients’ needs. A valid Series 7 & 66 license is required, alongside a minimum of two years in financial...
- Bank of America in the United States seeks a financial advisor who provides comprehensive advice and customized solutions to help clients achieve their financial goals... ...recommend strategies, and ensure compliance with licensing requirements and regulatory guidelines. #J-1...
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...Financial Advisor OpportunityBecoming a financial advisor at Northwestern... ...is a unique opportunity to start a business where you can help... ...client-building and obtaining licenses. Our award-winning training... ...Trust Services · Retirement Solutions · Business Needs AnalysisNorthwestern...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
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...control of your career journey. Backed by a Fortune 1... ...is a leader in the financial services industry, New... ...invest in you from the start, training you in valuable... .... Products and Solutions With its subsidiaries,... ...becoming a financial advisor with Eagle Strategies...Full timeContract work$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Build a financial plan, recommend brokerage... ...business partners. The candidate must complete required licenses and trainings. The position is subject to the SAFE...Temporary workMonday to FridayShift workDay shift- Bank of America in San Jose is seeking a Financial Advisor to provide tailored financial solutions to clients. You will triage client leads, develop financial... ...client's goals. The ideal candidate holds relevant licenses and has at least one year of experience in the...Full time
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...Credit Union partners with LPL Financial and TruStage to offer a... ...Credit Union as a Financial Advisor working with LPL and TruStage... ...KeyPoint Credit Union for financial solutions. This position will offer:... ...6 (63/65) required Insurance license required Three or more years...Local areaKeyPoint CU
San Jose, CA1 day ago- ...have already taken the first step into financial services. Now you are looking for the... .... Golden Summit Wealth & Insurance Solutions is looking for financial advisors, insurance advisors, financial representatives, and licensed professionals with at least one year of...Full timeWork at office
Golden Summit Wealth & Insurance Solutions a MassMutual Firm
San Jose, CA26 days ago $131k - $193.81k
...Marvell’s semiconductor solutions are the essential... ...fingerprints will be on the financial architecture of a... ...as a trusted financial advisor to functional leaders,... ...successful candidate’s starting base pay will be determined... ...to obtain export licensing approval from the U.S....Permanent employmentFull timeInternshipWork from home- Equitable Advisors is dedicated to helping individuals and families achieve financial wellness through a structured path to becoming a wealth manager, including licensing and employment. The role highlights client engagement, financial strategy development, and product...TraineeshipWork at office
- ...strongest and most respected financial companies in America today. For... ...grow our team of Financial Advisors Financial Services Professionals... .... Present potential solutions using our wide array of products... ...Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency....Full timeWork at officeHome office
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...clients build stronger financial futures. From banking... ...provides comprehensive solutions backed by trusted... ...identified, Affluent Wealth Advisors work with a team of... ...or Wealth Management. License or Certification Type:... ...00 - $150,000. Actual starting base pay will be determined...Temporary workLocal area- KeyPoint Credit Union in San Jose, CA is seeking a Financial Advisor to service an existing book of business and... ...sales experience and applicable securities licenses. The position offers a path to expanding client solutions without proprietary products, supported by LPL...Local area
- Northwestern Mutual offers College Financial Representatives an internship to learn how to build a financial planning practice while receiving coaching and licensing support. You’ll prospect and network to grow your client base, develop a business strategy, and meet clients...Full timeInternshipFlexible hoursWeekend workWeekday work
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...Project Management Office Associate Graduate (Finance) - 2027 Start (MBA) Location: San Jose Employment Type: Regular Job Code:... ...closely with business leaders and cross-functional teams to turn financial insights into better business decisions. Leveraging our...Temporary work- ...professional in Mountain View, California, to provide comprehensive financial advice to clients aiming to meet their financial goals. You... ...in the investment industry and possess the necessary licenses. Additionally, strong relationship-building skills are crucial...
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