Financial Solutions Advisor I - Licensing Path to Advisory
National Black MBA Association
Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7 and Series 66 exams and to learn the foundations of building client relationships with tailored financial solutions. Upon licensing, you will operate in a financial center delivering core banking and investment guidance. As you progress to Stage II, you’ll deepen relationships within a growing portfolio and explore opportunities across Merrill. #J-18808-Ljbffr National Black MBA Association
- ...common purpose to help make financial lives better through the power... ...Join us! As a Financial Solutions Advisor Stage I (FSA I), your... ...obtaining your Securities Industry licenses, where you receive dedicated... ...Skills Advisory Account Management Client...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- ...Description Description WealthBridge Financial Group is seeking a results-oriented... ...financial expertise to offer comprehensive solutions, including investment opportunities, retirement... ...and maintain client relationships. Licenses or certifications in financial planning...Suggested
$20 - $24.5 per hour
...motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve... ...Office suite of products. Ability to be NMLS licensed and registered. Education & Experience ~ High...SuggestedHourly payFull timeTemporary workWork at office- SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes... ...regulations and products Qualifications: Life Insurance License (or willingness to obtain) Strong communication & sales skills...SuggestedFull timePart time
- ...toguide our Members and communities on a path to thrive, helping them achievefinancial... ...more than a credit union, we’retrusted financial partners, committed topersonalized guidance... ...Centered Service - Deliver personalized solutions with a proactive, can-do attitude,...Suggested
- UMB Financial Corporation seeks a Personal Banker to build lasting relationships with customers, understand financial needs, and offer product solutions to secure their financial well‑being. You will call on leads, visit local businesses for workplace banking, develop...Local areaWeekend work
$41.72k - $63.7k
...ServiceDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...Part timeLocal areaImmediate startDay shift- ...expert banking guidance. You will actively assist clients with mortgage, business and personal loan options while promoting digital solutions and excellent service. You’ll engage with diverse customers, learn the bank’s products, and develop the skills to advance within...
- ...understand the complexities of people's lives and offer simple solutions. That's the basics of Relationships. Fairness. Simplicity®.... ..., and installment loan options, and providing a broad base of financial and credit services. Additionally, Relationship Bankers are expected...Flexible hours
- ...understand the complexities of people's lives and offer simple solutions. That's the basics of Relationships. Fairness. Simplicity®.... ..., and installment loan options, and providing a broad base of financial and credit services. Additionally, Relationship Bankers are expected...Flexible hours
$21 per hour
...selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB’s branches offer many opportunities to...Local areaRemote workFlexible hoursAfternoon shift$20.55 - $25.05 per hour
...more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure... ...the financial needs of each customer and provide them with solutions to address those needs. As a Personal Banker, you'll:...Hourly payFull timeMonday to FridayShift work- Academy Bank is seeking a motivated Personal Banker to help clients achieve financial goals by offering tailored solutions and excellent service. You will build relationships, open accounts, and promote products while meeting sales targets. You will work in a fast-paced...
- ...Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank... ...Community Bank, we provide personalized banking services and solutions to support the businesses, individuals, and charitable organizations...Part timeBank staffLocal areaMonday to FridayFlexible hoursShift work
- CommunityAmerica Credit Union in Lee's Summit, MO seeks a Personal Banker to guide Members on their financial journey and deliver tailored solutions. You will open accounts, discuss lending options, and build lasting relationships with proactive follow-up. The role emphasizes...
- ...which is why it’s in our logoRole:The Relationship Advisor is responsible for delivering exceptional member... ...on gaining a deep understanding of each Member’s financial needs and providing personalized guidance and solutions tailored to those needs. The Relationship Advisor...Work at officeLocal area
- ...duties may be assigned. Responsibilities Analyzes applicant financial status, credit, and collateral evaluation to determine feasibility... ...and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even...Work at office
- ...This position offers a rewarding opportunity to build relationships, get to know our clients, and support their financial well-being by offering tailored solutions to meet their needs.Responsibilities include:Process financial transactions accurately and timely in a...
$19 per hour
...communication and focus. Associate may be asked to travel to multiple financial centers within a region(s). Greet and assist customers as they... ...completing the application process, please contact HR Solution One via either email or phone using the contact information below...Temporary workTraineeshipWork experience placementInternshipMonday to FridayNight shift- ...of the organization. You will help clients with transactions, balance tills, and identify cross-sell opportunities to tailor financial solutions. The role offers growth opportunities within a community-focused bank and emphasizes professional presentation and relationship...
- ...members across all lending departments. Regular interaction with customers, requiring professionalism and discretion. CERTIFICATES, LICENSES, REGISTRATIONS Valid driver’s license. PHYSICAL DEMANDS The physical demands described here are representative of those that must...Work at office
- ...you want to make a real difference, create an exciting career path, feel welcome to be your whole self and nurture your wellbeing,... ...detailed overview of Petco Total Rewards, including health and financial benefits, 401K, incentives, and PTO - see Petco Animal Supplies...Work at officeLocal areaNight shift
$17.31 per hour
...products and services that will assist the member with reaching financial wellness. The Account Specialist I works collaboratively with... ..., focusing on listening to learn and offering quality solutions. GREAT Service Standards: Commitment to offering superior member...Work at office- ...customers in a fast-paced environment. You will listen actively, communicate professionally, and reference tailored solutions to meet customers' financial needs while representing the bank's values. The position offers growth opportunities, a strong benefits package,...
$19 per hour
...communication and focus. Associate may be asked to travel to multiple financial centers within a region(s). Greet and assist customers as they... ...completing the application process, please contact HR Solution One via either email or phone using the contact information below...Temporary workTraineeshipWork experience placementInternshipMonday to FridayNight shift- ...selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy.UMB's branches offer many opportunities to...Local areaFlexible hours
- Mazuma Credit Union is seeking a Relationship Advisor in Raymore, MO to deliver exceptional member service and foster strong relationships... ...’s needs, provide personalized guidance, and promote Mazuma’s financial products and services. The role involves processing...
$20 - $21 per hour
...selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. How You Will Spend Your Time Asking...Local areaFlexible hoursAfternoon shift$17 per hour
...into leadership, we've got you. What You'll Do As a Sales Advisor, you'll help customers keep their cars looking their best while... ...talking with people Enjoy helping customers find the right solution Want to build confidence in sales and communication Stay...Shift work- ...prospective members through a consultative sales approach recommending the right credit union products and services to meet the members financial goals. Provides an engaging onboarding experience. Processes financial transactions, including deposits, withdrawals, loan...Work experience placement
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