Financial Solutions Advisor I - SIE/Series Licenses
$28.85 - $33.65 per hourNational Black MBA Association
National Black MBA Association is seeking a Financial Solutions Advisor Stage I to build client relationships and obtain necessary securities licenses. This role includes comprehensive training and support to grow a successful career while fostering an inclusive workplace. The position emphasizes strong interpersonal skills and adaptability in a fast-paced environment, working with clients to achieve their financial goals. Compensation ranges from $28.85 to $33.65 hourly, with eligibility for benefits and paid time off. #J-18808-Ljbffr National Black MBA Association
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Solutions Advisor I - SIE/Series Licenses in Florida, NY vacancy
- A global banking institution in New York is seeking candidates for the Advisor Development Program as Financial Solutions Advisors. This program provides training in obtaining necessary licenses and developing skills needed for client relationship management. Successful...Suggested
- Bank of America is seeking a Financial Solutions Advisor Stage I in New York. This role focuses on building client relationships and obtaining securities licenses to deliver financial advice. You will work collaboratively with banking partners, manage client interactions...SuggestedMonday to Friday
- Financial Solutions Advisor Stage I (FSA I) - Bank of America Responsibilities Obtain Securities Industry Essentials (SIE), Series 7 and Series 66 licenses within the specified timeframes (SIE within 30 days of hire, Series 7 and 66 within 120 days). Attend Academy training...SuggestedMonday to FridayDay shift
- ...advice and guidance. Merrill’s Financial Advisors and Wealth Management... ...Development Program Financial Solutions Advisor Stage I (ADP FSA I)... ...your Securities Industry licenses, where you receive dedicated... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once...SuggestedTraineeshipWork at officeLocal areaImmediate startShift workDay shift
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the... .... Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey... ...obtaining your Securities Industry licenses, where you receive... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift- Job Overview Financial Solutions Advisor Stage I at Bank of America. The role focuses on obtaining securities industry licenses and building client relationships, ultimately providing comprehensive... ...Securities Industry Essentials (SIE), Series 7 and Series 66 licenses within 30...Work at officeImmediate startMonday to Friday
- Bank of America is seeking a Financial Solutions Advisor Stage I in the Town of Florida, New York. This role is focused on obtaining securities licenses and providing financial advice to clients. The successful candidate will have opportunities for growth within the company...
- Bank of America is seeking a Financial Solutions Advisor in the Town of Florida, NY. The role requires obtaining securities industry licenses, building client relationships, and delivering comprehensive financial solutions. This position involves collaborating with banking...
- A leading financial institution is seeking a Financial Solutions Advisor Stage I to help clients manage their financial lives. This entry-level role involves obtaining necessary industry licenses and providing personalized financial solutions. Candidates should possess...
- ...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 workShift workDay shift
- ...America in the Town of Florida seeks a qualified financial advisor to provide customized financial solutions to clients. This role involves building... ...and investment strategies. Candidates must hold Series 7 and 66 licenses, with experience in the investments or financial...
- A leading financial institution in New York seeks a Financial Advisor to guide clients in achieving their financial goals... ...advice and comprehensive solutions. Responsibilities include client... .... Ideal candidates hold Series 7 & 66 licenses and have at least one year in...Full time
- ...responsible for delivering comprehensive financial advice and customized solutions that help clients achieve their... ...knowledge, completion of required licenses and trainings, and adherence to... ...score is received for the missing series within 60 days. Desired Qualifications...Temporary workShift workDay shift
- Bank of America is seeking a financial advisor in the Town of Florida, New York. This role... ...the SAFE Act. Candidates should have Series 7 & 66 licenses and a solid background in... ...engage with clients and build financial solutions. A positive work environment with a...
- A leading financial institution is seeking an experienced financial advisor to provide tailored solutions for clients. The role involves developing financial plans, advising... ...strong communication skills, and the Series 7 & 66 licenses. This position offers opportunities...
- ...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 workShift workDay shift
$45k - $100k
...Financial Advisor Opportunity Join a financial services firm... ...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 hoursEdward Jones
Warwick, NY5 days ago$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...client‑building and obtaining licenses. Our award‑winning training... ...trust services, retirement solutions, and business needs... ...Securities Industry Essentials (SIE), and Series 6, 7 and 63. Northwestern Mutual...For contractors$61k - $119k
Education Becoming a financial advisor at Northwestern Mutual is a unique... ...‑building and obtaining licenses. Our award‑winning training... ...Trust Services Retirement Solutions Business Needs Analysis Northwestern... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...Full timeContract workFor contractorsWork at office- ...areas related to financial services, under varying... ...as a Financial Advisor. Raymond James... ...investment products, solutions, and services that... ...mandatory industry licenses within prescribed... ...Certifications*** SIE required provided... ...start of program.* Series 7 & 66 or ability...TraineeshipWork experience placement
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...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...Work at office- A financial services company in the United States is seeking a Financial Advisor. The role involves building a client base and presenting financial solutions while leveraging extensive training and mentorship... ...willing to obtain necessary licenses. This position offers...Flexible hours
- A leading financial services company in New York is seeking a Financial Advisor to help clients with personalized financial planning... ...will possess Life & Health licenses or be able to acquire them with... ...providing clients with financial solutions. This role offers...Flexible hours
- Financial Service Products and Solutions Consultant IV - Wealth Consultant page is loaded##... ...you will help influence advisor adoption of wealth planning... ...by Human Resources.**Licenses & Certifications*** CFP(R... ...hiring manager).* FINRA Series 7 strongly preferred; additional...Work experience placement
$43.89k - $150k
...position with Cetera Financial Group. Accepted applicants... ..., the Financial Advisor establishes a portfolio... ...broad range of investment solutions and products to help... ...of related experience Series 7 Series 63 & 65 or... ...Series 66 Life Insurance License must be obtained...Full timeTemporary workLocal areaFlexible hours- A leading financial services company in New York seeks a motivated Financial Representative to engage with clients on financial needs and offer tailored solutions, including life insurance products. This full-time role emphasizes strong interpersonal skills and a commitment...Full time
- Prudential Advisors is looking for an Experienced Financial Advisor in the Florida market area who is... ...Prudential for financial solutions. (Must reside in the state... ...confidential conversation today. Series 7 and 66 (or 63/65) required Insurance licenses required (215) Three or...Worldwide
- ...ideal home for you! Evershore Financial Group specializes in comprehensive wealth management solutions tailored to the unique needs... ...-facing certainty. Our Advisors have access to a dedicated support... ...able to obtain your FINRA licenses (Series 7 and 66) and advanced...
- Teachers-Federal-Credit-Union in New York is seeking a Financial Services Representative to build relationships with members and help them navigate online banking, ATMs, and tailored financial solutions. Candidates should have a High School degree or GED and at least one...Flexible hours
- ...range of products and solutions driven by clients’ individual... ...to determine which financial strategies and... ...direction of the Financial Advisor team to increase assets... ...related experience. FINRA Series 7, 66 (or 63 and 65 in lieu of 66) licenses. Applicable state health...Full timePart timeWork at officeShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor I - SIE/Series Licenses. Be the first to apply!
Related searches
- senior wealth advisor Florida, NY
- finance associate Florida, NY
- financial advisor Florida, NY
- private wealth advisor Florida, NY
- patient financial counselor Florida, NY
- estate planning consultant Florida, NY
- financial planning assistant Florida, NY
- associate corporate finance Florida, NY
- senior financial advisor Florida, NY
- entry level financial advisor Florida, NY