Financial Solutions Advisor Registration Candidate - Green Hills FC
Bank of America ATM
Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.We’ll help youBuild a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.Get training and one-on-one coaching from Academy managers who are invested in your success.Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.Required Qualifications:Aptitude in obtaining required industry licensesMust be self-disciplined in managing time and capacityExperience in cultivating client relationships, accessing needs and recommending solutionsSuccess creating strong peer relationships through effective communication and collaborationDemonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environmentExecutes multiple tasks simultaneouslyLearns and adapts to new technology or applicationsDesired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE)Bachelor’s degree and/or a minimum of one year of financial services industry or sales experienceSkills:Client Experience BrandingClient Solutions AdvisoryInvestment ManagementPipeline ManagementReferral ManagementClient ManagementCustomer and Client FocusPortfolio ManagementProspectingReferral IdentificationBusiness AcumenExecutive PresenceOral CommunicationsRisk ManagementTradingMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentSchedule: Monday – Fridays and rotating SaturdaysShift:1st shift (United States of America)Hours Per Week: 40SummaryLocation: NashvilleType: Full time
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North... ...New York; Farmington Hills, Michigan; Leawood,... ...Deliver customized solutions and the full resources... ...accepted, in lieu of 66) registrations required with 5+... ...employment and hire qualified candidates without regard to...SuggestedWork at officeShift workDay shift
$128.71k - $183.21k
...Private Wealth Management Advisor develops and... ...approaches and sound personal financial planning and... ...consistentlyProvides guidance and solutions for the development... ...position requires registration with the Nationwide... ...: Nashville, TN - Green Hills BranchType: Full timeSuggestedFull timeFlexible hours$50k
...Join a financial services firm where your contributions... ...and 20,000 financial advisors across the U.S. and... ...training to maintain registrations and licenses in good... ...information seeking the right solutions for clients... ...new opportunities Candidate qualifications: Series...SuggestedWork at officeWork from homeHome officeFlexible hours- ...Merrill Advisor Development Program- Financial Advisor: Volunteer State Market Chattanooga... ...highly customized solutions to meet client needs... ...is subject to SAFE Act registration requirements. Pursuant to... ...employment and hire qualified candidates without regard to race,...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act... ...Has two years’ experience working in the financial service industry and/or a sales environment... ...to new information and seeks the right solutions for clients. Is thorough and...SuggestedImmediate start
$77k - $202k
...people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial...Full timeH1b- ...existing client relationships. Provides financial solutions that meet client needs based on... ...this role, including new or transfer of registration and applicable NMLS background check... ...criminal background standards. Successful candidates must also meet ongoing regulatory...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...Relationship Banker is a trusted advisor who engages clients in... ...to understand their financial goals and align on solutions that meet their needs.... ...CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7... ...Assessment Requirement All candidates must complete the...Temporary workWork at office
$80k - $95k
...robust array of resources and solutions, The Wealth Advisor is part of a team who... ...to identify their financial goals, analyze their financial... ...+ Years Preferred FINRA Registrations SRC Indicator: Series 7;... ...discriminate against any candidate or employee on the basis...Work experience placement- Shoemaker Financial is a comprehensive financial services firm that provides customized solutions to assist clients in reaching their goals. Advisors will assess clients' needs, develop strategies to... ...various licenses and registrations necessary to be able to offer...Apprenticeship
- .... General Function Selected candidates are intended to become a Retail... ...sales process and Financial Needs Assessment to build a... ...services and recommend appropriate solutions using our value proposition.... ...position requires S.A.F.E. Act registration at the time of employment...Work experience placementWork at office
- ...General Function: Selected candidates are intended to become a Retail... ...The Personal Banker I is a Financial Center position focused on... ...services and recommend appropriate solutions using our value proposition.... ...requires S.A.F.E. Act registration at the time of employment through...Work experience placementWork at office
- ...GENERAL FUNCTION: Selected candidates are intended to become a Retail... ...The Personal Banker I is a Financial Center position focused on... ...services and recommend appropriate solutions using our value proposition.... ...requires S.A.F.E. Act registration at the time of employment through...Work experience placementWork at office
$99k - $232k
...Our team helps clients optimise and align financial planning, consolidation, reporting and... ...transformation and enterprise performance management solutions that help clients modernize planning,... ...relationships and serve as a trusted advisor across finance transformation...Full timeH1b$92.22k - $106.1k
...shape the vision for our Workday Financials Practice. You will be... ...responsible for implementing Workday solutions, working directly with... ...success of our projects. The ideal candidate has an entrepreneurial spirit... ..., Washington; Woodland Hills, California; Irvine, California...Full timeContract workLocal areaFlexible hours- ...product platform and top resources in the financial industry, while you nurture relationships... ...& 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hireAbility to present complex solutions to a knowledgeable client base while...Full time
- ...Private Wealth Advisor The Private Wealth Advisor provides world... ...with excellence providing financial guidance in a manner based... ...implement excellent financial solutions and actively participate in... ...Certifications, Licenses and Registrations: Certified Financial...Work at officeLocal areaNight shift
$43.89k - $150k
...Job Description: At Regions, the Financial Advisor establishes a portfolio of bank customers... ...short and long term goals. The ideal candidate is customer-focused and partnership centric... ...Provides a broad range of investment solutions and products to help meet customer...Full timeTemporary workLocal areaFlexible hours- ...provide effective advice. We hire candidates who demonstrate a passion for client... ...overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to... ...Optimize/recommend appropriate tailored solutions to client needs and provide various services...Work at office
$25.63 - $34.18 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...to support lending decisions.Preferred candidates will possess experience in mortgage... ...to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA,...Full timeWork experience placementLocal area3 days per week- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilitie sProvide...
$43.89k - $150k
...Job Description At Regions, the Financial Advisor establishes a portfolio of bank customers based... ...short and long term goals. The ideal candidate is customer-focused and partnership... ...Provides a broad range of investment solutions and products to help meet customer goals...Full timeTemporary workLocal areaFlexible hours- ...Private Wealth Advisor (PWA) One of the largest and oldest financial institutions in the US has an opening for a Private... ..., to offer holistic financial solutions. Identify new business... ...Mortgage Licensing System (NMLS) registration. Established local network of...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
$250k - $300k
...Lead Financial Advisor – Nashville, TN At The Well Recruiting Solutions , we partner with some of the fastest-growing independent RIAs in the country to connect top... ...K+ annually; senior advisors earn $1.5M+. Ideal Candidate Licensed with Series 65/66 (or 7 with 66) and...Local areaFlexible hours$102.5k - $139.7k
...including requirements gathering, solution design, configuration,... ...support core accounting and financial processes such as General Ledger... ...does not accept unsolicited candidates, referrals, or resumes from any... .... Louis, Missouri; Woodland Hills, California; San Jose, California...Full timeContract workLocal areaFlexible hours$72k - $90k
..., generous benefits and by delivering cutting-edge technology solutions for our clients. Founded in 1990, WWT is a global technology... ...as assigned Ability to manage budgets, analyze financial reports, and track profitability across projects Skilled at...Full timeRemote workShift work$52k
...person and on the phone to determine their financial needs and meet those needs by... ...Households to include more complex, affluent solutions, wealth opportunities, investments, lending... ...eligible. This position requires registration with the Nationwide Mortgage Licensing...Full timeWork at officeFlexible hours$250k
...that provides personalized financial guidance and expertise to existing... ...with an ONB Wealth Advisor to effectively manage and deepen... ...continuing to understand and provide solutions designed to meet the best... ...or ability to obtain NMLS registration Financial Planning...Full timeWork experience placement- A financial services company in Brentwood, TN is seeking a Financial Advisor to build a client base and provide tailored financial solutions. The ideal candidate will possess active Life & Health licenses and have a history of success in sales. This position offers award...Flexible hours
- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial... ...acquire clientele and find financial solutions with help from industry-leading... ...your business and build a team The ideal candidate will have: Active Life & Health...Work at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor Registration Candidate - Green Hills FC. Be the first to apply!
- associate corporate finance Nashville, TN
- project finance associate Nashville, TN
- financial planning assistant Nashville, TN
- senior wealth advisor Nashville, TN
- financial advisor associate Nashville, TN
- financial advisor training program Nashville, TN
- oracle financial functional consultant Nashville, TN
- senior financial advisor Nashville, TN
- wealth advisor Nashville, TN
- private wealth advisor Nashville, TN


