Financial Solutions Advisor Registration Candidate - LONG-TEL, MI
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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.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.We’ll help you:Build 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 QualificationsAptitude in obtaining required industry licenses.Must be self-disciplined in managing time and capacity.Experience in cultivating client relationships, accessing needs and recommending solutions.Success creating strong peer relationships through effective communication and collaboration.Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.Executes multiple tasks simultaneously.Learns and adapts to new technology or applications.Desired QualificationsCurrently holds FINRA Securities Industry Essentials (SIE)Bachelor’s degree and/or a minimum of one year of financial services industry or sales experienceSkillsAdvisoryAccount ManagementClient Experience BrandingCustomer and Client FocusOral CommunicationsIssue ManagementClient Solutions AdvisoryPipeline ManagementActive ListeningAttention to DetailRisk ManagementPolicies, Procedures, and GuidelinesClient ManagementCausation AnalysisWritten CommunicationsWeekly Schedule: Monday thru Friday, some Saturdays requiredShift:1st shift (United States of America)Hours Per Week: 40SummaryLocation: Bloomfield HillsType: Full time
- ...guided by a common purpose to help make financial lives better through the power of... ...an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- ...and guidance. Merrill’s Financial Advisors and Wealth Management... ...effective. As a Financial Solutions Advisor within the... ...daily activities and creating long-term client strategies Desired... ...is subject to SAFE Act registration requirements. Pursuant to the...SuggestedTraineeshipWork at officeShift workDay shift
- ...to helping clients own their financial futures. In this exciting... ...expectations. ~ Strong candidates will also learn to l everage... ..., and the ideal wealth and long-term investment strategies for... ...Act background check and registration process What’s in it for...Suggested
- ...will develop customized financial plans utilizing a wide... ...providing investment solutions and growing... ...with a dedicated local advisor. In this role you will... ...hold appropriate state registrations, OR ability to acquire... ...support thus enabling long-term success for you and...SuggestedFull timeLocal area
- ...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...such, is subject to SAFE Act registration requirements. Pursuant to the... ...to plan their short and long-term financial goals by building...SuggestedTemporary workWork at officeShift workDay shift
- ...with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service... ...Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are...Afternoon shift
- ...transparent mortgage solutions that support clients through... ..., customer trust, and long‑term relationships.... ...role based in Troy, MI. The Loan Officer will... ...gathering and reviewing financial documentation,... ...state licensing and NMLS registration as required; prior mortgage...Full time
- ...and deliver innovative solutions to some of the world’s... ...10-K, 10-Q, 8-K). Registration statements and responses... ...ensure compliance.Prepare financial communications for... ...Competency: The ideal candidate will have a broad knowledge... ....SummaryLocation: Troy, MI - USAType: Full timeFull timeLocal areaVisa sponsorshipRelocation package
- ...evolution into the field of financial advising. You’ll play a... ...Road, Suite 500, Troy, MI. Watch this short... ...a Northwestern Mutual Advisor: A Glance at... ...Managing Director: How long with NM? Started as an... ...personalized insurance solutions and financial planning....Full timeInternshipWork at officeFlexible hours
- ...be based in Birmingham, MI at the Birmingham... ...balance. We encourage candidates to connect with their recruiter... ...improve the customer's financial wellbeing. Collaborates... ...wallet. Positions PNC solutions to drive new revenue... ...life insurance; short and long-term disability...Full timeTemporary workPart timeWork experience placementWork at office
- ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...specialists, and executing highly customized solutions to meet client needs Recommending... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Bank.GENERAL FUNCTION:Selected candidates are intended to become a... ...The Personal Banker I is a Financial Center position focused on using... ...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
- ...OH, Detroit Tower in Detroit, MI, Flint West in Flint, MI,... ...calls to explore customers' financial needs with a focus on building... ...features and benefits of financial solutions and provides qualified... ...under the Truth in Lending Act. Registration and additional qualifications...Full timeTemporary workH1bWork at officeRemote workWork from homeFlexible hours
$25 - $38 per hour
...Fargo, we're more than a financial services leader – we’... ...growth, and long-term customer relationships... ...credit, and investment solutions. In addition, this role... ...qualify for immediate FINRA registration ~ State Insurance... ..., IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE,...Full timeTemporary workWork experience placementImmediate start$158k - $237k
...CompanyWe’re a diversified financial services leader with... ...decisions and advisor outcomes. As an Industrials... ...on portfolio holdings, candidate investments, benchmark... ...licenses or registrations, or the ability to obtain... ..., commissions, and/or long-term incentives depending...Full timeH1bWork at officeWork from homeVisa sponsorship1 day per week$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern... ...Services · Trust Services · Retirement Solutions · Business Needs AnalysisNorthwestern Mutual... ...in a way that aligns with your long-term vision and goals like opening an office...Full timeContract workFor contractorsWork at office- ...Overview As a Financial Representative, you will work with current... ...goals and recommend impactful solutions from a comprehensive line of... ...Resilient Our field offices welcome candidates with diverse backgrounds,... ...Financial Representative jobs in Troy, MI. #J-18808-Ljbffr...
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a... ...Services • Trust Services • Retirement Solutions • Business Needs Analysis Northwestern... ...business in a way that aligns with your long‑term vision and goals like opening an office...Work at office$80k - $100k
...You Know Financial Planning. Now You’re Ready to Grow... ...closely with experienced advisors, contributing to... ...technology. Series 65 registration preferred. CFP® certification is ideal; candidates actively pursuing CFP®... ...Employer‑provided short‑and‑long‑term disability and...Full timeTemporary workRemote work- Key Responsibilities As a Financial Advisor, your primary role will be to engage with clients to understand... ...financial well‑being, ensuring their long‑term security. Regularly reviewing and... ...at: 101 W. Big Beaver Road, Suite 500, Troy, MI. #J-18808-Ljbffr Ace FinancialWork at officeWork from homeFlexible hours
- Organization : Name DETROIT MI Default: Location : City TROY Overview The purpose of the Financial Representative is to meet the needs... ...the corresponding financial solutions. A Financial Representative... ...in a stationary position for long periods of time frequently while...Work at officeLocal area
- TwinThread is looking for a Private Client Advisor to join their team in Troy, MI. This role involves offering comprehensive financial planning and personalized investment solutions to clients. Ideal candidates should have at least 2 years of experience in a Financial Advisor...
- ...with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service... ...Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are...Immediate startAfternoon shift
- ...Description Sequoia Financial Group is a growing... ...Investment Advisor (RIA), headquartered... ...career here as a long-term contributor in... ...to join our Troy, MI team. In this role... ...manner. The ideal candidate holds a bachelor's... ...to find creative solutions to problems, devise...Work 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
- ...Fifth Third Bank in Auburn Hills, MI is seeking candidates for a Retail Personal Banker II through a 4-8 week onboarding program. The role focuses... ...customers, and requires adherence to bank policies, NMLS/S.A.F.E. registration, and risk-aware behavior. #J-18808-Ljbffr...
- ...be based in Union Lake, MI. PNC is an in-office... ...balance. We encourage candidates to connect with their recruiter... ...customized customer solutions. Managing Risk -... ...as required by Consumer Financial Protection Bureau regulations... ...insurance; short and long-term disability...Full timeTemporary workPart timeWork experience placementWork at office
- ...MI - Southfield (48034) Full time R230821... ...balance. We encourage candidates to connect with their recruiter... ...at improving customer financial wellbeing and creating... ...customized customer solutions. Managing Risk - Assessing... ...insurance; short and long-term disability...Full timeTemporary workPart timeWork experience placementWork at office
- ...Location: Farmington Hills, MI - Home Office Employment Status... ...a motivated Associate Financial Advisor to join our advisory team and... ...development-track position for a candidate who is coachable, client-oriented... ...and committed to building a long-term career in financial...Full timeWork at officeHome office
$60k - $200k
...Registered Investment Advisor with opportunity for advancement... ..."Top 100 Independent Financial Advisors" in the... ...Advisor for our Troy, MI office and one for our... ...AUM not necessary. Candidate is responsible for... ...develops comprehensive solutions for any financial aspect...Work experience placementWork at officeRelocation packageFlexible hours
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