Financial Solutions Advisor I — Launch SIE/Series Licensing
NBMBAA
National Black MBA Association seeks a driven Financial Solutions Advisor I to begin a licensed journey in securities, build client relationships, and guide clients toward comprehensive financial solutions. You’ll start in a financial center, gaining exposure to core banking and investment services while pursuing SIE, Series 7, and Series 66 licenses. With progression through the Academy, you’ll develop advisory skills, collaborate with partners, and expand your client base across diverse #J-18808-Ljbffr NBMBAA
- Bank of America in Naperville, IL is seeking a Financial Solutions Advisor Stage I to begin securing securities licenses (SIE, Series 7, Series 66) and build foundational client advisory skills. Train through Academy programs, then progress to Stage II to deepen client...SuggestedWork at officeDay shift
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin by earning SIE, Series 7 and Series 66 licenses and to develop foundational skills in advising clients on banking and investment solutions. You will work in a financial center delivering client care...SuggestedWork at office
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and to build foundational skills for advising clients on banking, investments, and wealth solutions. You will start in a financial...Suggested
$66.56k - $117.52k
...Description: The Financial Advisor (FA) role is a three-... ...investment management solutions. A FA will need to leverage... ...investment sales ~ SIE, Series 7, Series 63 required... ...all within the Licensing and Registration Schedule... .... That’s why we launched the TD Ready Commitment...SuggestedFull timeWork experience placementWork at officeLocal areaWork from homeFlexible hours- ...Financial Solutions Advisor - Greater Queens NY Market Flushing, New York;Jamaica, New York; Forest... ...expanding knowledge by completing required licenses and trainings. This position may be... ...Qualifications: Currently holds Series 7 and 66 (63 and 65 in lieu of 66)...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...common purpose to help make financial lives better through the power... ...entry point into a fully licensed financial services career. Job... ...’ needs and find proper solutions to meet those needs by referring... ...Industry Essentials (SIE) and Series 7 and Series 66 Desire to establish...TraineeshipWork at officeShift workDay shift
- ...Financial Solutions Advisor Registration Candidate - Greater Queens NY Market Forest Hills, New York... ...expanding knowledge by completing required licenses and trainings. This position may be... ...FINRA Securities Industry Essentials (SIE) Bachelor’s degree and/or a minimum...Temporary workWork at officeFlexible hoursShift workDay shift
$137k
...Financial Advisor Track | The Tri-Harbor Financial Group - NYC... ...portfolio of financial solutions, including financial planning... ...· Sponsorship of Licensing/Credentialing (Series 6/7, 63, SIE, Life Accident and Health... ...the “50 Best Places to Launch a Career” by Business Week...Work experience placementWork at officeLocal area$70.49k - $119.89k
## Associate Financial AdvisorApply: Boca Raton, FL... ...service. ### **Launch Your Financial Advisory... ...Associate Financial Advisor who is eager to learn... ...planning, investment solutions, and business... ...related field.* FINRA licenses required: SIE, Series 7, and Series 66 (or...Full timeH1bWorldwide$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...-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...Full timeContract workFor contractorsWork at office$45k - $100k
...applicants. Join a financial services firm... ...20,000 financial advisors across the U.S. and... ...Get registered and licensed and learn how to be... ...investment and financial solutions to your clients?... ...Licensing: SIE (which can be obtained... ...sponsorship), Series 7 and Series 66 will...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$35.57k - $85k
## AMP Financial AdvisorApply: Sterling, Illinois... ...as a Financial Advisor. Raymond James advisors... ...products, solutions, and services that... ...mandatory industry licenses within prescribed... ...start of program.Series 7 & 66 or ability... ...Essentials Exam (SIE) - Financial Industry...Full timeTraineeshipWork experience placement- ...receive an alert: Areas of Interest: Financial Advisor; Brokerage Services; Investment... ...outside business opportunities. Required Licenses SIE, Series 7 and Series 66, or Sereis 63 and 65... ...brainstorm, ask questions, and find solutions. Everyone pulls together, no matter...Temporary workWork at officeLocal areaImmediate start
- ## Financial Advisor - Vancouver, WAApply: Vancouver, WA: Full time: Posted 30+ Days Ago... ...build a staff.* Conduct financial solution seminars.* Have the flexibility to... ...communities.Required Qualifications* Series 6/63 licenses* Passed SIE* Life/Health State Insurance License...Full timeContract workFor contractorsWork at office
- ...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 and 66 (or the equivalent 6...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...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 workWork at officeMonday to FridayShift workDay shift
- ## Financial Advisor TraineeApply: The Woodlands, Texas - United... ...investment products, solutions, and services that are... ...mandatory industry licenses within prescribed timeframes... .../Certifications SIE required provided that... ...start of the program. Series 7 and Series 66 or the...Full timeApprenticeshipTraineeshipWork experience placement
- ...Equitable Advisors is dedicated to making a positive impact in... .... Our network of over 4,300 financial professionals across the U.S... ...becoming a wealth manager through licensing and employment. Role... ...Licensing: State Life & Health, SIE, Series 7, Series 66 Personal...Full timeWork experience placementWork at officeLocal areaFlexible hours
$100k
...advice and guidance. Merrill’s Financial Advisors and Wealth Management... ...executing highly customized solutions to meet client needs... ...Securities Industry Essentials (SIE) 4+ years of progressive... ...industry Ability to obtain Series 7 and 66 licenses within allotted program...Work at officeLocal areaImmediate startShift workDay shift$100k
...and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...highly customized solutions to meet client needs Recommending... ...Industry Essentials (SIE) 4+ years of progressive... ...industry Ability to obtain Series 7 and 66 licenses within allotted program time...Hourly payWork at officeLocal areaShift workDay shift- ...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... ...Securities Industry Essentials (SIE) Bachelor’s degree and/or a...Temporary workWork at officeFlexible hoursShift workDay shift
$50k
...Join a financial services firm where your contributions... ...and 20,000 financial advisors across the U.S. and Canada... ...registrations and licenses in good standing. A... ...information seeking the right solutions for clients... ...Candidate qualifications: Series 7 and Series 66...Work at officeWork from homeHome officeFlexible hours- Fidelity Investments seeks a Financial Services Representative in Vero Beach, FL. You’ll support Fidelity customers... ...program offers paid training, sponsorship for FINRA SIE, Series 7 Top Off, and Series 66 licenses, coaching, and a clear path toward a wealth management...Remote job1 day per week
- First Merchants Bank is seeking a Financial Advisor to join our team! This position will facilitate... ...Provide a broad range of investment solutions and products to help meet customer... ...related experience. Valid driver's license. Series 7, Series 63 and 65 or Series 66...Flexible hours
$58k - $65k
Description We’re looking for a Financial Advisor to join our team and help customers plan... ...financial guidance, and offer solutions such as mutual funds, annuities, and... ...factors. Qualifications: Required licenses: FINRA Series 7, 63 & 65 (or 66), and Life & Health...Full time- ...experienced and relationship-focused Financial Advisor to join our growing Wealth... ...insurance, and financial planning solutions aligned with member goals and the... ...services industry. Active FINRA Series 7 and Series 63 & 65/66 licenses. Unlicensed or partially licensed...Temporary workLocal areaMonday to FridayFlexible hours
- Navigator Credit Union is seeking a Financial Service Officer to serve members across the region, handling accounts, inquiries, and financial solutions with a focus on exceptional service. Responsibilities include building relationships through multiple channels, guiding...
- Launch your financial services career with an organization that positively impacts thousands of families... ...already hold an active life insurance license, FINRA securities registration (Securities Industry Essentials®/SIE), Series 6 and/or 7 license, and Series 63 license...Full timeLocal area
- ...team! Position Overview The Financial Advisor with an investment/trust/... ...ongoing proficiency in delivering solutions to members in areas such as... .... Must have life insurance license or obtain within 2 months of... ...licensed in Investments (SIE/6/63/65 OR SIE/7/66) OR hold...Work at officeImmediate start
$20 per hour
Clearview Federal Credit Union seeks an on-site member service professional who will educate members on financial products, tailor solutions, and build lasting relationships both in person and by phone. This role requires a high school diploma or equivalent, 6+ months...Hourly payFlexible hours
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