Financial Solutions Advisor Stage I Consumer Investments

1 month ago

Portland, United States Disability Solutions Full time
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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us

Job Description:
The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions; Engage and share value proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; The role is a bridge between banking and brokerage, therefore the FSA Stage I must have a general awareness of core banking and investment solutions. Required Skills: Series 7 & 66 must be obtained within 120 days; Series 7 and Series 66 (63 & 65 accepted, in lieu of 66, if previously held) is required for FSA Stage I role; Communicate effectively; Strong computer skills with an ability to multitask in a fast paced environment; Ability to adapt and seek solutions for clients in a fast-paced environment. 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 disciplinary action up to and including termination.

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
40

  • Investment Services Advisor Stage I

    2 weeks ago

    Portland, Oregon, United States Disability Solutions Full time

    Estimated Salary: $60,000 - $80,000 per yearAs a Financial Solutions Advisor Stage I at Disability Solutions, you will play a critical role in delivering exceptional client experiences and driving business growth. Your primary responsibility will be to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I.Job...

  • Investment Counselor

    5 months ago

    Portland, United States Fisher Investments Full time

    Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor....

  • Investment Counselor

    2 weeks ago

    Portland, United States Fisher Investments Full time

    Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor....

  • Financial Planning Advisor

    4 days ago

    Portland, United States Baystate Financial Full time

    Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills...

  • Merrill Financial Solutions Advisor

    4 weeks ago

    Portland, United States Disability Solutions Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Financial Advisor

    3 days ago

    Portland, United States LPL Financial Holdings, Inc. Full time

    Credit Union Financial Advisor - Atlantic Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Atlantic Federal Credit Union in Portland, ME would allow you to join Atlantic Federal...

  • Financial Advisor

    3 days ago

    Portland, United States Northwestern Mutual Full time

    OverviewBecoming a Financial AdvisorBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our...

  • Financial Advisor – Portland, OR

    3 days ago

    Portland, United States Pure Financial Advisors Inc. Full time

    Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $6.29 billion in assets (as of March 25, 2024) and services clients across the nation. We are headquartered in...

  • Operations Coordinator for Financial Advisors

    2 weeks ago

    Portland, Oregon, United States TalentLink Solutions Full time

    TalentLink Solutions Job Description: Operations Coordinator for Financial AdvisorsWe are looking for an experienced Operations Coordinator to support our Financial Advisors. The ideal candidate will have a strong background in client service and operations, with excellent organizational skills and attention to detail.Responsibilities:Support Financial...

  • Financial Advisor

    7 days ago

    Portland, United States Northern Alliance Financial Full time

    Maine Financial Advisors: Join the Northern Alliance Tired of cold calls and chasing leads? Imagine focusing solely on what you do best: guiding clients to financial freedom. At Northern Alliance Financial (www.NAFinancialAdvisors.com), we fill your calendar with high-quality appointments ("leads" are something very different), offer unparalleled...

  • Financial Advisor

    1 week ago

    Portland, United States Northern Alliance Financial Full time

    Maine Financial Advisors: Join the Northern Alliance Tired of cold calls and chasing leads? Imagine focusing solely on what you do best: guiding clients to financial freedom. At Northern Alliance Financial (www.NAFinancialAdvisors.com), we fill your calendar with high-quality appointments ("leads" are something very different), offer unparalleled...

  • Financial Solutions Advisor Stage II

    4 weeks ago

    Portland, United States Disability Solutions Full time

    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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • UK Investment Counsellor

    5 months ago

    Portland, United States Fisher Investments Full time

    Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...

  • UK Investment Counsellor

    2 weeks ago

    Portland, United States Fisher Investments Full time

    Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...

  • Investment Advisor

    2 weeks ago

    Portland, Oregon, United States Transcend Practice Management Full time

    As a Financial Advisor with Transcend Practice Management, you will play a critical role in helping our clients achieve their financial goals. With a focus on personalized service and tailored solutions, we aim to deliver unparalleled value to our clients and create lasting relationships.Responsibilities:Manage existing client relationships and respond to...

  • Financial Advisor

    3 days ago

    Portland, United States Transcend Practice Management Full time

    Financial Advisor Location: Brunswick, ME; Full-time, Hybrid Compensation: $100,000 – $120,000, based on experience with a potential path to partnership We are a Maine-based wealth management firm managing over $500M in client assets for individuals, businesses and nonprofits. We pride ourselves on our client-centric approach, employing a combination of...

  • Financial Advisor

    5 days ago

    Portland, United States Transcend Practice Management Full time

    Job DescriptionJob DescriptionFinancial Advisor Location: Brunswick, ME; Full-time, HybridCompensation: $100,000 – $120,000, based on experience with a potential path to partnershipWe are a Maine-based wealth management firm managing over $500M in client assets for individuals, businesses and nonprofits. We pride ourselves on our client-centric approach,...

  • Financial Advisor

    3 days ago

    Portland, United States Transcend Practice Management Full time

    Job DescriptionJob DescriptionFinancial Advisor Location: Brunswick, ME; Full-time, HybridCompensation: $100,000 – $120,000, based on experience with a potential path to partnershipWe are a Maine-based wealth management firm managing over $500M in client assets for individuals, businesses and nonprofits. We pride ourselves on our client-centric approach,...

  • Associate Financial Advisor

    2 weeks ago

    Portland, United States S Piper Staffing LLC Full time

    Title: Associate Financial Advisor (AFA)Type: Full-time / Perm / On-siteLocation: Portland, ORCompensation: $60K - $100K (Depending on experience)Summary:Our client is seeking an Associate Financial Advisor (AFA) to help build strong client relationships and provide top-tier service in a dynamic, fast-paced environment. Working alongside a Lead Financial...

  • Associate Financial Advisor

    1 week ago

    Portland, United States S Piper Staffing LLC Full time

    Title: Associate Financial Advisor (AFA)Type: Full-time / Perm / On-siteLocation: Portland, ORCompensation: $60K - $100K (Depending on experience)Summary:Our client is seeking an Associate Financial Advisor (AFA) to help build strong client relationships and provide top-tier service in a dynamic, fast-paced environment. Working alongside a Lead Financial...