Financial Solutions Advisor Registration Candidate
2 days ago
At Bank of America, we are committed to helping our clients achieve their financial goals through comprehensive advice and customized solutions.
Key Responsibilities:
- Acquire necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I
- Provide end-to-end comprehensive advice and customized solutions to clients
- Conduct client reviews/presentations, including a review of investment goals and recommended products
- 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
Requirements:
- Series 7 & 66 must be obtained within 120 days
- Strong communication and 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
Benefits:
- Competitive compensation and benefits package
- Opportunities for career growth and development
- Collaborative and diverse work environment
Bank of America is an Equal Employment Opportunity and Affirmative Action Employer:
We consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law.
-
, MD, United States Bank of America Full timeJoin Our Team as a Financial Solutions Advisor Registration CandidateWe are seeking a highly motivated and detail-oriented individual to join our team as a Financial Solutions Advisor Registration Candidate. As a key member of our Consumer Investments team, you will be responsible for providing exceptional client service and support to our customers.About...
-
, TN, United States Bank of America Full timeJoin Our Team as a Financial Solutions Advisor Registration CandidateWe are seeking a highly motivated and detail-oriented individual to join our team as a Financial Solutions Advisor Registration Candidate. As a key member of our Consumer Investments team, you will be responsible for providing exceptional client service and support to our customers.Key...
-
Financial Solutions Advisor
2 days ago
, IL, United States Bank of America Full timeJoin Bank of America's Team as a Financial Solutions AdvisorWe are seeking a highly motivated and results-driven Financial Solutions Advisor to join our team at Bank of America. As a Financial Solutions Advisor, you will play a critical role in helping our clients achieve their financial goals and live their best financial lives.About the RoleThis is an...
-
Merrill Financial Solutions Advisor
4 weeks ago
San Jose, CA, United States Bank of America Full timeMerrill Financial Solutions Advisor - Silicon Valley Capital MarketJob Description:This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective...
-
Merrill Financial Solutions Advisor
1 week ago
, MD, United States Bank of America Full timeAbout the RoleWe are seeking a highly motivated and experienced Merrill Financial Solutions Advisor to join our team. As a key member of our branch, you will be responsible for working with high-net worth clients to identify their financial needs and develop tailored investment strategies to meet their goals.Key ResponsibilitiesProvide personalized advice to...
-
Financial Advisor
4 weeks ago
Portsmouth, RI, United States Edward Jones Full timeJob Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...
-
Financial Advisor
4 weeks ago
Canton, IL, United States Edward Jones Full timeJob Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...
-
Financial Advisor
4 weeks ago
Aiea, HI, United States Edward Jones Full timeJob Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...
-
Financial Advisor
4 weeks ago
Marion, IL, United States Edward Jones Full timeJob OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and...
-
Merrill Financial Solutions Advisor
4 weeks ago
Los Angeles, CA, United States Bank of America Full timeMerrill Financial Solutions Advisor - West Los Angeles MarketJob Description:This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients....
-
Financial Advisor
2 months ago
Billings, MT, United States Edward Jones Full timeJob OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and...
-
Financial Advisor
5 months ago
Tucson, AZ, United States Edward Jones Full timeJob OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and...
-
Financial Advisor
2 months ago
Brooklyn, MI, United States Edward Jones Full timeJob OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and...
-
Financial Advisor
1 month ago
Fort Bragg, CA, United States Edward Jones Full timeJob OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and...
-
Credit Solutions Advisor
2 days ago
, FL, United States Bank of America Full timeJob Title: Credit Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert advice. As a Credit Solutions Advisor, you will play a critical role in providing specialized guidance and support to our clients, helping them navigate the complexities of borrowing and...
-
Financial Advisor
4 weeks ago
Nashua, NH, United States Citizens Full timeJob DescriptionDescriptionCitizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to...
-
Associate Financial Advisor
1 week ago
Seymour, IN, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in...
-
Associate Financial Advisor
6 days ago
Wildwood, MO, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...
-
Associate Financial Advisor
6 days ago
Seattle, WA, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...
-
Associate Financial Advisor
2 months ago
Headland, AL, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...