818 financial solutions advisor jobs at 34 companies in United States
6d
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Financial Solutions Advisor - Tucson Area
Tucson or Sierra Vista
OnsiteFull Time
1+ YOERequires high school diploma/GED, Series 7 and 66 licenses or Series 63 and 65, and at least one year in investments plus financial services or goal-based sales experience.
Microsoft Excel
1mo
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Financial Solutions Advisor
United States
$47k/yr RemoteFull Time
2+ YOEBachelor's degree and 2-3 years relevant experience; strong knowledge of Title IV/FAFSA, military benefits, payment plans, and CRM/call center tools; excellent customer service, communication, and problem-solving skills.
Free Application for Federal Student Aid (FAFSA), FAA Access to CPS, National Student Loan Data System (NSLDS), CRM, Virtual Private Network (VPN), dialer
2d
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Financial Solutions Advisor Registration Candidate - Midwood Financial Center
Brooklyn, New York, United States
$29-$34/hr OnsiteFull Time
1+ YOERequires high school diploma or GED, financial services or sales experience preferred, client relationship skills, financial solution recommendation ability, and aptitude to obtain required industry licenses.
FINRA Securities Industry Essentials (SIE)
2mo
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Financial Solutions Advisor - PNC Wealth Management
Jacksonville or San Pablo
OnsiteFull Time
Consult on investment and insurance strategies, grow and manage client relationships, and develop financial plans; coach branch staff and drive referrals.
6d
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Guided Solutions Financial Advisor
Dallas, Texas, United States
OnsiteFull Time
1+ YOERequires 1–3 years of client-facing wealth management or financial planning experience, Series 65 or 66, CRM and financial planning tool proficiency, and strong communication, organization, and leadership skills.
MoneyGuidePro, Salesforce, CRM, KPI dashboards
3mo
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Financial Advisor, Wealth Solutions
Baton Rouge or Port Allen
HybridFull Time
4+ YOEBachelor degree in Finance, Economics, Business Administration, or related; 4-7 years sales in financial services; FINRA Series 7 and/or Series 65 licenses, or ability to obtain within 75 days; CFP/CFA preferred.
Microsoft Office, Financial planning software
2mo
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Financial Advisor
Southfield, Michigan, United States
$100k-$140k/yr OnsiteFull Time, Contract
Selling and advising clients on insurance and investment solutions, building client relationships, analyzing financial situations, using digital tools and CRM; may require FINRA and state/investment advisory credentials.
CRM
1mo
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Financial Advisor
West Tisbury, Massachusetts, United States
$79k-$89k/yr OnsiteFull Time
Develop and maintain client relationships, provide financial planning and investment solutions, support compliance and audit, manage client transactions; Series 7 and 66 required, Series 65 and life/health/annuity licenses desirable, bachelor’s preferred.
1mo
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Financial Advisor
West Tisbury, Massachusetts, United States
$79k-$89k/yr OnsiteFull Time
Develop and maintain client relationships, promote financial planning and investment solutions, support compliance, and manage client transactions. Requires Series 7 and 66; Series 65 and life/health/annuity licenses also noted; bachelor\u0002s degree preferred.
6d
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Assistant Solutions Advisor - Assistant Solutions
Atlanta or Nashville or United States
$80k-$85k/yr RemoteFull Time
3+ YOERequires 3+ years in business development, outbound or consultative sales, or partnerships; strong relationship, communication, organizational, and CRM skills; financial services experience preferred.
Salesforce, Gong Engage
1mo
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Financial Advisor - Career Transition
San Antonio, Texas, United States
OnsiteFull Time
Develop client base via networking and referrals, provide insurance and financial solutions, complete required licensing and training; commission-based income potential.
2w
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Financial Advisor - BMO Bank
Manhattan Beach, California, United States
$100k-$140k/yr OnsiteFull Time
3+ YOESeries 7 and 66 (63/65) and insurance license required; 3+ years of investment sales experience; ability to build client relationships and create customized financial solutions.
4w
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Managed Solutions Advisor
Goshen, New York, United States
$90k-$130k/yr OnsiteFull Time
3+ YOEBachelor's degree, Series 65/66, 3+ years financial industry experience, strong regulatory knowledge, client relationship and portfolio management skills, excellent communication and analytical ability.
3mo
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Wealth Solutions Advisor
United States
$70k-$93k/yr RemoteFull Time
3+ YOEFINRA Series 7, 63, and 65 (or 66) registrations; 3+ years financial sales; strong listening, verbal and presentation skills; knowledge of retail investments and retirement plans; FINRA fingerprinting.
Salesforce CRM, Financial tools
2w
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Financial Advisor - BMO Bank
Manhattan Beach, California, United States
$100k-$140k/yr OnsiteFull Time
3+ YOESeries 7 and 66 (63/65) and insurance license required; 3+ years investment sales experience; ability to develop client relationships and create tailored investment solutions.
2mo
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Investments Representative-Financial Advisor
Shreveport, Louisiana, United States
OnsiteFull Time
3+ YOERequires Series 7 and 66 (or 63/65), insurance license, and 3+ years of investment sales experience. Must be able to build client relationships and use firm tools to create client solutions.
3w
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Financial Advisor - Tamaqua, PA - Market 25, Region 377
Tamaqua, Pennsylvania, United States
$45k-$100k/yr OnsiteFull Time
Develop and grow a branch practice, obtain required FINRA and state registrations, build client relationships, and deliver personalized financial solutions; bachelor's degree or equivalent experience, licensing or financial services experience preferred.
2w
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Wealth Solutions Advisor SAFE Act
Jacksonville or O'Fallon
$77k-$107k/yr HybridFull Time
2+ YOERequires 2–5 years of financial services experience, bachelor's degree or equivalent, strong sales, analytical, communication, and financial skills, plus active SIE, Series 7, and Series 66 or Series 63 and 65 licenses.
Microsoft Excel, Microsoft Outlook, Microsoft Word
1w
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Senior SBL Credit Solutions Advisor
Saint Petersburg, Florida, United States
HybridFull Time
6+ YOEBachelor’s degree in accounting, business administration, or finance and 6–10 years of general experience. Requires client relationship, sales, account management, and financial transaction development skills.
2w
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Wealth Solutions Advisor SAFE Act
Jacksonville or O'Fallon
$77k-$107k/yr HybridFull Time
2+ YOERequires 2–5 years of financial services experience, proactive sales and service experience, strong analytical and communication skills, bachelor's degree or equivalent, and active SIE, Series 7, and Series 66 or Series 63 and 65 licenses.
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word
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