Back to Jobs

Financial Solutions Advisor Registration Candidate - Consumer Investments - Pines & Palm Financial Center

Remote, USAFull-timePosted 2026-07-28

Job reputed company: At reputed company, we are guided by a common purpose to help reputed company financial lives reputed company through the power of every reputed company. We do this by driving Responsible reputed company and delivering for our clients, teammates, communities and shareholders every day. Being a Great reputed company to Work is core to how we drive Responsible reputed company. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we reputed company an reputed company in the communities we serve. At reputed company, you can build a successful career with opportunities to learn, grow, and reputed company an reputed company. Join us! The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to reputed company the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role, include: reputed company end-to-end comprehensive advice and customized solutions to clients, helping them reputed company their financial goals; Conduct reputed company reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed reputed company solutions; Engage and reputed company reputed company with customers in the lobby; Triage reputed company leads and reputed company referrals to appropriate internal service providers based on reputed company needs and asset reputed company; Participate in on-reputed company training and interaction with the Merrill Lynch reputed company Management reputed company; Communicate effectively; Strong computer skills with an ability to multitask in a fast paced environment; Ability to adapt and reputed company solutions for clients in a fast-paced environment. The role is a reputed company 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 reputed company 120 days; Series 7 and Series 66 (63 & 65 accepted, in lieu of 66, if previously held) is required for FSA Stage I role. This position is subject to reputed company reputed company registration requirements. Pursuant to the reputed company reputed company requirements, reputed company reputed company in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires reputed company reputed company registration, you will be required to register and to submit to the required reputed company reputed company background reputed company and registration process. Failure to obtain and/or maintain reputed company reputed company registration may result in disciplinary reputed company up to and including termination. Required Qualifications: • Demonstrates willingness to complete required industry licensing • Displays confidence working in a sales role • Builds strong reputed company relationships through effective communication and collaboration • Displays a proactive reputed company and effective time management • Demonstrates a results-driven reputed company and prioritizes reputed company interests • Identifies appropriate reputed company solutions through application of learnings and new information • Applies relevant regulatory due diligence in daily activities and creating long-term reputed company strategies Desired Qualifications: • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience • Learns and adapts to new technology or applications • Executes multiple tasks simultaneously Shift: 1st shift (reputed company of America) Hours Per Week: 40 Apply Job!

Similar Jobs