1,000+ matching jobs for “Financial Advisor”

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Bank of America

Financial Solutions Advisor - Participant Services (Series 7 and 66 required)

Pennington

Pay posted by employer$65,000–$85,000

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and …

Added Oct 27, 2026

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Bank of America

Financial Solutions Advisor Registration Candidate - South Palm Beach / North Broward Market

Boca Raton, Florida, United States

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering …

Added Oct 27, 2026

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LPL Financial Holdings

Financial Advisor - Houston Texas Fire Fighters FCU and Cy Fair FCU

Houston, Texas, United States

Full time
Regular

… Houston, TX would allow you to join Houston Texas Fire Fighters Federal Credit Union and Cy Fair FCU as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not …

Added Nov 3, 2026

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TIAA

Wealth Advisor

3965 Dallas Parkway Frisco, TX 75034 +25 locations 2 postings

… and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans. Reviews client information, including financial statements, risk investment profile and cash …

Added Oct 27, 2026

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Northern Trust

Relationship Advisor

Houston, Texas, United States

Full time
Regular

… advisors. Exhibits expertise in governing documents, fiduciary duties, trust and tax law, estate planning, financial planning, and prudent investment principles. Leads client conversations around goals-based wealth …

Added Oct 16, 2026

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Northern Trust

Relationship Advisor

Dallas, Texas, United States

Full time
Regular

… · Exhibits expertise in governing documents, fiduciary duties, trust and tax law, estate planning, financial planning, and prudent investment principles. · Leads client conversations around goals-based wealth …

Added Oct 16, 2026

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Genuine Parts

Parts Advisor

Keighley, England, United Kingdom +8 locations

… training. Free pension advice from our standard pension provider. Free access to Health, Wellbeing and Financial tools. Potential to earn a performance based bonus, paid monthly. Discount on car parts Not the right fit? …

Added Nov 3, 2026

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Genuine Parts

Parts Advisor

Normanton

Added Nov 3, 2026

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Genuine Parts

Parts Advisor

Hove, England, United Kingdom

Added Nov 3, 2026

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Genuine Parts

Parts Advisor

Purfleet +1 location 2 postings

Added Nov 3, 2026

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Genuine Parts

Parts Advisor

Craigavon, Northern Ireland, United Kingdom

Added Nov 3, 2026

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Truist Financial

Wealth Advisor

Philadelphia, Pennsylvania, United States

Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening …

Added Nov 3, 2026

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The Cigna Group

Accounting Advisor

St. Louis, Missouri, United States +2 locations

Full time
Regular

Job Profile Summary The Financial Compliance Advisor will be responsible for assisting with overall Sarbanes Oxley (SOX) and SOC 1 compliance …

Added Oct 16, 2026

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Northern Trust

Banking Advisor

Miami, Florida, United States

Full time
Regular

… acquired through formal education and professional experience. Knowledge of investments, trust, and financial consulting concepts to identify cross-selling opportunities. Strong negotiation, leadership, and sales …

Added Oct 16, 2026

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Viatris

Business Advisor

Australia Remote Office

Temporary

… Citizen or appropriate Visa holder). Employee Benefits Recognition programs Benefits for health and financial wellness Employee discount platform Annual wellness allowance Annual leave loading Paid volunteer leave …

Added Oct 18, 2026

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Bank of America

Life Services Financial Solutions Advisor (Series 7 required) - Jacksonville, FL

Jacksonville

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and …

Added Oct 27, 2026

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Bank of America

Financial Solutions Advisor Consumer Investments - Ocoee, FL/West Orlando Market

Ocoee, Florida, United States

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering …

Added Nov 3, 2026

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Bank of America

Financial Solutions Advisor Registration Candidate Consumer Investments - Southern TN Market

Nashville, Tennessee, United States +6 locations

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering …

Added Oct 27, 2026

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Bank of America

Financial Solutions Advisor Registration Candidate- South Puget Sound/Seattle Market

Tacoma, Washington, United States +12 locations

Pay posted by employer$28.85–$33.65 per hour

… opening for every location listed***** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering …

Added Oct 27, 2026

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Raymond James Financial

Associate Advisor

Valencia, California, United States

Permanent

Pay posted by employer$100,000–$150,000

… planning, personalized advice, and long-term partnership. As we grow, we are seeking an Associate Advisor who is passionate about excellence, relationship-building, and helping clients pursue what matters most. …

Added Nov 3, 2026

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Bank of America

Financial Solutions Advisor - Participant Services (Series 7 and 66 required)

Pennington

Pay posted by employer$65,000–$85,000

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Required Qualifications · employer excerpt

• Series 7, and 66 or equivalent required
• Passion for excellence and willingness to work to exceed client expectations
• Strong computer skills with an ability to multitask in a fast paced environment

About this opportunity

Original employer description

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Merrill Participant Services Financial Solutions Advisors (FSA) engage participants in goals-based conversations to provide education and guidance when they need us most – whether they are transitioning from another job, just starting out in the workforce, building a family or transitioning to retirement. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide service/education to active and separated Merrill 401k and Equity Plan Participants. They set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. If you are interested in growing a long term career in finance, passionate about delivering client centric solutions, want the ability to learn more about markets, and investments, the Participant Services Financial Solutions Advisor is the ideal role for you.

We’ll help you:

• Further strengthen participant relationships by anticipating needs, ex ceeding service expectations and following through on commitments

• Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual participant’s investment needs

• Consistently identify participant opportunities and engage key partners as needed

• Ability to grasp and apply complex technical material quickly

Required Qualifications

• Series 7, and 66 or equivalent required

• Passion for excellence and willingness to work to exceed client expectations

• Strong computer skills with an ability to multitask in a fast paced environment

Enterprise Job Description:

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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 this position requires SAFE Act registration, employees are 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.

Responsibilities:

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions

Recommends banking and investments strategies that align with client financial goals and needs

Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

Mitigates and controls risk as part of daily activities

Identifies and engages potential new clients through referrals or financial center clientele

Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Additional Skills Needed:

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Shift:

1st shift (United States of America)

Hours Per Week:

Pay Transparency details

US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140)

Pay and benefits information

Pay range

$65,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Why this result? · Employer labels

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