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Advisor Services Finance Jobs

4 jobs found

1mo ago

Financial Consultant

Truist Bank Lexington, KY

Lexington, KY

1mo ago Closed

Full time Advisor Advisor Services Analytical Skills

This position is no longer accepting applications (closed Aug 27, 2026).

Job Description

Truist Bank is seeking a Financial Consultant to support one or more Financial Advisors in Lexington, KY. This onsite role blends consultative client engagement with sales and technical support, helping current clients achieve their financial objectives while actively identifying prospective clients. You will provide leadership to the Financial Advisor team and contribute to both short-term planning and long-term strategy, strengthening the team’s value proposition for clients.

Responsibilities

Help steer the strategic direction of the Financial Advisor team to drive revenue growth.
Consult with clients and prospective clients to analyze goals, risk tolerance, and objectives, recommending investment products and services that align with their needs and implementing those solutions when appropriate.
Assist clients with trades, information requests, research, and account-related issues.
Deliver ongoing client relationship management support, including counsel, relationship reviews, and service initiatives.
Contribute to the preparation and delivery of client presentations and engagements.
Support the Advisor in maintaining a profitable level of securities and insurance sales by pursuing opportunities identified through external networking and internal referrals.
Adhere to professional and ethical standards established by Truist, FINRA, and other regulatory bodies.

Requirements

Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
Four years of professional experience, including at least one year in the securities industry.
FINRA Series 7 and 66 licenses.
Applicable state health and life insurance licenses, with jurisdictional registrations matching the supported advisors.
Organized and self-motivated, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
Proficiency in basic computer applications, particularly Microsoft Office.

Technologies

Microsoft Office

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment insurance
Tax-preferred savings accounts
401(k) plan
Vacation days
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan

Eligibility note: All regular teammates working 20 hours or more per week are eligible for benefits, with coverage including medical, dental, vision, life insurance, disability, and a 401(k) plan, along with paid time off.

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2mo ago

Financial Consultant

Truist Bank Lancaster, PA

Lancaster, PA

2mo ago Closed

Full time Advisor Advisor Services Analytical Skills

This position is no longer accepting applications (closed Jul 19, 2026).

Job Description

Truist Bank is seeking a Financial Consultant onsite in Lancaster, PA.

Responsibilities

Help shape the strategic direction of the Financial Advisor team to drive revenue growth.
Advise clients and prospects by assessing goals, risk tolerance, and objectives to identify suitable investment products and implement them.
Support clients with trades, information requests, research, and account issues.
Deliver ongoing client relationship management, including counsel, relationship reviews, and service initiatives.
Contribute to the preparation and delivery of client presentations and engagements.
Support the Advisor in maintaining profitable securities and insurance sales by acting on opportunities sourced via external networking and internal referrals.
Adhere to professional and ethical standards set by Truist, FINRA, and other regulatory bodies.

Requirements

A bachelor's degree in business, accounting, finance or banking, or an equivalent combination of education and related experience.
Four years of professional experience, including at least one year in the securities industry.
FINRA Series 7 and 66 licenses.
State health and life insurance licenses with registrations that align with the advisor(s) supported.
Well organized, self-motivated, with strong analytical, problem-solving, interpersonal, persuasive, and relationship-management skills.
Proficiency with common computer applications, including the Microsoft Office suite.

Technologies

Microsoft Office

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment
Tax-advantaged savings accounts
401(k) plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan

Employment Type

Regular

Language Fluency

English (Required)

Work Shift

1st shift (United States of America)

General Benefits Overview

All regular teammates working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division offering the position. Truist offers medical, dental, vision, life insurance, disability coverage, accidental death and dismemberment, tax-advantaged savings accounts, and a 401(k) plan. Teammates also receive no less than 10 days of vacation, prorated based on date of hire and full-time status.

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2mo ago

Financial Solutions Advisor Registration Candidate

Bank of America Glendale, CA

Glendale, CA

2mo ago Closed

$28 - $33/hr Full time Advisor Advisor Services Advisory Services

This position is no longer accepting applications (closed Jul 5, 2026).

Job Description

Entry-level Financial Solutions Advisor Stage I position at Bank of America in Glendale, CA (onsite), offering USD 28 - 33 per hour, focused on obtaining securities licenses (SIE, Series 7, Series 66) and building client relationships to deliver advisory solutions, with progression to Stage II and SAFE Act registration.

Responsibilities

Pursue Securities Industry licenses through dedicated coursework for SIE, Series 7, and Series 66.
Develop foundational advisory skills, including identifying and nurturing client relationships, evaluating clients' complex financial profiles, and providing guidance with solutions while maintaining a client-centric approach.
Be assigned to a financial center to deliver core banking services, investment solutions, and client care.
Advance to Financial Solutions Advisor Stage II to deepen and expand relationships within a client portfolio.
Collaborate with banking and investment partners; connect clients to Bank of America and Merrill solutions to meet their financial needs.
Deliver comprehensive, end-to-end advice, conduct client reviews and presentations, and propose strategies to help clients reach financial goals and life priorities.
Engage with banking customers, small business owners, and higher net worth clients to expand your network and drive business growth.

Requirements

Demonstrated aptitude to obtain required securities licenses.
Strong time-management and self-discipline to handle workloads.
Experience building client relationships, assessing needs, and proposing solutions.
Proven ability to collaborate and communicate effectively with teammates.
Results-oriented with a client-first approach in a dynamic, fast-paced setting.
Capable of multitasking.
Willingness to learn and adapt to new technologies and applications.

Benefits

World-class training and onboarding programs.
One-on-one coaching from Academy managers.
Defined consultative approach to identifying client needs and matching solutions.
Structured licensing training with target timeframes: SIE within 30 days; Series 7 and 66 within 120 days.
Build your network at a financial center by interacting with banking customers, small business owners, and higher net worth clients to grow your business.
Provide end-to-end comprehensive advice, deliver client reviews and presentations, and recommend strategies.
Collaborate with core banking and investment partners to meet client needs.

Skills

Client Experience Branding
Client Solutions Advisory
Investment Management
Pipeline Management
Referral Management
Client Management
Customer and Client Focus
Portfolio Management
Prospecting
Referral Identification
Business Acumen
Executive Presence
Oral Communications
Risk Management
Trading

Education

High School Diploma / GED / Secondary School or equivalent

Schedule

Monday through Friday with rotating Saturdays

Shift

First shift (United States of America)

Hours per Week

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3mo ago

Financial Solutions Advisor Registration Candidate

Bank of America Crofton, MD

Crofton, MD

3mo ago Closed

$29 - $34/hr Full time Advisor Advisor Services Banking

This position is no longer accepting applications (closed Jun 21, 2026).

Job Description

Bank of America is hiring a Financial Solutions Advisor Registration Candidate for an onsite role in Crofton, MD. This position focuses on delivering comprehensive financial guidance and tailored solutions to help clients achieve their goals. The role offers a competitive $29-$34 per hour and a standard 40-hour workweek, with potential involvement in residential mortgage loan originations under SAFE Act registration. A minimum 1 year of experience and a High School Diploma or equivalent are required.

Responsibilities

Collaborate with clients to map short and long term financial goals and build a plan using brokerage products such as stocks, bonds, mutual funds, and annuities, along with banking and money management solutions.
Recommend banking and investment strategies that align with each client’s goals and needs.
Triage client requests and refer to appropriate internal service providers based on client needs and asset thresholds.
Identify and mitigate risk as a routine part of daily activities.
Identify and engage potential new clients through referrals or existing financial center clientele.

Requirements

Aptitude for obtaining the required industry licenses.
Self-discipline in managing time and capacity.
Experience in cultivating client relationships, assessing needs, and recommending solutions.
Proven ability to build strong peer relationships through effective communication and collaboration.
Results-driven mindset with a focus on the client's interests in a complex, fast-paced environment.
Ability to handle multiple tasks simultaneously.
Willingness to learn and adapt to new technology or applications.

Desired Qualifications

Current FINRA Securities Industry Essentials (SIE) designation.
Bachelor’s degree and/or at least one year of financial services industry or sales experience.

Skills

Client Experience Branding
Client Solutions Advisory
Investment Management
Pipeline Management
Referral Management
Client Management
Customer and Client Focus
Portfolio Management
Prospecting
Referral Identification
Business Acumen
Executive Presence
Oral Communications
Risk Management
Trading

Work Schedule

Shift: 1st shift (United States of America)
Hours per week: 40

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