Top 110 Financial advisor Jobs in Oviedo, Fl

Financial Solutions Advisor Registration Candidate - Mitchell Hammock Financial Center
Bank of America —Oviedo, FL
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Financial Advisor Trainee (Winter Park, FL)
Raymond James Financial, Inc. —Winter Park, FL
- Full-time
- Writing skills
- 3 years
- Finance
- Paid holidays
- Health insurance
Personal Financial Counselor; Orlando, FL
Magellan Health —Orlando, FL
- $58,440 - $93,500 a year
- Full-time
- Spanish
- English
- Mid-level
AMP Financial Advisor Trainee (Orlando, FL)
Raymond James Financial, Inc. —Orlando, FL
- Full-time
- Writing skills
- 3 years
- Finance
- Paid holidays
- Health insurance
5d
Financial Advisor - Orlando, FL
Thrivent —Orlando, FL
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Professional
New York Life Insurance Company/NYLIFE Securities, LLC. —Maitland, FL
- $60,000 - $150,000 a year
- Full-time
- Hybrid work
- Sales
- Customer service
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Financial Services Professional
New York Life —Maitland, FL
- Full-time
- Hybrid work
- Background check
- Sales
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Fast-Track to Management (Bilingual Vietnamese) or (Bilingual Russian)
New York Life —Maitland, FL
- $100,000 - $120,000 a year
- Full-time
- Hybrid work
- English
- Business development
- Doctor of Philosophy
- AD&D insurance
- Disability insurance
Quick Apply
Financial Services Professional/Associate Partner (Accelerate Path to Management)
New York Life —Orlando, FL
- $85,000 - $260,000 a year
- Full-time
- Hybrid work
- Mid-level
- Recruiting
- Business
- Paid training
- Disability insurance
Quick Apply
Wealth Management Associate – Retirement Benefits Group
Equitable Advisors —Orlando, FL
- $24,000 - $125,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Quick Apply
Accelerated Path to Management Program
New York Life —Maitland, FL
- $72,000 - $255,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Business development
- AD&D insurance
- Disability insurance
Quick Apply
Financial Advisor / Business Development - Downtown Orlando, FL
Northwestern Mutual —Orlando, FL
- $50,000 - $100,000 a year
- Full-time
- Background check
- Military
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Financial Services Professional/Associate Partner (Accelerated Path into Management)
New York Life —Orlando, FL
- $85,000 - $260,000 a year
- Monday to Friday
- Recruiting
- In-person
- Business
- Paid training
- Health insurance
Quick Apply
Financial Advisors/ Associate Partners (Accelerated Path into Management)
New York Life —Orlando, FL
- $79,500 - $215,430 a year
- Full-time
- Hybrid work
- Recruiting
- Business
- Master of Business Administration
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Trainee (FL)
Bankers Life —Orange City, FL
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (FL)
Bankers Life —Orlando, FL
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor
Corporate Synergies —Winter Park, FL
- Office
- Finance
- Bachelor's degree
- Paid holidays
- Disability insurance
Quick Apply
Financial Advisor - Winter Park, FL
Navy Federal Credit Union —Winter Park, FL
- $55,000 - $75,000 a year
- Online Application
- Word processing
- Finance
- Bachelor's degree
- Referral program
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Winter Park, FL
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
Admissions Registered Nurse (RN) - Part Time Days
Central Florida Behavioral Hospital —Orlando, FL
- Part-time
- CPR Certification
- Nursing
- Psychiatry
- Health insurance
- Dental insurance

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Financial Solutions Advisor Registration Candidate - Mitchell Hammock Financial Center

Bank of America -
Oviedo, FL

Apply Now

Job Details

Full-time

Benefits

Opportunities for advancement

Qualifications

Customer relationship building
Securities Industry Essentials
Customer relationship management
Experience practicing in the securities industry

Full Job 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 an 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!

Job Description:

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

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 your position requires SAFE Act registration, you will be 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 your immediate termination.

We’ll help you:

Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from Academy managers who are invested in your success.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications

Aptitude in obtaining required industry licenses.
Must be self-disciplined in managing time and capacity.
Experience in cultivating client relationships, accessing needs and recommending solutions.
Success creating strong peer relationships through effective communication and collaboration.
Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.

Desired Qualifications

Currently holds FINRA Securities Industry Essentials (SIE)
Bachelor's degree and/or a minimum of 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

Weekly Schedule: Monday thru Friday, some Saturdays required

Shift:

1st shift (United States of America)

Hours Per Week:

Apply Now

Refine Your Search

financial advisor jobs in oviedo, fl

Financial Solutions Advisor Registration Candidate - Mitchell Hammock Financial Center

Financial Advisor Trainee (Winter Park, FL)

Personal Financial Counselor; Orlando, FL

AMP Financial Advisor Trainee (Orlando, FL)

Financial Advisor - Orlando, FL

Financial Professional

Financial Services Professional

Fast-Track to Management (Bilingual Vietnamese) or (Bilingual Russian)

Financial Services Professional/Associate Partner (Accelerate Path to Management)

Wealth Management Associate – Retirement Benefits Group

Accelerated Path to Management Program

Financial Advisor / Business Development - Downtown Orlando, FL

Financial Services Professional/Associate Partner (Accelerated Path into Management)

Financial Advisors/ Associate Partners (Accelerated Path into Management)

Wealth Management Trainee (FL)

Wealth Management Trainee (FL)

Financial Advisor

Financial Advisor - Winter Park, FL

Senior Wealth Advisor

Admissions Registered Nurse (RN) - Part Time Days

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