Advisor Development Program - Financial Solutions Advisor Trainee- Renton Hills
$28.85 - $33.65 per hourBank of America
Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Job Description As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time 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 ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. Required Qualifications Displays confidence working in a sales role Builds strong client relationships through effective communication and collaboration Displays a proactive mindset and effective time management Demonstrates a results-driven mindset and prioritizes client interests Identifies appropriate client solutions through application of learnings and new information Applies relevant regulatory due diligence in daily activities and creating long-term client 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 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. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - WA - Renton - 1640 Duvall Ave Ne - RENTON HILLS BC (WA3160) Pay range $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. 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. Privacy Statement: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe. Pay Transparency: #J-18808-Ljbffr Bank of America
$28.85 - $33.65 per hour
...Advisor Development Program Financial Solutions Advisor Stage I Merrill Wealth Management is a leading provider of comprehensive wealth... ...40 Pay Transparency details US - WA - Renton - 1640 Duvall Ave Ne - RENTON HILLS BC (WA3160)Pay and benefits informationPay...TraineeshipHourly payWork at officeLocal areaImmediate startShift workDay shift- Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I) in Renton, WA. Begin with licensing in SIE, Series 7 and Series 66, then build foundational skills in client relationships...Traineeship
$28.85 - $33.65 per hour
...purpose to help make financial lives better... ...us!As a Financial Solutions Advisor Stage I (FSA I),... ...through the stages of development. Once you have... ...with dedicated programs, tools, and resources... ...2107), US - WA - Renton - 17250 140th Ave... ...29th Ave - SOUTH HILL BC (WA2140)Pay...SuggestedHourly payFull timeWork at officeImmediate startShift workDay shift- ...Merrill Advisor Development Program - Financial Advisor: Greater Seattle Market Bellevue, Washington;Seattle, Washington; Tacoma, Washington; Everett... ...internal specialists, and executing highly customized solutions to meet client needs Recommending investment...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...s Merrill Wealth Management is seeking candidates for the Advisor Development Program in the Bellevue area. The program develops a book of business... ...banking and investment partners to deliver comprehensive solutions that align with clients’ goals and life priorities. #J-18...Suggested
$28.85 - $33.65 per hour
...purpose to help make financial lives better through... ...Join us!As a Financial Solutions Advisor Stage I (FSA I), your... ...the stages of development. Once you have demonstrated... ...the way with dedicated programs, tools, and resources... ...Ave S - BEACON HILL BC (WA3106), US - WA...Hourly payFull timeWork at officeImmediate startShift workDay shift$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I (FSA I), your... ...needed as you move through the stages of development. Once you have demonstrated success... ...you along the way with dedicated programs, tools, and resources throughout your...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I - Registration Candidate At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients...Hourly payShift workDay shift$28.85 - $33.65 per hour
...purpose to help make financial lives better through... ...Overview As a Financial Solutions Advisor Stage I (FSA I) ,... ...through the stages of development. Progression typically... ...The Academy provides programs, tools, and resources... ...Kennewick; US - WA - Renton; US - WA - Seattle; US...Hourly payWork at officeImmediate startShift workDay shift- Bank of America is seeking a Financial Solutions Advisor Stage I in Renton, WA to begin your journey in the financial industry. You will work towards obtaining... ...competitive pay and benefits, this position supports career growth and development. #J-18808-Ljbffr Bank of America
$15 per hour
...Financial Solutions Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power... ...their financial goals, join Bank of America's Advisor Development Program, and become a Financial Solutions Advisor in one of over...Work at officeImmediate startShift workDay shift$10k - $49.99k
Alternate titles Financial Advisor Trainee Seattle Insurance Agent Career Washington... ...WA Everett, WA Kent, WA Renton, WA Olympia, WA... ...WealthBridge’s New Associate Program follows a structured daily... ...activity, persistency, and book development compound. Source: U.S. Bureau...TraineeshipContract workFor contractorsSelf employmentWork at officeLocal areaFlexible hours- ...Advisor Trainee In Global Private Bank If you enjoy building relationships... ...helping develop innovative solutions while working in a fast-... ...Joining our Summer Analyst Program means you will be joining a... ...help clients achieve their financial goals by delivering the right...TraineeshipFull timeSummer workImmediate startVisa sponsorship
- Join our Summer Analyst Program where you will develop original solutions and build client relationships in a fast‑paced environment. As an Advisor Trainee in Global Private Bank, you will gain... ...advisors help clients achieve their financial goals by delivering the right...TraineeshipFull timeSummer workImmediate startVisa sponsorship
$28.85 - $33.65 per hour
Responsibilities Provide end‑to‑end comprehensive advice and customized solutions to clients, helping them achieve their financial goals. Conduct client reviews and presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual...Hourly payShift workDay shift- Bank of America in Seattle seeks a Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7, and Series 66 licenses and to develop... ...to higher roles, with the Academy providing dedicated programs and structured training to support your career journey. #J...
$80k - $90k
A leading financial services institution is seeking a Financial Advisor in Seattle, WA to join the Merrill Advisor Development Program. This role involves working with high-net-worth individuals to identify needs, develop relationships, and recommend appropriate investment...$28.85 - $33.65 per hour
Job Summary Financial Solutions Advisor Stage I (FSA I) - responsible for building client relationships, guiding financial decisions, and delivering... .... US-WA-Kennewick,7600WQuinaultAve,ColumbiaMall. US-WA-Renton,17250140thAveS. US-WA-Seattle,230Sw152ndSt. US-WA-Seattle,...Hourly payWork at officeMonday to FridayShift workDay shift- ...Advisor Trainee In Global Private Bank If you enjoy building... ...develop innovative solutions while working in a... ...our Advisor Training Program means you will be joining... ...opportunities for development, engagement, and the... ...clients achieve their financial goals by delivering...TraineeshipFull timeImmediate startVisa sponsorship
- Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in Seattle. This role is vital for building client relationships, guiding financial decisions, and delivering the bank’s core banking and investment solutions. As a Financial Solutions Advisor, you...
- Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) to start by obtaining SIE, Series 7, and Series 66 licenses and to develop foundational client advisory skills. You'll support and grow a client portfolio and progress to higher roles, including FSA...Work at officeMonday to Friday
$70k - $80k
Bank of America is seeking an experienced financial advisor to provide comprehensive financial guidance and solutions to clients across Seattle, Washington. The role involves triaging client leads, developing personalized financial plans, and recommending suitable brokerage...Temporary workDay shift$70k - $80k
Bank of America is seeking an experienced financial advisor in Seattle, Washington to provide comprehensive guidance and solutions to clients. The role involves developing personalized financial plans and advising on suitable brokerage products while ensuring compliance...$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor - Stage I in Seattle, WA, to provide end-to-end financial advice and customized solutions that help clients achieve their financial goals. This role involves client reviews and working closely with the Merrill Lynch...Hourly pay$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor Stage I to help clients with financial solutions while acquiring industry licenses. This role includes training with options for career progression and building client relationships. Applicants should possess a high...Hourly pay- ...Puget Sound is seeking a results-driven Financial Advisor to educate clients on financial planning... ...environment supports growth and ongoing development, with flexible work-from-home options available and a strong training program. Candidates should be goal-driven, possess...Work from homeFlexible hours
$28.85 - $33.65 per hour
Financial Solutions Advisor - Stage I (Registration Candidate) Primary responsibilities include: Provide end‑to‑end comprehensive advice and customized solutions to clients to help them achieve financial goals. Conduct client reviews and presentations, reviewing investment...Hourly payShift workDay shift$28.85 - $33.65 per hour
Job Overview As a Financial Solutions Advisor Stage I (FSA I) in the Bank of America Financial Center, you will obtain Securities Industry licenses... ...and advisory. You will progress through stages of development, supporting clients with investment solutions and core banking...Hourly payWork at officeImmediate startMonday to Friday- Bank of America is looking for a Financial Solutions Advisor Stage I (FSA I) in Mercer Island, WA. This role requires obtaining industry licenses and training in client relationship management. Responsibilities include managing client relationships and delivering financial...
- Bank of America is seeking a Financial Solutions Advisor Stage I to start by obtaining securities licenses and to develop foundational advisory skills. The role progresses from building client relationships to delivering comprehensive financial solutions within an office...Work at office
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