Financial Solutions Advisor Registration Candidate- South Puget Sound/Seattle Market
$28.85 - $33.65 per hourBank of America ATM
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 each 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 an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations. As a Financial Solutions Advisor Stage I (FSA I) , you will begin by obtaining Securities Industry licenses (Securities Industry Essentials [SIE], Series 7 and Series 66). 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 that help them live their best financial lives while humanizing financial interactions. After reaching 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. You will support and grow a portfolio of clients and advance into higher roles, including Financial Solutions Advisor Stage II, with opportunities across Bank of America and Merrill. The Academy provides dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain or maintain SAFE Act registration may result in immediate termination. Work Schedule Monday through Friday, some Saturdays required. Schedule Example: 8 am–5 pm, 9 am–6 pm, etc. We’ll help you Build a successful career at Bank of America through world‑class training and onboarding 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) through 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 high‑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 Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience. Skills Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures, and Guidelines Client Management Causation Analysis Written Communications Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone‑based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Shift 1st shift (United States of America) Hours Per Week 40 Pay Transparency details Locations: Bainbridge Island (WA), Bonney Lake (WA), Des Moines (WA), Federal Way (WA), Gig Harbor (WA), Mercer Island (WA), Port Orchard (WA), Puyallup (WA), Seattle (WA), Silverdale (WA), Tacoma (WA), Lakewood (WA). Pay and Benefits Information Pay Range $28.85 - $33.65 per hour, offered 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 so employees can make a genuine impact and contribute to the sustainable growth of our business and communities we serve. #J-18808-Ljbffr Bank of America
- ...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... .... This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... .... This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedFull timeTemporary workDay shift
$10k - $49.99k
Alternate titles: Financial Advisor Trainee Seattle Insurance Agent Career... ...Financing, Digital Marketing, CPA Alliances,... ...corridor, the Tacoma/South Sound working‑family... ...or local law. All candidates must pass a background... ...FINRA. Securities registration requires filing Form...SuggestedContract workFor contractorsTraineeshipSelf employmentWork at officeLocal areaFlexible hours$50k
...Join a financial services firm where your contributions... ...20,000 financial advisors across the U.S.... ...to maintain registrations and licenses in... ...critically, with sound judgment. What... ...the right solutions for clients Comfortable... ...opportunities Candidate qualifications:...SuggestedWork at officeWork from homeHome officeFlexible hours- ...Northwestern Mutual Puget Sound, our mission is... ...generation of financial representatives,... ...country for new advisor success (revenue)... ...located at: Seattle: 601 Union St. #2... ...shopping at farmers markets and cooking seasonal... ...financial solutions. Key Responsibilities...SuggestedFull timeInternshipSeasonal workWork at officeVisa sponsorshipFlexible hours
- Bank of America is seeking a Financial Solutions Advisor Stage I. You will begin by obtaining Securities Industry licenses (SIE, Series 7 and 66) and then learn to advise clients on financial solutions that fit their needs and life goals. You’ll start in a financial center...
- Bank of America is seeking a Financial Solutions Advisor Stage I to start by obtaining securities licenses and to develop foundational advisory... ...solutions within an office‑based environment. Successful candidates will train for licenses (SIE, Series 7, 66) and work...Work at office
- ...Bankers Life® Financial Advisors help clients live more and worry less through... ...and find financial solutions with help from industry-leading... ...Life financial products and market trends Develop yourself with... ...and build a team The ideal candidate will have: Active Life & Health...Work at officeFlexible hours
- ...LPL Financial collaborates with banks to provide a comprehensive... ...to join our employee advisor model as a Wealth... ...approach to financial solutions for an assigned book... ...Licenses and FINRA registrations: Active State Applicable... ...- based investment market space Excellent knowledge...Work at officeLocal area
- ...prospective customers Provide advice-based financial solutions for an assigned book of business... ...Life Insurance License Active Series 7 Registration Active Series 63 Registration (if required... ...within the bank-based investment market space Excellent knowledge of investment...Work at office
$20 - $28 per hour
...Standards and providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice, and often... ...financial statements, and market risk.Demonstrates desire... ...pay rate for the selected candidate is dependent upon a variety...Weekend work$20 - $28 per hour
...Standards and providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice, and often... ...financial statements, and market risk.Demonstrates desire... ...pay rate for the selected candidate is dependent upon a variety...Weekend work- Bank of America is hiring a Financial Solutions Advisor Stage I (FSA I) in Washington. You will begin by obtaining essential licenses (SIE, Series 7, 66) and then be trained to build and manage client relationships, offering solutions that align with their financial goals...Work at office
- ...recommends products, services and solutions for the benefit of the... ...participates in commercial team's marketing and sales promotions;... ...management and sales skills, in a financial services industry required.... ...System and Registry (NMLS) registration under the terms of the SAFE...Hourly payFull timeFlexible hoursShift work
$21 - $31 per hour
...by a strong service mindset, sound judgment, flexibility, and... ...meaningful exposure to a large financial institution and serves as a... ...products, services, and solutions Drive branch growth by identifying... ...account support. SAFE registration is required at the time of...Work experience placementFlexible hours- Bank of America is seeking a Financial Solutions Advisor Stage I to start by obtaining necessary securities licenses and then build foundational advisory skills for client relationships. The role progresses to a financial center with opportunities across Bank of America...Work at officeFlexible hours
$24.92 - $30.46 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...and services, and recommending solutions based on each customer's unique goals and... ...Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of...Temporary work$24.92 - $30.46 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...and services, and recommending solutions based on each customer's unique goals and... ...Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of...Temporary workLocal area$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern... ...purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life...Full timeContract workFor contractorsWork at office- ...more than just a job. As an entry level financial advisor on our team, you'll work one-on-one... ...clients to create personalized financial solutions, while building meaningful... .... Continuous support with tech tools, marketing leads, and team collaboration. Unlimited...
$19.23 - $28.37 per hour
...problem solver, trusted advisor, and partner to the people... ...and provide guidance and solutions to assist in client's financial wellness, both in person... ...business with the bank and uses sound judgment with clients and... ....Ability to gain market insight and spot trends to...Hourly payDay shift- ...guided by a common purpose to help make financial lives better through the power of every... ...priorities and connecting clients to solutions that meet the financial goals. **Responsibilities... ...for employment and hire qualified candidates without regard to race, religious creed...Work at officeFlexible hoursShift workWeekend workDay shift
- O Bee Credit Union seeks a Wealth Advisor affiliated with LPL Financial to serve as a branch-focused advisor delivering NDIPs and advisory solutions to customers. You will build relationships, solicit investments, and collaborate with branch managers to drive cross-selling...
- Northwestern Mutual Puget Sound is seeking a Financial Planner to join our team in Puget Sound. You will build long-term relationships, tailor financial... ...culture with fundraising involvement. Offices in Seattle, Bellevue and Tacoma provide strong local support. #J-1...Local areaFlexible hours
- Mechanics Bank is seeking a Wealth Advisor affiliated with LPL Financial to provide holistic financial solutions to clients at branch locations in Washington. The role emphasizes a consultative sales approach, regulatory compliance, and strong client service in a fast-paced...
- Bankers Life is seeking Financial Advisors who will build a client base, learn Bankers Life financial... .... You will present tailored financial solutions and actively drive clients to take... ...the Bankers Life structure. The ideal candidate will hold Life & Health licenses with...
$20 - $24 per hour
...manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs.... ....00 - $24.00. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory...Immediate start$20 - $25 per hour
...development, then a position at Sound may be the perfect fit for... ...ranges are built to allow for candidates with various levels of skill... ...will assist our members with financial transactions, respond to inquiries... ...located throughout the Puget Sound region. We live by our...Hourly payPermanent employmentFull timePart timeMonday to FridayRotating shift$18 - $23 per hour
...needs, and consistently provides proactive solutions and problem resolutions in alignment... ...changes. Discuss and uncover customer's financial needs to identify and offer appropriate... ...- $23.00. The pay rate for the selected candidate is dependent upon a variety of non-...Night shift$25.77 - $32.21 per hour
...underwriting and funding, then this position at Sound might be the ideal opportunity for you.... ...: Our pay ranges are built to allow for candidates with various levels of skill and... ...-service branches located throughout the Puget Sound region. We live by our Guiding Principles...Hourly payFull timeRemote workRotating shift
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