Financial Solutions Advisor Registration Candidate- South Puget Sound/Seattle Market
$28.85 - $33.65 per hourBank of America
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
$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging... ...trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements...SuggestedTemporary workMonday to Friday$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role includes triaging client leads,... ...term strategies for clients. Subject to SAFE Act registration requirements: all employees engaged in residential...SuggestedTemporary workShift workDay shift- ...Merrill Advisor Development Program - Financial Advisor: Greater Seattle Market Bellevue, Washington;Seattle... ...executing highly customized solutions to meet client needs... ...subject to SAFE Act registration requirements.... ...and hire qualified candidates without regard to race...SuggestedInterim roleWork at officeLocal areaImmediate startShift 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...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...with the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service... ...Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are...SuggestedImmediate startAfternoon shift
$80k - $90k
...advice and guidance. Merrill’s Financial Advisors and Wealth Management... ...executing highly customized solutions to meet client needs Recommending... ...is subject to SAFE Act registration requirements. Pursuant to... ...TOWER (WA9707), US - WA - Seattle - 401 Union St - Rainier Square...Full timeInterim roleWork at officeLocal areaImmediate startShift workDay shift$15 per hour
...Financial Solutions Advisor At Bank of America, we are guided by a common purpose to help make financial... ...position is subject to SAFE Act registration requirements. Pursuant to the SAFE... ...up on client acquisition. Robust marketing support to reach wider audiences...Work at officeImmediate startShift workDay shift$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:...Work at officeWork from homeHome officeFlexible hours$45k - $100k
...applicants. Join a financial services firm... ...20,000 financial advisors across the U.S.... ...financial services/markets and how they work... ...and financial solutions to your clients?... .../Requirements Candidates should have at least... ...Financial services registration, licensing, or...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible 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
- ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
$23 - $31 per hour
...Fargo, we're more than a financial services leader we're... ...service mindset, sound judgment, flexibility,... ...products, services, and solutions Drive branch growth... ...account support. SAFE registration is required at the... ...compensation package offered to candidates. $23.00 - $31.00...Hourly payWork experience placementFlexible hours$80.17k - $90k
...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$71k - $96k
...Requisition Number: JUNIO006852 Full-Time Remote Seattle, WA 98101, USA (and additional locations) Associate Owners Advisor role will support Senior Owner's Advisors in... ...project delivery methods, plan and support market sounding and industry outreach, develop Requests for...Full timeContract workFor contractorsRemote work- ...and providing personalized investment solutions. The role includes gathering and analyzing... ...on branch strategies. The ideal candidate should have 3-5 years of experience in financial services, possess Series 7 and 66 registrations, and be motivated to grow professionally...
- 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
- Bank of America is seeking candidates for its Advisor Development Program as a Financial Advisor in Tacoma, WA. This role involves managing client relationships... ...financial services to deliver tailored investment solutions. Successful candidates will receive training and...
$23.18 - $34.77 per hour
...client goals. Sales and Marketing Engage with clients both... ...solve problems with effective solutions. High degree of PC based... ...a Mortgage Loan Originator registration number through the Nationwide... ...benefits include Health, Financial, Retirement and Work/Life Benefits...Local areaMonday to FridayFlexible hours$70k - $80k
Bank of America is hiring for a financial advisor in Tacoma, WA. This role focuses on providing tailored financial advice to clients and requires licenses such as Series 7 & 66. Candidates should have experience in the investments industry and proficiency in client communication...$28.85 - $33.65 per hour
Bank of America in University Place is seeking a Financial Solutions Advisor to join their Advisor Development Program. This role includes obtaining necessary licenses while acquiring client management skills. You'll help clients navigate their financial journeys, emphasizing...Hourly payTraineeship$70k - $80k
Role, Inc. in Tacoma is seeking a financial advisor responsible for developing comprehensive client financial plans and managing investments. The candidate must hold Series 7 & 66 licenses and have at least one year of experience in the finance industry. This position offers...$20 - $22.5 per hour
Description Sound Credit Union is currently seeking a Part-Time... ...are built to allow for candidates with various levels of skill... ...will assist our members with financial transactions, respond to inquiries... ...branches located throughout the Puget Sound region. We live by our...Permanent employmentPart timeMonday to FridayRotating shift$25 - $30 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... ...pay rate for the selected candidate is dependent upon a variety...Weekend work- ...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 timePart timeFlexible hoursShift work
- ...focusing on loans and financial counseling. They are... ...Providers, Financial Advisors and Title Agents and... ...service to members. MARKETING AND BUSINESS DEVELOPMENT... ...constructive solutions while maintaining positive... ...referral partners. NMLS Registration - Must be registered...Full timeContract workWork at officeLocal areaRemote workFlexible 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
...products and services, and recommending solutions based on each customer's unique goals... ...asking questions and learning about their financial needs, and banking channel preferences.... ...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- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage... ...will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and...
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