Financial Solutions Advisor Registration Candidate- NW Snohomish Market
$28.85 - $33.65 per hourBank of America ATM
Job Description:*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****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!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. Work ScheduleMonday thru Friday, some Saturdays requiredSchedule Example: 8am-5pm, 9am-6pm, etcWe’ll help youBuild 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:Bachelor’s degree and/or a minimum of one year of financial services industry or sales experienceBilingual Mandarin PreferredSkills: • 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 CommunicationsMinimum 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.*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****Shift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - WA - Arlington - 3230 172nd St Ne - SMOKEY POINT BC (WA4139), US - WA - Bellingham - 4251 Guide Meridian - CORDATA BC (WA4111), US - WA - Bothell - 1115 228TH ST SE - CANYON PARK BC (WA4153), US - WA - Everett - 1803 112th St Se - SILVER LAKE BC (WA4138), US - WA - Lynnwood - 1424 164TH ST SW - MARTHA LAKE BC (WA4157), US - WA - Marysville - 415 State Ave - MARYSVILLE BC (WA4128), US - WA - Mill Creek - 911 161st St Se - MILL CREEK BC (WA4133), US - WA - Monroe - 19917 Old Owen Rd - MONROE BC (WA4129), US - WA - Mount Vernon - 320 W KINCAID ST - MOUNT VERNON BC (WA4130), US - WA - Snohomish - 903 2nd St - SNOHOMISH BC (WA4140), US - WA - Stanwood - 26929 102nd Ave Nw - STANWOOD BC (WA4144)Pay and benefits informationPay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis 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.SummaryLocation: Mount Vernon; Stanwood; Snohomish; Arlington; Everett; Bellingham; Mill Creek; Lynnwood; Bothell; Monroe; MarysvilleType: Full time
$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage... ...position is subject to SAFE Act registration requirements. All employees... ...BC (WA4130), US – WA – Snohomish – 903 2nd St – SNOHOMISH BC... ...Stanwood – 26929 102nd Ave Nw – STANWOOD BC (WA4144). Pay...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift$45k - $100k
...Financial Advisor OpportunityJoin a financial services firm... ...in financial services/markets and how they workLove... ...investment and financial solutions to your clients?... ...?Skills/Requirements Candidates should have at least... ...experienceFinancial services registration, licensing, or...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$35 - $40 per hour
...industry, delivering a broad range of creative solutions to clients in the real estate & land development, and energy markets. We have a strong national presence and a... ...Licensing / Certification Fees and Renewals ~ Financial Rewards for Obtaining Licensure ~ Employee...SuggestedRelocation$70k - $80k
...Bank of America in Washington seeks a Financial Advisor to provide tailored advice and solutions to help clients reach financial goals. Key duties include triaging leads, referrals to partners, reviewing goals with clients, building financial plans, and recommending brokerage...SuggestedFull time$20 - $24 per hour
...At Lendmark Financial Services, we believe the success of our company... ...providing personal loan solutions. This position focuses on building... ...of the branch. Actively market all branch products and services... ...Experience of the selected candidate. WORK ENVIRONMENT: Office...SuggestedHourly payWork at office$45.09k - $55.12k
...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 workPart timeLocal area- ...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 officeShift workWeekend workDay shift
$18 - $22 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... ...$22.00 The pay rate for the selected candidate is dependent upon a variety of non-discriminatory...Full timeLocal areaNight shift$150k - $300k
...buyers navigate one of the most important financial decisions of their lives. You will... ...relationships, accountability, and long-term market growth, this opportunity offers a strong... ...Capacities Index (CCI) assessment. Candidates who complete the assessment and meet...Contract work$90k - $150k
...Bank dedicated to serving Whatcom, Skagit, Snohomish, and King Counties. An equally important... ...in the development and analysis of financial background data for new or renewed loans... ...clients appropriate and profitable financial solutions to their current and changing financial...Full timeContract workLocal areaMonday to FridayFlexible hoursNight shift$23 per hour
...Partner with a KIS Private Client Advisor to gain hands-on experience.... ...in client discovery and financial planning activities... ...certification is preferred for candidates pursuing a career as a Financial... ...issues and develop effective solutions in a financial services...Hourly payTemporary workWork experience placementSummer workInternshipSummer internshipH1bWork at officeRelocation packageFlexible hours$20 - $22.88 per hour
...are committed to delivering exceptional financial services to our customers. The Bellingham... ...requirements. Actively participates in branch marketing and sales promotions. Contributes to the... ..., quarterly or annual incentive, and/or bonuses. #J-18808-Ljbffr Heritage Bank NWHourly payFull timePart timeWork at officeMonday to Friday$30 - $38.55 per hour
...Bank dedicated to serving Whatcom, Skagit, Snohomish, and King Counties. An equally important... ...of the Officer. Scans all necessary financial and loan documents in imaging.... ...flexible and innovative our financials solutions can be. Being local gives us the flexibility...Full timeContract workWork at officeLocal areaImmediate startMonday to FridayFlexible hoursNight shift- ...Conduct one-on-one consultations with clients to understand their financial goals and assess their eligibility for mortgage loans. ~... ...production support teams to generate sales using company and online marketing resources. Coordinate, create, track and distribute marketing...Minimum wageWork at officeLocal areaMonday to Friday
- ...Job Description Job Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team... ...will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and...
$20 - $22.88 per hour
...At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Bellingham Branch is seeking... ...and regulatory requirements. Actively participates in branch marketing and sales promotions. Contributes to the success of the team...Hourly payFull timePart timeWork at officeMonday to FridayFlexible hoursShift work$25 - $27.88 per hour
...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... ...the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities Executes...Hourly payWork at officeShift workWeekend workDay shift- ...Personal Banker Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support... ...to assist clients with both personal and business banking solutions that improve their financial health and help them reach their...Work at office
$25 - $26.77 per hour
...At the company, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities Executes the...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$75k - $100k
...care of bookkeeping, human resources, in-house legal, design and marketing, talent acquisition, business training and coaching. Consumers... ...is YOUR CHANCE to join our rapidly growing FP&A team as a Financial Analyst, equipping our stakeholders with timely financial results...$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...your practice and obtain support for registrations and certifications such as the Series 6... ...full-time Financial Representative or Advisor role upon graduation. #LI-Onsite...Full timeInternshipLocal areaFlexible hours- KeyBank - 180 Telegraph Road - Responsibilities: Lead teller line management and coaching for tellers; Identify and resolve complex client servicing issues and transition to a Banker; Balance cash drawer and ensure accurate processing; Schedule tellers and oversee branch...
$18.75 - $25 per hour
...Washington 98226-8078 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...branch. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper...Hourly payFull timeWork experience placementFlexible hoursShift workDay shift- ...with ownership representatives. Proficient in understanding financial statements and creating business plans/budgets. Possess a... ...replacements. Ensures observance of safety regulations. Marketing and leasing- o Provides supervisory oversight for team leaders...Full timeFor contractors
- Whatcom Community College invites applications for the Fiscal Specialist 2 (Class Code 151F) position. The College intends to hire up to three Fiscal Specialists to focus on accounts payable, accounts receivable, and related fiscal activity in the College's Business Office...Full timeWork at officeMonday to Friday
$105k - $135k
...organization continues to grow, we're investing in modernizing our financial systems, improving processes, and developing future leaders.... ...) Competitive compensation with flexibility for exceptional candidates Equal Opportunity Employer Jobot is an Equal Opportunity...Local areaFlexible hours- Peoples Bank is seeking a Loan Support Specialist in Bellingham, WA for a hybrid work model (3 days in the office). The role supports the Loan Servicing department and four desks: Maintenance, Payoffs & Releases, Payment, and Escrow & Insurance. You will process loans,...Work at office
- Peoples Bank in Bellingham, WA is seeking a Loan Support Specialist to join the Loan Servicing team. This hybrid role supports daily loan servicing tasks for four desks: Maintenance, Payoffs & Releases, Payment, and Escrow & Insurance, with three days in office and two...Work at officeWork from home
- ...with ownership representatives.Proficient in understanding financial statements and creating business plans/budgets.Possess a working... .../or replacements.Ensures observance of safety regulations.Marketing and leasing- o Provides supervisory oversight for team...Full timeFor contractors
$80k - $120k
...for our transfer agency. The successful candidate will be a proactive, hands-on leader who... ...internal stakeholders. Strong knowledge of financial products and personal finance, and... ...independent, employee-owned investment advisor based in Bellingham, Washington, managing...Local area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor Registration Candidate- NW Snohomish Market. Be the first to apply!
- jde finance consultant Bellingham, WA
- estate planning consultant Bellingham, WA
- associate corporate finance Bellingham, WA
- wealth advisor Bellingham, WA
- financial planning associate Bellingham, WA
- financial consultant Bellingham, WA
- financial planner Bellingham, WA
- financial counselor Bellingham, WA
- finance associate Bellingham, WA
- financial associate Bellingham, WA




