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
- ...Financial Solutions Advisor Registration Candidate- Chesapeake Market - Spanish Required Hyattsville, Maryland To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting...SuggestedTemporary workWork at officeShift workDay shift
$28.85 - $33.65 per hour
Responsibilities Provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. Triage client leads. Make referrals to business partners based on client needs and asset thresholds. Meet with clients to review financial and investment...SuggestedHourly payTemporary workShift 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 workImmediate startMonday to FridayShift workDay shift
- ...Merrill Advisor Development Program - Financial Advisor: Washington DC Market Washington, District of Columbia... ...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
- ...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...position is subject to SAFE Act registration requirements. Pursuant to... ...position is open for the entire market and the specific Financial...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... ..., and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Temporary workWork at officeFlexible hoursShift workDay shift
- ...guided by a common purpose to help make financial lives better through the power of... ...impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Work at officeImmediate startMonday to FridayShift workDay shift
$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$128.1k - $213.5k
...the delivery of solutions for a comprehensive... ..., Investment Advisors and Trust Officers... ...client's current financial situation, goals... ...and maintaining registration requirements under... ...competitive, and market-informed pay for... .... The successful candidate’s particular combination...Full timeTemporary workWork experience placement$68k - $80k
Job Title Financial Analyst, Capital Markets Job Description Summary The Capital Markets Financial Analyst will... ...be based in Washington DC, and the candidate must be available to work on-site in... ...Wakefield office located at 2101 L Street NW. Team members may be expected to...Minimum wageFull timeWork at officeFlexible hours$50k
...Join a financial services firm where your contributions... ...and 20,000 financial advisors across the U.S. and... ...training to maintain registrations and licenses in good... ...information seeking the right solutions for clients... ...new opportunities Candidate qualifications: Series...Work at officeWork from homeHome officeFlexible hours- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda... ...referrals Deliver customized solutions and the full resources of... ...5 accepted, in lieu of 66) registrations required with 5+ years'... ...employment and hire qualified candidates without regard to race,...Work at officeShift workDay shift
- ...resident in or have a nexus to Asia markets as well as Washington, DC.The... ..., to support the creation of solutions to customer needs that span... ...understanding of financial markets and products,Ability... ...pay offer will depend on the candidate and several variables, including...
$50k
...Jones invites you to join as a financial advisor, building your own practice... ...training to maintain registrations and licenses in good standing... ...information, seeking right solutions for clients. Comfortable with... ...for new opportunities. Candidate Qualifications Series 7 and...Work at officeHome officeFlexible hours- ...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...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...common purpose to help make financial lives better through the power... ..., is subject to SAFE Act registration requirements. Pursuant to the... ...potential home lending product solutions, submits the mortgage... ..., performance managers, and market leaders to provide specialized...Full timeWork at officeFlexible hoursShift workWeekend workDay shift
- ...common purpose to help make financial lives better through the power... ..., is subject to SAFE Act registration requirements. Pursuant to the... ...potential home lending product solutions, submits the mortgage... ..., performance managers, and market leaders to provide specialized...Full timeWork at officeFlexible hoursShift workWeekend workDay shift
- ...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
$25.63 - $34.18 per hour
...to make better and smarter financial decisions and enabling the communities... ...decisions. Preferred candidates will possess experience in... ..., underwriting, secondary market guidelines, and agency requirements... ...requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA...Full timeTemporary workWork experience placementLocal area3 days per week$100k
...Baldwin Group Wealth Advisors, LLC is an... ...RIA firm offering financial planning and investment... ..., and provider solutions, while leading... ...engagement. The ideal candidate has strong B2B... ...and employer market.Demonstrated ability... ...maintains all required registrations and continuing...Full timeContract work- ...clients through tailored solutions grounded in industry-leading... ...Seeks a Financial Modeling Advisor | Project Finance & Credit... ...Evaluation Support [DOE0064064] candidates with relevant Energy Industry... ...strategic relationships, market insight, and innovative solutions...Full timeContract workTemporary workFor contractorsWork at officeRemote workFlexible hours
$64.18k - $75.5k
...SummaryJob Description SummaryThe Capital Markets Financial Analyst (“CMFA”) will support... ...for Capital Markets brokers.The ideal candidate will be based in Washington, DC and available... ...opportunities, suggesting potential solutions, and participating in related project...Minimum wageWork experience placementInternshipWork at officeLocal areaFlexible hours$240k - $270k
...primary relationship advisor for high net worth and... ...of Truist Wealth solutions. Accomplished and highly... ...objective and sound personal financial planning and... ...expanding services and marketing new products to... ...including new or transfer of registration, and applicable NMLS...Full timePart timeWork at officeLocal areaShift workDay shift- ...Pinnacle Financial Advisor Position At Pinnacle, our goal is to create... ...provide effective advice. We hire candidates who demonstrate a passion... ...consistent with Pinnacle's market segmentation. Primary... ...recommend appropriate tailored solutions to client needs and provide...Work at office
$80k - $150k
...institutions, consultants, and financial intermediaries—are served by... ..., and detail-oriented marketing professional to join the Private... ...capabilities.The successful candidate will combine strong writing... ...Investment Office (CIO), Investment Solutions Group (ISG), OCIO and...Full timeTemporary workH1bWork at officeWorldwide- ...Financial Advisor Opportunities Are you an experienced Financial Advisor... ...culture, our successful candidates typically meet the following... ...providing bespoke financial solutions. Credentials: Preference... ...highest level of discretion. Market Insight: Deep knowledge of which...Immediate startRemote workRelocation package
- ...Private Wealth Advisor The Private Wealth Advisor... ...the Blue Trust target market and has the ability to... ...excellence providing financial guidance in a manner based... ...excellent financial solutions and actively... ...Certifications, Licenses and Registrations: Certified Financial...Work at officeLocal areaNight shift
- ...to helping clients own their financial futures. In this exciting... ...expectations. ~ Strong candidates will also learn to l everage... ..., your knowledge of the markets, and your ability to inspire... ...SAFE Act background check and registration process What’s in it for...
$25.63 - $34.18 per hour
...to make better and smarter financial decisions and enabling the communities... ...lending decisions.Preferred candidates will possess experience in... ..., underwriting, secondary market guidelines, and agency... ...requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA...Full timeWork experience placementLocal area3 days per week$90k - $110k
...seeking an experienced Associate Financial Advisor (AFA) to join their rapidly... ...advice, service, and solutions always in the best interest... ...We welcome highly motivated candidates with a desire to deliver... ...scheduling, fee tracking and marketing purposes. Monitor financial...Remote workWork from home
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