Financial Solutions Advisor Registration Candidate- South Puget Sound/Seattle South 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 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's 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! Position Overview 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 Schedule Monday thru Friday, some Saturdays required Schedule Example: 8am-5pm, 9am-6pm, etc We’ll Help You Build 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 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 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 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 Shift and Hours Shift: 1st shift (United States of America) Hours Per Week: 40 Pay and Benefits Pay range: $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set. This role is compensated with a base salary and is not incentive eligible. 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. #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... ...brokerage products. The position is subject to SAFE Act registration requirements. All employees engaged in...SuggestedTemporary workShift workDay shift$70k - $80k
Bank of America is seeking a financial advisor in Des Moines to provide comprehensive advice and customized solutions to clients. This role involves building financial... ...compliance with the SAFE Act registration. The ideal candidate must hold Series 7 & 66 licenses, have...Suggested$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- Bank of America is looking for candidates for the Advisor Development Program Financial Solutions Advisor Stage I position in Des Moines, Iowa. The role involves obtaining essential securities licenses and developing client relationships. Successful candidates will grow...SuggestedTraineeship
$41.71k - $65k
...advice and guidance regarding financial solutions that are in the best... ...collaborative and versatile branch and market team. Probes to understand... ...Risk Appetite, making sound and risk‑informed decisions... ...and experience. Canada only: Registration to sell investment products...SuggestedPart timeLocal areaImmediate startDay shift$141k - $191k
...companies/sectors, develop financial models, and provide... ...Monitor financial markets, current events, and economic... ...the global investment solutions business for Principal... ...reasoning and exhibit sound decision making... ...(highly preferred) or Seattle, WA. You can check out...Permanent employmentTemporary workWork experience placementH1bWork at officeFlexible hours- ...Make an impact providing expert financial advice with heart. Thrivent is... ...variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After... ...winning financial workshops and marketing your practice.Have the...Local area
$28.85 - $33.65 per hour
Bank of America is hiring a Financial Solutions Advisor Stage I in Des Moines, Washington. In this role, you'll obtain your Securities Industry licenses and learn foundational advisory skills while delivering core banking and investment solutions to clients. The position...Hourly pay- ...comprehensive benefits package including health coverage, a 401(k) plan, paid time off, and career advancement opportunities within a leading national bank. Applicants should have customer interaction experience and must meet SAFE registration requirements. #J-18808-Ljbffr...Full timePart time
- ...life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue... ...Role Specifics As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins by obtaining...TraineeshipWork at officeLocal areaShift workDay shift
- Description About South Story Bank & Trust At South Story Bank &... ...presentations, and supporting sound lending decisions while... .... This role requires strong financial analysis skills, sound credit... ...the first year. The successful candidate will be expected to work from...Work experience placementWork at office
- ...guided by a common purpose to help make financial lives better through the power of every... ...**This position is open for the entire market and the specific Financial Center location... ...life priorities and connecting clients to solutions that meet the financial goals....Work at officeFlexible hoursShift workWeekend workDay shift
$76.4k - $138.6k
...application security and technology solutions as we consider the entire... ...that provide speed to market and business value. The opportunity... ...or exposed assets.The candidate will support third-party and... ...needed to support your physical, financial, and emotional well-being....Summer holidayLocal areaFlexible hours$70.35k - $205.8k
...industry-leader for building SAP solutions and we’re curious and always... ...Accenture is the undisputed market leader in this industry. We... ...Become a trusted expert and advisor to your clients, team, and Accenture... ...in the United States. Candidates who are currently employed by...Work experience placementLive inWork at officeLocal area$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...· Trust Services · Retirement Solutions · Business Needs Analysis Northwestern... .... Northwestern Mutual is the marketing name for The Northwestern Mutual Life...Full timeContract workFor contractorsWork at office$50k - $70k
...looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term... ...members pursue financial security • Leverage marketing and social media tools to identify and secure...Full timeH1bLive inWork at officeLocal area$29.53k - $56.95k
...interaction to identify needs and offer financial solutions to help customers secure their... ...You have the ability to obtain NMLS registration within 90 days Compensation Range $29... ...our Privacy Notice for California Job Candidates to understand how we collect and use...Local areaFlexible hoursAfternoon shift$141k - $191k
...assigned companies/sectors, develop financial models, and provide... ...meetings. Monitor financial markets, current events, and economic... ...Management is the global investment solutions business for Principal... ...Location options are Des Moines, IA (highly preferred) or Seattle, WA....Hourly payTemporary workWork experience placementWork at officeFlexible hours- Thrivent Financial in Des Moines, Iowa is seeking a financial advisor to provide expert financial advice with a focus on service... ..., offering tailored financial solutions, and maintaining flexibility in your schedule. Ideal candidates will have strong interpersonal skills...Flexible hours
$50k - $70k
As a Financial Advisor at New York Life, you will step into a client’s life to provide education... ...be to provide clients with customized solutions through selling life insurance,... ...three‑year training program that includes marketing support, prospecting guidance, and technical...Full timeLive inWork at officeLocal area- ...to bring care anywhere. Our telehealth support solutions are thoughtfully designed to streamline and simplify go‑to‑market care delivery for companies offering meaningful... ...empowered and supported to do their best work. Sound like a good fit? We’d love to meet you. #J-188...Flexible hours
$80k - $105k
Financial Architects is growing quickly, and we’re adding a Financial Advisor - Associate who is eager to have a long‑term career in financial... ...advisor. We can only hire candidates who currently reside in Iowa... ...products and planning solutions Create and update financial...Full timeTemporary workWork at officeRemote workFlexible hours2 days per week1 day per week$22 - $25 per hour
...party legal partners. The ideal candidate will have experience in... ...reviewing legal, compliance, financial, or operational documents. Strong... ...technology and workforce solutions. PTR Global has become one of... ...as the cost of labor in the market; the skills, education, training...Full timeContract work- ...assist clients with their banking needs. This role involves working directly with clients in the financial center to educate them on using self-service banking solutions effectively. Applicants should possess a High School Diploma and have a keen ability to build relationships...
- ...goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue... ...Role Specifics: As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining...TraineeshipWork at officeLocal areaShift workDay shift
- ...complete a successful closing. Engage in marketing and sales activities, including... ..., Ecoa, State Fair Lending). Safe Act registration. Must be in good standing under The Secure... ...of North America’s leading diversified financial services companies. To learn more about...Remote work
- ...performed remotely for candidates who reside in Iowa... ...appropriate and actuarially sound Completes and... ...variables Researches market trends and emerging issues... ...Excel templates and data solutions for each line of... ...probability, statistics, and financial mathematics...InternshipWork at officeLocal areaRemote work1 day per week
- ...uncover unmanaged or exposed assets. The candidate will support third‑party and supply... ...absence when needed to support your physical, financial and emotional well‑being. EY is building... ...planet, while building trust in capital markets. EY provides equal employment...Summer holidayFlexible hours
- ...paramount and unsurpassed services combined with cost saving solutions to the clients. We understand the business requirements in the... ...Signals Directorate Essential Eight Qualifications Need local candidates Additional Information Best Regards, Paramjot Singh...Local areaWorldwide
- Ameriprise Financial Services, LLC is looking for a Registered Client... ...support a high-producing financial advisor by preparing financial plans... ...of relevant experience. The candidate must also obtain Series 7 and state securities registration within 150 days. #J-18808-Ljbffr...Full time
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