Financial Solutions Advisor Registration Candidate- Seattle Market
Merrill
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 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 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 #J-18808-Ljbffr Merrill
$28.85 - $33.65 per hour
...purpose to help make financial lives better through... ...Join us!As a Financial Solutions Advisor Stage I (FSA I), your... ...subject to SAFE Act registration requirements. Pursuant... ...open for the entire market and the specific Financial... ...(WA6112), US - WA - Seattle - 2555 Beacon Ave S -...SuggestedHourly payFull timeWork at officeImmediate startShift workDay shift$28.85 - $33.65 per hour
Job Overview As a Financial Solutions Advisor Stage I (FSA I) in the Bank of America Financial Center, you will obtain Securities Industry licenses... ...divisions to meet all client needs. Adhere to SAFE Act registration and background‑check requirements. Work Schedule Monday...SuggestedHourly payWork at officeImmediate startMonday to Friday$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...such, is subject to SAFE Act registration requirements. Pursuant to the... ...is open for the entire market and the specific Financial Center...SuggestedHourly payFull timeTemporary workWork at officeImmediate startFlexible hoursShift workDay shift$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...such, is subject to SAFE Act registration requirements. Pursuant to the... ...is open for the entire market and the specific Financial Center...SuggestedHourly payTemporary workWork at officeImmediate startFlexible hoursShift workDay shift- ...Financial Solutions Advisor Registration Candidate- Columbia South Basin Seattle, Washington;Spokane, Washington; Spokane, Washington; Kennewick, Washington; Seattle, Washington... ...This position is open for the entire market and the specific Financial Center location...SuggestedTemporary workWork at officeImmediate startFlexible hoursShift workDay shift
$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I, you will begin your career by acquiring the necessary Securities... .... Attention: This position is subject to SAFE Act registration requirements. All employees involved in residential loan...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$70k - $80k
...purpose to help make financial lives better through the... ...advice and customized solutions to clients to help... ...is subject to SAFE Act registration requirements. Pursuant... ...is open for the entire market and the specific Financial... ...(WA4127), US - WA - Seattle - 2010 Nw Market St -...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...purpose to help make financial lives better through the... ...advice and customized solutions to clients to help... ...is subject to SAFE Act registration requirements. Pursuant... ...is open for the entire market and the specific Financial... ...(WA4127), US - WA - Seattle - 2010 Nw Market St -...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...specialists, and executing highly customized solutions to meet client needs Recommending... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$100k - $140k
## Associate Financial Advisor - Afton Union Financial Group - Seattle, WAApplylocations:... ...planning, insurance solutions, and ongoing... ...case preparation, marketing initiatives, and... ...consider remote candidates who reside in... ...Health and Annuities registration required* CFP...Full timeRemote work$100k - $140k
...for an Associate Financial Advisor to join Afton... ...Financial Group in Seattle, WA. The role... ...planning, insurance solutions, and ongoing... ...case preparation, marketing initiatives, and... ...open to remote candidates in the Pacific or... ...Health and Annuities registration required CFP...Full timeLocal areaRemote work$70k - $80k
...purpose to help make financial lives better through the... ...advice and customized solutions to clients to help... ...is subject to SAFE Act registration requirements. Pursuant... ...is open for the entire market and the specific Financial... ...(WA3158), US - WA - Seattle - 230 Sw 152nd St -...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...Financial Professional Opportunity Voya Financial Advisors, Inc., a leading independent broker... ...in the greater Seattle area to work... ...seminars. Qualified candidates must possess the... ...Securities registrations Series 7, 65 & 6... ...plans Turnkey marketing services Transition...
$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position involves triaging client... ...trainings. This position is subject to SAFE Act registration requirements. Note: This requisition contains multiple...Temporary workImmediate startMonday to FridayShift workDay shift- ...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...such, is subject to SAFE Act registration requirements. Pursuant to the... ...is open for the entire market and the specific Financial Center...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift 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$92.87k - $152.57k
...collaborative wealth management solutions, including a broad... ...businesses. The Financial Advisor will support the... ...informing them of current market trends and... ...Must have the following registrations: Series 7, Series 65... ...Bank will only consider candidates who are presently authorized...Work experience placementFlexible hours- ...retirement readiness, Voya Financial is committed to... ...Role Voya Financial Advisors® , Inc., a leading independent... ...team in the greater Seattle area to work plan... .... Securities registrations - Series 7, 65 & 66 preferred... ...and plans. Turnkey marketing services. Transition...
$10k - $49.99k
Alternate titles Financial Advisor Trainee Seattle Insurance Agent Career Washington Wealth... ...Specialties: Premium Financing, Digital Marketing, CPA Alliances, Advanced... ...or local law. Background and registration requirements All candidates must pass a background check...Contract workFor contractorsTraineeshipSelf employmentWork at officeLocal areaFlexible hours- Bank of America is looking for a Financial Solutions Advisor Stage I (FSA I) in Mercer Island, WA. This role requires obtaining industry licenses... ...time off. The position supports career growth and requires registration under the SAFE Act. #J-18808-Ljbffr Bank of America
- ...seeking an Associate Financial Advisor to join Afton Union Financial Group in Seattle, WA. In this hybrid... ...planning and insurance solutions while collaborating... ..., and driving marketing initiatives. Candidates should have Securities registration, analytical skills,...
$23 - $31 per hour
...Wells Fargo, we're more than a financial services leader we're a... ...banking products, services, and solutions Drive branch growth by... ...account support. SAFE registration is required at the time of... ...Posting Location(s): ~1819 NW Market St SEATTLE, WA 98107 Pay Range:...Work experience placementFlexible hours$23 - $31 per hour
...conversations that support financial well-being and deepen... ..., services, and solutions Drive branch growth... ...account support. SAFE registration is required at the... ...100 University Way NE Seattle, WA 98105 Capitol Hill... ...109 Ballard 1819 NW Market St Seattle, WA 98107...Work experience placementFlexible hours- LPL Financial collaborates with banks to provide... ...our employee advisor model as a Wealth... ...branch located in Seattle, Lynnwood,... ...approach to financial solutions for an assigned book... ...and FINRA registrations: Active State Applicable... ...based investment market spaceExcellent...Full timeWork at officeLocal area
$45k - $100k
...Financial Advisor Position Join a financial services firm... ...in financial services/markets and how they work... ...investment and financial solutions to your clients?... ...Skills/Requirements Candidates should have at least... ...Financial services registration, licensing, or certification...TraineeshipWork at officeLocal areaWork from homeHome 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- ...Client is looking for talented Financial Advisors just like you! With your... ...65 and/or 66 and state registrations required within 3 months of... ...the appropriate investment solutions to existing clients and help... ...understanding of financial markets, and can effectively simplify...Full time
- A clean energy solutions provider in Seattle is seeking an Energy Market Analyst to analyze trends in energy markets and contribute to financial modeling of renewable energy transactions. This position... ...in renewable energy analytics. Candidates should have a strong background...
$26 - $30.83 per hour
...common purpose to help make financial lives better through the power... ...and presenting customized solutions to clients to help them achieve... ...is subject to SAFE Act registration requirements. Pursuant to the... ..., performance managers, and market leaders to provide specialized...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$96.16k
...and direction for the financial activities of the... ...problems, proposing solutions, and independently initiating... ...(15%)Interview final candidates for all pre/post... ...certification, and/or registration.Minimum QualificationsBachelor... ...law. SummaryLocation: Seattle, WAType: Full timeFull timeContract workTemporary workTraineeshipWork at officeLocal areaFlexible hoursShift work
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