Financial Solutions Advisor Registration Candidate- Seattle 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 Strongly DesiredSkills: • 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 - Bainbridge Island - 1200 HILDEBRAND LN NE - BAINBRIDGE ISLAND BC (WA6101), US - WA - Mercer Island - 2830 80th Ave Se - MERCER ISLAND BC (WA3143), US - WA - Port Orchard - 1497 Olney Ave Se - PORT ORCHARD BC (WA6112), US - WA - Seattle - 2555 Beacon Ave S - BEACON HILL BC (WA3106), US - WA - Seattle - 4001 Sw Alaska St - West Seattle (WA3176), US - WA - Seattle - 404 N 85th St - GREENWOOD BC (WA3130), US - WA - Seattle - 4622 25TH AVE NE - UNIVERSITY VILLAGE # 2 (WA3187), US - WA - Seattle - 525 S Jackson St - INTERNATIONAL BC (WA3134), US - WA - Silverdale - 9981 Silverdale Way Nw - Silverdale Towne Centre (WA6118)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: Seattle; Port Orchard; Seattle; Seattle; Bainbridge Island; Seattle; Seattle; Silverdale; Mercer IslandType: Full time
$28.85 - $33.65 per hour
...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... ...details US - WA - Seattle - 404 N 85th St - GREENWOOD...SuggestedHourly payTemporary workWork at officeFlexible hoursShift workDay shift$28.85 - $33.65 per hour
...purpose to help make financial lives better through... ...considerations. As a Financial Solutions Advisor Stage I (FSA I) , you... ...subject to SAFE Act registration requirements. All... ...open for the entire market and the specific... ...(WA), Puyallup (WA), Seattle (WA), Silverdale (WA)...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...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... ...(WA2138), US - WA - Seattle - 230 Sw 152nd St -...SuggestedHourly payFull timeTemporary workWork at officeImmediate startFlexible 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 -...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift 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...SuggestedFull 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- ...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
- ...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
$84.4k - $110k
Financial Planning Advisor Supported with a robust array of resources and solutions, the Financial Planning Advisor partners... ...in security markets in order to provide... ...Years Preferred FINRA Registrations SRC Indicator: Series... ...against any candidate or employee on the...Work experience placementWork at office$15 per hour
...Financial Solutions AdvisorAt Bank of America, we are guided by a common... ...next generation of Financial Advisors—those with a passion for growing... ...is subject to SAFE Act registration requirements. Pursuant to... ...client acquisition.Robust marketing support to reach wider audiences...Work at officeImmediate startShift workDay shift- ...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
$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$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$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- ...Wealth Advisor LPL Financial collaborates with banks to provide... ...branch located in Seattle, Lynnwood, Bellevue,... ...approach to financial solutions for an assigned book... ...Licenses and FINRA registrations: Active State Applicable... ...- based investment market space Excellent...Work at officeLocal area
- ...is a fast growing, pioneering financial services firm that invests... ...clients can receive tailored solutions that promote growth and help... ...The position: The Service Advisor is a licensed financial professional... ...with industry regulations, market trends, and product knowledge...Full timeTemporary workPart timeFlexible hours
- ...retirement readiness, Voya Financial is committed to... ...Professional - Voya Financial Advisors® A leading... ...seminars. Qualified candidates must possess the skills... ...preferred Securities registrations - Series 7, 65 & 66 preferred... ...and plansTurnkey marketing services Transition...Local area
- Bank of America in Seattle seeks a Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7, and Series 66 licenses and to develop foundational client-advisory skills. You will work first in a financial center, deliver core banking and investment solutions...
- Bank of America is seeking a Financial Solutions Advisor Stage I in Seattle. This role involves obtaining necessary securities licenses and mastering skills to provide client advice and solutions. The position requires bilingual Mandarin and offers training and support...Hourly payFlexible hours
- Bank of America seeks a client advisor to provide comprehensive financial guidance, triage client leads, and refer to partners as needed to meet asset... ...pursuing required licenses and trainings. SAFE Act registration may apply for mortgage-related work, with background...
- ...Bank, in partnership with LPL Financial, seeks a Wealth Advisor to deliver holistic wealth management solutions at a Seattle‑area branch. This on-site... ...the bank network. The ideal candidate has investment sales experience, FINRA registrations, and a client-centric approach...
- ...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
- ...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...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Executive Wealth Management Advisor to identify client financial goals, analyze financial... ...informed about security-market developments Maintain a... ...Series 65, and Series 66 registrations listed; all licenses must... ...delivering tailored financial solutions Working knowledge of...
- Jones Lang LaSalle Incorporated in Seattle seeks a Capital Markets Associate to handle financial analysis in commercial real estate transactions. You will prepare... ...in a team-focused environment. The ideal candidate will have 2-6 years of experience, proficiency in...
$120k - $150k
...to apply for the Enterprise Solutions Consultant role at Gradial 1... ...poster from Gradial Gradial is a Seattle-based startup enabling... ...speed of thought. We empower marketers and creatives to implement their... ...decisions. We’re excited by candidates who thoughtfully apply AI...Full timeRemote workFlexible hours$88.8k - $208.38k
Milliman's Seattle Health Practice is looking for an Associate... ...years, Milliman delivers market-leading services and solutions to clients worldwide.... ...healthcare, life insurance and financial services, and property... ...to thrive. For motivated candidates, this is an exceptional...Full timeWork experience placementWork at officeRemote workWorldwide
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