Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Solutions Advisor II — Personal Planning & Investments

$70k - $80k

Dormont Manufacturing Co

Bank of America in Seattle is looking for a financial advisor to help clients achieve their financial goals. This position includes responsibilities such as triaging client leads, making referrals, and building financial plans with brokerage products. Applicants should possess a high school diploma and strong customer focus, as well as excellent communication skills. The role is full-time with an annual salary ranging from $70,000 to $80,000. #J-18808-Ljbffr Dormont Manufacturing Co

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Solutions Advisor II — Personal Planning & Investments in Seattle, WA vacancy
  • $70k - $80k

    Responsibilities Works with clients to plan their short‑ and long‑term financial goals by building a financial...  ...banking and money‑managed solutions. Recommends banking and investment strategies that align with...  ...to support professional and personal growth. Compliance This role... 
    Personal
    Temporary work
    Shift work
    Day shift

    Bank of America

    Mercer Island, WA
    2 days ago
  • $100k - $120k

     ...Director, Ameriprise Financial Advisors - OR/WA Complex 07182...  ...compelling business plan emphasizing profitable...  ...acquisition, advice, investment solutions, external practice acquisition...  ...1:1s with Level II+ advisors. Bi-weekly...  ...Working together, in-person, is foundational to... 
    Personal
    Full time
    Part time
    Work experience placement
    H1b
    Work at office
    Local area
    Work from home
    Visa sponsorship
    1 day per week

    Dormont Manufacturing Company

    Seattle, WA
    3 days ago
  • $53k - $83k

     ...to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help...  ...and execute a marketing plan to attract and engage...  ...service model to provide solutions that support their financial...  ..., Columbia Threadneedle Investments and RiverSource Insurance... 
    Personal
    Full time
    Part time
    Work experience placement
    Local area

    Threadneedle group

    Bellevue, WA
    4 days ago
  • $70k - $80k

     ...Bank Of America Financial Advisor At Bank of America, we are guided by...  ...backgrounds and experiences and invest heavily in our teammates and...  ...advice and customized solutions to clients to help them achieve...  ...goals, building a financial plan, and recommending brokerage... 
    Suggested
    Temporary work
    Shift work
    Day shift

    Bank of America

    Mercer Island, WA
    2 days ago
  • $15 per hour

     ...Financial Solutions Advisor At Bank of America, we are guided by a common purpose...  ...and experiences and invest heavily in our teammates and...  ...home, building a family, or planning for retirement. As part of...  ...hands-on practice, personalized coaching and classes that... 
    Suggested
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Lake Forest Park, WA
    1 day ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North...  ...management and investment products and services...  ...management, including planning for retirement, education...  ...envision through a personal relationship with their...  ...Deliver customized solutions and the full resources... 
    Personal
    Work at office
    Shift work
    Day shift

    Bank of America

    Seattle, WA
    18 hours ago
  • $50k

     ...Join a financial services firm where your contributions...  ...20,000 financial advisors across the U.S....  ...than any other investment firm, serving...  ...trust and create personalized, comprehensive...  ...branch business plan to increase branch...  ...seeking the right solutions for clients... 
    Personal
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Bellevue, WA
    18 hours ago
  • $28.85 - $33.65 per hour

     ...wealth management and investment services for individuals...  ..., and institutions. Advisors and client associates...  ...envisioned life through a personal relationship with the...  ...building, and financial picture assessment. Assist...  ...guidance, advice, and solutions to support their financial... 
    Personal
    Hourly pay
    Traineeship

    Bank of America

    Seattle, WA
    4 days ago
  •  ...Description: The Advisor Development Program...  ...of becoming a Financial Advisor. Role Specifics...  ...customized solutions to meet client needs Recommending investment products and services...  ...compliance, and personal growth and...  ...and longer-term planning Organizing and managing... 
    Personal
    Interim role
    Local area

    Dormont Manufacturing Company

    Bellevue, WA
    2 days ago
  •  ...Merrill Advisor Development Program - Financial Advisor: Greater Seattle Market...  ...management and investment products and services...  ...management, including planning for retirement,...  ...envision through a personal relationship with their...  ...highly customized solutions to meet client... 
    Personal
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Bellevue, WA
    4 days ago
  • $70k - $80k

     ...is seeking an experienced financial advisor to provide comprehensive financial guidance and solutions to clients across Seattle...  ...client leads, developing personalized financial plans, and recommending...  ...Advise clients on banking and investment strategies tailored to their... 
    Temporary work
    Day shift

    Bank of America

    Seattle, WA
    2 days ago
  • $70k - $80k

     ...providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position involves triaging...  ...meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job... 
    Temporary work
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Kirkland, WA
    4 days ago
  • $70k - $80k

     ...committed to helping clients achieve their financial goals through comprehensive advice and customized solutions. Responsibilities Works with clients to plan their short and long‑term financial...  ...solutions. Recommends banking and investment strategies that align with client... 
    Temporary work
    Shift work
    Day shift

    Bank of America

    Seattle, WA
    2 days ago
  • $65k - $75k

    Key Responsibilities Works with clients to plan short- and long-term financial goals by building a financial plan with brokerage products...  ..., annuities, and banking and money‑management solutions. Recommends banking and investment strategies that align with client financial... 
    Temporary work
    Shift work
    Day shift

    Bank of America

    Seattle, WA
    2 days ago
  • $88k - $150k

     ...experienced Family Advisor to join our firm....  ...Registered Investment Advisor (RIA) and...  ...areas of advanced planning: wealth enhancement...  ...Management Lending Solutions Life Insurance...  ...individualized basis Assist Financial Planning...  ...planning counsel, personal/business tax... 
    Personal
    Full time
    Temporary work
    Work at office

    Dormont Manufacturing Co

    Bellevue, WA
    2 days ago
  • $88k - $150k

     ...creators with complex financial lives, delivering...  ...integrated advice across investments, planning, and legacy...  ...an experienced Family Advisor to join our advisory...  ...management, lending solutions, life insurance, health...  ...emotional intelligence, personal integrity, and accountability... 
    Personal
    Full time
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Parcion Private Wealth LLC

    Bellevue, WA
    5 days ago
  • $58k - $67k

     ...to help make financial lives better through...  ...a family or planning for retirement...  ...of Financial Advisors—those with a...  ...and become an investment specialist in...  ...-on practice, personalized coaching and dedicated...  ...a Financial Solutions Advisor Stage...  ...Advisor Stage II, where you... 
    Hourly pay
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Seattle, WA
    more than 2 months ago
  • $100k - $110k

     ...issues plaguing the financial services industry...  ...in retirement planning. What started as a small two-person team in a 1,200 sqft...  ...Description Lead Advisors in a marketplace interact...  ...financial solutions, products, and services...  ...services offering investment management and... 
    Personal
    Monday to Friday

    Strategic Wealth Designers

    Seattle, WA
    3 days ago
  • $45k - $60k

     ...executing a business plan to grow the branch profitably...  ...growing existing advisor practices through...  ...advisors for Ameriprise Financial to the branch...  ...acquisition, advice, investment solutions, external practice acquisition...  ...Maintain or build a personal wealth‑management... 
    Personal
    Work experience placement
    Work at office
    Local area

    Threadneedle group

    Seattle, WA
    4 days ago
  • $28.85 - $33.65 per hour

     ...Financial Solutions Advisor – Stage I As an FSA I, you will obtain Securities Industry licenses (SIE, Series...  ...Bank of America’s core banking and investment solutions in our financial centers....  ...and prepare for progression to Stage II and future advancement within Bank of... 
    Hourly pay
    Immediate start
    Monday to Friday
    Shift work

    Bank of America

    Seattle, WA
    18 hours ago
  • $77k - $202k

     ...consulting services related to financial management and strategy....  ...client needs, develop financial solutions, and offer guidance and support...  ..., forecasting, and financial planning processes to drive...  ...situations, you are growing your personal brand, deepening technical expertise... 
    Personal
    Full time
    H1b

    PwC

    Seattle, WA
    18 hours ago
  •  ...thinking meets disciplined investing as we challenge the...  ...discretionary investment advisory solution built on trust, personalized service, and a fiduciary...  ...clients. As a Wealth Advisor , you’ll manage ongoing...  ..., deliver holistic financial planning, and provide tailored... 
    Personal
    Work at office

    Charles Schwab

    Bellevue, WA
    2 days ago
  •  ...Financial Solutions Advisor Registration Candidate- Columbia South Basin...  ...dedicated and personalized classes for your Securities...  ...’s core banking, investment solutions and approach...  ...Solutions Advisor Stage II, where you will...  ...communication and the official plan documents, the plan... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Seattle, WA
    3 days ago
  • $60k - $75k

     ...Job Description: Financial Consultant If you...  ...create complex financial plans, then join a team that...  ...offering guidance and personalized planning, while...  ...needs and recommending solutions FINRA Series 7 & 66...  ...clients to different investment strategies and bring together... 
    Personal
    Full time
    Work at office

    Fidelity Investments

    Bellevue, WA
    1 day ago
  •  ...Private Wealth Advisor The Private Wealth...  ...providing financial guidance in a manner...  ...on the financial planning philosophy and biblical...  ...of financial investment, life coaching and...  ...financial solutions and actively participate...  ...to detail. Personal integrity and ability... 
    Personal
    Work at office
    Local area
    Night shift

    Blue Trust

    Seattle, WA
    1 day ago
  • $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...  ...dedicated and personalized classes for your Securities...  ...’s core banking, investment solutions and approach...  ...Solutions Advisor Stage II, where you will... 
    Hourly pay
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Dormont Manufacturing Company

    Seattle, WA
    1 day ago
  • $28.85 - $33.65 per hour

     ...purpose to help make financial lives better through...  ...Overview As a Financial Solutions Advisor Stage I (FSA I) ,...  ...receive dedicated and personalized classes for your Securities...  ...’s core banking, investment solutions, and client...  ...Advisor Stage II, where you continue to... 
    Hourly pay
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Seattle, WA
    8 hours ago
  • $100k - $250k

     ...experienced, driven, and focused Financial Advisors to join our fast-growing firm....  ...Management techniques on all facets of investments, taxes and trust and estate planning. Responsibilities include...  ...Unquestioned commitment to integrity in personal and professional activities... 
    Personal

    Empirical Wealth Management

    Seattle, WA
    3 days ago
  • $99k - $232k

     ...clients optimise and align financial planning, consolidation, reporting and...  ...enterprise performance management solutions that help clients modernize...  ...and serve as a trusted advisor across finance transformation...  ...01k, holiday pay, vacation, personal and family sick leave, and... 
    Personal
    Full time
    H1b

    PwC

    Seattle, WA
    18 hours ago
  • Micro1 is seeking a Personal Financial Advisor (Private Wealth) based in the United States, offering...  ...a strong background in financial planning and investment management, along with relevant...  ...decisions for clients through innovative solutions. #J-18808-Ljbffr Micro1
    Personal
    Remote job
    For contractors

    Micro1

    Mercer Island, WA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Solutions Advisor II — Personal Planning & Investments. Be the first to apply!