Senior Financial Solutions Advisor -Northwest Region
$15 per hourBank of America ATM
Financial Solutions AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family, or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients' financial lives better.If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America's Advisor Development Program, and become a Financial Solutions Advisor in one of over 4,000 financial center locations nationwide. The Financial Center Financial Solutions Advisor role is a pivotal role for experienced advisors looking to grow in a world-class organization.From day one, you will receive training from our award-winning Academy at Bank of America. This program delivers hands-on practice, personalized coaching and classes that will help you become the advisor you want to be. The Academy also provides training beyond portfolios and investment strategies. You'll learn to consider a client's entire and complex financial picture, and then guide them with advice and solutions to help them live their best financial lives.With demonstrated success, you have unlimited career growth and 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.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. You'll be enrolled in the Advisor Develop Program, part of The Academy, to develop as an advisor; the potential for growth is yours.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.Get smart on core banking and investment solutions and connect clients to all the solutions we provide.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.Build connections. Work in the center of the financial universe, tapping into a range of experts, from mortgage lenders to investment analysts.Continuously learn and grow, with on-going career development support and opportunities for advancement with Bank of America and Merrill.Achieve additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) or leverage approved tuition reimbursement to further your education.As a Senior FSA, you can look forward to:Unlimited potential for financial growth.A strong referral network from across the business that will give you a leg-up on client acquisition.Robust marketing support to reach wider audiences with greater appeal.Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.Leadership opportunities, from leading client and conference seminars to mentoring junior associates.We're a culture that:Believes in responsible growth and has a proven dedication to supporting the communities we serve.Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.Required skills:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.One year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.Three years experience working in the financial service industry and/or a sales environment where goals were met or exceeded. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) by start date.Maintains $15mil in AUM (for Field) and $25mil in AUM (for Centralized/National) on their current book.Sets and accomplishes goals, achieving whatever you put your mind to.Builds and nurtures strong relationships.Collaborates effectively with others to get things done.Communicates effectively and confidently and is comfortable engaging all clients.Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.Likes to learn, adapts to new information and seeks the right solutions for clients.Efficiently manages your time and capacity.Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.Desired skills:Strong computer skills with an ability to multitask in a demanding environment.Obtained insurance licenses.Shift: 1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsPay range $75,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible. This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.Benefits: 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.
- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations... ...and families to develop personalized financial strategies and help clients make the... ...specialists to deliver integrated solutions \n Identify and pursue new...Senior
$70k - $80k
...Financial Advisor This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs...SuggestedTemporary workMonday to FridayShift workDay shift$130k - $180k
DescriptionSenior Solutions Engineer About Kymeta Kymeta delivers intelligent, resilient communications... ...Communication (SATCOM) experience for a Senior Solutions Engineer position with the... .... Prefer local candidates to Seattle WA region. KEY DUTIES AND RESPONSIBILITIES Support...SeniorWork at officeLocal areaRemote workFlexible hoursNight shift- Veramatic, Inc. is seeking a Senior Industry Solutions Specialist to lead deal-centric discussions with dealership controllers, translating accounting pain points into business value. You’ll own discovery, run tailored demos, and drive the close, with travel to industry...Senior
$192k - $278k
...technical insights and translating them into executable commercial solutions. ~5 years of experience with data centers or other critical... ...and reliably. You will be a part of location strategy, regional planning, and portfolio management to determine where, why, and...SeniorTemporary work$145k - $160k
A leading recycling company in Woodinville seeks a Senior Environmental Manager to oversee compliance with environmental regulations, manage regional operations, and direct environmental initiatives. This role requires significant experience in regulatory compliance and...Senior- Kymeta Corporation seeks a Senior Solutions Engineer based in the United States to join the Customer Engineering Response (CER) team. You will provide post-sales Tier-3 technical support for SATCOM products and coordinate with Product and Engineering to enhance software...Senior
- ...exempt role leads cross-functional teams and owns end-to-end program planning and execution to deliver high-performance software solutions. The role emphasizes managing product backlogs, defining acceptance criteria, and driving agile development practices to achieve Echodyne...Senior
- ...Internet, Data, Video and Voice sales for small and mid-size businesses. You will deliver face-to-face presentations, promote bundled solutions and strive to exceed targets while ensuring customer satisfaction. You will collaborate with technical, customer service and...SeniorLocal area
$168k - $270.25k
The NVIDIA Experience (NVEX) Solutions Engineering team is looking for an experienced solution engineer focused on customer support of NVIDIA’s GPU accelerated platforms including DGX, HGX and MGX! You will apply the latest AI technologies to triage customer issues, identify...SeniorFull timeWeekend work- Kymeta Corporation in Redmond, WA seeks a Senior Systems Engineer to define and develop RF sensing, radar, and satellite-enabled solutions for defense, intelligence, and commercial programs. You will work across RF, antenna, software, FPGA, and networking to transform...Senior
- Boutique Recruiting partners with a respected financial institution expanding its Private Banking team across the Western United States... ...and treasury needs, and deliver customized wealth management solutions. You will have the autonomy to grow your portfolio, cultivate...Senior
$70k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...Temporary workShift workDay shift$70k - $80k
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift- Bank of America in Washington state seeks a client-focused financial advisor to triage leads, review goals, and recommend banking and investment solutions. The role involves licensed activity including potential mortgage work and SAFE Act compliance with registration. Responsibilities...Work at office
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and then move into advising clients with a consultative approach. The role starts in an in-office environment with structured training...Work at office
- ...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your...Work at officeImmediate startMonday to Friday
- Bank of America is looking for a Financial Solutions Advisor Stage I in Bothell, WA. In this role, you will acquire necessary licenses and develop foundational skills to manage client relationships effectively. The position offers professional growth and advancement opportunities...
- Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) to start by obtaining SIE, Series 7, and Series 66 licenses and to develop foundational client advisory skills. You'll support and grow a client portfolio and progress to higher roles, including FSA...Work at officeMonday to Friday
$70k - $80k
Job Description This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position involves triaging client leads, making referrals to business partners based on client needs and asset...Temporary workImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...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... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...Hourly payTemporary workWork at officeImmediate startFlexible hoursShift workDay shift- What does the Senior Manager South Regional Security do at Swire Coca-Cola? The Senior Manager South Regional Security at Swire Coca-Cola is a strategic... ...at designing, integrating, and facilitating security solutions that protect company assets and support a high-performing...Senior
- Bank of America in Washington state is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. Responsibilities include triaging leads, referring to partners based on assets, meeting clients to...
- ...modernize enterprises across HCM, ERP, EPM, Procurement, Project Management, SCM, CX, Analytics, Integration, OCI, AI, and industry solutions.Our Oracle Solution Architect Team partners with clients, account teams, and delivery organizations to shape Oracle transformation...SeniorWork experience placementLive inWork at officeLocal area
- We are: The Solution Advisory team is Accenture’s sales enablement specialty function, supporting topics across Finance, Supply Chain,... ...complex consulting pursuits and can build trusted relationships with senior leaders. You combine deep finance expertise with a client-...SeniorWork experience placementLive inWork at officeLocal area
$153.6k - $207.8k
...business and we are looking for a Sr SAP FICO Solutions Architect to work in a start-up... ...the main focus- Strong understanding of financial and Accounting business processed and requirements... ...for more information. If the country/region you’re applying in isn’t listed, please...SeniorPermanent employmentFlexible hours- Columbia Bank is seeking a Relationship Banker to build lasting client relationships and provide customized financial solutions. The role originates consumer loans, supports digital banking education, and collaborates with internal partners to meet banking needs. Expect...
$153.6k - $207.8k
...secure, reliable, and efficient on AWS? We are looking for a Senior Solutions Architect with deep expertise in Machine Learning, Generative... ...onboarding process, please visit for more information. If the country/region you’re applying in isn’t listed, please contact your...SeniorLocal areaWorldwideFlexible hours- Bank of America seeks a Financial Solutions Advisor Stage I to start with SIE, Series 7, and Series 66 preparation, building client relationships and delivering tailored financial guidance. You will begin in a financial center, advancing through stages to broader advisory...
$115k - $145k
Sales · Senior Industry Solutions Specialist Senior Industry Solutions Specialist, Dealership Accounting Fully Remote or, if preferred, hybrid... ...run the month-end close, the schedules, and the financial statement Experience across multiple DMS platforms and multiple...SeniorTemporary workWork at officeRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Solutions Advisor -Northwest Region. Be the first to apply!
- financial advisor associate Redmond, WA
- financial associate Redmond, WA
- financial planning administrator Redmond, WA
- jde finance consultant Redmond, WA
- financial consultant Redmond, WA
- financial counselor Redmond, WA
- associate corporate finance Redmond, WA
- finance associate Redmond, WA
- financial planning assistant Redmond, WA
- financial advisor Redmond, WA


