Financial Solutions Advisor Stage I - Registration Candidate - Beacon Hill Financial Center
$28.85 - $33.65 per hourDormont Manufacturing Co
Bank of America is hiring a Financial Solutions Advisor Stage I – Registration Candidate to support retail banking and brokerage with comprehensive advisory services. The role bridges banking and brokerage and requires registration with the SEC series and compliance with the SAFE Act. Key Responsibilities Provide end‑to‑end comprehensive advice and customized solutions to clients to help them achieve financial goals. Conduct client reviews and presentations, including investment goal reviews and recommendations of appropriate products such as stocks, bonds, mutual funds, banking, and managed money solutions. Engage and communicate the firm’s value proposition with customers in the lobby. Triage client leads and refer them to appropriate internal service providers based on client needs and asset thresholds. Participate in ongoing training and interaction with the Merrill Lynch Wealth Management Complex. Maintain general awareness of core banking and investment solutions as the role functions as a bridge between the two areas. Qualifications Series 7 & 66 must be obtained within 120 days of hire. Series 7 and Series 66 (Series 63 & 65 acceptable in lieu of 66 if previously held) are required. Strong communication skills. Strong computer skills and ability to multitask in a fast‑paced environment. Adaptability and solution‑oriented mindset. Must register with the SAFE Act and successfully complete the background check and registration process. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent. Shift: 1st shift (United States of America) Hours per week: 40 Location: 4112 E Madison St, Madison Park, Seattle, WA 98115. Pay Range: $28.85 – $33.65 hourly, based on experience, education, and skill set. Base salary with no incentive eligibility. Benefits: Industry‑leading benefits, including paid time off and resources to support employees’ well‑being. #J-18808-Ljbffr Dormont Manufacturing Co
$28.85 - $33.65 per hour
...Provide end‑to‑end comprehensive advice and customized solutions to clients, helping them achieve their financial goals. Conduct client reviews and presentations,... ...environment. Understand and comply with SAFE Act registration requirements, including background checks and...SuggestedHourly payShift workDay shift$70k - $80k
...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...position is subject to SAFE Act registration requirements. Pursuant to... ...through referrals or financial center clientele Provides coaching...SuggestedTemporary workShift workDay shift$70k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...position is subject to SAFE Act registration requirements. All employees engaged... ...through referrals or financial center clientele Provides coaching and...SuggestedTemporary workShift workDay shift$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the... ...impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey... ...begin working in a financial center where you will help to... ...position is subject to SAFE Act registration requirements. Pursuant to...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
Financial Solutions Advisor - Stage I (Registration Candidate) Primary responsibilities include: Provide end‑to‑end comprehensive advice and customized solutions to clients to help them achieve financial goals. Conduct client reviews and presentations, reviewing investment...SuggestedHourly payShift workDay shift$70k - $80k
Bank of America is seeking an experienced financial advisor to provide comprehensive financial guidance and solutions to clients across Seattle, Washington. The role... ...per week. Must obtain and maintain SAFE Act registration; required background check and credential verification...Temporary workDay shift$28.85 - $33.65 per hour
Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I (FSA I), your journey... ...you will begin working in a financial center, delivering Bank of America’s core... ...This position is subject to SAFE Act registration requirements. All employees involved...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the... ...Role Overview As a Financial Solutions Advisor Stage I (FSA I) , your journey begins... ...working in a financial center to deliver Bank of America’... ...position requires SAFE Act registration for residential loan mortgage...Hourly payWork at officeImmediate startShift workDay shift$65k - $75k
...to plan short- and long-term financial goals by building a... ...banking and money‑management solutions. Recommends banking and investment... ...through referrals or financial‑center clientele. Required... ...therefore requires SAFE Act registration, background check, and ongoing...Temporary workShift workDay shift$28.85 - $33.65 per hour
Job Summary Financial Solutions Advisor Stage I (FSA I) - responsible for building client relationships, guiding financial decisions, and delivering... ...to meet clients’ financial needs. Maintain SAFE Act registration and comply with all required background checks. Execute...Hourly payWork at officeMonday to FridayShift workDay shift- ...common purpose to help make financial lives better through the... ...Join us! As a Financial Solutions Advisor Stage I (FSA I) , your journey begins... ...working in a financial center where you will help to deliver... ...is subject to SAFE Act registration requirements. Pursuant to the...Work at officeImmediate startMonday to FridayShift workDay shift
$15 per hour
...Financial Solutions Advisor At Bank of America, we are guided by a common purpose to help make financial... ...in one of over 4,000 financial center locations nationwide. The Financial Center... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE...Work at officeImmediate startShift workDay shift$50k
...business model. One financial advisor and one branch office... ...It's our sole profit center. And as an Edward Jones... ...to deliver tailored solutions to meet your clients'... ...training to maintain registrations and licenses in good... ...for new opportunities Candidate qualifications: Series...Work at officeWork from homeHome officeFlexible hours$100k - $140k
...different kind of financial services firm,... ...generosity at the center of saving and investing... ...Financial Advisor to our team. In... ...planning, insurance solutions, and ongoing relationship... ...consider remote candidates who reside in the... ...and Annuities registration required CFP...Full timeLocal areaRemote work- ...Responsibilities Cedar Hill Regional Medical Center GW Health is the first new full... ...seeking an experienced Financial Counselor – Patient Access (Full‑Time). Our ideal candidate will be responsible for the... ...experience in a hospital registration, business office and/or case...Full timeFor contractorsWork at officeLocal area
- ...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... ...engaging in positive, client-centered discussions Collaborating with...Full time
$60k - $75k
...Working in our Investor Center, you will engage face... ...top resources in the financial industry, while you... ..., and recommending solutions FINRA Series 7 & 6... ...hold appropriate state registrations, OR ability to... ...geographic location, candidate's relevant experience...Full timeWork at office- ...learn how to be an associate financial advisor with the industry’s top... ...related to selling financial solutions Critical thinker, problem... ...not currently registered, registrations may be obtained at Edward Jones... ...Jones believes in a human centered approach as we partner for...Full timeTemporary workWork at officeLocal areaFlexible hours
$80k - $95k
...Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team... ...to identify their financial goals, analyze their... ...Years Preferred FINRA Registrations SRC Indicator: Series... ...discriminate against any candidate or employee on the...Work experience placement$68.64k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive... ...approach to financial solutions for an assigned book of... ...Retail Branch Managers and Centers of Influence and maintain... ...maintain Licenses and FINRA registrations: Active State Applicable Life...Work at officeLocal area- ...Make an impact providing expert financial advice with heart. Thrivent is a... ...one that puts generosity at the center of saving and investing. Here, you... ...contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...Trust Services Retirement Solutions Business Needs Analysis Northwestern... ...support them through every stage of life Training,... ...Planner Board of Standards Center for Financial Planning, Inc....Full timeContract workFor contractorsWork at office$75 - $95 per hour
Financial Systems Consultant (1466432) Seattle, Washington Salary:... ...the organization. The ideal candidate combines strong accounting knowledge... ...requirements into technical solutions and vice versa. Strong data... ...efficiency and financial accuracy. #J-18808-Ljbffr Beacon HillHourly pay$80k - $90k
...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- The Financial Advisor plays a key role in delivering comprehensive, fiduciary... ...clients. This role is centered on service, planning, operational... ...protection needs Recommend solutions related to life insurance,... ...Experience & Competencies Candidates should have demonstrated...Apprenticeship
$274.9k - $328.6k
...Medical is a primary care solution challenging the... ...-office or in testing centers as well as conducting... ...based in Seattle (Capitol Hill), WA. The base salary... ...determined for those candidates that exceed these... ...with stress, anxiety, financial planning, and legal issues...Full timeTemporary workWork at officeRelocation package$146.1k - $174.7k
...Medical is a primary care solution challenging the... ...-office or in testing centers as well as conducting... ...based in Seattle (Capitol Hill), Washington. One Medical... ...determined for those candidates that exceed these... ...with stress, anxiety, financial planning, and legal issues...Full timeTemporary workWork at office$171 per hour
...Medical is a primary care solution challenging the... ...Seeing patients in Capitol Hill (with float to nearby... ...A passion for human-centered primary care The ability... ...determined for those candidates that exceed these... ...with stress, anxiety, financial planning, and legal issues...Hourly payDaily paidTemporary workCasual workWork at officeLocal area- ...and coordinates all aspects of financial obligations for private pay... ...this position. The successful candidate's placement on the wage range... ..., Everett, Centralia, Cherry Hill (Seattle), First Hill (... ...emergency rooms and specialty centers in Redmond (East King County)...Minimum wageWork at officeLocal areaShift work
- ...role is as secondary advisor**Qualifications & Requirements... ...knowledge of financial planning concepts and... ...determined based on final candidate qualifications and... ...advisors, capabilities and solutions to create a profoundly... ...first and at the center of everything we do. We...Permanent employmentWork at office
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