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
$58k - $67k
...America, we are guided by a common purpose to help make financial lives better through the power of every connection.... ...Description: The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and...SuggestedHourly payShift workDay shift$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$58k - $67k
...Financial Solutions Advisor Registration Candidate – Seattle South Market Seattle Apr 29, 2026... ...Financial Solutions Advisor Stage I (FSA I) , your... ...working in a financial center where you will help to... ...- WA - Seattle - 2555 Beacon Ave S - BEACON HILL BC (WA3106), US - WA -...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift$58k - $67k
...to help make financial lives better... ...of Financial Advisors—those with a... ...00 financial center locations nationwide... ...a multi-stage training program... ...a Financial Solutions Advisor Stage... ...to SAFE Act registration requirements.... ...- 2555 Beacon Ave S - BEACON HILL BC (WA3106),...SuggestedHourly payWork at officeImmediate startShift workDay shift$70k - $80k
...their short‑ and long‑term financial goals by building a financial... ...and banking and money‑managed solutions. Recommends banking and... ...through referrals or financial center clientele. Provides coaching... ...This role requires SAFE Act registration and completion of required background...SuggestedTemporary workShift 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...Temporary workShift workDay shift- ...Financial Solutions Advisor Registration Candidate - Northgate, WA Market Seattle, Washington To proceed with your... ...As a Financial Solutions Advisor Stage I (FSA I), your journey begins... ...will begin working in a financial center where you will help to deliver Bank...Work at officeImmediate startMonday to FridayShift workDay shift
$28.85 - $33.65 per hour
...This role provides comprehensive financial advice to clients, helps them reach... ...mutual funds, annuities, banking solutions). Plan short and long‑term... ...clients via referrals and financial center clientele. Maintain SAFE Act registration for residential mortgage loan origination...Hourly payTemporary workShift 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...Hourly 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 As an FSA I, you will obtain Securities Industry licenses (SIE, Series... ...solutions in our financial centers. You will collaborate with core banking... ...Considerations Position is subject to SAFE Act registration requirements; employees must...Hourly payImmediate startMonday to FridayShift work$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
Job Overview Financial Solutions Advisor Stage I (FSA I) at Bank of America is a client‑focused role that... ...client interests. Maintain SAFE Act registration and comply with related background checks... .... locations; the specific financial center will be assigned based on business...Hourly payMonday to Friday$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 (Securities Industry Essentials... ...meet all client needs. Adhere to SAFE Act registration and background‑check requirements. Work...Hourly payWork at officeImmediate startMonday to Friday$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$28.85 - $33.65 per hour
...and institutions. Advisors and client... ...relationship building, and financial picture... ...guidance, advice, and solutions to support their... ...America financial center delivering core banking... ...Program stages, ultimately becoming... ...Completion of SAFE Act registration requirements and...Hourly payTraineeship- Bank of America is seeking a Financial Solutions Advisor Stage I - Registration Candidate in Seattle to provide comprehensive financial advice, conduct client reviews, and bridge banking and brokerage services. The role requires registration with Series 7 & 66 within 1...Hourly pay
$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor - Stage I in Seattle, WA, to provide end-to-end financial... ...Lynch Wealth Management Complex. Candidates must hold a High School Diploma and... ..., and the position requires SAFE Act registration. #J-18808-Ljbffr Bank of AmericaHourly pay$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- Bank of America is looking for a Financial Solutions Advisor Stage I (FSA I) in Mercer Island, WA. This role requires obtaining industry licenses... ...off. The position supports career growth and requires registration under the SAFE Act. #J-18808-Ljbffr Bank of America
$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key Responsibilities Works with clients... ...potential new clients through referrals or financial center clientele Provides coaching and feedback to...Temporary workMonday to Friday$50k
...Join a financial services firm where your contributions... ...20,000 financial advisors across the U.S.... ...are at the center of our... ...training to maintain registrations and licenses in good... ...seeking the right solutions for clients Comfortable... ...opportunities Candidate qualifications:...Work at officeWork from homeHome officeFlexible hours$45k - $100k
...applicants. Join a financial services firm... ...20,000 financial advisors across the U.S.... ...People are at the center of our partnership... ...and financial solutions to your clients?... .../Requirements Candidates should have at least... ...Financial services registration, licensing, or...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North... ...New York; Farmington Hills, Michigan; Leawood,... ...Deliver customized solutions and the full resources... ...accepted, in lieu of 66) registrations required with 5+... ...employment and hire qualified candidates without regard to...Work at officeShift workDay shift
$100k - $140k
...different kind of financial services firm,... ...generosity at the center of saving and investing... ...Financial Advisor to our team. In this... ..., insurance solutions, and ongoing relationship... ...consider remote candidates who reside in the... ...and Annuities registration required CFP preferred...Full timeLocal areaRemote work$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor Stage I in Seattle, WA, to provide client-focused financial advisory and investment solutions... ...to develop client management skills. Successful candidates will maintain licensing requirements and enhance relationships...Hourly pay$75k - $90k
Team-Based Financial AdvisorMeaningful work.... ...experienced financial advisors and other experts... ...to people at all stages of life. At... ...be a good fit for candidates seeking their first... ...and securities registration and/or insurance... ...generosity at the center of saving and investing...Base plus commissionLocal 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
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