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$28.85 - $33.65 per hour
...purpose to help make financial lives better... ...us!As a Financial Solutions Advisor Stage I (FSA I), your journey... ...in a financial center where you will help... ...subject to SAFE Act registration requirements.... ...- Seattle - 2555 Beacon Ave S - BEACON HILL BC (WA3106), US -...SuggestedHourly payFull timeWork at officeImmediate startShift workDay shift$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... ...working in a financial center where you will help to... ...subject to SAFE Act registration requirements. Pursuant... ...4 E 29th Ave - SOUTH HILL BC (WA2140)Pay and benefits...SuggestedHourly payFull timeWork at officeImmediate startShift 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...SuggestedHourly payTemporary workShift 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$28.85 - $33.65 per hour
...guidance. Merrill’s Financial Advisors and Wealth Management... ...Program Financial Solutions Advisor Stage I (ADP FSA I), your... ...working in a financial center where you will help... ...subject to SAFE Act registration requirements. Pursuant... ...Ave Ne - RENTON HILLS BC (WA3160) Pay range...Hourly payTraineeshipWork at officeLocal areaImmediate startShift 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$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$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
...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$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 power... ...advice and customized solutions to clients to help them achieve... ...such, is subject to SAFE Act registration requirements. Pursuant to the... ...referrals or financial center clienteleRequired Qualifications...Hourly payFull timeTemporary workWork at officeImmediate startFlexible hoursShift 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
...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... ...referrals or financial center clientele Required Qualifications...Hourly payTemporary workWork at officeImmediate startFlexible hoursShift workDay shift- 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 AdvisorAt Bank of America, we are guided by a common... ...next generation of Financial Advisors—those with a passion for growing... ...of over 4,000 financial center locations nationwide. The... ...position is subject to SAFE Act registration requirements. Pursuant to...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
- ...America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I) in Renton, WA. Begin with... ...advisory guidance. You'll rotate through financial centers delivering core banking and investment...Traineeship
$70k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position involves... ...position is subject to SAFE Act registration requirements. Note: This requisition... ...through referrals or financial center clientele Provides coaching and...Temporary workImmediate startMonday to FridayShift workDay shift$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$26 - $30.83 per hour
...purpose to help make financial lives better through the... ...within the financial center. Key responsibilities... ...is subject to SAFE Act registration requirements. Pursuant... ...banking offerings at each stage of client's life plan... ...home lending product solutions, submits the mortgage...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- 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... ...-advisory skills. You will work first in a financial center, deliver core banking and investment solutions, manage a...
$100k - $140k
## Associate Financial Advisor - Afton Union Financial Group... ...puts generosity at the center of saving and... ...planning, insurance solutions, and ongoing relationship... ...will consider remote candidates who reside in the Pacific... ...Health and Annuities registration required* CFP...Full timeRemote work- ...value and deliver innovative solutions. Empowered with innovative tools... ...payroll, cloud-based HR and financial management solutions that put... ...Financials Accounting Center/Prism Consultant your primary... ...authorization in the United States.Candidates who are currently employed by...Full timeWork experience placementLive inWork 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
- 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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor Stage I - Registration Candidate - Beacon Hill Financial Center. Be the first to apply!
- oracle financial functional consultant Seattle, WA
- financial advisor development program Seattle, WA
- financial advisor no experience Seattle, WA
- financial associate Seattle, WA
- junior oracle financial functional consultant Seattle, WA
- project finance associate Seattle, WA
- wealth advisor associate Seattle, WA
- jde finance consultant Seattle, WA
- wealth advisor Seattle, WA
- senior wealth advisor Seattle, WA

