Wealth Solutions Advisor | Financial Planning Pro
Bank of America
United States Digital Space LLC in Washington state seeks a financial advisor to help clients achieve their goals by building financial plans and recommending brokerage products, including stocks, bonds, and mutual funds. The role involves triaging client leads, referrals, and meeting regulatory requirements such as SAFE Act registration. Candidates should hold Series 7 and 66 (or 63/65), have at least one year in investments, and be capable of working Monday to Friday with rotating Saturdays. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Solutions Advisor | Financial Planning Pro in Lynnwood, WA vacancy
- Mechanics Bank, in partnership with LPL Financial, invites you to join our employee advisor model as a Wealth Advisor serving local clients in Seattle-area branches... ...site role requires delivering holistic financial solutions across brokerage, advisory, and insurance...SuggestedLocal area
- ...Financial Solutions Advisor Registration Candidate- NW Snohomish Market Mount Vernon, Washington;Stanwood, Washington; Lynnwood, Washington; Snohomish... ...termination. Responsibilities: Works with clients to plan their short and long-term financial goals by building a...SuggestedTemporary workWork at officeImmediate startFlexible hoursShift workDay shift
Bank of America
Lynnwood, WA1 day ago $28.85 - $33.65 per hour
...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I) , your journey begins obtaining your Securities...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
Bank of America is looking for a Financial Solutions Advisor Stage I in Lynnwood, WA. This entry-level position supports career development through structured training programs, including obtaining essential industry licenses. Ideal candidates are those committed to fostering...SuggestedHourly pay- Bank of America in Washington state is seeking a Financial Solutions Advisor Stage I to start by obtaining required securities licenses (SIE, Series 7, Series 66). You’ll learn to build and manage client relationships, assess a client’s financial picture, and offer guidance...SuggestedWork at office
- ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services... ...advice-based approach to financial solutions for an assigned book of business.... .../insurance products and financial planning Core Competencies: Strong...Work at officeLocal area
The Private Trust Company, an affiliate of LPL
Lynnwood, WA5 days ago - 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...
$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position involves triaging client leads,... ...financial and investment goals, building a financial plan, and recommending brokerage products. Job...Temporary workImmediate startMonday to FridayShift workDay shift- Talentify in Edmonds, WA is seeking a Financial Services Representative II to deliver outstanding member experiences in person and over the phone. You will perform requested transactions, provide recommendations, and help members meet financial goals through cross-sales...
$28.85 - $33.65 per hour
Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I, you will begin your career by acquiring the necessary Securities Industry licenses. Dedicated and personalized classes will support you in obtaining your Securities Industry Essentials...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$70k - $80k
...guided by a common purpose to help make financial lives better through the power of every... ...providing comprehensive advice and customized solutions to clients to help them achieve their... ...investment goals, building a financial plan, and recommending brokerage products....Temporary workImmediate startMonday to FridayShift workDay shift- LPL Financial, in partnership with Gesa Credit Union, invites you to join our employee advisor model as a Wealth Advisor at a Gesa Credit Union branch. You will deliver Non-Deposit Investment... ...emphasizes an advice-based financial solution approach, prospecting new business,...
- Bank of America is looking for a Financial Solutions Advisor Stage I in Everett, Washington. You will start your career with training to obtain necessary securities licenses and gain foundational skills necessary to help clients achieve their financial goals. This role...
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin their career in the financial industry. This role includes obtaining necessary licenses, delivering core banking and investment solutions, and building relationships with clients. As you progress,...
- ...guided by a common purpose to help make financial lives better through the power of every... ...providing comprehensive advice and customized solutions to clients to help them achieve their... ...Responsibilities: Works with clients to plan their short and long-term financial...Temporary workWork at officeImmediate startFlexible hoursShift workDay shift
- Mechanics Bank is seeking a Wealth Advisor affiliated with LPL Financial to provide holistic, needs-based financial solutions to clients at our Seattle-area branches. This on-site role emphasizes building trusted relationships and delivering comprehensive brokerage, advisory...
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions to individuals and families. You will build lasting relationships, educate clients on digital tools, and collaborate...
- 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.... ...clients to review goals, building financial plans, and recommending brokerage products. The role...
- ...customer service. The role blends sales with banking operations and requires consultative conversations to identify solutions that meet customers’ financial goals. You will develop foundational certifications and participate in ongoing professional development while...
- ...process cash transactions accurately. The role emphasizes building client relationships, understanding financial needs, and connecting clients to suitable solutions within a compliant, in-office environment. The position requires strong communication, problem-solving,...Work at officeWeekend work
- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...Full timeWork at officeFlexible hours
Bankers Life
Lynnwood, WA2 days ago - Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
- Mechanics Bank is seeking a Wealth Advisor affiliated with LPL Financial to join our on-site team in the Seattle metro area. You will provide holistic financial solutions, build lasting client relationships, and help clients meet their investment and insurance goals. Responsibilities...
- Bank of America seeks a client advisor to provide comprehensive financial guidance, triage client leads, and refer to partners as needed to meet asset-based goals. The role involves meeting clients to review financial and investment goals, recommending products, and pursuing...
- JPMorganChase is seeking a Financial Advisor in Everett, WA, to provide personalized investment solutions while fostering a diverse work environment. This role requires at least 2 years of financial services experience, along with valid Series 7 and 66 licenses. The candidate...
- J.P. Morgan Chase in the United States seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial guidance and personalized investment solutions for individuals and families. You will build lasting client relationships, provide advised...
- Boeing Employee Credit Union in Everett, WA seeks an Investment Program Financial Advisor affiliated with LPL Financial. You will serve as a Financial Advisor associated with LPL Financial, though you are NOT an employee of LPL. Role focuses on providing advisory services...
$25 - $26.77 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... ...the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes...Hourly payWork at officeFlexible hoursShift workWeekend workDay shiftBank of America
Lynnwood, WA4 days ago- ...guided by a common purpose to help make financial lives better through the power of every... ...life priorities and connecting clients to solutions that meet the financial goals.... ...between this communication and the official plan documents, the plan documents will always...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Lynnwood, WA3 days ago - ...of America in Washington is seeking a licensed Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals... ...leads, referrals, and building financial plans with brokerage products. Candidates must hold Series...Monday to Friday
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Solutions Advisor | Financial Planning Pro. Be the first to apply!
Related searches
- estate planning consultant Lynnwood, WA
- financial consultant Lynnwood, WA
- finance associate Lynnwood, WA
- financial associate Lynnwood, WA
- financial planning administrator Lynnwood, WA
- financial counselor Lynnwood, WA
- wealth advisor Lynnwood, WA
- jde finance consultant Lynnwood, WA
- financial planning assistant Lynnwood, WA
- financial planning associate Lynnwood, WA