Client-Focused Financial Solutions Advisor
Bank of America Corporation
Bank of America is seeking a qualified Financial Advisor to provide comprehensive financial guidance and customized solutions to clients, helping them achieve financial goals. The role involves triaging leads, referrals, and reviewing goals with clients to recommend appropriate products. Compliance with required licenses, including SAFE Act registration for mortgage-originations, is essential. Open to multiple locations across the United States; training will occur at a designated financial #J-18808-Ljbffr Bank of America Corporation
- ...in partnership with LPL Financial, invites you to join our employee advisor model as a Wealth Advisor serving local clients in Seattle-area branches.... ...delivering holistic financial solutions across brokerage,... ...within a fast-paced, client-focused environment. The ideal candidate...SuggestedLocal area
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...comprehensive advice and customized solutions to clients to help them... ...Management Customer and Client Focus Portfolio Management...SuggestedHourly payTemporary workWork at officeImmediate startFlexible hoursShift workDay shift$70k - $80k
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...comprehensive advice and customized solutions to clients to help them... ...Branding Customer and Client Focus Oral Communications Active...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...common purpose to help make financial lives better through the power... ...company and how we deliver for our clients, teammates, communities and... ...banking and money managed solutions Recommends banking and... ...Branding Customer and Client Focus Oral Communications Active Listening...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift- Bank of America in Edmonds, WA seeks a client-focused financial professional to deliver comprehensive advice and customized solutions, helping clients meet financial goals. You will build financial plans, review progress, and refer to business partners as needed. Licensing...Suggested
- 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...
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...and delivering for our clients, teammates, communities, and... ...impact. Join us! As a Financial Solutions Advisor Stage I (FSA I) , your... ...Branding Customer and Client Focus Oral Communications Issue...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- Bank of America Corporation is seeking a financial services professional to advise clients on financial goals and tailor solutions, including brokerage products and banking services. You will triage leads, refer opportunities to partners, and meet clients to review goals...
- ...seeking a Relationship Banker to represent the Chase brand with hospitality, acquire, manage, and retain client relationships, and guide clients to banking solutions. You will learn products quickly, adhere to policies, and work with a team of experts to meet client...Weekend workAfternoon shift
- Bank of America is looking for a Financial Solutions Advisor Stage I in Everett, Washington. You will start your career with training to obtain... ...securities licenses and gain foundational skills necessary to help clients achieve their financial goals. This role includes building...
$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... .... Ideal candidates are those committed to fostering client relationships to help achieve financial goals. Your work will...Hourly pay- Bank of America is seeking a Financial Solutions Advisor Stage I to begin their career in the financial industry. This role includes obtaining necessary... ...and investment solutions, and building relationships with clients. As you progress, opportunities in various roles across...
$25 - $38.46 per hour
...problem solver, trusted advisor, and partner to the... ...communities. The Private Client Banker (PCB) is part... ...Client Program and will focus on the entire client... ...plan-based approach to financial advice. As a PCB, you... ...appropriate financial solutions to KeyBank's client base...Hourly payWork experience placementFlexible hoursDay shift- 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...
$65k - $80k
...Soundview Financial Group A Private Wealth Advisory... ...Associate Financial Advisor (AFA) to support succession... ...responsibility for client relationships over... ...across generations. Our focus is long-term stability... ...practical, client-friendly solutions Practice Growth &...Private practiceWork at officeMonday to Friday- ...Employee Credit Union in Everett, WA seeks an Investment Program Financial Advisor affiliated with LPL Financial. You will serve as a Financial... ...LPL Financial, though you are NOT an employee of LPL. Role focuses on providing advisory services through a credit union...
- West Capital Lending in Everett, WA is seeking a customer-focused Loan Officer to guide clients through the loan process from application to closing. You will assess financial documents, explain loan products, and coordinate with underwriters to ensure timely decisions....
- 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
- U.S. Bank is seeking a Relationship Banker in Edmonds, WA who will engage clients across in-person, appointment, and digital channels to deliver guidance and solutions that meet their financial goals. You will open new consumer and business accounts, educate clients on...
- 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
$25 - $26.77 per hour
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...priorities and connecting clients to solutions that meet the financial goals... ...work ethic and intense focus on results, acting in the...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$25 - $26.77 per hour
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...priorities and connecting clients to solutions that meet the financial goals... ...work ethic and intense focus on results, acting in the...Hourly payWork at officeFlexible hoursWeekend workDay shift- ...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...priorities and connecting clients to solutions that meet the financial goals... ...work ethic and intense focus on results, acting in the...Work at officeFlexible hoursShift workWeekend workDay shift
- KeyBank in Mukilteo, WA is seeking a Lead Teller to enhance client experience, coach tellers, and ensure branch operations meet regulatory standards. You will identify opportunities for financial wellness, transition clients to bankers, and support daily teller activities...
- Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, seeks an Associate Financial Advisor to support succession planning and client continuity. The role focuses on transitioning client households and delivering ongoing portfolio guidance...Private practiceWork at office
- ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive... ...services tailored to their clients needs. This exciting... ...based approach to financial solutions for an assigned book of business... ...environment, are client-focused, team oriented, and are able...Work at officeLocal area
- ...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...
- Bank of America is seeking a skilled financial professional to help clients plan their financial futures using... ...tailored investment and banking solutions. The position requires active licensing... ...and industry experience, with a focus on regulatory compliance, client service...
- Bankers Life, located in Lynnwood, WA, is seeking Financial Advisors to help clients achieve their financial goals through personalized planning. Candidates should possess active Life & Health licenses or the ability to obtain them, along with a strong sales history and...Flexible hours
- KeyBank is seeking a Licensed Private Client Banker in Woodinville, WA to manage the client relationship through a plan-based financial advisory approach. You will deliver and refer investment and insurance products for clients with up to $2M in investable assets. You will...
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