Financial Solutions Advisor Registration Candidate- NW Snohomish Market
$28.85 - $33.65 per hourBank of America ATM
Job Description:*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****At 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 by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Work ScheduleMonday thru Friday, some Saturdays requiredSchedule Example: 8am-5pm, 9am-6pm, etcWe’ll help youBuild a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.Get training and one-on-one coaching from Academy managers who are invested in your success.Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.•Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.Required Qualifications:Aptitude in obtaining required industry licenses.Must be self-disciplined in managing time and capacity.Experience in cultivating client relationships, accessing needs and recommending solutions.Success creating strong peer relationships through effective communication and collaboration.Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.Executes multiple tasks simultaneously.Learns and adapts to new technology or applications.Desired Qualifications:Bachelor’s degree and/or a minimum of one year of financial services industry or sales experienceBilingual Mandarin PreferredSkills: • Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written CommunicationsMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalent This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****Shift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - WA - Arlington - 3230 172nd St Ne - SMOKEY POINT BC (WA4139), US - WA - Bellingham - 4251 Guide Meridian - CORDATA BC (WA4111), US - WA - Bothell - 1115 228TH ST SE - CANYON PARK BC (WA4153), US - WA - Everett - 1803 112th St Se - SILVER LAKE BC (WA4138), US - WA - Lynnwood - 1424 164TH ST SW - MARTHA LAKE BC (WA4157), US - WA - Marysville - 415 State Ave - MARYSVILLE BC (WA4128), US - WA - Mill Creek - 911 161st St Se - MILL CREEK BC (WA4133), US - WA - Monroe - 19917 Old Owen Rd - MONROE BC (WA4129), US - WA - Mount Vernon - 320 W KINCAID ST - MOUNT VERNON BC (WA4130), US - WA - Snohomish - 903 2nd St - SNOHOMISH BC (WA4140), US - WA - Stanwood - 26929 102nd Ave Nw - STANWOOD BC (WA4144)Pay and benefits informationPay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.SummaryLocation: Mount Vernon; Stanwood; Snohomish; Arlington; Everett; Bellingham; Mill Creek; Lynnwood; Bothell; Monroe; MarysvilleType: Full time
- ...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... .... This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$45k - $100k
...applicants. Join a financial services firm... ...20,000 financial advisors across the U.S.... ...financial services/markets and how they work... ...and financial solutions to your clients?... .../Requirements Candidates should have at least... ...Financial services registration, licensing, or...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$50k
...Join a financial services firm where your contributions... ...and 20,000 financial advisors across the U.S. and... ...training to maintain registrations and licenses in good... ...information seeking the right solutions for clients... ...new opportunities Candidate qualifications: Series...SuggestedWork at officeWork from homeHome officeFlexible hours- ...the entry-level and first time move-up markets. The Company also provides mortgage financing... ...a Senior Security Analyst. The right candidate will address daily tasks and routine... ...independentlyAbility to interpret research into solutions to actual problemsCustomer Service...SuggestedFull timeWeekend work
$156.16k - $234.24k
...ProfessionalCompany: CitiThe Investment Solution Senior Lead Analyst is a... ...domains such as capital markets, alternative investments,... ...delivery of investment platform, financial planning, margin lending,... ...opportunity employer, and qualified candidates will receive consideration...SuggestedFull time$25.63 - $34.18 per hour
...to make better and smarter financial decisions and enabling the communities... ...lending decisions.Preferred candidates will possess experience in... ..., underwriting, secondary market guidelines, and agency... ...requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA...Full timeWork experience placementLocal area3 days per week- ...competitive advantage in the markets we serve. We are all united... ...'s success. As a Financial Advisor within PNC Wealth... ...you in creating personalized solutions on behalf of you and your clients... ...achieve balance. We encourage candidates to connect with their...Full timeTemporary workPart timeWork experience placementWork at office
- ...Relationship Banker is a trusted advisor who engages clients in... ...to understand their financial goals and align on solutions that meet their needs. In... ...all such requirements All candidates must complete the DeGarmo... ...brokerage, capital markets, fixed income, and mortgage...Temporary workWork at office
- ...borrowers with realtors, builders, financial professionals, bank stores,... ...in the assigned market Present recommendations for... ...follow-up activities with the registration lock-in; analyze and offer mortgage... ...the evaluation. Successful candidates must also meet ongoing...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate start
- ...competitive advantage in the markets we serve. We are all united... ...employees can thrive. We encourage candidates to connect with their... ...opportunities to improve a customer's financial wellbeing and create loyalty... ...of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workWork experience placementWork at officeShift work
$25.63 - $34.18 per hour
...to make better and smarter financial decisions and enabling the communities... ...decisions. Preferred candidates will possess experience in... ..., underwriting, secondary market guidelines, and agency... ...requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA...Temporary workWork experience placementLocal area3 days per week$25.63 - $34.18 per hour
...to make better and smarter financial decisions and enabling the communities... ...decisions. Preferred candidates will possess experience in... ..., underwriting, secondary market guidelines, and agency requirements... ...requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA...Full timeTemporary workWork experience placementLocal area3 days per week- ...Lockheed MartinDescription:You will be the Financial Analyst Associate for the Upper Tier... ...proposal to closeout, delivering creative solutions, implementing new financial tools, and... ...senior leadership.Why Join UsThe ideal candidate is analytical, collaborative, and thrives...Part timeWork at officeRemote workFlexible hours
- ...Bilingual Financial Center Consultant I (Teller) EECU is looking... ...services, providing the right solutions and the right products for our... ...initiate and support marketing initiatives within the branch... ...criminal, and drug screen. Candidates for EECU should possess the...Monday to Friday
$72k - $90k
..., generous benefits and by delivering cutting-edge technology solutions for our clients. Founded in 1990, WWT is a global technology... ...as assigned Ability to manage budgets, analyze financial reports, and track profitability across projects Skilled at...Full timeRemote workShift work- ...competitive advantage in the markets we serve. We are all united... ...employees can thrive. We encourage candidates to connect with their... ...opportunities to improve a customer's financial wellbeing and create loyalty... ...of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...brands features innovative solutions across several pet... ...SUMMARY The Senior Financial Analyst is a key contributor... ...with Product, Sales, Marketing, and Operations to... .... Acting as a trusted advisor, this role provides hands... ...‑making. The ideal candidate is a self‑starter who...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...Services Trust Services Retirement Solutions Business Needs Analysis... ...purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life...Full timeContract workFor contractorsWork at office$114.72k - $172.08k
...risk, structuring financing solutions, and partnering directly with... ...by conducting detailed financial statement analysis, cash flow... ...colleagues and clients across markets and business lines to expand... ...opportunity employer, and qualified candidates will receive consideration...Full timeWork at officeRemote work$96.4k - $144.6k
...across a diverse book of middle-market commercial clients, working... ...and well-structured lending solutions. This is a high-impact position... ...Managers, evaluating financial performance, structure, and key... ...purposes) to identify and align the candidate's skills and abilities with a...Full timeWork at officeRemote work$70.35k - $205.8k
...industry-leader for building SAP solutions and we’re curious and always... ...Accenture is the undisputed market leader in this industry. We... ...Become a trusted expert and advisor to your clients, team, and Accenture... ...in the United States. Candidates who are currently employed by...Work experience placementLive inWork at officeLocal area- ...Regional Field Recruiter at Modern Woodmen of America Launch your financial services career with an organization that positively impacts... ...hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials®/SIE), Series 6 and/or 7 license...Full timeLocal area
$75.2k - $90.3k
...difference. ABOUT THE ROLE The Financial Analyst for Entegral plays a... ...a SaaS business-to-business solution that enhances the customer... ..., individual qualifications, market finances, and other... ...transparent hiring process. Candidates should expect identity verification...Full timeWork experience placementRemote workWork from homeFlexible hours$70.35k - $205.8k
...industry-leader for building SAP solutions and we’re curious and always... ...Accenture is the undisputed market leader in this industry. We... ...Become a trusted expert and advisor to your clients, team, and Accenture... ...in the United States. Candidates who are currently employed by...Work experience placementLive inWork at officeLocal area- ...common purpose to help make financial lives better through the power... ...position is open for the entire market and the specific Financial... ...priorities and connecting clients to solutions that meet the financial goals... ...and hire qualified candidates without regard to race, religious...Work at officeShift workWeekend workDay shift
- ...competitive advantage in the markets we serve. We are all united... ...employees can thrive. We encourage candidates to connect with their... ...opportunities to improve the customer's financial wellbeing. Collaborates with... ...of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...path should lead to real opportunity LPL Financial partners with banks to offer a complete... ...NASA Federal Credit Union as a Financial Advisor associated with LPL Financial. Under... ...NASA Federal Credit Union for financial solutions. This position will offer: The ability to...Local area
- TwinThread is looking for a Private Client Advisor in Arlington, Texas. In this role, you will help clients with comprehensive financial planning and investment solutions tailored to their unique needs. The ideal candidate will have at least 2 years of experience in financial...
- ...deep conversations with clients to gain in‑depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. This position is open for the entire market and the specific Financial Center location will be based on...Shift workWeekend workDay shift
- ...accurately and efficiently processing member financial transactions while delivering an... ...features. Needs Identification & Member Solutions Identify member financial needs... ...bank experience preferred. Licenses, Registrations, and Certifications None required....Contract workPart timeWork at officeImmediate start
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