Senior Financial Solutions Advisor -Northwest Region
$15 per hourBank of America ATM
Financial Solutions AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family, or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients' financial lives better.If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America's Advisor Development Program, and become a Financial Solutions Advisor in one of over 4,000 financial center locations nationwide. The Financial Center Financial Solutions Advisor role is a pivotal role for experienced advisors looking to grow in a world-class organization.From day one, you will receive training from our award-winning Academy at Bank of America. This program delivers hands-on practice, personalized coaching and classes that will help you become the advisor you want to be. The Academy also provides training beyond portfolios and investment strategies. You'll learn to consider a client's entire and complex financial picture, and then guide them with advice and solutions to help them live their best financial lives.With demonstrated success, you have unlimited career growth and 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.We'll help you:Build 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. You'll be enrolled in the Advisor Develop Program, part of The Academy, to develop as an advisor; the potential for growth is yours.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.Get smart on core banking and investment solutions and connect clients to all the solutions we provide.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.Build connections. Work in the center of the financial universe, tapping into a range of experts, from mortgage lenders to investment analysts.Continuously learn and grow, with on-going career development support and opportunities for advancement with Bank of America and Merrill.Achieve additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) or leverage approved tuition reimbursement to further your education.As a Senior FSA, you can look forward to:Unlimited potential for financial growth.A strong referral network from across the business that will give you a leg-up on client acquisition.Robust marketing support to reach wider audiences with greater appeal.Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.Leadership opportunities, from leading client and conference seminars to mentoring junior associates.We're a culture that:Believes in responsible growth and has a proven dedication to supporting the communities we serve.Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.Required skills:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.One year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.Three years experience working in the financial service industry and/or a sales environment where goals were met or exceeded. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) by start date.Maintains $15mil in AUM (for Field) and $25mil in AUM (for Centralized/National) on their current book.Sets and accomplishes goals, achieving whatever you put your mind to.Builds and nurtures strong relationships.Collaborates effectively with others to get things done.Communicates effectively and confidently and is comfortable engaging all clients.Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.Likes to learn, adapts to new information and seeks the right solutions for clients.Efficiently manages your time and capacity.Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.Desired skills:Strong computer skills with an ability to multitask in a demanding environment.Obtained insurance licenses.Shift: 1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsPay range $75,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible. This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.Benefits: This 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.
- Principal or Senior Principal, Anthropic AI SolutionsAI Systems & Platforms | Anthropic Business... ...role could require travel to support the region between 25-35%.**** As a modern... ...meaningful problems. As the Anthropic Partner Solution Lead, you’ll partner with cross-...SeniorTemporary workWork at officeLocal area
$70k - $80k
Bank of America is seeking an experienced financial advisor in Seattle, Washington to provide comprehensive guidance and solutions to clients. The role involves developing personalized financial plans and advising on suitable brokerage products while ensuring compliance...Senior$77k - $202k
...providing consulting services related to financial management and strategy. These... ...analyse client needs, develop financial solutions, and offer guidance and support to help... ...analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business...SeniorFull timeH1b$124k - $280k
...Our team helps clients optimise and align financial planning, consolidation, reporting and... ...transformation and enterprise performance management solutions that help clients modernize planning,... ...relationships and serve as a trusted advisor across finance transformation...SeniorFull timeH1b$126.2k - $264.1k
What You’ll DoAs a Senior Principal Network Reliability... ..., new OCI Regions, backbone expansion, and... ...deliver scalable automation solutions.Drive systemic improvements... ...the senior technical advisor during large-scale... ...Stock Purchase Plan14. Financial planning and group...SeniorTemporary workFlexible hours$125.4k - $181.88k
...Senior Private Wealth Advisor, Practice Lead Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. Location The ideal candidate... ...comprehensive wealth management solutions ~ Demonstrated success serving...SeniorWork experience placementPrivate practiceLocal areaRemote work$128k - $268k
...will specifically support a regional Commercial Portfolio Management... ...in Western time zones.The Senior Vice President, Portfolio... ...consistently demonstrate a solutions-oriented, growth mindset that... ...mind. Viewed as a critical financial advisor/partner to any assigned clients...SeniorFull timeWork experience placementBank staffWork at officeImmediate startFlexible hoursNight shift$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... ...to learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Hourly payFull timeWork at officeImmediate startShift workDay shift$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... ...to learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Hourly payFull timeWork at officeImmediate startShift workDay shift- ...Intelligent Data Platform (IDP) Solution Architect within the... ...AI Practice, you will play a senior leadership role in shaping, selling... ...approaches.Act as a trusted advisor to senior client stakeholders... ...and technical leaders across regions, building strong communities...Senior
$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses. You will receive dedicated classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 exams...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$156.4k - $211.6k
We’re seeking a Senior UX Designer to lead the design of AI-native business applications... ...bar for the next generation of AI-powered solutions.Key job responsibilities* Define and drive... ...for more information. If the country/region you’re applying in isn’t listed, please contact...SeniorLocal areaWorldwideFlexible hours$110k - $120k
...encouraged to be themselves. Job Description Trupanion is seeking a curious and highly motivated Senior Analyst, Finance AI & Automation Solutions to join our Finance team. This role sits at the intersection of Finance and Technology. Combining a deep understanding...SeniorContract workTemporary workFixed term contractCasual workWork at officeRemote workWork visa3 days per week$126.2k - $166.9k
...translate business requirements into effective solutions aligned with the workplace strategy.The... ...delivery, and communicating results to senior leadership- Bachelor's degree in finance,... ...for more information. If the country/region you’re applying in isn’t listed, please contact...SeniorFlexible hours$218.8k - $295.9k
...into AI-powered precision? Network Planning Solutions is looking for scientific innovators... ...with operational constraints- Influence senior leadership through scientific rigor, translating... ...for more information. If the country/region you’re applying in isn’t listed, please contact...SeniorFlexible hours- ...transform lives with trusted financial services that transcend borders... ...role:Remitly's US and Canada Regional Experience teams grow the... ...and Canada send business. This Senior Product Designer will work across... ...challenging problems find solutions faster. For corporate team...SeniorFull timeWork at officeWorldwideFlexible hours3 days per week
$148.7k - $201.2k
As a Senior Technical Program Manager (TPM), Region Flexibility, you will work to enable Amazon businesses to leverage new AWS regions and improve the efficiency... ...* Define user stories and researching technical solutions* Provide clear communication to management and...SeniorLocal areaFlexible hours$70k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...Temporary workShift workDay shift$140k - $170k
...years of IT experience, capable of effectively communicating across business and technical teams. The role involves designing client solutions, managing cross-functional teams, and creating impactful technology strategies. The position offers a competitive salary of $140,0...Senior- Recruit4Mum seeks a Senior Consultant for Enterprise Solutions in Washington, responsible for driving strategic projects and delivering value in IT and digital transformations. The ideal candidate has over 4 years of experience in IT/ERP consulting and strong project management...Senior
$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 involves triaging client leads, developing personalized financial plans, and recommending suitable brokerage...Temporary workDay shift$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... ...and make an impact. Join us! Role Overview As a Financial Solutions Advisor Stage I (FSA I) , your journey begins with obtaining your Securities...Hourly payWork at officeImmediate startShift workDay shift- 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
- Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in Seattle. This role is vital for building client relationships, guiding financial decisions, and delivering the bank’s core banking and investment solutions. As a Financial Solutions Advisor, you...
$28.85 - $33.65 per hour
Responsibilities Provide end‑to‑end comprehensive advice and customized solutions to clients, helping them achieve their financial goals. Conduct client reviews and presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual...Hourly payShift 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 Bank of America’s core banking and investment solutions. Key Responsibilities Obtain Securities Industry Essentials (SIE)...Hourly payWork at officeMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...national banking institution. This role provides comprehensive financial advice to clients, helps them reach financial goals, and... ...brokerage products (stocks, bonds, mutual funds, annuities, banking solutions). Plan short and long‑term financial goals by building...Hourly payTemporary workShift 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 and training in client relationship management. Responsibilities include managing client relationships and delivering financial...
$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, Series 7 and Series 66) and receive training in client relationship management, financial...Hourly payWork at officeImmediate startMonday to Friday
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Solutions Advisor -Northwest Region. Be the first to apply!
- financial advisor training program Seattle, WA
- financial planning assistant Seattle, WA
- entry level financial advisor Seattle, WA
- estate planning consultant Seattle, WA
- associate leveraged finance Seattle, WA
- financial advisor development program Seattle, WA
- oracle financial functional consultant Seattle, WA
- patient financial counselor Seattle, WA
- wealth advisor Seattle, WA
- financial planner cfp Seattle, WA


