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 - nd St Ne - SMOKEY POINT BC (WA4139), US - WA - Bellingham - 4251 Guide Meridian - CORDATA BC (WA4111), US - WA - Bothell - TH ST SE - CANYON PARK BC (WA4153), US - WA - Everett - th St Se - SILVER LAKE BC (WA4138), US - WA - Lynnwood - TH 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 - nd 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
- ...Financial Solutions Advisor Registration Candidate- NW Snohomish Market Mount Vernon, Washington;Stanwood, Washington; Snohomish, Washington; Arlington, Washington; Everett, Washington; Bellingham, Washington; Mill Creek, Washington; Lynnwood, Washington; Bothell, Washington...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
$70k - $80k
...purpose to help make financial lives better through the... ...advice and customized solutions to clients to help... ...is subject to SAFE Act registration requirements. Pursuant... ...BC (WA4130), US - WA - Snohomish - 903 2nd St - SNOHOMISH... ...- 26929 102nd Ave Nw - STANWOOD BC (WA4144)...SuggestedTemporary workImmediate startMonday to FridayShift workDay shift- Bank of America is seeking a Financial Solutions Advisor Stage I in Marysville, WA. This role is crucial for building and managing client relationships... ...ensure you perform effectively in the role. Successful candidates typically progress to higher stages, with opportunities...Suggested
- ...GENERAL FUNCTION: Selected candidates are intended to... ...Personal Banker I is a Financial Center position... ...recommend appropriate solutions using our value proposition... ...and other approved Marketing tools to proactively... ...requires S.A.F.E. Act registration at the time of...SuggestedWork experience placementWork at office
- ...LPL Financial collaborates with banks to provide a comprehensive... ...to join our employee advisor model as a Wealth... ...needs-based financial solutions to clients by offering... ...Licenses and FINRA registrations: Active State... ...bank‑based investment market space Excellent knowledge...SuggestedWork at officeLocal area
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin their career in the financial industry. This role includes obtaining necessary... ...across the organization will be available. The ideal candidate will have a high school diploma, strong customer service...
- 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 in Washington state seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals... ...requires required licenses and SAFE Act registration, with eligible benefits and a formulaic incentive...
$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor Stage I in Arlington, VA. This entry-level position offers comprehensive training to obtain securities licenses and develop client relationship skills. You'll deliver tailored banking and investment solutions while...Hourly pay- Bank of America is seeking a licensed financial professional in the Washington area to provide comprehensive advisory services and customized solutions for clients, including triaging leads, referrals, and developing financial plans with brokerage products. The role emphasizes...
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- 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...
$41.25k - $68.75k
...competitive advantage in the markets we serve. We are all united... ...achieve balance. 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 office$35 - $40 per hour
...industry, delivering a broad range of creative solutions to clients in the real estate & land development, and energy markets. We have a strong national presence and a... ...Licensing / Certification Fees and Renewals ~ Financial Rewards for Obtaining Licensure ~ Employee...Relocation$29.08 - $35.54 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...and services, and recommending solutions based on each customer’s unique goals and... ...Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of...Full timeTemporary workLocal 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...
- ...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
$22.33 - $33.18 per hour
...operations and assists clients with their financial needs. Personal Bankers will develop... ...consultative conversations, and identify solutions that support customers’ financial goals... ...or equivalent. Preference is given to candidates who have 2 - 4 years' experience in...Work at office- ...individuals interested in building a career in financial services. No prior industry experience... ...and development opportunities * Marketing and business-building resources *... ...MassMutual Northwest will never ask job candidates to pay any kind of fee, make cash or check...Full timeContract workFor contractorsFlexible hours
$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 shift$20 - $22 per hour
At Lendmark Financial Services, we believe the success of our company... ...providing personal loan solutions. This position focuses on building... ...of the branch.Actively market all branch products and services... ...and Experience of the selected candidate.This position is eligible for...Work at office- ...provided by Corporate! Successful Candidate Attributes: • Proven track record... ...partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3...Remote work
- ...deepening the customer base, delivering proactive sales and service experiences, and leveraging Partnerships to grow wallet share. Candidates should have 3+ years in banking and be capable of educating customers on digital tools while maintaining strong risk management...
- A fraternal financial services organization is seeking a Regional Field Recruiter to launch their financial services career. This role... ...financial guidance to members and creating tailored financial plans. Candidates should show integrity, possess leadership skills, and have a...
$21.65 - $24.23 per hour
...PositionIs it surprising to hear that a financial institution of 1.5 million members and over... ...commitment to both internal equity and market competitiveness:Teller: $21.65 - $22.00... ..., account needs, questions, and solutions.Build Member Relationships: Identify member...Hourly payFull timePart timeShift workWeekday work- Bank of America in Washington state seeks a financial relationship advisor to provide comprehensive advice and customize solutions helping clients reach financial goals. You'll triage leads, refer to partners, meet with clients, review goals, build plans, and recommend...Monday to Friday
$38.6k - $48.3k
...core values. This role is only open to candidates currently residing within a 45 miles... ...community bank committed to meeting the financial needs of individuals, businesses, and non... ...personal and business banking, lending solutions, and more, all designed to support our...Hourly payFull timeTemporary workWork at officeFlexible hoursNight shift- ...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...
$23 - $29.65 per hour
...Bank dedicated to serving Whatcom, Skagit, Snohomish, and King Counties. An equally important... ...Images hard copy and electronic loan, financial, and customer documents and installs... ...flexible and innovative our financials solutions can be. Being local gives us the flexibility...Full timeContract workWork at officeLocal areaImmediate startMonday to FridayFlexible hoursNight shift- ...and indexing of documents, plus adherence to policy, are essential. The ideal candidate will be detail-oriented, able to multitask, and possess strong written and verbal English skills, with experience in loan ledgers and core #J-18808-Ljbffr Evolving Solution ServicesFull time
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