Financial Solutions Advisor I: Licensing & Client Advisory
National Black MBA Association
Bank of America seeks a Financial Solutions Advisor Stage I in Seattle, WA, to help clients enhance their financial lives. Responsibilities include training for Securities Industry licenses and developing client relationships. Candidates must demonstrate discipline, effective communication, and a results-driven mindset. The position offers a competitive hourly pay rate and comprehensive benefits. Advancement opportunities are available within the organization. #J-18808-Ljbffr National Black MBA Association
$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor Stage I in Seattle, WA, to provide client-focused financial advisory and investment solutions. The role includes acquiring necessary licenses and participating in structured training to develop client management skills...SuggestedHourly pay- 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...Suggested
$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor Stage I to help clients with financial solutions while acquiring industry licenses. This role includes training with options for career progression and building client relationships. Applicants should possess a high...SuggestedHourly pay- Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in Seattle.... ...role is vital for building client relationships, guiding financial... ...obtaining required industry licenses and participating in training to enhance your advisory skills. #J-18808-Ljbffr...Suggested
$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor - Stage I in Seattle, WA. In this role, you will manage client relationships and provide tailored financial advice while obtaining Securities Industry licenses. You will work closely with investment partners and prepare...SuggestedHourly pay- Bank of America is seeking a Financial Solutions Advisor Stage I in Renton, WA to begin your journey in the financial industry. You will work towards obtaining necessary securities licenses while providing clients with comprehensive banking and investment solutions. With...
$70k - $80k
...purpose to help make financial lives better through the... ...we deliver for our clients, teammates, communities... ...advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This... ...Skills: Account Management Advisory Client Experience...Full timeTemporary workWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
Job Overview Financial Solutions Advisor Stage I (FSA I) at Bank of America is a client‑focused role that combines financial advisory, core banking, and investment solutions. The position includes... ...(SIE), Series 7 and Series 66 licenses, and a structured progression into...Hourly payMonday to Friday$28.85 - $33.65 per hour
...purpose to help make financial lives better through... ...and delivering for our clients, teammates,... ...Overview As a Financial Solutions Advisor Stage I (FSA I) , your... ...Securities Industry licenses. You will receive dedicated... ...experience. Skills Advisory Account Management Client...Hourly payWork at officeImmediate startShift workDay shift$28.85 - $33.65 per hour
Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage... ...obtaining your Securities Industry licenses. You will receive dedicated... ..., building, and managing client relationships to... ...sales experience. Skills Advisory Account Management Client...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
Job Overview As a Financial Solutions Advisor Stage I (FSA I) in the Bank of America... ...obtain Securities Industry licenses (Securities Industry Essentials... ...66) and receive training in client relationship management, financial analysis and advisory. You will progress through...Hourly payWork at officeImmediate startMonday to Friday$28.85 - $33.65 per hour
...purpose to help make financial lives better through... ...and delivering for our clients, teammates,... ...considerations. As a Financial Solutions Advisor Stage I (FSA I), your... ...Securities Industry licenses. You receive... ...Branding Client Solutions Advisory Investment Management...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...role provides comprehensive financial advice to clients, helps them reach... ...funds, annuities, banking solutions). Plan short and long‑term... ...obtaining required industry licenses. Self‑disciplined time and... ...Branding Client Solutions & Advisory Investment Management Pipeline...Hourly payTemporary workShift 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... ...), Series 7, and Series 66 licenses within the required time frames... ...‑on‑one coaching to develop advisory skills. Acquire, build, and manage...Hourly payWork at officeMonday to FridayShift workDay shift$28.85 - $33.65 per hour
Financial Solutions Advisor - Stage I As an FSA I, you will obtain Securities Industry licenses (SIE, Series 7, Series 66) and use them to build and manage client relationships, provide financial advice, and deliver... ...(preferred). Skills Advisory, Account Management, Client...Hourly payImmediate startMonday to FridayShift work$65k - $75k
...Responsibilities Works with clients to plan short- and long-term financial goals by building a... ...banking and money‑management solutions. Recommends banking and... ...Current Series 7 and 66 licenses (or holds 63/65 in lieu... .... Client solutions, advisory, and investment management...Temporary workShift workDay shift$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I At Bank of America, we are guided by a common... ...and delivering for our clients, teammates, communities, and... ...obtaining your Securities Industry licenses, where you receive... ...experience Skills: Advisory Account Management Client...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$70k - $80k
...Bank Of America Financial Advisor At Bank of America, we... ...how we deliver for our clients, teammates,... ...advice and customized solutions to clients to help them... ...completing required licenses and trainings. This position... ...Account Management Advisory Client Experience...Temporary workShift workDay shift$24.52 - $37.5 per hour
...Private Client Banker Location: 405 NW Gilman Boulevard... ...solver, trusted advisor, and partner to the... ...plan-based approach to financial advice. As a PCB, you... ...appropriate financial solutions to KeyBank's client base... ...within Key (required) Licenses and Certifications...Hourly payWork experience placementImmediate startDay shift$28.85 - $33.65 per hour
...America is seeking a professional to provide comprehensive financial advice to clients in Washington. This role focuses on meeting client... ...School Diploma and has the capacity for obtaining industry licenses. Compensation includes an hourly pay range of $28.85 - $33...Hourly pay$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... ...equivalent, along with relevant experience in advisory roles. The compensation includes a base...$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... ...Mitigate and control risk as part of daily advisory activities. Identify and engage potential...Temporary workDay shift- ...Chase is seeking a Private Client Advisor in Seattle, WA to offer financial planning and advice to a... ...personalized investment solutions, and support clients in... ...2 years in a financial advisory role is required, along... ...Series 7 and Series 66 licenses. The company values diversity...
- ...together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a... ...discretionary investment advisory solution. You will provide clients with a personal... ...Active FINRA Series 7 license (may be obtained with... ...and customizing financial plans and portfolios for...
- ...together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining... ...discretionary investment advisory solution, providing clients with a personal... ...Active FINRA Series 7 license (May be obtained with... ...creating and customizing financial plans and portfolios...Work at office
$70k - $80k
Responsibilities Works with clients to plan their short‑ and long‑term financial goals by building a financial plan with... ..., and banking and money‑managed solutions. Recommends banking and investment... ...Account Management Advisory Client Experience Branding Customer...Temporary workShift workDay shift- ...together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining... ...discretionary investment advisory solution, providing clients with a personal... ...Active FINRA Series 7 license (May be obtained with... ...creating and customizing financial plans and portfolios...Work at office
$28.85 - $33.65 per hour
...companies, and institutions. Advisors and client associates help clients... ...personal relationship with the advisory team. Responsibilities... ...relationship building, and financial picture assessment. Assist... ...with guidance, advice, and solutions to support their financial...Hourly payTraineeship- JPMorgan Chase & Co. is seeking a Private Client Banker for the Wallingford Branch in Seattle, WA. In this role, you will be the... ...collaborating with banking specialists to provide tailored financial solutions. A strong commitment to building relationships and compliance...Full time
$22 - $27 per hour
A regional financial institution based in Seattle is seeking a dedicated professional to provide excellent client service while handling consumer and business account openings. Candidates... ...relationship building and financial solutions. The pay ranges from $22 to $27, and...
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