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 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 Bellevue, WA. This role involves obtaining necessary Securities Industry licenses, managing client relationships, and providing financial solutions. Successful candidates will receive comprehensive...Suggested
- Bank of America is seeking a Financial Solutions Advisor Stage I in Seattle, WA, to guide clients through their financial journey. This role includes obtaining Securities Industry licenses and developing client relationships while providing comprehensive financial advice...Suggested
$70k - $80k
Bank Of America Financial Advisor At Bank of America, we are... ...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 Branding...SuggestedTemporary workWork at officeShift workDay shift- ...purpose to help make financial lives better through the... ...delivering for our clients, teammates, communities... ...banking and money-managed solutions Recommends banking... ...3 & 65 in lieu of 66) licenses. If you do not currently... ...licenses. Skills Advisory Account Management Client...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
$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
Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage... ...your Securities Industry licenses, where you receive dedicated... ...acquiring, 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
...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- ...together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining... ...investment advisory solution, providing clients with a personal relationship... ...Active FINRA Series 7 license (May be obtained with a... ...and customizing financial plans and portfolios for...Work at office
- ...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...
$70k - $80k
Bank of America is seeking a Financial Advisor in Renton, Washington. The role involves... ...personalized financial advice and solutions, with an emphasis on client relationship building and risk... ...include possessing Series 7 & 66 licenses, experience in the investments industry...- Bank of America is seeking a Financial Solutions Advisor Stage I in Kirkland, WA. In this role, you'll obtain essential securities licenses and learn to manage client relationships by assessing their financial needs. As you progress, you'll deepen your involvement with...
- ...common purpose to help make financial lives better through the power... ...and delivering for our clients, teammates, communities, and... ...business needs. As a Financial Solutions Advisor Stage I (FSA I) , your journey... ...Securities Industry licenses, including dedicated classes...Work at office
- ...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
- A financial services firm seeks motivated individuals to become wealth managers, focusing on client engagement and personalized financial strategies... ...bachelor's degree and state licensing. Opportunities for... ...aid career development. #J-18808-Ljbffr Equitable Advisors
$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...- Bank of America in Kenmore, Washington seeks an enthusiastic Client Solutions Advisor. This role is vital in engaging clients, assisting with transactions, and providing financial solutions. Candidates should possess a high school diploma and demonstrate strong communication...Full time
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is... ...you can help your clients achieve their goals through... ...and obtaining licenses. Our award‑winning training... ...Funding • Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis...Work at office- ProducifyX in Seattle, Washington, is seeking a Financial Consultant to engage with clients, develop comprehensive financial plans, and recommend insurance solutions. The ideal candidate will possess a bachelor's degree, strong interpersonal skills, and a commitment to...
- ...purpose to help make financial lives better through the... ...delivering for our clients, teammates, communities... ...advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This... ...licenses. Skills: • Advisory • Account Management...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- The Financial Advisor plays a key role in delivering comprehensive... ...of existing clients. This role is centered... ...structured, process-driven advisory model. You will serve... ...by appropriately licensed advisors. Key Responsibilities... ...needs Recommend solutions related to life...Apprenticeship
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is... ...you can help your clients achieve their goals through... ...and obtaining licenses. Our award-winning training... ...Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis...Full timeContract workFor contractorsWork at office- A leading financial services company is seeking candidates for a role focused on helping clients achieve their financial goals. The ideal candidate should hold Series 7 & 66 licenses, have at least one year of experience in the investments industry, and demonstrate proficiency...
- A major financial services company in Seattle is seeking a Private Client Advisor to offer comprehensive financial planning and investment solutions. You will build relationships with... ...years of financial advisory experience, Series 7 and 66 licenses, and a passion for...
$124k
...is a leader in the financial service industry,... ...peace of mind to your clients while helping them... .... Products and solutions - Together with... ...and SIPC), a Licensed Insurance Agency,... ...becoming a financial advisor with Eagle Strategies... ..., our investment advisory division, to offer...Full timeContract workWork at officeRemote work1 day per week- ...Private Client Advisor Opportunity Schwab Private Client is a premier, fee-based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized... ...seamless client interactions Financial Planning software designed for customized...
$88k - $150k
...creators with complex financial lives, delivering... ...experienced Family Advisor to join our advisory team and work closely... ...trusted partner to clients, supporting them before... ...management, lending solutions, life insurance,... ...Disability Insurance license. Operates proficiently...Full timeTemporary workWork at officeLocal areaMonday to Friday$60k - $80k
Thrivent Financial in Spokane, WA, is seeking a Team-Based Financial Advisor to provide expert financial advice with heart. This full... ...candidates to obtain necessary licenses and undergo a comprehensive... ...candidate will participate in building client relationships and growing a...Full timeWork at office$88k - $150k
...its promise to help clients reach their goals... ...Family Advisor to join our firm.... ...Management Lending Solutions Life Insurance Family... ...individualized basis Assist Financial Planning... ...-facing financial advisory role at a broker dealer... ...Disability Insurance license Prior experience...Full timeTemporary workWork at office
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