Financial Solutions Advisor Registration Candidate- NW Snohomish Market
$28.85 - $33.65 per hourBank of America
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
- ...teammates’ physical, emotional, and financial wellness through affordable,... ...advice and customized solutions to clients to help them... ...position is subject to SAFE Act registration requirements. Pursuant to... ...position is open for the entire market and the specific Financial...SuggestedFull timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Fargo, we're more than a financial services leader – we’... ..., services, and solutions Drive branch growth... ...account support. SAFE registration is required at the... ...programs (Credit, Market, Financial Crimes, Operational... ...requirements. Candidates applying to job...SuggestedFull timeWork experience placementFlexible hours
- ...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...SuggestedWork experience placementWork at officeLocal areaImmediate start
- ...with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service... ...Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are...SuggestedImmediate startAfternoon shift
- ...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
$85k - $130k
...LIFEBRANCH WEALTH PARTNERS Associate Financial Advisor LifeBranch Wealth Partners |... ...and guidance. Communicate market and economic insights to... ...and additional solutions when appropriate. Encourage... ...financial decisions. The ideal candidate is motivated by delivering excellent...Private practiceWork at officeLocal area- ...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...Work experience placementWork at officeLocal areaImmediate start
- Bankers Life® Financial Advisors help clients live more and worry less through... ...and find financial solutions with help from industry-leading... ...Life financial products and market trends Develop yourself with... ...and build a team The ideal candidate will have: Active Life & Health...Work at officeFlexible hours
- ...level and first time move-up markets. The Company also provides... ...Relations Manager. The right candidate will report to the Vice President... ...earnings calls and financial reporting and communicate key... ...arrangementsCoordinate conference registrations and attend/participate in...Full timeLocal area
$50 per hour
...Job DescriptionYou will be the Financial Analyst Sr for the PAC 3... ...closeout, providing creative solutions, learning and implementing new... ...implementations.Why Join UsThe ideal candidate is analytical, collaborative,... ..., key skills as well as market(work location) and business...Full timeTemporary workWork experience placementCasual workWork at officeFlexible hours- ...the entry-level and first time move-up markets. The Company also provides mortgage financing... ..., and compliant customer identity solutions and will participate in an established... ...customer identity lifecycle, including registration, authentication, authorization, account...Full time
- ...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
- ...aftersales service, and digital retail solutions. As the automotive industry continues to... ...available of the retail and wholesale used car market to help us quickly value units flowing... ...and Word functionsThe ideal Appraiser candidate will have 1+ years of automotive retail...Full timeLocal areaNight shift
$89.1k - $165.5k
...DescriptionPerforms one or more multiple financial activities within various... ...into actionable business solution recommendations. Timely and... ...of the position, candidate's work experience, education/... ...training, key skills as well as market(work location) and business considerations...Full timeTemporary workWork experience placementCasual workWork at officeFlexible hours$94k - $134k
...skilled engineers who build creative digital solutions to support our colleagues and clients.... ...anyway. You might just be the right candidate for this, or other roles! What you will... ...place to work? Our vast, virtually untapped market potential offers limitless opportunities...Full timeLocal areaImmediate startWork from homeWorldwide- ...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...Full time
$61k - $119k
...Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Advisory Services Trust Services Retirement Solutions Business Needs Analysis Northwestern... ...purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life...Full timeContract workFor contractors- ...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
$169.95k - $179.3k
...secure, automated, and integrated solutions that support global security... ...skills, equity, regular job market evaluations, and geographical... ...in mind: McKesson Talent Advisors will never solicit money or... ...Advisors do not communicate with candidates via online chatrooms or using...Remote work$114.72k - $172.08k
...risk, structuring financing solutions, and partnering directly with... ...borrowers by conducting detailed financial statement analysis, cash flow... ...and clients across markets and business lines to expand... ...purposes) to identify and align the candidate's skills and abilities with a...Full timeWork at officeRemote work$10k
...service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better... ..., Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will...Work experience placementWork at officeWork from home$133.37k - $156.9k
...to make better and smarter financial decisions and enabling the communities... ...results.The successful candidate will combine deep fraud... ...analytics platforms, and digital solutions responsibly, validating... ...requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA...Full timeWork experience placementLocal area3 days per week- ...serving clients in Michigan. The ideal candidate is self-driven, knowledgeable in... ...timely communication Analyze borrower financials to recommend appropriate loan products... ...Stay up to date on lending guidelines, market trends, and interest rate changes Qualifications...Remote workFlexible hours
- ...A financial services firm is seeking a Financial Professional in Arlington, Texas, to educate and support clients on financial matters... ...emphasizes mentoring and training, with no prior experience required. Candidates with customer service or management backgrounds are preferred....Remote workFlexible hours
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- ...overseeing the implementation of the risk solutions that help optimize operations. *... ...organization’s insurance program design, marketing, procurement, and premium allocation. Manage... ..., Experience, Certificates, Licenses, Registrations): * Juris Doctorate (JD) from an...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
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