Financial Solutions Advisor Registration Candidate- South Puget Sound/Seattle 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 experienceSkills: • 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 - Bainbridge Island - 1200 HILDEBRAND LN NE - BAINBRIDGE ISLAND BC (WA6101), US - WA - Bonney Lake - 19321 State Route 410 E - BONNEY LAKE BANKING CENTER (WA5109), US - WA - Des Moines - 707 S 227th St - DES MOINES BC (WA3118), US - WA - Federal Way - 32011 Pacific Hwy S - FEDERAL WAY BC (WA5113), US - WA - Gig Harbor - 4815 Point Fosdick Dr Nw - GIG HARBOR BC (WA5115), US - WA - Mercer Island - 2830 80th Ave Se - MERCER ISLAND BC (WA3143), US - WA - Port Orchard - 1497 Olney Ave Se - PORT ORCHARD BC (WA6112), US - WA - Puyallup - 205 W Meeker - PUYALLUP BC (WA5132), US - WA - Seattle - 2555 Beacon Ave S - BEACON HILL BC (WA3106), US - WA - Seattle - 4001 Sw Alaska St - West Seattle (WA3176), US - WA - Silverdale - 9981 Silverdale Way Nw - Silverdale Towne Centre (WA6118), US - WA - Tacoma - 11315 Pacific Ave S - PARKLAND BC (WA5131), US - WA - Tacoma - 2101 N Pearl St - WESTGATE BC (WA5145), US - WA - Tacoma - 4002 Tacoma Mall Blvd - TACOMA MALL BC (WA5141), US - WA - Tacoma - 9515 Bridgeport Way Sw - Lakewood (WA5125)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: Bainbridge Island; Tacoma; Seattle; Tacoma; Puyallup; Tacoma; Silverdale; Tacoma; Des Moines; Port Orchard; Gig Harbor; Federal Way; Seattle; Bonney Lake; Mercer IslandType: Full time
- ...Financial Solutions Advisor Registration Candidate- Columbia South Basin Seattle, Washington;Spokane, Washington; Spokane, Washington; Kennewick, Washington; Seattle, Washington; Kennewick, Washington; Spokane, Washington; Richland, Washington; Coeur D Alene, Idaho;...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- ...Merrill Advisor Development Program - Financial Advisor: Greater Seattle Market Bellevue, Washington;Seattle... ...executing highly customized solutions to meet client needs... ...subject to SAFE Act registration requirements.... ...and hire qualified candidates without regard to race...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the... ...Role Overview As a Financial Solutions Advisor Stage I (FSA I) , your journey... ...- WA - Renton; US - WA - Seattle; US - WA - Spokane, etc.... ...position requires SAFE Act registration for residential loan mortgage...SuggestedHourly payWork at officeImmediate startShift workDay shift$28.85 - $33.65 per hour
Job Summary Financial Solutions Advisor Stage I (FSA I) - responsible for building client relationships... ...financial needs. Maintain SAFE Act registration and comply with all required... ...US-WA-Renton,17250140thAveS. US-WA-Seattle,230Sw152ndSt. US-WA-Seattle,4825RainierAveS...SuggestedHourly payWork at officeMonday to FridayShift workDay shift$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... ...career journey. This position is subject to SAFE Act registration requirements. All employees involved in residential loan...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift$65k - $75k
...with clients to plan short- and long-term financial goals by building a financial plan with... ..., and banking and money‑management solutions. Recommends banking and investment strategies... ...and therefore requires SAFE Act registration, background check, and ongoing compliance...Temporary workShift workDay shift$10k - $49.99k
...Alternate titles Financial Advisor Trainee Seattle Insurance Agent Career Washington... ...Financing, Digital Marketing, CPA Alliances,... ...corridor, the Tacoma/South Sound working-family market... ...law. Background and registration requirements All candidates must pass a background...Contract workFor contractorsTraineeshipSelf employmentWork at officeLocal areaFlexible hours$100k - $120k
...a diversified financial services leader... ...implementing sound strategy and growth through advisor and client acquisition... ...end-to-end candidate experience.... ..., investment solutions, external... ...Securities Agent Registration (S63 or S66).Active... ...: 07182 Seattle (P1); Seattle,...Full timeWork experience placementH1bWork at officeLocal areaWork from homeVisa sponsorship1 day per week$15 per hour
...Financial Solutions Advisor At Bank of America, we are guided by a common purpose to help make financial... ...position is subject to SAFE Act registration requirements. Pursuant to the SAFE... ...up on client acquisition. Robust marketing support to reach wider audiences...Work at officeImmediate startShift workDay shift- ...Merrill Experienced Financial Advisor Honolulu,... ...York; Columbia, South Carolina; Dallas... ...Lauderdale, Florida; Seattle, Washington; San... ...customized solutions and the full resources... ...in lieu of 66) registrations required with 5+... ...hire qualified candidates without regard...Work at officeShift workDay shift
$28.7 - $45.9 per hour
...facing roles; mortgage or financial services experience is... ...-office full-time in Seattle, WA for hands-on... ...experience and perspective of candidates with non-traditional... ...the real estate market and through their careers... ...company policies, exercise sound judgment, effectively...Hourly payFull timeWork at officeLocal areaWork from homeMonday to Friday$50k
...Join a financial services firm where your contributions... ...20,000 financial advisors across the U.S.... ...to maintain registrations and licenses in... ...critically, with sound judgment. What... ...the right solutions for clients Comfortable... ...opportunities Candidate qualifications:...Work at officeWork from homeHome officeFlexible hours$23 - $31 per hour
...Fargo, we're more than a financial services leader - we'... ...service mindset, sound judgment, flexibility... ...products, services, and solutions * Drive branch growth... ...support. * SAFE registration is required at the time... ...Location(s): * 1819 NW Market St SEATTLE, WA 98107 Pay Range:...Work experience placementFlexible hours$22 - $27.4 per hour
...community, helping provide the financial service backbone for its... ..., sharing digital solutions, and making appropriate introductions... ...Location(s): 1819 NW Market Street, Seattle, Washington, 98107 2800 3rd... ...remediation of issues, and making sound risk decisions commensurate...Part timeWork experience placementLocal area- ...AITransPerfect is the leading solution provider of AI,... ...in shaping our market approach and the... ...relevant sector.The Ideal Candidate You are a strategic... ...perspectivesBe financially responsible and make sound financial... ...Francisco, CA; US-Seattle, WA; US-Los Angeles...Full time
- ...deliver innovative solutions. Empowered with... ...cloud-based HR and financial management solutions... ...offers a market competitive suite... ...the United States.Candidates who are currently... ...Kirkland, 416 6th Street South, Corp; Cincinnati,... ...Meridian St., Corp; Seattle, 1191 2nd Avenue,...Full timeWork experience placementLive inWork at officeLocal area
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$80k - $95k
...Wealth Advisor Supported with a robust array... ...of resources and solutions, The Wealth... ...to identify their financial goals, analyze their... ...developments in security markets in order to... ...Preferred FINRA Registrations SRC Indicator:... ...discriminate against any candidate or employee on...Work experience placement$75k - $125k
...with a passion for the financial markets, the desire to work... ...financial goals. Our advisor-led wealth management... ...business provides digital solutions for customers to... ...reasonable accommodations for candidates with special needs or... ...base salary for this Seattle, Washington, United...Full timeTemporary workPart time- ...fully intend for the selected candidate for this role to work on site... ...helping clients own their financial futures. In this exciting role... ...guidelines, your knowledge of the markets, and your ability to inspire... ...about market conditions, sound investing principles, and the...Part timeWork at officeImmediate start
- ...Private Wealth Advisor The Private Wealth... ...Francisco, CA Seattle, WA Washington... ...Trust target market and has the ability... ...excellence providing financial guidance in a... ...excellent financial solutions and actively... ...Certifications, Licenses and Registrations: Certified...Work at officeLocal areaNight shift
$94.3k - $156.9k
...Puget Sound Energy is looking to grow our community with top talented... ...innovative future is now. PSE's Financial Planning & Analysis team is looking for qualified candidates to fill an open Principal... ...learn new financial planning solutions. In this role, you are...Temporary workLocal areaFlexible hours- ...functional knowledge of Financial General Ledger and... ...into scalable solutions that drive... ...Accenture offers a market competitive suite... ...the United States.Candidates who are currently... ...Kirkland, 416 6th Street South, Corp; Cincinnati,... ...Meridian St., Corp; Seattle, 1191 2nd Avenue,...Full timeWork experience placementLive inWork at officeLocal area
- ...configuring Oracle solutions. Or you specialize... ...requirements; Financial Accounting Hub setup... ...Accenture offers a market competitive suite... ...the United States.Candidates who are currently... ...Kirkland, 416 6th Street South, Corp; Cincinnati,... ...St., Corp; Seattle, 1191 2nd Avenue,...Full timeWork experience placementLive inWork at officeLocal area
- ...Alternate titles: Financial Advisor Retirement Transition Sell Your Book... ...in the advisor’s existing market) Engagement Type: Book acquisition... ...they step back. Typical candidates: Advisors 55-75 years old... ...and FINRA. Securities registration requires filing Form U4 with...Full timeLocal areaFlexible hours
$68.64k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide... ...branch located in Seattle, Lynnwood, Bellevue,... ...approach to financial solutions for an assigned book... ...Licenses and FINRA registrations: Active State Applicable... ...-based investment market space Excellent...Work at officeLocal area$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... ...San Francisco; CA-Silicon Valley; PA-Philadelphia; WA-Seattle; TX-HoustonType: Full timeFull timeH1b$25 - $30 per hour
...providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice,... ...financial statements, and market risk.Demonstrates... ...for the selected candidate is dependent upon a... ...Anne Avenue North Seattle WA 98109Our...Weekend work- ...seeking a Senior Associate Financial Planner for our... ...Bellevue, WA, Office. Candidates who currently have a... ...At Mainspring Wealth Advisors, we emphasize care for... ...: Required FINRA registration, including Series 7 and... ...locations in the Puget Sound area. At Mainspring Wealth...Work at office
$103.5k - $242.65k
Milliman's Seattle Health Practice is looking for an FSA with... ...years, Milliman delivers market-leading services and solutions to clients worldwide.... ...healthcare, life insurance and financial services, and property... ...to thrive. For motivated candidates, this is an exceptional...Full timeWork experience placementWork at officeRemote workWorldwide
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