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 - 3230 172nd St Ne - SMOKEY POINT BC (WA4139), US - WA - Bellingham - 4251 Guide Meridian - CORDATA BC (WA4111), US - WA - Bothell - 1115 228TH ST SE - CANYON PARK BC (WA4153), US - WA - Everett - 1803 112th St Se - SILVER LAKE BC (WA4138), US - WA - Lynnwood - 1424 164TH 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 - 26929 102nd 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
$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...SuggestedWork at officeImmediate startShift workDay shift- ...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
- ...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...SuggestedWork at officeFlexible hours
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...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive... ...approach to financial solutions for an assigned book of... ...maintain Licenses and FINRA registrations: Active State Applicable Life... ...the bank-based investment market space Excellent...SuggestedWork at officeLocal area- ...Associate Financial Advisor Where ambition meets innovation Build... ...with client prospecting and marketing Attend coaching sessions... ...oriented environments. Our ideal candidates pursue greatness, act with... ...products, and retirement solutions. Excellent communication...Work at officeWork from home
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Associate Financial Advisor (AFA) Soundview Financial Group A Private Wealth Advisory Practice... ...into practical, client-friendly solutions Practice Growth & Development * Identify... ...standards, and CRM accuracy Ideal Candidate Profile Required Qualifications *...Private practiceWork at officeMonday to Friday- ...interested in building a career in financial services. No prior industry... ...development opportunities Marketing and business-building... ...Northwest will never ask job candidates to pay any kind of fee, make... ...as part of our hiring process. #J-18808-Ljbffr Mass Mutual NWContract workFor contractorsFlexible hours
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...on the idea that transforming financial lives starts by giving our... .... The Senior Private Wealth Advisor, Practice Lead plays a vital... ...clients we serve. The Ideal candidate lives in the Seattle area and... ...engage with clients on portfolio, market, and economic discussions...16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours$1,000 - $2,000 per month
...AO Garcia Agency is seeking qualified candidates to work in the financial services industry on a part-time, fully remote basis. With the potential... ...will engage with clients, offering personalized benefits solutions. Comprehensive training will be provided, and the role promises...Part timeRemote work$25 - $38.46 per hour
...problem 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... ...Staying updated with market trends and analyzing market... ...pipeline of qualified candidates for future openings....Hourly payWork experience placementImmediate startDay shift$66.85k - $100.28k
...one-on-one consultations, reference and marketing materials and an intranet site.... ...and structure, product knowledge, and financial analysis. ~ Knowledge of government... ...an applicable incentive plan. ~ Candidates in the Western, Washington area can anticipate...Self employmentLive inLocal area- ...star Bank in Washington State by Bauer Financial, an independent bank rating firm. A GREAT... ...of businesses and individuals. Research market for prospective clients. Make joint calls... ...2,500.00 1 week ago Credit Union Member Solutions Specialist - Payment Collections...Full timeBank staffInternshipWork at office
$20 - $22 per hour
...needs, and consistently providing proactive solutions and problem resolutions in alignment... .... Discussing and uncovering customer's financial needs to identify and offer appropriate... ...to $22.00. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory...$175k - $300k
...Loans as a dependable home financing consultant within your local market Minimum Qualifications Active NMLS License in good... ...redirected to complete our Core Capacities Index (CCI) assessment. Candidates who complete the assessment and meet qualifications will be...Local area$20 - $22.88 per hour
...are committed to delivering exceptional financial services to our customers. The Lynnwood... ...travel team branch, and supports King and Snohomish Counties and may support other counties... .... Actively participates in branch marketing and sales promotions. Contributes to...Hourly payFull timePart timeWork at officeMonday to FridayFlexible hoursShift work$20.67 - $31.25 per hour
...98036-6708 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling...Hourly payFull timeWork experience placementDay shift$115k - $190k
...discovery to determine their banking needs, provide innovative financial solutions, and, using the power of teamwork, build lasting... ...client database, client and customer calling/monitoring efforts, marketing, and referrals. Facilitate loan approvals and expedite production...$20.77 - $21.79 per hour
...committed to delivering exceptional financial services to our customers.... ...Travel primarily supporting Snohomish and King counties; however,... ...participates in branch marketing and sales promotions. Contributes... ...incentive, and/or bonuses. #J-18808-Ljbffr Heritage Bank NWHourly payFull timePart timeWork at officeMonday to FridayFlexible hoursShift work$20 - $22 per hour
...anticipates needs, and provides proactive solutions and problem resolutions in line with the... ..., discusses and uncovers customers’ financial needs, and identifies and offers appropriate... ...per hour. The pay rate for the selected candidate is dependent on a variety of non‑...Hourly payNight shift$24.49 - $36.73 per hour
...Washington Trust Bank is looking for a dynamic candidate for our Teller/Receptionist role. If... ...logic to solve problems with effective solutions Required to maintain the security... ...employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are...Hourly payWork at officeLocal areaMonday to Friday$59.5k - $116.6k
...help make it a reality for millions. As a Financial Analyst with Optum, you’ll work on an... ...including but not limited to local labor markets, education, work experience, certifications... ...2 business days or until a sufficient candidate pool has been collected. Job posting may...Minimum wageFull timeWork experience placementReliefWork at officeLocal areaRemote work$23.39 - $35.78 per hour
...Description Patient Financial Counselors are part of a team who has direct interaction with patients and their families either on... ...wage rates on the wage range for this position. The successful candidate's placement on the wage range for this position will be...Minimum wageFull timeWork at officeLocal areaShift work- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage... ...will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and...
- ...At The Retirement Solution (TRS) , we put family first. Our mission... ...enjoy a retirement free from financial worry, and our vision is to be the last financial advisor they’ll ever need. Every plan... ...opportunities to all qualified candidates. We welcome and value diversity...Temporary workWork at office
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$25 - $27.88 per hour
...with transactions. Accurately process cash transactions. Conduct deep conversations with clients to understand financial priorities and connect them to solutions. Execute the bank’s risk culture and operational excellence. Build relationships with clients to meet...Hourly payShift workWeekend workDay shift
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