Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Solutions Advisor Trainee - Licensing Path

Bank of America

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I) in Renton, WA. Begin with licensing in SIE, Series 7 and Series 66, then build foundational skills in client relationships and advisory guidance. You'll rotate through financial centers delivering core banking and investment solutions, progressing to MFSA, building a portfolio of affluent clients, with a structured academy and dedicated resources. #J-18808-Ljbffr Bank of America

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Solutions Advisor Trainee - Licensing Path in Renton, WA vacancy
  • 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

    Bank of America

    Mercer Island, WA
    1 day ago
  • $28.85 - $33.65 per hour

     ...Advisor Development Program Financial Solutions Advisor Stage I Merrill Wealth Management is a leading provider of comprehensive wealth management and...  ...your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your... 
    Traineeship
    Hourly pay
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Renton, WA
    11 hours ago
  • 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... 
    Suggested

    Bank of America

    Renton, WA
    1 day ago
  • WealthBridge Financial Group is seeking individuals in Washington who want to launch a financial...  ..., including sponsorship for required licenses. No prior financial experience is required...  ...while advancing through a clear career path. #J-18808-Ljbffr WealthBridge Financial... 
    Traineeship

    WealthBridge Financial Group

    Seattle, WA
    4 days ago
  • Bank of America in Seattle seeks a Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7, and Series 66 licenses and to develop foundational client-advisory skills. You will work first in a financial center, deliver core banking and investment solutions... 
    Suggested

    Bank of America

    Seattle, WA
    1 day ago
  • $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... 
    Hourly pay

    Bank of America

    Seattle, WA
    11 hours ago
  • $28.85 - $33.65 per hour

     ...guided by a common purpose to help make financial lives better through the power of every...  ...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... 
    Hourly pay
    Full time
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Renton, WA
    1 day ago
  • $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 licenses. You will receive dedicated classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 exams.... 
    Hourly pay
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Renton, WA
    1 day ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) to start by obtaining SIE, Series 7, and Series 66 licenses and to develop foundational client advisory skills....  ...‑office role follows a defined training path, with schedule Monday-Friday and some Saturdays... 
    Work at office
    Monday to Friday

    Bank of America

    Mercer Island, WA
    1 day ago
  • $28.85 - $33.65 per hour

     ...guided by a common purpose to help make financial lives better through the power of every...  ...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... 
    Hourly pay
    Full time
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Seattle, WA
    4 days ago
  • $15 per hour

     ...Financial Solutions Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every...  ...Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. One year experience in the investments industry, including... 
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Seattle, WA
    4 days ago
  • $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...  ...ambiguity, you are comfortable when the path forward isn’t clear, you ask questions,... 
    Full time
    H1b

    PwC

    Seattle, WA
    21 hours ago
  • $10k - $49.99k

    Alternate titles Financial Advisor Trainee Seattle Insurance Agent Career Washington Wealth Management...  ..., and sponsorship for required licensing — a business-to-business affiliation,...  ...Associate → Managing Director career path #J-18808-Ljbffr WealthBridge Financial... 
    Traineeship
    Contract work
    For contractors
    Self employment
    Work at office
    Local area
    Flexible hours

    WealthBridge Financial Group

    Seattle, WA
    4 days ago
  • $70k - $80k

     ...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to...  ...providing comprehensive advice and customized solutions to clients to help them achieve their...  ...knowledge by completing required licenses and trainings. This position is... 
    Temporary work
    Shift work
    Day shift

    Bank of America

    Seattle, WA
    11 hours ago
  • $70k - $80k

     ...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key Responsibilities Works with clients...  ...holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either... 
    Temporary work
    Monday to Friday

    Bank of America

    Seattle, WA
    1 day ago
  • $28.85 - $33.65 per hour

     ...guided by a common purpose to help make financial lives better through the power of...  ...Join us! Role Overview As a Financial Solutions Advisor Stage I (FSA I) , your journey begins...  ...with obtaining your Securities Industry licenses. You will receive dedicated and personalized... 
    Hourly pay
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Seattle, WA
    21 hours ago
  • $28.85 - $33.65 per hour

    Job Overview As a Financial Solutions Advisor Stage I (FSA I) in the Bank of America Financial Center, you will obtain Securities Industry licenses (Securities Industry Essentials, Series 7 and Series 66) and receive training in client relationship management, financial... 
    Hourly pay
    Work at office
    Immediate start
    Monday to Friday

    Bank of America

    Mercer Island, WA
    2 days ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in Seattle. This role is vital for building client relationships, guiding...  ...goals. The position requires obtaining required industry licenses and participating in training to enhance your advisory... 

    Bank of America

    Seattle, WA
    13 hours ago
  •  ...clients to plan their short and long-term financial goals Recommends banking and...  ...holds Series 7 & 66 (63 & 65 in lieu of 66) licenses At least one year experience in the investments...  ...to new information, and seeks the right solutions Soft Skills coaching feedback... 
    Temporary work

    Jobtailor

    Bellevue, WA
    3 days ago
  • $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...  ...Qualifications Current Series 7 and 66 licenses (or holds 63/65 in lieu of 66 within 60... 
    Temporary work
    Shift work
    Day shift

    Bank of America

    Seattle, WA
    21 hours ago
  • $70k - $80k

     ...are committed to helping clients achieve their financial goals through comprehensive advice and customized solutions. Responsibilities Works with clients to plan their...  ...Qualifications Currently holds Series 7 and 66 licenses; if you do not hold the 66 but have either a 63... 
    Temporary work
    Shift work
    Day shift

    Bank of America

    Seattle, WA
    11 hours ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I to start by obtaining securities licenses and to develop foundational advisory skills. The role progresses from building client relationships to delivering comprehensive financial solutions within an office... 
    Work at office

    Bank of America

    Federal Way, WA
    1 day ago
  • $28.85 - $33.65 per hour

    Job Summary Financial Solutions Advisor Stage I (FSA I) - responsible for building client relationships, guiding financial decisions, and delivering...  ...Industry Essentials (SIE), Series 7, and Series 66 licenses within the required time frames. Participate in Academy training... 
    Hourly pay
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Seattle, WA
    21 hours ago
  • $28.85 - $33.65 per hour

     ...institution. This role provides comprehensive financial advice to clients, helps them reach...  ...bonds, mutual funds, annuities, banking solutions). Plan short and long‑term financial...  ...Aptitude in obtaining required industry licenses. Self‑disciplined time and capacity management... 
    Hourly pay
    Temporary work
    Shift work
    Day shift

    Bank of America

    Seattle, WA
    11 hours ago
  • $60.01k - $69.99k

     ...common purpose to help make financial lives better through the power...  ...from all backgrounds and career paths - whether shaped by military...  ...advice and customized solutions to clients to help them achieve...  ...knowledge by completing required licenses and trainings. This position... 
    Hourly pay
    Full time
    Temporary work
    Work at office
    Immediate start
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Bellevue, WA
    2 days ago
  •  ...Master Plumber (Licensed)Full-TimeLocation: Tacoma, WA24/7 Emergency Plumbing & Drain ServicesAbout...  ...with customers, explaining issues and solutions in plain language with upfront pricing•...  ...development opportunities• Clear path for career advancement within a rapidly expanding... 
    Part time
    Apprenticeship
    Local area

    Volarify

    Renton, WA
    1 day ago
  • $25 - $38.46 per hour

    ## Licensed Private Client BankerApplylocations: Seattle, WAtime type...  ...Be a problem solver, trusted advisor, and partner to the people...  ...with a plan-based approach to financial advice. As a PCB, you will deliver...  ...refer appropriate financial solutions to KeyBank's client base with... 
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    Tukwila, WA
    4 days ago
  •  ...Independent Licensed Life Insurance Agent– Remote The Opportunity...  ...our platform as independent advisors. This is a 1099 partnership designed...  ...Sales: Conduct high-level financial protection assessments for...  ...who is ready to leave the "trainee" environment behind and start... 
    Traineeship
    Contract work
    For contractors
    Immediate start
    Remote work
    Home office

    Group Financier Signature

    Renton, WA
    9 days ago
  • $54 - $58 per hour

     ...Licensed Electrician ABM, a leading provider of integrated facility solutions, is looking for a licensed electrician to join our team. The licensed electrician supports...  ...Administers hours for licensed electrical trainees. Qualifications Engineering skill... 
    Traineeship
    Hourly pay
    Flexible hours

    ABM SERVICES

    Seattle, WA
    3 days ago
  • $60k

     ...manager in training, you can count on a career path with a clear beginning and an open end...  ...is a leading provider of mobility solutions, owning and operating the Enterprise Rent...  ...community involvement)Must have a valid driver's license with no more than 2 civil moving... 
    Traineeship
    Hourly pay
    Immediate start

    Enterprise Holdings

    Renton, WA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Solutions Advisor Trainee - Licensing Path. Be the first to apply!