Financial Solutions Advisor Registration Candidate- Seattle South Market
$28.85 - $33.65 per hourBank of America
Financial Solutions Advisor – Stage I As an FSA I, you will obtain Securities Industry licenses (SIE, Series 7, Series 66) and use them to build and manage client relationships, provide financial advice, and deliver Bank of America’s core banking and investment solutions in our financial centers. You will collaborate with core banking and investment partners, present client recommendations, and prepare for progression to Stage II and future advancement within Bank of America and Merrill. Responsibilities Obtain and maintain Securities Industry licenses within the specified timelines. Acquire, build, and manage client relationships. Develop comprehensive financial solutions based on clients’ complex financial pictures. Deliver client reviews and presentations with confidence. Collaborate with core banking and investment partners to connect clients to needed solutions. Execute multiple tasks simultaneously in a fast‑paced environment. Required Qualifications Bilingual Mandarin proficiency. Ability to self‑discipline time and capacity management. Experience cultivating client relationships and recommending solutions. Strong communication and collaboration skills to build peer relationships. Results‑driven mindset prioritizing client interests. Adaptable to new technologies and applications. Desired Qualifications Minimum of one year of financial services or sales experience. Bachelor’s degree (preferred). Skills Advisory, Account Management, Client Experience Branding Customer & Client Focus, Oral Communications, Issue Management Client Solutions Advisory, Pipeline Management, Active Listening Attention to Detail, Risk Management, Policies, Procedures & Guidelines Client Management, Causation Analysis, Written Communications Minimum Education High School Diploma, GED, or equivalent secondary schooling. Schedule Monday through Friday, with occasional Saturdays required. Example shifts: 8 am-5 pm or 9 am-6 pm. Compensation and Benefits Hourly pay range: $28.85 – $33.65, depending on experience and qualifications. Benefits eligible. Legal Considerations Position is subject to SAFE Act registration requirements; employees must register with the federal registry system and remain in good standing. Failure to obtain or maintain registration may result in immediate termination. #J-18808-Ljbffr Bank of America
- ...Financial Solutions Advisor Registration Candidate- Seattle South Market Seattle, Washington;Bainbridge Island, Washington; Port Orchard, Washington; Seattle, Washington; Seattle, Washington; Silverdale, Washington; Mercer Island, Washington To proceed with your...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
$58k - $67k
...purpose to help make financial lives better... ...of Financial Advisors—those with a... ...As a Financial Solutions Advisor Stage I... ...subject to SAFE Act registration requirements.... .... • Robust marketing support to reach... ...12), US - WA - Seattle - 2202 Westlake Ave - SOUTH LAKE UNION BC (...SuggestedHourly payWork at officeImmediate startShift workDay shift- ...Financial Solutions Advisor Registration Candidate - Northgate, WA Market Seattle, Washington To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
$70k - $80k
...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...position is subject to SAFE Act registration requirements. Pursuant to... ...Transparency details US - WA - Seattle - 1700 7th Ave - 7th And...SuggestedTemporary workShift workDay shift$70k - $80k
...of America is seeking an experienced financial advisor to provide comprehensive financial guidance and solutions to clients across Seattle, Washington. The role involves triaging... ...week. Must obtain and maintain SAFE Act registration; required background check and...SuggestedTemporary workDay shift$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I - Registration Candidate At Bank of America, we are guided by a common purpose to help make financial lives better through... ...Week: 40 Pay Transparency details US - WA - Seattle - 1700 7th Ave - 7th And Olive (WA1103)Pay and benefits...Hourly payShift workDay shift$28.85 - $33.65 per hour
Financial Solutions Advisor - Stage I (Registration Candidate) Primary responsibilities include: Provide end‑to‑end comprehensive advice and customized solutions... ...paid time off, resources, and support. Location: Seattle, WA - 1700 7th Ave, 7th & Olive. Pay Transparency:...Hourly payShift 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...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...common purpose to help make financial lives better through the... ...position is open for the entire market with location determined by... ...needs. As a Financial Solutions Advisor Stage I (FSA I) , your journey... ...position includes SAFE Act registration requirements. All employees...Work at office
$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...Hourly payWork at officeMonday to FridayShift 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...Hourly payWork at officeImmediate startShift 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$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...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$70k - $80k
...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...position is subject to SAFE Act registration requirements. Pursuant to... ...ALDERWOOD BC (WA4101), US - WA - Seattle - 2800 Ne 125th St - LAKE...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift- ...Financial Professional Opportunity Voya Financial Advisors, Inc., a leading independent broker... ...in the greater Seattle area to work... ...seminars. Qualified candidates must possess the... ...Securities registrations – Series 7, 65 &... ...plans Turnkey marketing services Transition...
$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging... ...trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements...Temporary workShift workDay shift$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor - Stage I in Seattle, WA, to provide end-to-end financial... ...Wealth Management Complex. Candidates must hold a High School Diploma... ...the position requires SAFE Act registration. #J-18808-Ljbffr Bank of AmericaHourly pay$28.85 - $33.65 per hour
...institution. This role provides comprehensive financial advice to clients, helps them reach... ..., mutual funds, annuities, banking solutions). Plan short and long‑term financial goals... ...center clientele. Maintain SAFE Act registration for residential mortgage loan origination...Hourly payTemporary workShift workDay shift$28.85 - $33.65 per hour
...Provide end‑to‑end comprehensive advice and customized solutions to clients, helping them achieve their financial goals. Conduct client reviews and presentations,... ...environment. Understand and comply with SAFE Act registration requirements, including background checks and...Hourly payShift workDay shift$28.85 - $33.65 per hour
Overview This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset...Hourly payTemporary workShift workDay shift$70k - $80k
...clients to plan their short‑ and long‑term financial goals by building a financial plan with... ..., and banking and money‑managed solutions. Recommends banking and investment strategies... ...Compliance This role requires SAFE Act registration and completion of required background...Temporary workShift 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
$60k - $75k
...Job Description: Financial Consultant If you... ...needs and recommending solutions FINRA Series 7 & 6... ...and appropriate state registrations OR ability to acquire... ...geographic location, candidate’s relevant experience... ...well-being support, market-leading retirement, generous...Work at officeWork from home$10k - $49.99k
...Alternate titles: Financial Advisor Trainee Seattle · Insurance Agent... ...Financing, Digital Marketing, CPA Alliances, Advanced... ..., the Tacoma/South Sound working-family... ...local law. All candidates must pass a background... ...FINRA. Securities registration requires filing...Contract workFor contractorsTraineeshipSelf employmentWork at officeLocal areaFlexible hours- ...Financial Solutions Advisor - Newcastle Newcastle, Washington To proceed with your application... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE... ...consider for employment and hire qualified candidates without regard to race, religious...Temporary workWork at officeShift workDay shift
- ...impact providing expert financial advice with heart.... ...contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program.... ...workshops and marketing your practice. Have... ...range of expert financial solutions, serving more than 2 million...Local area
$100k
...Lead Financial Advisor Are you looking to expand your... ...Financial Services in Seattle , WA is seeking to... ...seminars, our robust marketing engine that includes... ...existing clients. The ideal candidate for this role will be... ...by Advisor Talent Solutions Advisor Talent...Work at officeLocal areaMonday to FridayFlexible hours$10k - $49.99k
Alternate Titles Financial Advisor Trainee Seattle · Insurance Agent Career... ...Financing, Digital Marketing, CPA Alliances,... ...corridor, the Tacoma/South Sound working-... ...Background Check All candidates must pass a background... ...FINRA. Securities registration requires filing Form...Contract workFor contractorsTraineeshipLocal areaFlexible hours- ...retirement readiness, Voya Financial is committed to... ...Role Voya Financial Advisors® , Inc., a leading independent... ...team in the greater Seattle area to work plan... .... Securities registrations - Series 7, 65 & 66 preferred... ...and plans. Turnkey marketing services. Transition...
$70k - $80k
Bank of America is seeking an experienced financial advisor in Seattle, Washington to provide comprehensive guidance and solutions to clients. The role involves developing personalized financial plans and advising on suitable brokerage products while ensuring compliance...
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