Client-Focused Financial Solutions Advisor
$28.85 - $33.65 per hourBank of America ATM
Bank of America is seeking a professional to provide comprehensive financial advice to clients in Washington. This role focuses on meeting client financial goals through strategic product recommendations and building lasting relationships. Candidates should be skilled in client management and possess the ability to adapt to various financial technologies. The ideal applicant holds a High School Diploma and has the capacity for obtaining industry licenses. Compensation includes an hourly pay range of $28.85 – $33.65. #J-18808-Ljbffr Bank of America
- Bank of America is looking for a Financial Solutions Advisor Stage I (FSA I) in Mercer Island, WA. This... ...obtaining industry licenses and training in client relationship management.... ...and delivering financial advice, with a focus on collaborative solutions. The role requires...Suggested
$22 - $27 per hour
A regional financial institution based in Seattle is seeking a dedicated professional to provide excellent client service while handling consumer and business account openings. Candidates... ...relationship building and financial solutions. The pay ranges from $22 to $27, and...Suggested- Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in Seattle. This role is vital for building client relationships, guiding financial decisions, and delivering the bank’s core banking and investment solutions. As a Financial Solutions Advisor, you...Suggested
$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...SuggestedHourly pay$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...and delivering for our clients, teammates, communities, and... ...impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey... ...• Customer and Client Focus• Oral Communications• Issue...SuggestedHourly payFull timeWork at officeImmediate startShift workDay shift$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...and delivering for our clients, teammates, communities, and... ...impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey... ...• Customer and Client Focus• Oral Communications• Issue...Hourly payFull timeWork at officeImmediate startShift workDay shift- Bank of America is looking for a Financial Advisor based in Bellevue, Washington. The role includes providing tailored financial advice to clients, helping them achieve their financial goals through customized solutions. Responsibilities involve triaging client leads,...
$70k - $80k
Bank of America in Kenmore, Washington is seeking an Investment Advisor responsible for providing comprehensive advice and customized solutions to help clients achieve financial goals. You will work closely with clients to develop financial plans, recommend investment products...$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key Responsibilities Works with clients... ...Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention...Temporary workMonday to Friday- Thrivent Financial is seeking an Associate Financial Advisor in Seattle, WA, to support clients in their financial journeys. This full-time hybrid... ...planning, insurance solutions, and ongoing relationship management... ...will have a strong focus on customer service, analytical...Full time
$70k - $80k
...Bank of America, we are committed to helping clients achieve their financial goals through comprehensive advice and customized solutions. Responsibilities Works with clients to... ...Client Experience Branding Customer and Client Focus Oral Communications Active Listening...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... ...acquiring, building, and managing client relationships to considering a client'... ...Experience Branding Customer and Client Focus Oral Communications Issue Management Client...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$70k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided by... ...and how we deliver for our clients, teammates, communities and... ...comprehensive advice and customized solutions to clients to help them... ...Branding Customer and Client Focus Oral Communications...Temporary workShift workDay shift$28.85 - $33.65 per hour
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client... ...Client Management Customer and Client Focus Portfolio Management Prospecting Referral...Hourly payTemporary workShift workDay shift$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...and delivering for our clients, teammates, communities, and... ...Role Overview As a Financial Solutions Advisor Stage I (FSA I) , your journey... ...Branding Customer and Client Focus Oral Communications Issue...Hourly 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, guiding financial decisions, and delivering Bank of America’s core... ...Client Experience Branding Customer & Client Focus Oral Communications Issue Management Client Solutions...Hourly payWork at officeMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...institution. This role provides comprehensive financial advice to clients, helps them reach financial goals,... ..., mutual funds, annuities, banking solutions). Plan short and long‑term financial... ...Management & Customer Focus Portfolio Management & Prospecting Business...Hourly payTemporary workShift workDay shift$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... ...Series 66) and receive training in client relationship management, financial analysis... ...Branding Customer and Client Focus Oral Communications Issue Management...Hourly payWork at officeImmediate startMonday to Friday$70k - $80k
Responsibilities Works with 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... ...Branding Customer and Client Focus Oral Communications Active Listening...Temporary workShift workDay shift$77k - $202k
...providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help... ...performance management at PwC, you will focus on helping clients improve their financial...Full timeH1b- ...practice. This role will support advisors with meeting preparations, client follow-ups, and trading tasks, ensuring... ...have 3-5 years of experience in financial services, familiarity with CRM... ...service. Join a collaborative team focused on professional growth and development...Remote job
$25 - $26.77 per hour
...of America is seeking individuals in Bellevue to engage clients and assist with financial transactions through self-service resources. Responsibilities... ...to understand clients' financial needs. With a focus on customer service and adherence to banking regulations,...Hourly pay- Bank of America in Seattle, WA seeks a front-line client assistant to help educate clients on self-service banking... .... You will engage with clients, understand their financial priorities, and connect them to solutions that meet their goals. The role requires strong communication...Weekend work
$99k - $232k
...business. We support our clients by addressing the... ...clients optimise and align financial planning,... ...performance management solutions that help clients modernize... ...will drive initiatives focused on FP&A process redesign... ...and serve as a trusted advisor across finance transformation...Full timeH1b- BECU is seeking an Associate Financial Advisor to join our team in Washington. This role focuses on providing tailored investment services, conducting portfolio reviews, and supporting our member clients' financial goals. The ideal candidate will have a Bachelor's degree...Hourly pay
- 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...
- 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. You'll support and grow a client portfolio and progress to higher roles, including FSA...Work at officeMonday to Friday
- Fidelity Investments in Bellevue, WA is seeking a Financial Consultant to engage with clients in the Investor Center, offering mentorship and personalized... ...building, needs assessment, and presenting investment solutions while aiming to grow client assets. #J-18808-Ljbffr...
- Responsibilities Works with clients to plan their short and long-term financial goals Recommends banking and investments strategies Triages client requests... ..., adapts to new information, and seeks the right solutions Soft Skills coaching feedback relationship building...Temporary work
$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... ...is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One...Work at officeImmediate startShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Focused Financial Solutions Advisor. Be the first to apply!
- community service representative Seattle, WA
- client service representative Seattle, WA
- career services representative Seattle, WA
- bilingual customer service representative spanish english Seattle, WA
- customer experience agent Seattle, WA
- customer account representative Seattle, WA
- client solutions specialist Seattle, WA
- customer experience associate Seattle, WA
- entry level customer support representative Seattle, WA
- part time customer representative Seattle, WA

