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
- ...Financial Solutions Advisor Registration Candidate- NW Snohomish Market Mount Vernon, Washington;Stanwood, Washington; Snohomish, Washington; Arlington, Washington; Everett, Washington; Bellingham, Washington; Mill Creek, Washington; Lynnwood, Washington; Bothell, Washington...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
$70k - $80k
...purpose to help make financial lives better through the... ...advice and customized solutions to clients to help... ...is subject to SAFE Act registration requirements. Pursuant... ...BC (WA4130), US - WA - Snohomish - 903 2nd St - SNOHOMISH... ...- 26929 102nd Ave Nw - STANWOOD BC (WA4144)...SuggestedTemporary workImmediate startMonday to FridayShift workDay shift$45k - $100k
...applicants. Join a financial services firm... ...20,000 financial advisors across the U.S.... ...financial services/markets and how they work... ...and financial solutions to your clients?... .../Requirements Candidates should have at least... ...Financial services registration, licensing, or...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- Bank of America is seeking a Financial Solutions Advisor Stage I in Marysville, WA. This role is crucial for building and managing client relationships... ...ensure you perform effectively in the role. Successful candidates typically progress to higher stages, with opportunities...Suggested
- ...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... ...bank- based investment market space Excellent knowledge...SuggestedWork at officeLocal area
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin their career in the financial industry. This role includes obtaining necessary... ...across the organization will be available. The ideal candidate will have a high school diploma, strong customer service...
- United States Digital Space LLC in Washington state seeks a financial advisor to help clients achieve their goals by building... ...referrals, and meeting regulatory requirements such as SAFE Act registration. Candidates should hold Series 7 and 66 (or 63/65), have at least...Monday to Friday
$28.85 - $33.65 per hour
Bank of America is looking for a Financial Solutions Advisor Stage I in Lynnwood, WA. This entry-level position supports career development through... ..., including obtaining essential industry licenses. Ideal candidates are those committed to fostering client relationships to...Hourly pay- Bank of America is looking for a Financial Solutions Advisor Stage I in Everett, Washington. You will start your career with training to obtain necessary securities licenses and gain foundational skills necessary to help clients achieve their financial goals. This role...
- ...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
- Bank of America is seeking a Financial Solutions Advisor Stage I in Monroe, Washington. In this role, you will earn essential securities licenses... ...across various roles within the company. As a successful candidate, you'll engage with diverse clients and work within a fast...
- Bank of America in Washington state seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals... ...requires required licenses and SAFE Act registration, with eligible benefits and a formulaic incentive...
- ...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...Work at officeFlexible hours
- ...to helping clients own their financial futures. In this exciting... ...expectations. ~ Strong candidates will also learn to l everage... ..., your knowledge of the markets, and your ability to inspire... ...SAFE Act background check and registration process What’s in it for...Full time
- JPMorganChase is seeking a Financial Advisor in Everett, WA, to provide personalized investment solutions while fostering a diverse work... ...7 and 66 licenses. The candidate will be responsible for managing... ...understanding of financial markets, and employing digital innovations...
- Boeing Employee Credit Union in Everett, WA seeks an Investment Program Financial Advisor affiliated with LPL Financial. You will serve as a Financial Advisor associated with LPL Financial, though you are NOT an employee of LPL. Role focuses on providing advisory services...
- Bank of America in Washington state is seeking a Financial Solutions Advisor Stage I to start by obtaining required securities licenses (SIE, Series 7, Series 66). You’ll learn to build and manage client relationships, assess a client’s financial picture, and offer guidance...Work at office
- Bank of America is seeking a client-focused financial professional to provide comprehensive advice and tailored solutions to clients, including planning with stocks,... ...Compliance with regulatory requirements and SAFE Act registration is essential. #J-18808-Ljbffr Bank of...
$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...Remote jobMinimum wageFull timeWork experience placementReliefWork at officeLocal area$20 - $22 per hour
...Lendmark Financial Services Job Post At Lendmark Financial Services... ...providing personal loan solutions. This position focuses on building... ...of the branch. Actively market all branch products and services... ...Experience of the selected candidate. This position is eligible...Work at office$24.52 - $37.5 per hour
...Be a problem solver, trusted advisor, and partner to the people... ...with a plan-based approach to financial advice. As a PCB, you will... ...refer appropriate financial solutions to KeyBank's client base with... ...build a pipeline of qualified candidates for future openings. While...Hourly payImmediate startDay shift- Mass Mutual NW is seeking motivated individuals in Everett, WA for a career in financial services. No prior experience needed as training and licensing support will be provided. This role focuses on helping clients protect their assets and preparing for their financial...Flexible hours
- AO Garcia Agency is seeking dedicated individuals for a remote financial services role aimed at protecting families. This work-from-... ...will be conducted via Zoom video conferencing, with a focus on candidates who can work independently while contributing to a collaborative...Remote jobWork from home
- ...provided by Corporate! Successful Candidate Attributes: • Proven track record... ...partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3...Remote work
$18 - $24 per hour
...consistently provides proactive solutions and problem resolutions in... ...and uncover customer's financial needs to identify and offer... ...The pay rate for the selected candidate is dependent upon a variety... ...location(s).167 Lincoln Avenue Snohomish WA 98290Our Benefits:We are...Night shift$54k - $64k
...Everett, Washington. The ideal candidate is highly organized, detail-... ...concerns, and recommend solutions. Exceptional prioritization,... ...location (where applicable), market conditions, and internal equity... ...and a comprehensive benefits package. #J-18808-Ljbffr CMG FinancialSelf employmentWork at officeRemote work$25 - $38.46 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...a plan-based approach to financial advice. As a PCB, you will deliver... ...refer appropriate financial solutions to KeyBank's client base with... .... Staying updated with market trends and analyzing market conditions...Hourly payWork experience placementDay shift$60.49k - $73.92k
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...and services, and recommending solutions based on each customer’s unique goals and... ...Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of...Full timeTemporary workLocal area$35 - $40 per hour
...industry, delivering a broad range of creative solutions to clients in the real estate & land development, and energy markets. We have a strong national presence and a... ...Licensing / Certification Fees and Renewals ~ Financial Rewards for Obtaining Licensure ~ Employee...Relocation$38.6k - $48.3k
...core values.*This role is only open to candidates currently residing within a 45 miles radius... ...bank committed to meeting the financial needs of individuals, businesses, and non... ...personal and business banking, lending solutions, and more, all designed to support our...Hourly payFull timeTemporary workWork at officeFlexible hoursNight shift
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