Financial Solutions Advisor Registration Candidate- Columbia South Basin
$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 experienceSkills: • 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 *****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 - Kennewick - 3420 W Kennewick Ave - KENNEWICK BC (WA2117), US - WA - Kennewick - 7600 W Quinault Ave - COLUMBIA MALL BC (WA2107), US - WA - Renton - 17250 140th Ave Se - FAIRWOOD BC (WA3123), US - WA - Richland - 1007 Knight St - RICHLAND BC (WA2138), US - WA - Seattle - 230 Sw 152nd St - BURIEN BC (WA3113), US - WA - Seattle - 4825 Rainier Ave S - COLUMBIA CITY BC (WA3116), US - WA - Spokane - 12320 N Division St - Wandermere (WA2147), US - WA - Spokane - 12816 E Sprague Ave - OPPORTUNITY BC (WA2133), US - WA - Spokane - 2504 E 29th Ave - SOUTH HILL BC (WA2140)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: Seattle; Spokane; Kennewick; Spokane; Seattle; Kennewick; Spokane; Coeur D Alene; Richland; RentonType: Full time
- ...Financial Solutions Advisor Registration Candidate- Columbia South Basin Seattle, Washington;Spokane, Washington; Spokane, Washington; Kennewick, Washington; Seattle, Washington; Kennewick, Washington; Spokane, Washington; Richland, Washington; Coeur D Alene, Idaho...SuggestedWork at officeImmediate startMonday to FridayShift 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... ...to meet clients’ financial needs. Maintain SAFE Act registration and comply with all required background checks. Execute...SuggestedHourly payWork at officeMonday to FridayShift workDay shift$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... ...etc. This position requires SAFE Act registration for residential loan mortgage originations...SuggestedHourly payWork at officeImmediate startShift 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...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of... ...make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedHourly payFull timeWork at officeImmediate startShift workDay shift$65k - $75k
...to plan short- and long-term financial goals by building a... ...banking and money‑management solutions. Recommends banking and investment... ...therefore requires SAFE Act registration, background check, and ongoing... ...(DC1842); 3100 14th St NW - Columbia Heights BC (DC1833). Pay Pay...Temporary workShift workDay shift- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;... ...Melville, New York; Columbia, South Carolina; Dallas, Texas... ...Deliver customized solutions and the full... ...accepted, in lieu of 66) registrations required with 5+ years... ...and hire qualified candidates without regard to race...Work at officeShift workDay shift
$100k - $120k
...re a diversified financial services leader with... ...Financial, Columbia Threadneedle Investments... ...growth through advisor and client... ...manage the end-to-end candidate experience.Understand... ..., investment solutions, external practice... ...Securities Agent Registration (S63 or S66)....Full timeWork experience placementH1bWork at officeLocal areaWork from homeVisa sponsorship1 day per week$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... ...career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all...Work at officeImmediate startShift workDay shift$50k
...Join a financial services firm where your contributions... ...and 20,000 financial advisors across the U.S. and... ...training to maintain registrations and licenses in good... ...information seeking the right solutions for clients... ...new opportunities Candidate qualifications: Series...Work at officeWork from homeHome officeFlexible hours$10k - $49.99k
...Alternate titles Financial Advisor Trainee Seattle Insurance Agent Career Washington... ...Eastside tech corridor, the Tacoma/South Sound working-family market, Spokane... ..., or local law. Background and registration requirements All candidates must pass a background check and fingerprinting...Contract workFor contractorsTraineeshipSelf employmentWork at officeLocal areaFlexible hours- ...Merrill Advisor Development Program - Financial Advisor: Greater Seattle Market Bellevue... ...highly customized solutions to meet client needs... ...is subject to SAFE Act registration requirements. Pursuant to... ...employment and hire qualified candidates without regard to race,...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... .... This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Temporary workWork at officeMonday to FridayShift workDay shift
- ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
- ...and deliver innovative solutions. Empowered with... ...payroll, cloud-based HR and financial management solutions that... ...$169,300District of Columbia $68,000 to $180,300... ...in the United States.Candidates who are currently employed... ..., 416 6th Street South, Corp; Cincinnati, 4th...Full timeWork experience placementLive inWork at officeLocal area
- ...leader for building SAP solutions and we’re curious and... ...a trusted expert and advisor to your clients, team,... ...to $177,800District of Columbia $68,000 to $189,300... ...in the United States.Candidates who are currently employed... ..., 416 6th Street South, Corp; Cincinnati, 4th...Full timeWork experience placementLive inWork at officeLocal area
$80k - $95k
...Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team... ...to identify their financial goals, analyze their... ...Years Preferred FINRA Registrations SRC Indicator: Series... ...discriminate against any candidate or employee on the...Work experience placement- ...functional knowledge of Financial General Ledger and Sub... ...into scalable solutions that drive enterprise... ...to $169,300District of Columbia $68,000 to $180,300Illinois... ...in the United States.Candidates who are currently employed... ..., 416 6th Street South, Corp; Cincinnati, 4th...Full timeWork experience placementLive inWork at officeLocal area
- ...and configuring Oracle solutions. Or you specialize in... ...business requirements; Financial Accounting Hub setup;... ...to $169,300District of Columbia $68,000 to $180,300... ...in the United States.Candidates who are currently employed... ..., 416 6th Street South, Corp; Cincinnati, 4th...Full timeWork experience placementLive inWork at officeLocal area
- ...Alternate titles: Financial Advisor Retirement Transition Sell Your Book of Business Financial... ...service after they step back. Typical candidates: Advisors 55-75 years old with an established... ...regulators and FINRA. Securities registration requires filing Form U4 with...Full timeLocal areaFlexible hours
$77k - $202k
...people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial...Full timeH1b- .... Our Client is looking for talented Financial Advisors just like you! With your extraordinary... ...hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience... ...provide the appropriate investment solutions to existing clients and help expand...Full time
- ...functional knowledge of Financial General Ledger and Sub... ...into scalable solutions that drive enterprise... ...to $177,800District of Columbia $68,000 to $189,300Illinois... ...in the United States.Candidates who are currently employed... ..., 416 6th Street South, Corp; Cincinnati, 4th...Full timeWork experience placementLive inWork at officeLocal area
$99k - $232k
...Our team helps clients optimise and align financial planning, consolidation, reporting and... ...transformation and enterprise performance management solutions that help clients modernize planning,... ...relationships and serve as a trusted advisor across finance transformation...Full timeH1b- ...licensed and learn how to be an associate financial advisor with the industry’s top training... ...requirements related to selling financial solutions Critical thinker, problem solver, and... ..., if not currently registered, registrations may be obtained at Edward Jones during...Full timeTemporary workWork at officeLocal areaFlexible hours
$88k - $150k
...wealth creators with complex financial lives, delivering integrated... ...seeking an experienced Family Advisor to join our advisory team and... ...legendary service. Our ideal candidate is a highly motivated team... ...planning, asset management, lending solutions, life insurance, health...Full timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours$94.3k - $156.9k
...exciting and innovative future is now. PSE's Financial Planning & Analysis team is looking for qualified candidates to fill an open Principal Financial Analyst (... ...to quickly learn new financial planning solutions. In this role, you are expected to uphold...Temporary workLocal areaFlexible hours- ...Private Wealth Advisor The Private Wealth Advisor provides world... ...with excellence providing financial guidance in a manner based... ...implement excellent financial solutions and actively participate in... ...Certifications, Licenses and Registrations: Certified Financial...Work at officeLocal areaNight shift
$129k - $238k
...portfolios to meet complex client financial needs. This position... ...planning capabilities and develop solutions across investments, trust... ..., and fosters the Columbia corporate culture in all actions... ...The pay rate for the selected candidate is dependent upon a variety...Full timeImmediate start- ...The Financial Advisor plays a key role in delivering comprehensive, fiduciary-driven financial... ...and income-protection needs Recommend solutions related to life insurance, annuities,... ...requirements Required Experience & Competencies Candidates should have demonstrated experience...Apprenticeship
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