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 Schedule Monday thru Friday, some Saturdays required Schedule Example: 8am-5pm, 9am-6pm, etc We’ll help you Build 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 experience Bilingual Mandarin Preferred Skills: • 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 Communications Minimum 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: 40 Pay Transparency details US - 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 information Pay range $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. Benefits This 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. Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Getting started Regardless of the position you are interested in, the starting points to building your resume are the same: 1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2. Think about why you can do the job and make a list of your skills that are relative to the job. 3. Identify experiences or accomplishments that show your proficiency in the skills required for the job. 4. Summarize your abilities, accomplishments and skills into a brief, concise document. Considerations when writing a resume • Do be brief. Resumes should be 1-2 pages in length. • Do be upbeat and active in your wording. • Do emphasize what you have done clearly and concretely. • Do be neat and well organized. • Do have others proofread and critique your resume. Spell check. Make it error free. • Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible. • Don't be dishonest, always tell the truth about yourself in the most flattering light. • Don't include salary history or requirements. • Don't include references. • Don't include accomplishments that do not support your professional goals. • Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) • Don't use italics, underlining, shadows or other fancy treatments. Seven steps to a successful interview 1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview? 2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available? 3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight. 4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down. 5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks. 6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease. 7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage. Pay Transparency - Privacy Statement -
$28.85 - $33.65 per hour
Financial Solutions Advisor - Stage I (FSA I) Assist clients in achieving their financial goals by leveraging Bank of America’s core banking and... ...’ well‑being. Compliance Position requires SAFE Act registration. Employees must register with the federal registry system...SuggestedHourly payWork at officeImmediate startMonday to FridayDay shift$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role involves triaging client leads,... ...hold the required licenses and comply with SAFE Act registration requirements. Key Responsibilities Works with...SuggestedTemporary workImmediate startShift workDay shift$28.85 - $33.65 per hour
Bank of America in Marysville is seeking a Financial Solutions Advisor to assist clients in achieving financial goals using core banking and investment... ...compliance with regulatory requirements. The ideal candidate must pass relevant industry exams and demonstrate strong communication...SuggestedHourly payFull time- A financial services firm in Lynnwood is seeking a Wealth Advisor to deliver tailored financial solutions and services. Successful candidates will be highly motivated self-starters with strong investment... ...licenses and regaining registrations, and collaborating with branch...Suggested
$60k - $75k
...Job Description: Financial Consultant If... ...needs and recommending solutions ~ FINRA Series... ...appropriate state registrations, OR ability to... ...geographic location, candidate’s relevant experience... ...well-being support, market-leading retirement, generous...SuggestedWork at officeWork from home$68.64k - $80k
...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... ...the bank-based investment market space Excellent...Work at officeLocal area$70k - $80k
A national financial services company located in Everett is seeking a financial advisor to assist clients in planning their financial goals. Responsibilities include building... ...strategies, and engaging potential clients. Candidates should have Series 7 & 66 certifications, at...$70k - $80k
A leading financial institution in Lynnwood, WA is seeking a financial advisor to guide clients in achieving their financial goals through tailored solutions. The ideal candidate will hold Series 7 & 66, have at least one year of experience in the finance sector, and excel...Full time- ...relationships and assist with new account openings and processing service requests. The ideal candidate has over 6 months of customer interaction experience and must meet SAFE registration criteria. This position offers a comprehensive benefits package and opportunities for...
- Coastal is seeking a Relationship Banker in Snohomish, Washington to provide exceptional customer service and sell a full range of banking products. The successful candidate will possess a professional attitude, effective communication skills, and a commitment to follow...
- ...health coverage, 401(k), and tuition reimbursement. The ideal candidate has strong customer service skills and 6+ months of customer... .... Join a supportive team dedicated to professional growth and delivering tailored financial solutions. #J-18808-Ljbffr Quality Talent GroupFull timePart time
- ...individuals interested in building a career in financial services. No prior industry experience... ...and development opportunities * Marketing and business-building resources *... ...MassMutual Northwest will never ask job candidates to pay any kind of fee, make cash or check...Contract workFor contractorsFlexible hours
- ...to?helping clients own their financial futures. In this exciting... ...expectations.?? ~ Strong candidates will also learn to leverage... ..., your knowledge of the markets, and your ability to inspire... ...SAFE Act background check and registration process Whats in it for you...
- ...ingredients you need at LPL Financial to shape your success... ...Associate Financial Advisor with Olympic... ...client prospecting and marketing Attend coaching sessions... ...environments. Our ideal candidates pursue greatness ,... ...products, and retirement solutions. Excellent...Work at officeWork from home
- 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...
- ...to helping clients own their financial futures. In this exciting... ...client expectations. Strong candidates will also learn to leverage... ...guidelines, your knowledge of the markets, and your ability to inspire... ...Act background check and registration process. What’s in it for...
$59k - $74k
...You joined the financial services industry... ...providing investment solutions and growing... ...dedicated local advisor. The Expertise... ...appropriate state registrations, OR ability to acquire... ...location, candidate's relevant experience... ...well-being support, market-leading...Work at officeLocal areaWork from home- ...Banking division. The role involves building strong customer relationships and assisting with new accounts and service requests. Ideal candidates have a strong customer service background and at least 6 months of customer interaction experience. The position offers a...
- ...Small, and Business Banking division. You will be responsible for building strong customer relationships and providing tailored financial solutions. The role offers a comprehensive benefits package, including health coverage, 401(k), paid time off, and opportunities for...
- A leading global financial services firm is seeking an Associate Banker in Snohomish, WA. This role involves engaging customers in the branch, assisting... ...transactions, and educating them on digital banking solutions. The ideal candidate will have at least 6 months of customer...
$23 - $27 per hour
...exceptional customer service while processing credit loan applications. The role involves problem-solving and meeting sales goals. Candidates must have at least two years of experience in customer service or sales and possess strong communication skills. The position...Hourly payFull timeSeasonal workShift work- Bank of America is seeking a Financial Advisor in Snohomish, Washington, responsible for guiding clients... ...goals through comprehensive solutions. Roles include triaging client leads... ...with brokerage products. The ideal candidate should hold Series 7 and 66 licenses...
$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- ...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...Temporary work
$59k - $98.56k
...areas of finance, including Accounting, Financial Planning & Analysis (FP&A), and other... ...performance, and strategic planning. GLDP candidates will lead an intensive project during... ...We value customer needs and develop solutions that matter. We seek candidates who can...Work experience placementInternshipLocal areaImmediate start$117.9k - $166k
...lead for SAP Enterprise Finance Solutions for Finance work stream... ...existing and new modules in the market, SAP and non‑SAP, that bring... ...Controls with this position candidates must be a US Person (Green Card... ...+ years of experience in SAP Financial Accounting and SAP Controlling...Live inImmediate startRelocationVisa sponsorshipWork visaRelocation packageFlexible hoursShift workDay shift$122.4k - $165.6k
...is currently seeking a Senior Financial Analyst to join the team in... ...relocation assistance for qualified candidates. This role will support our... ...root cause and recommend solutions Basic Qualifications (Required... ...qualifications, as well as market and business considerations....RelocationVisa sponsorshipWork visaRelocation packageFlexible hoursShift workDay shift- ...Associate Financial Advisor (AFA) Soundview Financial Group, a Private Wealth Advisory Practice... ...into practical, client-friendly solutions Identify opportunities to deepen... ...standards, and CRM accuracy Ideal Candidate Profile Required Qualifications...Private practiceWork at officeMonday to Friday
- ...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...
- A leading global financial services firm located in Everett, WA seeks a Private Client Advisor to offer comprehensive financial planning and investment solutions to a diverse range of clients. Ideal candidates will have at least 2 years experience in financial advisory...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor Registration Candidate- NW Snohomish Market. Be the first to apply!
- finance associate Everett, WA
- financial planning administrator Everett, WA
- financial planning assistant Everett, WA
- financial associate Everett, WA
- estate planning consultant Everett, WA
- financial consultant Everett, WA
- jde finance consultant Everett, WA
- associate corporate finance Everett, WA
- financial counselor Everett, WA
- financial advisor associate Everett, WA

