Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Stage I Financial Solutions Advisor: Licenses & Growth

Bank of America

Bank of America is seeking a Financial Solutions Advisor Stage I in Marysville, WA. This role is crucial for building and managing client relationships while obtaining necessary licenses such as the Securities Industry Essentials, Series 7, and Series 66. You will receive extensive training and coaching to ensure you perform effectively in the role. Successful candidates typically progress to higher stages, with opportunities for career advancement across Bank of America and Merrill. Enjoy a comprehensive benefits package and a supportive work environment. #J-18808-Ljbffr Bank of America

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Stage I Financial Solutions Advisor: Licenses & Growth in Marysville, WA vacancy
  • 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... 
    Suggested

    Bank of America

    Everett, WA
    9 hours ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I to begin their career in the financial industry. This role includes obtaining necessary licenses, delivering core banking and investment solutions, and building relationships with clients. As you progress... 
    Suggested

    Bank of America

    Snohomish, WA
    1 day ago
  • $28.85 - $33.65 per hour

    Bank of America is seeking a Financial Solutions Advisor Stage I in Arlington, VA. This entry-level position offers comprehensive training to obtain securities licenses and develop client relationship skills. You'll deliver tailored banking and investment solutions while... 
    Suggested
    Hourly pay

    Bank of America

    Arlington, WA
    7 hours ago
  • $28.85 - $33.65 per hour

     ...common purpose to help make financial lives better through the...  ...this by driving Responsible Growth and delivering for our clients...  .... Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins...  ...your Securities Industry licenses, where you receive... 
    Suggested
    Hourly pay
    Full time
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Marysville, WA
    17 hours ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I to begin by earning required securities licenses and learning foundational advisor skills. You will help deliver the bank’s core banking and investment solutions while caring for clients with professionalism... 
    Suggested

    Jobtailor

    Arlington, WA
    2 days ago
  • Responsibilities As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses You will be taught the foundational skills needed to be an advisor Help to deliver Bank of America’s core banking, investment solutions and... 

    Jobtailor

    Arlington, WA
    2 days ago
  •  ...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...  ...culture aimed at personal and professional growth. Individuals must be relationship-focused,... 
    Flexible hours

    Mass Mutual NW

    Everett, WA
    1 day ago
  • Bank of America is seeking a licensed financial professional in the Washington area to provide comprehensive advisory services and customized solutions for clients, including triaging leads, referrals, and developing financial plans with brokerage products. The role emphasizes... 

    Bank of America

    Arlington, WA
    2 days ago
  •  ...WealthBridge Financial Group is seeking a results-oriented  Financial...  ...to offer comprehensive solutions, including investment opportunities...  ...client relationships. Licenses or certifications in financial...  ...health resources ~ Career growth opportunities and ongoing training... 

    WealthBridge Financial Group

    Everett, WA
    2 days ago
  •  ...Merrill Advisor Development Program - Financial Advisor: Greater Seattle Market Bellevue...  ...to promote portfolio growth. The Merrill Advisor Development...  ...highly customized solutions to meet client needs Recommending...  ...(63 & 65 in lieu of 66) licenses Minimum of one year... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Everett, WA
    2 days ago
  • $24.52 - $37.5 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...  ...within Key (required). Licenses and Certifications FINRA License... 
    Hourly pay
    Immediate start
    Day shift

    Key Bank

    Marysville, WA
    2 days ago
  • $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...  ...within Key (required) Licenses and Certifications FINRA License... 
    Hourly pay
    Work experience placement
    Flexible hours
    Day shift

    Key Bank

    Marysville, WA
    5 days ago
  • WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team, engaging with clients to understand...  ...will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and... 

    WealthBridge Financial Group

    Everett, WA
    7 hours ago
  • 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... 

    LPL Financial

    Everett, WA
    8 hours ago
  • Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. The role...  ...and recommending brokerage products. Ongoing licenses and SAFE Act training are required. The position... 
    Temporary work

    Bank of America

    Snohomish, WA
    8 hours ago
  •  ...Northwest is seeking motivated and driven individuals interested in building a career in financial services. No prior industry experience is required. We provide training, licensing support, mentorship, and professional development to help you develop your business... 
    Contract work
    For contractors
    Flexible hours

    Mass Mutual NW

    Everett, WA
    3 days ago
  • $23 - $31 per hour

     ...ability to balance service with growth. In this role you will:...  ...meaningful conversations that support financial well-being and deepen...  ...products, services, and solutions Drive branch growth by identifying...  ...seamless handoffs to licensed bankers or other specialists,... 
    Work experience placement
    Flexible hours

    Wells Fargo

    Marysville, WA
    2 days ago
  • Bank of America in Washington state seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals...  ...brokerage products. This role requires required licenses and SAFE Act registration, with eligible... 

    Bank of America

    Marysville, WA
    2 days ago
  • Bank of America in Washington state seeks a financial relationship advisor to provide comprehensive advice and customize solutions helping clients reach financial goals. You'...  ...brokerage products. Role requires licenses, customer-focused communication, and the ability... 
    Monday to Friday

    Bank of America

    Everett, WA
    2 days ago
  • $54k - $64k

    CMG Home Loans is seeking a Licensed Loan Officer Assistant (Production Assistant) to support...  ...qualifying concerns, and recommend solutions. Exceptional prioritization, organizational...  ...compensation and a comprehensive benefits package. #J-18808-Ljbffr CMG Financial
    Self employment
    Work at office
    Remote work

    CMG Financial

    Everett, WA
    2 days ago
  • Global Credit Union seeks a Financial Services Representative II to deliver personalized member experiences in person and over the phone, accurately process transactions, and meet branch and business line goals through cross sales. The role requires six months tenure in... 

    Global Credit Union

    Lake Stevens, WA
    4 days ago
  • Responsibilities This full-time Financial Advisor role is located in Seattle, WA, with flexibility for some remote work. As a Financial Advisor...  ...the ability to work independently. Requirements Insurance license and securities license study materials provided. Bonus... 
    Full time
    Contract work
    Remote work

    MassMutual Northwest

    Everett, WA
    4 days ago
  •  ...operations, and compliance. The role emphasizes building relationships with Realtors, CPAs, and financial planners, maintaining a client database, and closing 3-5 units per month. Licensing in 28 states and state-specific compliance knowledge are advantageous. #J-18808-Ljbffr... 
    Remote job

    Caliver Beach Mortgage, LLC

    Everett, WA
    1 day ago
  • $68.64k - $80k

     ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial...  ...advice-based approach to financial solutions for an assigned book of business. Actively...  ...institution) Must maintain Licenses and FINRA registrations: Active State... 
    Work at office
    Local area

    LPL Financial

    Everett, WA
    4 days ago
  •  ...at Modern Woodmen of America Launch your financial services career with an organization...  ...relationships, allowing for membership growth and greater community impact. We’re proud...  ...already hold: an active life insurance license, FINRA securities registration (Securities... 
    Full time
    Local area

    Modern Woodmen

    Everett, WA
    4 days ago
  • $22.33 per hour

     ...Want to help strengthen your community's financial health? Looking for an employer that...  ...with both personal and business banking solutions that improve their financial health and...  ...service skills. Must have valid driver's license, satisfactory transportation, and adequate... 
    Full time
    Work at office

    WaFd Bank

    Marysville, WA
    2 days ago
  • JPMorganChase is seeking a Financial Advisor in Everett, WA, to provide personalized investment solutions while fostering a diverse work environment. This role requires...  ...experience, along with valid Series 7 and 66 licenses. The candidate will be responsible for managing... 

    JPMorganChase

    Everett, WA
    1 day ago
  • 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...  ...active Series 7 and 66 licenses, and demonstrate success in client... 

    JPMorgan Chase & Co.

    Everett, WA
    2 days ago
  • A reputable financial services company is seeking a full-time Financial Advisor in Seattle, WA, with some remote work flexibility. You will assist clients with financial...  ...success in this role. Insurance and securities license study materials are provided. Additionally,... 
    Remote job
    Full time

    MassMutual Northwest

    Everett, WA
    4 days ago
  • Coastal is seeking a Relationship Banker to sell a full range of banking services to individuals and small businesses, while building lasting relationships and delivering exceptional service. You will interview loan prospects, process consumer loans, and lead sales efforts...

    Coastal

    Marysville, WA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Stage I Financial Solutions Advisor: Licenses & Growth. Be the first to apply!