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
$15 per hour
...Financial Solutions Advisor At Bank of America, we are guided by a common purpose to help make financial... ...position is subject to SAFE Act registration requirements. Pursuant to the SAFE... ...up on client acquisition. Robust marketing support to reach wider audiences...SuggestedWork at officeImmediate startShift workDay shift- ...Merrill Advisor Development Program - Financial Advisor: Greater Seattle Market Bellevue, Washington;Seattle... ...executing highly customized solutions to meet client needs... ...subject to SAFE Act registration requirements.... ...and hire qualified candidates without regard to race...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...position is subject to SAFE Act registration requirements. Pursuant to... ...position is open for the entire market and the specific Financial...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
$10k - $49.99k
...Alternate titles Financial Advisor Trainee Seattle Insurance Agent Career Washington... ...Specialties: Premium Financing, Digital Marketing, CPA Alliances, Advanced Planning... ..., or local law. Background and registration requirements All candidates must pass a background check and...SuggestedContract workFor contractorsTraineeshipSelf employmentWork at officeLocal areaFlexible hours$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$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- ...Client is looking for talented Financial Advisors just like you! With your... ...65 and/or 66 and state registrations required within 3 months of... ...the appropriate investment solutions to existing clients and help... ...understanding of financial markets, and can effectively simplify...Full time
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- ...to helping clients own their financial futures. In this exciting... ...expectations. ~ Strong candidates will also learn to l everage... ...guidelines, your knowledge of the markets, and your ability to inspire... ...Act background check and registration process What’s in it for...Part timeImmediate start
- ...to?helping clients own their financial futures. In this exciting... ...client 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 What's in it for...
- ...develop creative financing solutions to resolve complex and often... ...1billion. The successful candidate will solicit the sale of bank... ...include collecting and analyzing financial data to determine the... ...Finance, Accounting, Economics, Marketing (preferred) ~ Strong...Local area
$1,000 - $2,000 per month
...AO Garcia Agency is seeking qualified candidates to work in the financial services industry on a part-time, fully remote basis. With the potential... ...will engage with clients, offering personalized benefits solutions. Comprehensive training will be provided, and the role promises...Part timeRemote work- ...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
$25 - $38.46 per hour
...problem solver, trusted advisor, and partner to the... ...plan-based approach to financial advice. As a PCB, you... ...appropriate financial solutions to KeyBank's client base... ...Staying updated with market trends and analyzing market... ...pipeline of qualified candidates for future openings....Hourly payWork experience placementImmediate startDay shift- 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
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...Wells Fargo, we're more than a financial services leader - we're a... ...banking products, services, and solutions * Drive branch growth by... ...ongoing account support. * SAFE registration is required at the time of... ...risk programs (Credit, Market, Financial Crimes, Operational...Work experience placementFlexible hours$256k - $356k
...channel sales in the business technology market. ~10 years of people management... .... About the job The Cloud Partner Solutions Investments team is focused on accelerating... ...scaling best practices. Acting as a key advisor to senior leadership and as a key leader...$100k - $300k
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...currently seeking a talented Financial Analyst to join our dynamic Finance Team in Kirkland, WA. Candidates local to the greater Seattle/... ...is passionate about building solutions and continuous improvement. This... ..., education, certifications, market conditions, and business...Full timePart timeLocal areaRelocation packageFlexible hours- ...Business Overview: Ascend National Wealth Advisors, an established financial services practice for Thrivent is... ...drive, aptitude, and cultural fit, candidates can advance towards a Lead Advisor... ...Must be fully Licensed: Securities registration required- SIE, Series 7 and 66 (or...Full timeWork at officeLocal area
- ...collaborative and analytical Senior Financial Analyst to help shape sound... ...issues, identifying solutions, and offering guidance on... ...regulations. A successful candidate in this position will:... ...miles within both King and Snohomish Counties and is home to 51,7...Flexible hours
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...Description The Financial Advisor at Addison Avenue Investment Services, a division of First... ...access to industry-leading investment solutions, planning tools, operational infrastructure... ...-term presence in a highly affluent market with significant growth potential. Here...Work at office$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$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique... ...· Trust Services · Retirement Solutions · Business Needs Analysis Northwestern... ...purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life...Full timeContract workFor contractorsWork at office$109.6k - $148.3k
...as of March 31, 2025.Symetra Financial Corporation ("SFC"), a... ...currently has recently begun marketing its investment management services... ...practices and innovative solutions to streamline workflows and... ...hiring practices. For all roles, candidates will be required (after the...Immediate startRemote workWork from homeFlexible hoursShift work- ...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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...company that is a leader in the financial service industry, New York... ...you in valuable skills such as marketing, customer relationship... ...email content. Products and solutions - Together with its subsidiaries... ...such as by becoming a financial advisor with Eagle Strategies LLC,...Contract workWork at officeRemote work1 day per week
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