Financial Advisor Mass Mutual NWFinancial AdvisorBellevue, WA$75,000–$125,000 / yearMassMutual Northwest will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process. We provide training, licensing support, mentorship, and professional development to help you develop your business within the firm’s supported platform.
Financial Solutions Advisor Registration Candidate- Columbia South Basin Bank of AmericaFinancial Solutions Advisor Registration Candidate- Columbia South BasinSeattle, WashingtonUS - 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). 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.
Financial Solutions Advisor Registration Candidate - West Issaquah Bank of AmericaFinancial Solutions Advisor Registration Candidate - West IssaquahIssaquah, WashingtonOnce 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 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.
Financial Solutions Advisor Registration Candidate- Eastgate Bank of America CorpFinancial Solutions Advisor Registration Candidate- EastgateBellevue, WA$28.85–$33.65 / hourOnce 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 youve learned by growing and deepening relationships within a portfolio of clients. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as MLPF&S or Merrill) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.).
Financial Solutions Advisor Stage I Consumer Investments - Seattle South Bank of AmericaFinancial Solutions Advisor Stage I Consumer Investments - Seattle SouthSeattle, WashingtonPrimary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions; Engage and share value proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; The role is a bridge between banking and brokerage, therefore the FSA Stage I must have a general awareness of core banking and investment solutions. The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I.
Experienced Financial Advisor - Confidential Move Conversation WealthBridge Financial GroupExperienced Financial Advisor - Confidential Move ConversationSeattle, WashingtonJoin WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Financial Advisor - Washington (Career Changer / New to Industry) WealthBridge Financial GroupFinancial Advisor - Washington (Career Changer / New to Industry)Tacoma, WashingtonJoin WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Financial Advisor - Washington (Career Changer / New To Industry) WealthBridge Financial GroupFinancial Advisor - Washington (Career Changer / New To Industry)Everett, WAJoin WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Experienced Financial Advisor - Independent Platform, Full Book Portability WealthBridge Financial GroupExperienced Financial Advisor - Independent Platform, Full Book PortabilityAuburn, WAJoin WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Financial Solutions Advisor Registration Candidate- Seattle Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- Seattle MarketSeattle, WashingtonUS - WA - Bainbridge Island - 1200 HILDEBRAND LN NE - BAINBRIDGE ISLAND BC (WA6101), US - WA - Mercer Island - 2830 80th Ave Se - MERCER ISLAND BC (WA3143), US - WA - Port Orchard - 1497 Olney Ave Se - PORT ORCHARD BC (WA6112), US - WA - Seattle - 2555 Beacon Ave S - BEACON HILL BC (WA3106), US - WA - Seattle - 4001 Sw Alaska St - West Seattle (WA3176), US - WA - Seattle - 404 N 85th St - GREENWOOD BC (WA3130), US - WA - Seattle - 4622 25TH AVE NE - UNIVERSITY VILLAGE # 2 (WA3187), US - WA - Seattle - 525 S Jackson St - INTERNATIONAL BC (WA3134), US - WA - Silverdale - 9981 Silverdale Way Nw - Silverdale Towne Centre (WA6118). 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.
Financial Solutions Advisor Registration Candidate- South Puget Sound/Seattle Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- South Puget Sound/Seattle MarketBainbridge Island, WashingtonUS - WA - Bainbridge Island - 1200 HILDEBRAND LN NE - BAINBRIDGE ISLAND BC (WA6101), US - WA - Bonney Lake - 19321 State Route 410 E - BONNEY LAKE BANKING CENTER (WA5109), US - WA - Des Moines - 707 S 227th St - DES MOINES BC (WA3118), US - WA - Federal Way - 32011 Pacific Hwy S - FEDERAL WAY BC (WA5113), US - WA - Gig Harbor - 4815 Point Fosdick Dr Nw - GIG HARBOR BC (WA5115), US - WA - Mercer Island - 2830 80th Ave Se - MERCER ISLAND BC (WA3143), US - WA - Port Orchard - 1497 Olney Ave Se - PORT ORCHARD BC (WA6112), US - WA - Puyallup - 205 W Meeker - PUYALLUP BC (WA5132), US - WA - Seattle - 2555 Beacon Ave S - BEACON HILL BC (WA3106), US - WA - Seattle - 4001 Sw Alaska St - West Seattle (WA3176), US - WA - Silverdale - 9981 Silverdale Way Nw - Silverdale Towne Centre (WA6118), US - WA - Tacoma - 11315 Pacific Ave S - PARKLAND BC (WA5131), US - WA - Tacoma - 2101 N Pearl St - WESTGATE BC (WA5145), US - WA - Tacoma - 4002 Tacoma Mall Blvd - TACOMA MALL BC (WA5141), US - WA - Tacoma - 9515 Bridgeport Way Sw - Lakewood (WA5125). 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.
Financial Solutions Advisor Registration Candidate - Northgate, WA Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Northgate, WA MarketSeattle, WAOnce 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 youve learned by growing and deepening relationships within a portfolio of clients. On screen copy Trained by the award-winning Academy at Bank of America Brandon Hall Gold Award for Learning and Development" From my first day to today the Academy has equipped me with all the resources I needed to be successful in acquiring my Security Licenses.
Mortgage Advisor - Tukwila Financial Center Boeing Employees Credit UnionMortgage Advisor - Tukwila Financial CenterTukwila, WA$26.35–$32.12 / hourYour expertise won't stop at loans-you'll be a go-to resource, mentor, and advocate, helping teammates grow their mortgage knowledge while ensuring members feel informed, confident, and supported from application through funding. As a Mortgage Advisor - Primary Market, you'll deepen trusted relationships with new and existing members, guide them through complex mortgage decisions, and expand BECU's mortgage presence within your assigned community.
Financial Solutions Advisor Stage II - Registration Candidate - Seattle South Bank of AmericaFinancial Solutions Advisor Stage II - Registration Candidate - Seattle SouthSeattle, WashingtonKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor Stage II - Registration Candidate (Evergreen) Bank of AmericaFinancial Solutions Advisor Stage II - Registration Candidate (Evergreen)Mercer Island, WashingtonKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
NewFinancial Solutions Advisor Registration Candidate- EASTSIDE Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- EASTSIDE MarketRedmond, WashingtonUS - WA - Bellevue - 10572 NE 4th St - Bellevue FC (WA3191), US - WA - Bellevue - 10833 NE 2ND ST, BELLEVUE ON 2ND (WA3189), US - WA - Bellevue - 12727 SE 38th St - FACTORIA BC (WA3122), US - WA - Bellevue - 14440 Se Eastgate Way - EASTGATE BC (WA3120), US - WA - Kenmore - 7110 Ne Bothell Way - KENMORE BC (WA4122), US - WA - Kirkland - 101 Kirkland Ave - KIRKLAND BC (WA3137), US - WA - Redmond - 15253 NE 40th St - Microsoft Campus (WA3192), US - WA - Redmond - 2400 148th Ave Ne - OVERLAKE PARK BC (WA3152), US - WA - Redmond - 7450 170th Ave Ne - REDMOND BC (WA3157), US - WA - Sammamish - 3090 ISSAQUAH PINE LAKE RD SE - PINE LAKE BC (WA4135), US - WA - Sammamish - 500 228th Ave Ne - SAMMAMISH HIGHLAND BC (WA3162). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Financial Aid Advisor Bastyr UniversityFinancial Aid AdvisorKenmore, WAThe role requires strong customer service, regulatory knowledge, and operational oversight to ensure compliance and student success. The position combines financial aid advising responsibilities with coordination of federal, state, and institutional work study programs.
Temporary Financial Aid Advisor Bastyr UniversityTemporary Financial Aid AdvisorKenmore, WAPromoting an educational environment that allows students, faculty and staff to develop their talents while experiencing a sense of community, we expect campus members to engage in respectful communication, behaviors and thoughtful self-reflection, increase their understanding of cultures and empower people who are disenfranchised, marginalized or oppressed. In so doing, the University pledges to prepare our students (and support faculty and staff) to recognize and appropriately respond to health inequities that affect multiple communities.
Vice President, Financial Planning Director - Western Region Morgan StanleyVice President, Financial Planning Director - Western RegionKirkland, WA$140,000–$200,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
Associate Advisor Consultant, Washington State/Oregon New York Life Insurance CoAssociate Advisor Consultant, Washington State/OregonWARemoteAs a Seattle, Washington In-Market Internal Wholesaler, you will be a key supporting partner to your External Wholesaler, working collaboratively to drive sales, strengthen advisor relationships, and support the overall growth of the territory. New York Life Investments is offering a distinctive opportunity for an experienced sales professional to step beyond the traditional home-office internal role and work directly in the field alongside an External Wholesaler.