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- NW Snohomish Area Bank of America CorpFinancial Solutions Advisor- NW Snohomish AreaSnohomish, WA$70,000–$80,000 / yearResponsibilities:• 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• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. 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 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 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Associate Financial Advisor Jambalaya GroupAssociate Financial AdvisorIssaquah, WA$85,000–$95,000 / yearThis role is intentionally designed for an advisor who wants to grow into leading client relationships, contributing to revenue growth, and developing into a long-term leader and potential equity owner within the practice — not a service-only position. Are you a client-focused professional with experience in financial services who’s ready to step into a client facing role with a clear path toward managing client relationships and future partnership within a successful private wealth practice? .
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- South Puget Sound Area Bank of AmericaFinancial Solutions Advisor- South Puget Sound AreaTacoma, WashingtonUS - 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 - 2100 Sw 336th St - TWIN LAKES BC (WA5142), 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 - Kent - 311 4TH AVE N - KENT BC (WA5119), US - WA - Lacey - 601 Sleater Kinney Rd Se - LACEY BC (WA5123), US - WA - Olympia - 910 Black Lake Blvd Sw - BLACK LAKE BC (WA5107), US - WA - Puyallup - 17516 MERIDIAN E - 176TH AND MERIDIAN BC (WA5101), US - WA - Puyallup - 205 W Meeker - PUYALLUP BC (WA5132), 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). Key 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.
Advisor Development Program - Financial Solutions Advisor Trainee- Renton Hills Bank of AmericaAdvisor Development Program - Financial Solutions Advisor Trainee- Renton HillsRenton, WashingtonOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Job Description: As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor - Private Bank Office - West Market Bank of AmericaFinancial Solutions Advisor - Private Bank Office - West MarketBellevue, 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. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
Financial Solutions Advisor - EASTSIDE Market Bank of AmericaFinancial Solutions Advisor - 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 - Bellevue - 15600 NE 8TH ST - CROSSROADS BELLEVUE (WA3181), US - WA - Kenmore - 7110 Ne Bothell Way - KENMORE BC (WA4122), US - WA - Kirkland - 101 Kirkland Ave - KIRKLAND BC (WA3137), US - WA - Kirkland - 11617 97TH LN NE - JUANITA BC (WA3131), US - WA - Kirkland - 12424 Totem Lake Blvd Ne - TOTEM LAKE BC (WA3170), US - WA - Redmond - 15253 NE 40th St - Microsoft Campus (WA3192), US - WA - Redmond - 22340 NE MARKETPLACE DR - REDMOND RIDGE BC (WA3169), 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, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
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.
Financial Solutions Advisor - Private Bank Office Bank of AmericaFinancial Solutions Advisor - Private Bank OfficeSeattle, 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. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
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.
Merrill Advisor Development Program - Financial Advisor: Greater Seattle Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Greater Seattle MarketBellevue, WA$80,000–$90,000 / yearOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Back to search results Merrill Advisor Development Program - Financial Advisor: Greater Seattle Market Bellevue, Washington; Seattle, Washington; Tacoma, Washington; Everett, Washington Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
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 Planning & Analysis (FP&A) Analyst, Multichannel Fulfillment Finance Amazon.com IncFinancial Planning & Analysis (FP&A) Analyst, Multichannel Fulfillment FinanceSeattle, WAThis role interacts regularly with the MCCF Finance leadership team, MCCF business leaders, ASCS Central FP&A, Corporate FP&A, and cross-functional partners in Product, Technology, and Operations. Own the MCCF goals rhythm () - including monthly goals reporting, pre-flight structural and style-guide review, contributor coordination, and quarterly S-Team and QBR goal updates.
Senior Financial Analyst, AWS Sales & Marketing FP&A Amazon.com IncSenior Financial Analyst, AWS Sales & Marketing FP&ASeattle, WAAs a Financial Analyst, you will work closely with finance leaders to develop financial models and analytical insights to assist in evaluating new business concepts, turning insights into operational measurements, and identifying paths to improve overall planning and forecasting process. Amazon Web Services (AWS) seeks a Senior Financial Analyst to be a key member in our AWS Sales & Marketing FP&A team.
Senior Financial Analyst, Corporate Accounting Amazon.com IncSenior Financial Analyst, Corporate AccountingSeattle, WAThis role offers cross-functional partnership opportunities with Legal, Tax, and Technology teams, as well as accounting business teams across AWS, Digital, Stores, Payments, Advertising, and International Operations. This role will be responsible for corporate accounting close processes, driving operational improvements, and supporting system implementation projects related to corporate accounting functions and foreign exchange accounting.
Senior Financial Analyst HelionSenior Financial AnalystEverett, WashingtonLeverage Excel, ERP systems (NetSuite or Oracle Fusion or SAP preferred), BI platforms (Power BI, Tableau), and AI tools (ChatGPT, Copilot, Claude, Cohere, etc.) to enhance reporting, improve processes, and support the implementation of new financial technologies. Since Helion's founding in 2013, we have raised $1.5 billion from long-time investors such as Sam Altman, Mithril, and Capricorn Investment Group as well as new investors including Thrive Capital, LightSpeed Venture Capital, SoftBank, and others to propel us forward.
Senior Financial Analyst, Amazon Private Brands Amazon.com IncSenior Financial Analyst, Amazon Private BrandsSeattle, WAAs a Senior Financial Analyst on the APB Finance team, you will own two of the team"s most consequential operating mechanisms: OpEx planning and controllership for the APB org, and the Goals mechanism - APB"s primary framework for translating business strategy into measurable, tracked outcomes. Drive continuous improvement - proactively identify manual, repetitive, or low-value processes within APB Finance"s FP&A mechanisms and lead projects to automate, simplify, or replace them with AI-driven tools.
AWS Senior Financial Analyst, AWS Central FP&A Amazon.com IncAWS Senior Financial Analyst, AWS Central FP&ASeattle, WALiaise across the AWS finance community to drive core financial processes including annual operating plans, monthly/quarterly business reviews and assessment of risks/opportunities, and month-end close. This role will drive strategic initiatives to improve the quality and timelines of business insights provided to AWS and Amazon leadership, including ongoing efforts around existing process improvements.
Sr. Financial Analyst, AWS Networking Amazon.com IncSr. Financial Analyst, AWS NetworkingSeattle, WAThis is an exciting opportunity to work with Network Engineering and Supply Chain teams supporting key investment decisions, developing controllership around various FP&A processes and provide valuable finance support for new initiatives. A successful candidate will be a self-starter who dives deep into data and support thoughtful decision-making, is able to build scalable processes, is detail oriented and has the ability to work well with cross-functional teams.