Senior Financial Solutions Advisor -Northwest Region Bank of AmericaSenior Financial Solutions Advisor -Northwest RegionShoreline, WashingtonUS - WA - Gig Harbor - 4815 Point Fosdick Dr Nw - GIG HARBOR BC (WA5115), US - WA - Puyallup - 17516 MERIDIAN E - 176TH AND MERIDIAN BC (WA5101), US - WA - Redmond - 7450 170th Ave Ne - REDMOND BC (WA3157), US - WA - Seattle - 2010 Nw Market St - BALLARD BC (WA3105), US - WA - Seattle - 230 Sw 152nd St - BURIEN BC (WA3113), US - WA - Shoreline - 15401 Westminster Way N - AURORA NORTH BC (WA3100), US - WA - Vancouver - 6404 Ne 117th Ave - ORCHARDS BC (WA0110). If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s Advisor Development Program, and become a Financial Solutions Advisor in one of over 4,000 financial center locations nationwide.
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 - 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 - 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).
Experienced Financial Advisor - Independent Platform, Full Book Portability WealthBridge Financial GroupExperienced Financial Advisor - Independent Platform, Full Book PortabilityAuburn, WA$125,000–$150,000 / yearJoin 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 - Confidential Move Conversation WealthBridge Financial GroupExperienced Financial Advisor - Confidential Move ConversationKirkland, WA$125,000–$150,000 / yearJoin 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)Renton, 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 Planning Advisor - Seattle, WA Teachers Insurance and Annuity Association of America (TIAA)Financial Planning Advisor - Seattle, WASeattle, WA$84,400–$110,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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.
Financial Solutions Advisor Registration Candidate- EASTSIDE Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- EASTSIDE MarketRedmond, WA$28.85–$33.65 / hourBack to search results Financial Solutions Advisor Registration Candidate- EASTSIDE Market Redmond, Washington; Bellevue, Washington; Kenmore, Washington; Bellevue, Washington; Redmond, Washington; Kirkland, Washington; Redmond, Washington; Sammamish, Washington; BELLEVUE ON 2ND (WA3189), Bellevue; Sammamish, Washington; Bellevue, Washington Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge 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.
Financial Solutions Advisor Registration Candidate- Columbia South Basin Bank of America CorpFinancial Solutions Advisor Registration Candidate- Columbia South BasinSeattle, WA$28.85–$33.65 / hourBack to search results Financial Solutions Advisor Registration Candidate- Columbia South Basin Seattle, Washington; Spokane, Washington; Spokane, Washington; Kennewick, Washington; Seattle, Washington; Kennewick, Washington; Spokane, Washington; Richland, Washington; Coeur D Alene, Idaho; Renton, Washington Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge 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.
Financial Solutions Advisor Registration Candidate- Seattle Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- Seattle MarketSeattle, WA$28.85–$33.65 / hourKey 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. 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 Share: Save job Job saved.
Financial Solutions Advisor Registration Candidate- South Puget Sound/Seattle Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- South Puget Sound/Seattle MarketBainbridge Island, WA$28.85–$33.65 / hourBack to search results Financial Solutions Advisor Registration Candidate- South Puget Sound/Seattle Market Bainbridge Island, Washington; Tacoma, Washington; Tacoma, Washington; Port Orchard, Washington; Des Moines, Washington; Seattle, Washington; Tacoma, Washington; Gig Harbor, Washington; Federal Way, Washington; Puyallup, Washington; Seattle, Washington; Silverdale, Washington; Bonney Lake, Washington; Mercer Island, Washington Additional locations Apply × To proceed with your application, you must be at least 18 years of age. 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 Planning Advisor - Seattle, WA TIAAFinancial Planning Advisor - Seattle, WASeattle, WashingtonBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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 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.
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.
Financial Aid Advisor (48150) Bastyr UniversityFinancial Aid Advisor (48150)Kenmore, 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.