Top Tech Jobs & Startup Jobs in Seattle, WA

As a Financial Solutions Advisor, you will obtain necessary securities licenses and develop skills to manage client relationships, offer financial guidance, and assist clients with banking and investment solutions.

Bank of America Financial Solutions Advisor Stage I candidate will obtain SIE, Series 7 and 66 licenses, learn advisory skills, build client relationships, deliver banking and investment solutions, collaborate with partners, and complete SAFE Act registration for residential mortgage originations.

The Merrill Advisor Development Program trains individuals to become Financial Advisors, focusing on relationship building, investment recommendations, and meeting client financial goals.

Originates and manages residential mortgage loans by developing external referral networks, advising clients on lending solutions, managing pipelines, ensuring compliance with federal/state regulations and SAFE Act requirements, and collaborating with loan fulfillment partners to deliver excellent client experiences.

Provide consumer mortgage lending advice and originate residential loans through external business development. Manage pipelines, collaborate with fulfillment partners, ensure regulatory compliance (including SAFE Act), and leverage digital tools while building referral relationships with Realtors, builders, and community contacts to grow loan business.

Merrill seeks experienced Financial Advisors to deliver comprehensive wealth management, maintain client relationships, and drive growth goals for clients.

The Merrill Lending Solutions Advisor II focuses on driving lending solution adoption among Ultra High Net Worth clients by managing credit activities and supporting financial advisors in deal structuring and execution.

This role focuses on acquiring new clients, deepening relationships, and ensuring client retention while managing a client team and providing comprehensive financial solutions.

The role provides client service support to Financial Advisors by ensuring timely, accurate service, educating clients on offerings, and managing relationships.

The role provides client service support to Financial Advisors, focusing on client advocacy, operational excellence, and tailored solutions for clients' needs.