Financial Solutions Advisor Stage - Registration - Consumer Investments - Bainbridg

Financial Solutions Advisor Stage I (FSA I)

The role includes obtaining necessary securities licenses (Securities Industry Essentials, Series 7, Series 66) and applying advisory skills to build and manage client relationships.

• Obtain and maintain required securities licenses within specified deadlines.
• Acquire, build, and manage client relationships.
• Guide clients through financial planning, investment solutions, and core banking services.
• Work with core banking and investment partners to deliver comprehensive client care.
• Adhere to SAFE Act registration requirements and complete background checks.

Hourly pay: $28.85 – $33.65. Base salary only, no incentive eligibility. Benefits eligible with paid time‑off and industry‑leading resources.

• Sets and accomplishes goals, achieving whatever you put your mind to.
• Comfortable in a sales role, nurturing strong relationships with prospective clients.
• Communicates clearly and confidently with clients from all walks of life.
• Works well with others and collaborates productively to get things done.
• Can manage complexity, prioritize tasks and execute in a fast‑paced environment.
• Loves to learn on your feet, adapt to new information and seek the right solutions for clients.
• Efficiently manages time and capacity.
• Thorough and incorporates regulatory due diligence into daily and long‑term client strategies.

• Strong computer skills with an ability to multitask in a demanding environment.
• Bachelor’s degree, or 1–2 years’ experience in financial services or a sales environment where goals were met or exceeded.
• Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.

Shift: 1st shift (United States of America). Hours per week: 40.

Bainbridge Island, Washington (1200 Hildebrand Ln NE).

• Unlimited potential for financial growth.
• Strong referral base through our relationship with one in every two households.
• Managing a portfolio of clients with industry‑leading products, services, and education.
• Robust marketing support to reach wider audiences.
• Ongoing professional development to deepen your skills as the industry evolves.
• Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.

This position is subject to SAFE Act registration requirements. Failure to obtain or maintain registration may result in immediate termination.