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We know that building a business takes time, so we’ve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).

YEAR

Edward Jones is unlike any other investment firm. We believe that everything from our client-focused guiding principles, business philosophy and model, 33,000+ dedicated associates, and our more than 10,000 branch offices throughout the U.S. and through our affiliates in Canada and the U.K make us unique. We are a leader in the financial services industry, yet we take a personal approach to business that starts with a face-to-face meeting between a Financial Advisor and an individual investor. Every aspect of our business – from the location of our offices to the investments and services we offer – is aligned to help us better understand and meet our clients' unique needs. We strive to best serve our clients while providing our associates with the tools and resources they need to achieve more in their careers and lives. As the largest financial services firm to maintain a partnership structure, everyone feels a shared sense of purpose and accomplishment, and all full-time associates (whether they work at our headquarters or a branch office) have the opportunity to earn ownership in the firm. Edward Jones has been named to FORTUNE magazine's "100 Best Companies to Work For" list nine times with six top 10 finishes, including the No.4 ranking in 2008. Search for jobs to learn more about our exciting Financial Advisor, Headquarters, Branch Office Administrator and Internship openings.

Edward Jones

Financial Advisor

Appcast Exclusive 1

ADAPTED_NOW

It is comprised of eight hospital campuses (Ballard, Edmonds, Everett, Centralia, Cherry Hill (Seattle), First Hill (Seattle), Issaquah and Olympia); emergency rooms and specialty centers in Redmond (East King County) and the Mill Creek area in Everett; and Providence Swedish Medical Group, a network of 190+ primary care and specialty care locations throughout the Puget Sound. Coursework/Training - Has completed two years of medical training in the United States Armed Forces or, Coursework/Training - Minimum one year of work experience as a medical assistant that includes the following clinical skills: obtaining vital signs, administering injections, and medication administration.

HOUR

Providence Health and Services

Medical Assistant Certified (MA-C) - Primary Care

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As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals.

Charles Schwab Careers

Wealth Advisor, Schwab Wealth Advisory

Capital Markets Placement_feed

Time Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs. Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

General Office: Prolonged sitting, ability to communicate face to face in-person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency.

Keybank National Association

Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Bellingham, WA

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KeyCorp

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of proprietary tools.

Range

Senior Financial Planner

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. Members are not assigned to one planner, instead they get access to the whole team so that planners can collaborate and dive into their subject expertise based on the specific questions members are asking.

Financial Planner

Range Finance, Inc.

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. We're looking for an experienced Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning.

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.

Mercer Advisors

Manager, Senior Financial Planner (Bellevue, WA or Portland, OR)

FULL_TIME

This role participates in the execution and continuous improvement of the firm's structured planning process, as directed by leadership, helping to ensure consistency, quality, and a premium client experience across all planning engagements. Create comprehensive financial plans—partner with the Financial Planning team to build full financial plans, including cash flow, retirement modeling, tax projections, insurance analysis, estate considerations and other considerations.

WaFd Bank

[AW]-iCims

This role participates in the execution and continuous improvement of the firm''s structured planning process, as directed by leadership, helping to ensure consistency, quality, and a premium client experience across all planning engagements. Create comprehensive financial plans-partner with the Financial Planning team to build full financial plans, including cash flow, retirement modeling, tax projections, insurance analysis, estate considerations and other considerations.

WaFd Inc

Seeks to continually increase knowledge of the financial planning philosophy and biblical principles upon which Blue Trust serves its client base through learning associated scripture memory verses to integrate Blue Trust's philosophy into client counsel and services. Appropriately manages multiple priorities and strives to support the relationship building and investment management activities of Advisors through applied technical skills and knowledge of the financial planning process, including plan delivery and on-going coordination of client affairs.

Ronald Blue & Co.

Blue Trust Inc

You will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. You should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.

JPMorgan Chase & Co

J.P. Morgan Wealth Management - Vice President, Private Wealth Planner

Real Property Investments: Provide tax planning services specifically for real property investments, including strategies for maximizing depreciation deductions, understanding the implications of 1031 exchanges, managing rental income and expenses, and leveraging tax credits and incentives for real estate investments. Stock Options and Equity Compensation: Planning for tax-efficient exercise and sale of stock options, including Restricted Stock Units (RSUs), Restricted Stock Awards (RSAs), Incentive Stock Options (ISOs) and Non-Qualified Stock Options (NSOs).

Senior Tax Planner

Knowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting. You will collaborate closely with our Certified Financial Planners® to devise and implement tax strategies that align with clients’ goals and regulatory requirements, and manage ongoing tax compliance work for members.

Tax Planner

Knowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting. You will collaborate closely with our Certified Financial Planners to devise and implement tax strategies that align with clients' goals and regulatory requirements, and manage ongoing tax compliance work for members.

Upon completion of the program, Apprentices are positioned for success and well-prepared to start their own practice as a Financial Advisor or join an established financial practice (team or individual) as a producing team member, adding value to the practice by offering straightforward advice, personalized solutions, and investment guidance to new and existing clients. Year 2 – Seattle Serve as a key and valuable member of the Financial Services Representative (FSR) Team, honing your skills by directly advising and guiding clients through investment strategies and proposals, and identifying opportunities to help clients achieve their financial goals.

Certified Financial Planner Jobs in Washington

Financial Advisor Edward Jones

Medical Assistant Certified (MA-C) - Primary Care Providence Health and Services

Wealth Advisor, Schwab Wealth Advisory Charles Schwab Careers

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory Charles Schwab Careers

Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Bellingham, WA Keybank National Association

Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Bellingham, WA KeyCorp

Senior Financial Planner Range

Financial Planner Range

Senior Financial Planner Range Finance, Inc.

Financial Planner Range Finance, Inc.

Manager, Senior Financial Planner (Bellevue, WA or Portland, OR) Mercer Advisors

Financial Planner WaFd Bank

Financial Planner WaFd Inc

Financial Planner Ronald Blue & Co.

Financial Planner Blue Trust Inc

J.P. Morgan Wealth Management - Vice President, Private Wealth Planner JPMorgan Chase & Co

Senior Tax Planner Range Finance, Inc.

Tax Planner Range

Tax Planner Range Finance, Inc.

2027 Apprentice Financial Advisor Program D.A. Davidson

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