479 Results for

Financial Advisor Jobs in Bellevue, WA

Jobs

Bellevue, WA26 days ago

$91,707–$114,639 Per Year

Heritage Bank's Commercial Banking Center in Bellevue, WA is seeking an experienced commercial banking officer that will provide a full range of commercial banking services, including developing new business and client relationships; producing a variety of commercial loans; generating and managing a portfolio of business and corresponding relationships; seeking new accounts through calling efforts, marketing, and referrals; as well as coordinating the cross-sale and delivery of bank products and services to clientele while serving as a trusted advisor. Travel Time: Varies – 50%; Willingness to travel to other branch, customer, business locations, and meeting sites, which may include overnight travel and extended stay availability when needed; valid driver’s license, clean driving record, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions.

Freeland, WA26 days ago

$23.84–$28.61 Per Hour

The FreelandBranchis seeking a new accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion.

Tukwila, WA30+ days ago

Full-time
Employee

Business Development and Client Referrals: Engage in targeted business development activities assigned by management, and when needed, refer prospective clients to BECU Investment Services Advisor for comprehensive support. Proactive Member Service and Advocacy: Demonstrate a commitment to delivering exceptional member service, conducting regular reviews, and effectively addressing client challenges within the ambit of BECU Investment Services objectives.

Tukwila, WA30+ days ago

Full-time
Employee

Business Development and Client Referrals: Engage in targeted business development activities assigned by management, and when needed, refer prospective clients to BECU Investment Services Advisor for comprehensive support. WHAT YOU'LL DO: Partnering for Success: Work collaboratively with Financial Advisor(s) in your assigned area to develop and execute investment strategies for referred members and clients from NFC branches.

Seattle, WA17 days ago

Full-time
Employee

The Complex Director will drive revenue and asset growth, effectively segmenting the needs and prioritizing the opportunities of the complex, developing high-performing branch and associate managers, and optimizing resources across the complex including strong partnerships across the operations team. The Complex Director seeks to drive profitable multi-office growth across the Oregon and Washington State geography (i.e., complex) by creating a compelling business plan emphasizing profitable growth through effective management of P&L, implementing sound strategy and growth through advisor and client acquisition, retention, tenure, and productivity.

Covington, WA30+ days ago

Full-time
Employee

Coordinate all aspects of investment product delivery within assigned Branch(s), including the coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.

Tukwila, WA30+ days ago

Full-time
Employee

Build Powerful Partnerships: You'll develop and nurture strong relationships with real estate agents, builders, financial advisors, and community influencers to grow your referral network. You won't just originate loans-you'll create lasting partnerships, strengthen communities, and expand BECU's impact by connecting members to the right financial solutions at the right time.

Lynnwood, WA30+ days ago

$57,588.81–$63,247.09 Per Year
Full-time
Employee

Please describe your relevant professional experience providing student support services, educational planning, student advising, and/or case management services to adult learners from historically marginalized populations, particularly non-native speakers of English, immigrant populations, low income, and/or first-generation students. At least one year of professional experience providing student support services, educational planning, student advising, and/or case management services to adult learners from historically marginalized populations, particularly non-native speakers of English, immigrant populations, low income, and/or first-generation students.

Seattle, WA22 days ago

Full-time
Employee

Additionally, the Senior Vice President, Portfolio Management will be assigned a portfolio of high-value corporate clients (often with a significant number of Left Lead and highly complex deals) for which they will take ownership of ongoing credit monitoring and risk rating, negotiating and reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Gather and analyze all relevant financial and industry data for high value clients or prospects, including collaborating with third party vendor to ensure accuracy of financial spreads statements, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, assessing creditworthiness, etc., while effectively utilizing, and providing feedback to, third party resources.

Seattle, WA12 days ago

Full-time
Employee

Demonstrated ability to build high-trust partnerships with both Senior Advisors and client decision-makers.* Operational Excellence: High proficiency in leveraging CRM and internal sales tools to maintain precise reporting, client records, and pipeline velocity.* The ideal candidate will possess the sales acumen to independently identify, manage, and close core product opportunities, combined with the technical proficiency to streamline internal processes and develop high-impact client presentations.

Mill Creek, WA30+ days ago

Full-time
Employee

Your expertise won't stop at loans-you'll be a go-to resource, mentor, and advocate, helping teammates grow their mortgage knowledge while ensuring members feel informed, confident, and supported from application through funding. As a Mortgage Advisor - Primary Market, you'll deepen trusted relationships with new and existing members, guide them through complex mortgage decisions, and expand BECU's mortgage presence within your assigned community.

Tukwila, WA30+ days ago

Full-time
Employee

Tukwila, WA30+ days ago

Full-time
Employee

Seattle, WA30+ days ago

$145,000–$160,000 Per Year
Full-time
Employee

We partner with public and private sector clients across water/wastewater, transit and transportation, environmental services, and construction management-helping deliver critical infrastructure that strengthens the communities where we live and work. Support Alternative Delivery: Provide expertise in Alternative Public Works contracting, supporting the successful delivery of CM/GC, CMAR, GC/CM, PDB, or DB heavy civil infrastructure projects.

Seattle, WA30+ days ago

Remote

$90,000–$119,000 Per Year
Full-time
Employee

Comagine Health is seeking a Senior Improvement Advisor to serve as a subject matter expert within our Health System Improvement (HSI) division, supporting health care providers, systems, and communities to improve care delivery and outcomes. * Collaborate with internal team members and external partners/stakeholders to improve health care delivery systems, processes, and outcomes.

Seattle, WA30+ days ago

$74,000–$94,000 Per Year
Full-time
Employee

Guide organizations through quality improvement and practice transformation initiatives* Coach stakeholders on data collection, interpretation, and performance improvement strategies* Design and implement evidence-based quality improvement interventions* Facilitate learning collaboratives, trainings, and stakeholder engagement meetings* Partner with interdisciplinary teams to support patient safety, community engagement, and population health initiatives* Track and document activities using CRM and project management tools. Bachelor's degree in public health, health care, or a related field4+ years of health care experience, including quality improvement work2+ years of project management experiencePrevious outpatient clinic experience preferred Strong knowledge of quality improvement methods, health care terminology, and clinical workflows Excellent communication and stakeholder engagement skills.

Queen Anne, WA30+ days ago

$19.19–$41.04 Per Hour
Full-time
Employee

Build trust with customers by providing empathetic service, handling complex issues with patience, and creating positive experiences that drive loyalty and repeat business. Along with competitive pay, as a full-time Tesla employee, you are eligible for the following benefits at day 1 of hire: Medical plans > plan options with $0 payroll deduction.

Queen Anne, WA30+ days ago

$19.38–$38.76 Per Hour
Full-time
Employee

Escalate parts issues from internal or external suppliers in collaboration with Regional Parts Manager, acting as a point of contact to vendors and giving constructive feedback that will contribute to future improvements. Along with competitive pay, as a full-time Tesla employee, you are eligible for the following benefits at day 1 of hire: Medical plans > plan options with $0 payroll deduction.

Seattle, WA30+ days ago

Full-time
Employee

With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). As our Senior Private Client Advisor on the Private Client Services team, you'll be diving deep into client exposures and loss experiences to understand their current coverages.

Clyde Hill, WA30+ days ago

$50,600–$63,300 Per Year
Full-time
Employee

Serve as Manager on Duty by performing keyholder responsibilities for opening and closing the location, ensuring all policies and procedures are followed, oversee daily operations by completing checklists, leading team huddles, assigning tasks, and providing comprehensive business recaps. No drug or alcohol related driving incidents in the last 3 years; No more than 1 serious moving violation in the last 3 years; No driving related suspensions or revocation of Driver License within a 3-5 year period; Will be subject to continuous Motor Vehicle Record (MVR) monitoring.

Tukwila, WA30+ days ago

Full-time
Employee

IMPACT YOU'LL MAKE: The Sr Mortgage Advisor role is all about using your skills to connect with members and brokers, not just to sell mortgage loan products, but to create a lasting positive impact on our members and in BECU's journey. Contribute to individual and team goals: Your role goes beyond just selling; it involves contributing to the overall goal attainment, coaching and developing referral generation, and enhancing the member experience.

Bellevue, WA30+ days ago

$20.52–$38.48 Per Hour
Full-time
Employee

Your role is essential in consistently delivering an educational, immersive, and exciting experience to both current and potential customers, exceeding client expectations from their initial showroom visit to their delivery day experience. For roles working in CA, CO, HI, ID, MD, MS, NV, NC, PA, TN, UT, VA, DC: This role requires you to possess a Motor Vehicle Salesperson License issued by the State Department of Motor Vehicles.

Bellevue, WA30+ days ago

Full-time
Employee

This role supports a commercial transactional portfolio spanning multiple customer-facing products, including (1) B2B Products (third-party products/services T-Mobile commercializes and resells) and (2) financial products (e.g., T-Mobile Money and related payments/financial services vendor ecosystem). Lead drafting, review, and negotiation of complex commercial agreements, including: B2B product development and resale transactions: trial agreements, MSAs, order forms/SOWs, amendments, renewals, remediation agreements, and termination/wind-down/transition assistance provisions for third-party products T-Mobile resells.

Seattle, WA30+ days ago

$75,000–$125,000 Per Year
Full-time
Employee

Our Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management business. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.

Seattle, WA25 days ago

Remote

$22–$34 Per Hour
Full-time
Employee

This role works closely with internal teams, dialysis facilities, CMS contacts, and external partners to support workflow coordination, operational tracking, communications, reporting, and process management activities. Comagine Health is seeking a Project Coordinator I to support operational, administrative, regulatory, and facility coordination activities within End-Stage Renal Disease (ESRD) Network Operations.

Seattle, WA30+ days ago

Full-time
Employee

Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.

Seattle, WA13 days ago

Full-time
Employee

While performing the duties of this job, the employee is frequently required to sit, climb, balance, stoop, kneel, crouch, crawl, use hands to finger, handle or feel objects, tools, or controls, and reach with hands, talk, and hear. Lead Finance and other related team members, provide timely performance feedback and contribute to performance appraisals during annual performance cycle utilizing talent management systems.*

Bellevue, WA30+ days ago

Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_24007333) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies + Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies + Source prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America Merrill + Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's degree or higher strongly preferred + Proven ability to partner and promote lead generation.

Seattle, WA30+ days ago

Full-time
Employee

and/or transports placardable amounts of hazardous materials by ground in any vehicle on a public road while in commerce, may be subject to additional Federal Motor Carrier Safety Regulations including: Driver Qualification Files, Medical Certification (obtained before onboarding), Road Test, Hours of Service, Drug and Alcohol Testing (CDL drivers only), vehicle inspection requirements, CDL requirements (if applicable) and hazardous materials transportation/shipping training. Required for Certain Job Profiles: Drivers who operate Commercial Motor Vehicles with a Gross Vehicle Weight (GVW), Gross Vehicle Weight Rating (GVWR) or combination of power unit and trailer that meets or exceeds 10,001 lbs.

Seattle, WA30+ days ago

Full-time
Employee

Tukwila, WA30+ days ago

Full-time
Employee

Minimum 7 years offunctional experience in a financial institution, supporting technology organizations or enterprise strategic initiatives and building business cases for ROI and NPV for leadership decision making, and using One Stream andQuickviewas well as Excel modeling and financial analysis skills. Cross-Functional Collaboration:Partner with teams across DABD, MDX, CMBS, Vendor Management & Enterprise Execution, Portfolio Governance, and Strategy Program Management to align financial planning efforts with enterprise priorities.

Seattle, WA29 days ago

Full-time
Employee

You'll partner with leaders across Marketing, Digital, and Member Experience to provide strategic financial insights, build advanced ROI and NPV models, and guide key decisions around investments, staffing, and operational efficiency. As a Sr Financial Analyst - Member & Digital Experience, you'll play a critical role in helping BECU make smarter, data-driven investment and operational decisions that directly support our members and business growth.

Bellevue, WA30+ days ago

Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage.

New!

Tacoma, Washington6 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

bellevue, WA30+ days ago

$75,000–$90,000 Per Year

Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. A diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, Thrivent offers advice, insurance, investments, banking and generosity products and programs.

Bellevue, WA30+ days ago

$53,000–$83,000 Per Year

Preferred Qualifications • Four-year college degree, or equivalent • Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment • Willingness and desire to be part of a coaching relationship and peer learning environment • Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. • Ability to obtain required licenses within 150 days of hire: • FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam) • State Securities (Series 63 or Series 66) • State IAR (Series 65 or Series 66) • State Life, Health Insurance and Variable Products lines.

Bellevue, WA30+ days ago

COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.

Gig Harbor, WA13 days ago

$75,000–$90,000 Per Year

About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.

Seattle, WA30+ days ago

Financial Planning– Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life. Investment Management– Our trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc.

Bellevue, WA20 days ago

$75,000–$90,000 Per Year

Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-motivated with a strong sense of ownership and accountability for delivering results + Proactive problem-solver who thrives with minimal supervision + Strong self-starter mindset with the ability to prioritize and manage multiple tasks + Ability to foster relationships with existing and new clients/members + Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) + Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions + Ability to maintain integrity of sensitive/confidential information Requirements + Bachelor's degree or equivalent experience. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.

New!

Bothell, WA3 days ago

$45,000–$100,000 Per Year

No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A compensation package that includes opportunities for commissions, profit sharing and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds + A culture of continuous improvement and professional development **Key Responsibilities** + 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). **Skills/Requirements** **Candidates should have at least one of the four qualifications bullets listed below:** + A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry + Financial services and/or sales experience + Financial services registration, licensing, or certification + Professional and/or military career progression **Licensing:** + SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.

Bremerton, WA8 days ago

$45,000–$100,000 Per Year

Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: 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.

Edmonds, Washington30+ days ago

Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Associate Financial Advisor to join our team. Deepening Client Relationships: Proactively engage with clients to deepen relationships, understanding their evolving needs and introducing additional services as appropriate.

Silverdale, WA30+ days ago

First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.

Bellevue, WA30+ days ago

$80,000–$90,000 Per Year

Our 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. 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.

University Place, WA30+ days ago

$28.85–$33.65 Per Hour

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."). Our 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.

New!

Redmond, WA5 days ago

Full-time

Advisors in this role will cultivate new client relationships through First Tech's member ecosystem, on-campus visibility, referrals, seminars, and strategic networking, while helping clients navigate complex financial decisions around equity compensation, retirement planning, wealth accumulation, and risk management. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal.

Kent, WA9 days ago

Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.

Kent, WA9 days ago

Job Requirements** + High School Diploma/Equivalent required; Bachelor's degree preferred + Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period + At least 3-5 years of relevant experience in securities industry preferred + FINRA licenses required within three months. **Key responsibilities with existing and newly created clients** Responsibilities may include: + Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.

Redmond, WA9 days ago

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Financial Advisor Jobs in Bellevue, WA

Commercial Banking Officer - Bellevue, WA Heritage Bank

New Accounts Representative Heritage Bank

Associate Financial Advisor - North King Co/Snohomish Co BECU

Associate Financial Advisor - South Puget Sound BECU

Complex Director, Ameriprise Financial Advisors - OR/WA Complex - R26_0625 Ameriprise Financial

Private Client Advisor KeyBank

Sr Mortgage Advisor - Greater Puget Sound BECU

I-BEST Case Manager/Advisor Edmonds College

Senior Vice President, Portfolio Management (Native American Financial Services KeyBank

Global Treasury & Payments Advisor/Associate First Citizens Bank

Mortgage Advisor - Mill Creek/Woodinville/Monroe BECU

Mortgage Advisor - Pierce County BECU

Mortgage Advisor - King County BECU

Owner's Advisor - Advisory Services Parametrix

Sr. Improvement Advisor Qualis Health

Improvement Advisor Qualis Health

Service Advisor Tesla, Inc.

Parts Advisor Tesla, Inc.

Senior Private Client Advisor Marsh & McLennan

Sales Advisor V - Bellevue Service Center Rivian Automotive, LLC

Sr Mortgage Advisor - Spokane, Coeur d'Alene, Tri-Cities, Yakima, Vancouver WA, BECU

Tesla Advisor, Sales Tesla, Inc.

Sr. Corporate Counsel - Commercial/Product Transactions (Financial/B2B Products) T-Mobile USA, Inc

Asset & Wealth Management, Private Wealth Management, Financial Analyst - Seattl Goldman Sachs

Associate Improvement Advisor ESRD Network Operations COMAGINE HEALTH

Financial Wellness Associate KeyBank

Financial Manager - Operational Finance (TRAVEL REQUIRED) Turner Construction

Merrill Experienced Financial Advisor Bank of America

Financial Analyst III - Engines Blue Origin LLC

Financial Analyst II - Engines Blue Origin LLC

Sr Financial Analyst - Technology BECU

Sr Financial Analyst - Member & Digital Experience BECU

US Experienced Financial Advisor Edward Jones

Financial Advisor Northwestern Mutual

Team Based Financial Advisor - Legacy West Financial Consultants - Bellevue, WA Thrivent Financial for Lutherans

Financial Advisor Ameriprise Financial Inc

Financial Advisor - Bellevue, WA Country Financial

Team-Based Financial Advisor - Harbor Financial Group- Gig Harbor, WA Thrivent Financial

Financial Advisor-Seattle RK Partners

Team Based Financial Advisor - Legacy West Financial Consultants - Bellevue, WA Thrivent Financial

Financial Advisor Edward Jones

Financial Advisor Edward D Jones & Co LP

Associate Financial Advisor Ameriprise Financial

Financial Advisor First Command Financial Services, Inc.

Merrill Advisor Development Program - Financial Advisor: Greater Seattle Market Bank of America Corp

Advisor Development Program - Financial Solutions Advisor Trainee- University Place Financial Center Bank of America Corp

Financial Advisor First Technology Federal Credit Union

Associate Financial Advisor Edward D Jones & Co LP

Associate Financial Advisor Edward Jones

Financial Advisor First Tech Federal Credit Union

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