Financial Advisor-Seattle, WA RK PartnersFinancial Advisor-Seattle, WASeattle, WAFinancial 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.
Financial Advisor Northwestern MutualFinancial AdvisorTacoma, Washington$61,000–$250,000 / yearFull timeNorthwestern 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.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorSeattle, WAThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Vehicle Retention Advisor/Used Vehicle Assessor Honda and Toyota of SeattleVehicle Retention Advisor/Used Vehicle AssessorSeattle, Washington$25–$26Principle Duties and Responsibilities: Conduct accurate vehicle condition assessments by collecting, recording, and communicating all required information (including cosmetic, specific mechanical conditions, options, etc.) about customer appraisals for a Buyer, Senior Buyer, or Purchasing Manager’s analysis. We give to the hungry people of the Puget Sound region by sponsoring an annual food and fund drive and we give to the sick and injured by donating to the uncompensated care program at Harborview Medical Center.
Wealth Advisor - Banking Channel Merit Financial AdvisorsWealth Advisor - Banking ChannelSeattle, WARemoteBest Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The Associate Vice President (AVP), Banking Channel operates as a high-touch, holistic wealth partner serving mass affluent, high-net-worth (HNW), and ultra-high-net-worth (UHNW) clients introduced through Merit’s bank relationships.
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 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; Kennewick, Washington; Spokane, Washington; Seattle, Washington; Kennewick, Washington; Spokane, Washington; Coeur D Alene, Idaho; Renton, Washington Additional locations Apply × To proceed with your application, you must be at least 18 years of age. 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.").
AVP, Advisor Aon PlcAVP, AdvisorSeattle, WA$80,000–$115,000 / yearWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients' financial lives.
AVP, Advisor NFP CorpAVP, AdvisorSeattle, WA$80,000–$115,000 / yearWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients' financial lives.
Financial Solutions Advisor- South Puget Sound Area Bank of America CorpFinancial Solutions Advisor- South Puget Sound AreaTacoma, WA$70,000–$80,000 / yearResponsibilities • 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 • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. Financial Solutions Advisor- South Puget Sound Area Tacoma, Washington Olympia, Washington Lacey, Washington Tacoma, Washington Des Moines, Washington Federal Way, Washington Tacoma, Washington Kent, Washington Puyallup, Washington Gig Harbor, Washington Federal Way, Washington Puyallup, Washington Tacoma, Washington Bonney Lake, Washington.
NewVP, Wealth Management Advisor - Seattle, WA FidelityVP, Wealth Management Advisor - Seattle, WASeattle, WashingtonRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Style Advisor, Rainier Square EquinoxStyle Advisor, Rainier SquareSeattle, WAPart timeEnsures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks. Responsibilities include, but are not limited to the following: SALES & SERVICE: Achievement of assigned monthly sales goals (individual contribution to total monthly store goal).
Associate Wealth Advisor International Search ConsultantsAssociate Wealth AdvisorSeattle, WashingtonThis position is designed as a developmental advisory role, offering hands-on exposure to comprehensive wealth management, including investment management, estate planning, tax strategy, risk management, charitable planning, and business succession planning. The firm specializes in delivering customized wealth management and investment advisory solutions to ultra-high-net-worth individuals, business owners, entrepreneurs, and multi-generational families.
Transfer and Running Start Pathways Advisor [Admissions Counselor 3 - Regional Seattle] Western Washington UniversityTransfer and Running Start Pathways Advisor [Admissions Counselor 3 - Regional Seattle]Seattle, WA$58,727–$67,537 / yearAdvise prospective transfer and Running Start students on academic programs, admissions requirements, transfer credits, financial aid, scholarships, and application and enrollment processes through individual appointments, drop-in advising, group presentations, and virtual meetings primarily at partner community colleges. Reporting to the Director of Transfer Admissions and Operations, this position manages advising, outreach, and recruitment efforts that support community college students transitioning to Western and promotes pathways for transfer and first-year Running Start students.
J.P. Morgan Advisors - Senior Client Associate - Seattle, WA JPMorgan Chase & CoJ.P. Morgan Advisors - Senior Client Associate - Seattle, WASeattle, WAProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Parts Advisor Tesla IncParts AdvisorTacoma, WAPrepare internal orders for shipment to other service center locations Process and return warranty part shipments for quality assurance including handling hazardous materials and high-voltage batteries Systematically receive, inspect, and put away stock and special-order parts 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 Pick up and transport parts using van or forklift, engaging third parties when necessary Excellent communication skills and ability to establish and maintain strong working relationships with both internal stakeholders and customers This role requires flexibility to support critical projects and deadlines, including occasional weekend or evening hours Effectively handle multiple priorities, organize workload, and meet deadlines Able to communicate, read, and write effectively in the English language on all levels. Source parts from Distribution Centers and other Service Center locations and allocate them to vehicle service appointments Monitor inventory within the parts system, communicate parts updates and availability with relevant team members Review upcoming appointments and ensure they are properly prepared and documented in our system.
Academic Pathway Advisor HIGHLINE COMMUNITY COLLEGEAcademic Pathway AdvisorDes Moines, WA$57,000–$63,000 / yearProvide general academic advising to current college students within their first 30 credits at the college; Create academic plans with and for students in their 30 credits at Highline, using various advising tools and informed by degree pathway program maps; Teach students to explore academic degree options, identify appropriate courses, navigate college processes, and begin to consider their next steps of career either via direct to workforce program or via transfer to a baccalaureate program; Teach students to access and use student services and other academic resources, both on campus and virtually; Facilitate engaging, effective group advising, transfer and career exploration sessions; Evaluate unofficial high school and college transcripts for course placement and initial degree planning; Maintain student records, documenting and summarizing advising sessions; Communicate and interpret academic policies and procedures to students, faculty, and staff; Adhere to institutional, state, and federal policies related to confidentiality, and required reporting; Participate in advising events including new student orientations, workshops, and group advising sessions, career focused workshops and outreach to groups of students in classes and through special events. Assist with the development and maintenance of advising guides, career and transfer information, forms, publications, and webpages ensuring accuracy and clarity; Support departmental operations as needed to include advising students in the general population, reception of students at the front counter, responding to email and phone inquiries; Develop collaborative relationships internally and externally to effectively connect students with current information, services, and resources; Develop relationships with faculty to support faculty advising initiatives and facilitate student advising connections with faculty; Actively participate in professional development opportunities, remaining current on issues and trends in academic advising and college success; Attend staff, department, and divisional meetings; Serve on various campus committees, including screening committees; Participate in campus-wide events or functions.
Associate Advisor Consultant, Washington State/Oregon New York Life Insurance CoAssociate Advisor Consultant, Washington State/OregonWARemoteAs a Seattle, Washington In-Market Internal Wholesaler, you will be a key supporting partner to your External Wholesaler, working collaboratively to drive sales, strengthen advisor relationships, and support the overall growth of the territory. New York Life Investments is offering a distinctive opportunity for an experienced sales professional to step beyond the traditional home-office internal role and work directly in the field alongside an External Wholesaler.
Advisor Consultant, Broker Dealer, Pac NW Neuberger Berman Group LLCAdvisor Consultant, Broker Dealer, Pac NWWA$85,000–$100,000 / yearLead and develop the Pac NW territory targeting wirehouses and broker dealers by actively developing relationships with advisors to promote business building ideas and services; maintain and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.
Licensed Beauty Advisor - Part Time Sephora USA IncLicensed Beauty Advisor - Part TimeBellevue, WA$24–$27.50 / hourDrive results Help achieve store goals by providing and rebooking beauty services, servicing clients, and selling products. Perform beauty services Provide makeup, waxing, and other services listed in Sephora's Beauty Services menu.
Community Program Peer Network Coordinator Component Headquarters Advisor Loyal Source Government Services LLCCommunity Program Peer Network Coordinator Component Headquarters AdvisorTacoma, WAApply a collaborative team approach to assess, plan, implement, coordinate, and monitor community and peer mentoring programs aimed at increasing quality of life, reducing stigma, and reducing suicides within the USSOCOM community. Work with regional, component, and command CPPNCs to aggregate, prepare, and submit formal reports using input from all CPPNCs and command leadership to provide force-wide and regional programmatic feedback.
Client Advisor Freestone Capital ManagementClient AdvisorSeattle, WashingtonHeadquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning. We help our advisors with growth through a number of channels including seeding with existing clients and through our SAN and other channel partners in addition to supporting their organic growth efforts.
Associate Financial Advisor - Afton Union Financial Group - Seattle, WA Thrivent Financial for LutheransAssociate Financial Advisor - Afton Union Financial Group - Seattle, WASeattle, WA$100,000–$140,000 / yearAs an Associate Financial Advisor, you'll be a resource for our financial advisors and provide support to the clients of Afton Union Financial Group, including: Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction. Afton Union Financial Group in Seattle, WA is an independent financial services practice of Thrivent a values driven practice focused on building long term relationships and serving clients as an extension of their family and not just managing accounts but supporting lives.
Financial Advisor - Tacoma / Silverdale / Port Angeles And Surrounding Areas Thrivent Financial for LutheransFinancial Advisor - Tacoma / Silverdale / Port Angeles And Surrounding AreasTacoma, WAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 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.
Financial Advisor - Greater Seattle/Bellevue Area Thrivent Financial for LutheransFinancial Advisor - Greater Seattle/Bellevue AreaBellevue, WAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 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.
Team-Based Financial Advisor - Harbor Financial Group- Gig Harbor, WA Thrivent Financial for LutheransTeam-Based Financial Advisor - Harbor Financial Group- Gig Harbor, WAGig Harbor, WA$75,000–$90,000 / yearThrivent 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.
Lead Financial Advisor - Seattle, WA Advisor Talent SolutionsLead Financial Advisor - Seattle, WASeattle, WashingtonIf you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first.
Financial Advisor - Bellevue, WA Country FinancialFinancial Advisor - Bellevue, WABellevue, WACOUNTRY 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.
Medicare Advisor The Baldwin Group Insurance Holdings, LLCMedicare AdvisorEverett, WA$20–$24 / hourThe Advisor will be responsible for assisting senior advisors with a Book of Business (BOB) which includes assisting with current customers/clients with selecting plans, enrolling in plans, customer service inquiries, general questions/concerns, and establishing a quality relationship with the customer. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Associate Wealth Advisor - Salal Credit Union LPL Financial Holdings IncAssociate Wealth Advisor - Salal Credit UnionSeattle, WAQualifications: • Proactive self-starter that is organized with a strong attention to detail and problem-solving skills • Strong time management with competing priorities • Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners • Ability to analyze and research information with a logical approach to problem solving • Proficiency in CRM applications, Microsoft Word, Excel, and PowerPoint • 3 years of experience in client service, within the finance sector preferred • Bachelors degree or equivalent in Finance or Business Administration preferred. The primary role of the Associate Wealth Advisor is to provide investment and relationship management support to a senior advisor or team of advisors, including any and all daily, monthly, and annual research & reporting tasks to support the end-clients needs.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorEdmonds, WAFull-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.
Associate Wealth Advisor - Salal Credit Union LPL Financial ServicesAssociate Wealth Advisor - Salal Credit UnionSeattle, WADevelop customized asset allocation strategies and investment solutions for clients; including risk management/insurance and tax/estate planning and develop customized investment solutions and asset allocation strategies for clients. The primary role of the Associate Wealth Advisor is to provide investment and relationship management support to a senior advisor or team of advisors, including any and all daily, monthly, and annual research & reporting tasks to support the end-client's needs.
Financial Advisor with Athletic Background Northwestern Mutual - Puget SoundFinancial Advisor with Athletic BackgroundTacoma, WA$76,000–$193,000 / yearHe enjoys cigars and artisan spirits, traveling both domestically and internationally to explore new cultures and natural beauty, and shopping at farmers markets and cooking seasonal meals with his family. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorSeattle, WA$80,000–$95,000 / 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).
Sales Advisor - Dyson Home ActionLink Services LLCSales Advisor - Dyson HomeRedmond, WA$24–$26 / hourFrom demonstrating powerful products to creating memorable customer interactions, you''''ll help shoppers experience firsthand what makes Dyson stand out. ActionLink is seeking a dynamic Part-Time Sales Advisor to showcase Dyson''''s industry-leading technology inside Costco in Redmond!
Financial Advisor - Seattle Corebridge Financial IncFinancial Advisor - SeattleRenton, WACandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Mortgage Loan Advisors East West BankMortgage Loan AdvisorsBellevue, WashingtonFull timeOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Participate in all steps related to the origination of a mortgage loan including but not limited to, meeting with prospects, counseling borrowers, taking mortgage applications, collecting relevant documents and information to satisfy loan conditions, primary face to face, as well as by phone.
Financial Advisor - Hermiston/Pendleton Corebridge Financial IncFinancial Advisor - Hermiston/PendletonRenton, WACandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Front Desk Sales Advisor YogaSix - Mercer IslandFront Desk Sales AdvisorSeattle, WAThe Wellness Advisor provides superior customer service while assisting new and current students in class selections, answering membership questions, and transacting merchandise purchases. The Wellness Advisor assists the General Manager with new membership sales as well the retention of current members.
Advisor Network Engineer Puget Sound EnergyAdvisor Network EngineerRedmond, WA$118,300–$208,000 / yearDevelops test plans (including cases for functionality, integrity, and stress testing; tests matrices; and definition of test methodologies and test strategy); is responsible for the creation of test platforms, including evaluation of test equipment and designs test networks; develops automated test suites for product regression and stress testing. Troubleshoots, maintains, upgrades, and provides solutions to complex hardware/software problems; alerts management, NOC, and other IT groups when sensitive issues arise or a major problem is suspected; minimizes client productivity loss caused by technology outages, and provides necessary infrastructure for clients to meet their business needs.
Wellness Advisor (Sales) YogaSix - Mercer IslandWellness Advisor (Sales)Seattle, WAThe Wellness Advisor provides superior customer service while assisting new and current students in class selections, answering membership questions, and transacting merchandise purchases. The Wellness Advisor assists the General Manager with new membership sales as well the retention of current members.
Academic Advisor (Program Specialist 3) Bellevue CollegeAcademic Advisor (Program Specialist 3)Bellevue, WA$62,748–$84,516 / yearApprove coursework for the purpose of third-party funding such as financial aid, scholarships, and Veterans funding and for the purpose of reinstatement of funds due to not meeting satisfactory academic policy or exceeding funding limitations; including Financial Aid appeals, Academic Standing, APPs, and 4th class repeats for assigned caseload. Academic Advising collaborates with faculty and campus partners to deliver accurate, consistent information in support of transfer and professional/technical programs within a Guided Pathways framework, advancing a coordinated approach that promotes equitable access, retention, and completion outcomes.
J.P. Morgan Wealth Management - Vice President, Wealth Advisor JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Wealth AdvisorSeattle, WAFull timeKnowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. You should approach clients with a goal-oriented approach; to that end, you will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across USWM in order to identify issues and opportunities to engage with clients.
Associate Financial Advisor Ameriprise FinancialAssociate Financial AdvisorEdmonds, WashingtonSoundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor (AFA) to support succession planning efforts for retiring advisors while contributing to the continued growth and continuity of the practice. This role is intentionally structured to provide increasing responsibility for client relationships over time, particularly supporting lower-decile households, while positioning the advisor for long-term growth within the firm.
Associate - Ascend National Wealth Advisors Thrivent Financial for LutheransAssociate - Ascend National Wealth AdvisorsBellevue, WAAll persons with securities registrations are subject to TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI. Whether you're just entering the workforce, or looking for a career change, you could be a successful addition to our team if you are: Self-motivated, independent, and driven to succeed with a strong growth mindset.
Financial Advisor Ameriprise FinancialFinancial AdvisorBellevue, WA$53,000–$83,000 / yearProven 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: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam).
Financial Solutions Advisor Registration Candidate - West Issaquah Bank of AmericaFinancial Solutions Advisor Registration Candidate - West IssaquahIssaquah, WAFinancial Solutions Advisor Registration Candidate - West Issaquah Issaquah, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Issaquah/Financial-Solutions-Advisor-Registration-Candidate---West-Issaquah\_25048465) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Issaquah/Financial-Solutions-Advisor-Registration-Candidate---West-Issaquah\_25048465) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
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.
Associate Financial Advisor Robert W Baird & Co IncAssociate Financial AdvisorSeattle, WA$71,800–$97,100 / yearAbout the Role: The Associate Financial Advisor provides specialized services to an individual Financial Advisor to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role.
Associate Financial Advisor Jambalaya GroupAssociate Financial AdvisorIssaquah, WA$85,000–$95,000This role is intentionally designed for an advisor who wants to grow into leading client relationships, contributing to revenue growth, and developing into a long-term leader and potential equity owner within the practice — not a service-only position. Are you a client-focused professional with experience in financial services who’s ready to step into a client facing role with a clear path toward managing client relationships and future partnership within a successful private wealth practice? .