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Financial advisor Jobs in Renton, WA

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Financial advisor • renton wa

Last updated: 2 days ago
  • Promoted
FINANCIAL ADVISOR

FINANCIAL ADVISOR

Jamie GrayemBellevue, WA, United States
Full-time
Base Salary + Quarterly Production Bonus + Full Benefis.MUST HAVE 7 / 66 (63 / 65) This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees en...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor (Family Advisor)

Financial Advisor (Family Advisor)

Parcion Private WealthBellevue, WA, United States
Full-time
Parcion Private Wealth is looking for a dynamic teammate to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Family Advisor to jo...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor - BECU

Financial Advisor - BECU

LPL FinancialBellevue, WA, US
Full-time
Associate Financial Advisor - BECU.LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at BECU in the Bellev...Show moreLast updated: 30+ days ago
Block Advisor Tax Advisor

Block Advisor Tax Advisor

H&R BlockBellevue, WA, United States
Full-time
At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...Show moreLast updated: 11 days ago
Financial Advisor

Financial Advisor

Blue SignalSeattle, WA
Full-time
Experienced Financial Advisor – Growth-Focused Wealth Management Firm.Locations : Greater Denver, CO | Greater Seattle, WA | Hawaii | Coastal Carolina | New Mexico. Are you a seasoned finance expert ...Show moreLast updated: 30+ days ago
  • Promoted
Financial Analyst

Financial Analyst

SumBridgeRenton, WA, United States
Permanent
SumBridge is hiring a Financial Analyst to join one of our healthcare clients in a permanent, full-time role.The Financial Analyst is responsible for preparing and analyzing the annual budget, fore...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor - Seattle

Financial Advisor - Seattle

Corebridge FinancialSeattle, WA, US
Full-time
At Corebridge Financial, we believe action is everything.That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their fi...Show moreLast updated: 30+ days ago
Team Based Financial Advisor – Legacy West Financial Consultants - Bellevue, WA

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

ThriventWA,Bellevue
Full-time
Make an impact working as part of a team providing financial advice with heart.You’ll learn the business surrounded by experienced financial advisors and other experts, building your career with th...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor

Financial Advisor

Ameriprise FinancialBellevue, WA, US
Full-time +1
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal r...Show moreLast updated: 30+ days ago
  • Promoted
Team Based Financial Advisor - Legacy West Financial Consultants - Bellevue, WA

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

Thrivent FinancialBellevue, WA, United States
Full-time
Make an impact working as part of a team providing financial advice with heart.You’ll learn the business surrounded by experienced financial advisors and other experts, building your career with th...Show moreLast updated: 30+ days ago
  • Promoted
Associate Financial Advisor - North King Co / Snohomish Co

Associate Financial Advisor - North King Co / Snohomish Co

Boeing Employees Credit UnionTukwila, WA, United States
Full-time
Is it surprising to hear that a financial institution of 1.Our "people helping people" philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor

Financial Advisor

Mass Mutual NWSeattle, WA, United States
Full-time
Responsibilities : This full-time Financial Advisor role is located in Seattle, WA, with flexibility for some remote work. As a Financial Advisor, you will work with clients to provide financial plan...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor

Financial Advisor

The Misch GroupBellevue, WA, US
Full-time
We are seeking a highly motivated and experienced Financial Advisor to join our growing team.The ideal candidate will provide comprehensive financial planning and investment management services to ...Show moreLast updated: 30+ days ago
  • Promoted
Financial Solutions Advisor- Seattle North Area

Financial Solutions Advisor- Seattle North Area

Bank of AmericaSeattle, WA, United States
Full-time
Financial Solutions Advisor- Seattle North Area.Shoreline, Washington;Lynnwood, Washington; Seattle, Washington; Seattle, Washington. Edmonds, Washington; Seattle, Washington; Seattle, Washington; ...Show moreLast updated: 5 days ago
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Associate Financial Advisor

Associate Financial Advisor

Edward JonesSeattle, WA, US
Full-time
Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)

Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)

Northwestern MutualSeattle, WA, US
Full-time
Northwestern Mutual was named one of the World's Most Admired Companies in our industry by Fortune's annual survey in 2024 and ranked 111 by Fortune 500, affirming we are among America's premier co...Show moreLast updated: 30+ days ago
  • Promoted
Financial Analyst

Financial Analyst

LHH Recruitment SolutionsBellevue, WA, United States
Full-time
LHH is partnering with a large company to search for a temporary Financial Analyst for their team.The manager is looking for someone to partner directly with them for project work and for operation...Show moreLast updated: 2 days ago
  • Promoted
Financial Solutions Advisor- Seattle North Area

Financial Solutions Advisor- Seattle North Area

Seattle StaffingSeattle, WA, US
Full-time
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making ...Show moreLast updated: 30+ days ago
Financial Analyst

Financial Analyst

VirtualVocationsRenton, Washington, United States
Full-time
A company is looking for a Financial Analyst to support government contracting work through financial analysis and reporting. Key Responsibilities Conduct comprehensive financial analysis for gove...Show moreLast updated: 30+ days ago
People also ask
FINANCIAL ADVISOR

FINANCIAL ADVISOR

Jamie GrayemBellevue, WA, United States
30+ days ago
Job type
  • Full-time
Job description

FINANCIAL ADVISOR

$75,000-90,000 Base Salary + Quarterly Production Bonus + Full Benefis

MUST HAVE 7 / 66 (63 / 65) This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Your position requires SAFE Act registration and you'll be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and / or maintain SAFE Act registration may result in your immediate termination.

WE PROVIDE

  • A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
  • Marketing strategies to reach wider audiences with greater appeal.
  • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
  • Potential Opportunities for professional growth.
  • Leadership opportunities, including leading client and conference seminars

Required skills :

  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
  • Has two years' experience working in the financial service industry and / or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)
  • Is a self-starter who efficiently manages time and capacity.
  • Sets and accomplishes goals, achieving whatever you put your mind to.
  • Builds and nurtures strong relationships.
  • Collaborates effectively with others to get things done.
  • Communicates effectively and confidently and is comfortable engaging all clients.
  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
  • Likes to learn, adapts to new information and seeks the right solutions for clients.
  • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
  • Desired skills :

  • Proven ability to partner and promote lead generation.
  • Experience balancing investment management, sales activities and new client development.
  • Strong computer skills and the ability to multitask in a demanding environment.
  • A bachelor's degree, preferably in business-related field.
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and / or Chartered Retirement Planning Counselor (CRPC).
  • Obtained insurance licenses.