Talent.com
FINANCIAL ADVISOR

FINANCIAL ADVISOR

Jamie GrayemBellevue, WA, United States
21 hours 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.
  • Create a job alert for this search

    Financial Advisor • Bellevue, WA, United States

    Related jobs
    • Promoted
    Associate Financial Advisor

    Associate Financial Advisor

    Edward JonesSeattle, WA, US
    Full-time
    Does that describe you? If so, we need you on our team.At Edward Jones, we're all about making a difference.In the lives of our clients - and our people. Our licensed branch associates are highl...Show moreLast updated: 29 days ago
    • Promoted
    Wealth Advisor, Schwab Wealth Advisory

    Wealth Advisor, Schwab Wealth Advisory

    Charles SchwabBELLEVUE, WA, United States
    Full-time
    At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    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: 21 hours ago
    • Promoted
    • New!
    Financial Advisor

    Financial Advisor

    Northwestern MutualSeattle, WA, United States
    Full-time
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show moreLast updated: 21 hours ago
    • Promoted
    Associate Financial Advisor

    Associate Financial Advisor

    Ameriprise Financial - WashingtonEdmonds, WA, US
    Full-time
    Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving private wealth advisory practice? Puget Sound Wealth Advisor...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Financial Advisor & Planner - Wealth Management, Premier / Brokerage

    Senior Financial Advisor & Planner - Wealth Management, Premier / Brokerage

    Empower RetirementSeattle, WA, United States
    Full-time
    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...Show moreLast updated: 13 days ago
    • Promoted
    Wealth Advisor

    Wealth Advisor

    Focus Financial Partners Inc.Bellevue, WA, United States
    Full-time
    Focus Partners Wealth is seeking a Wealth Advisor to join our team! The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing. They serve our clients by puttin...Show moreLast updated: 8 days ago
    • Promoted
    Wealth Advisor - Mechanics Bank

    Wealth Advisor - Mechanics Bank

    LPL FinancialLynnwood, WA, US
    Full-time
    LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients.This exciting opportunity at Mechanics Bank invites you to join our employee a...Show moreLast updated: 30+ days ago
    • Promoted
    Partner Tax Preparation Advisor Manager

    Partner Tax Preparation Advisor Manager

    PwCSeattle, WA, United States
    Full-time
    A career in Finance, within Internal Firm Services, will provide you with the opportunity to help PwC in all aspects of our Finance internal function including financial planning and reporting, dat...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    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: 21 hours ago
    • Promoted
    Financial Advisor

    Financial Advisor

    Edward JonesPoulsbo, WA, US
    Full-time
    This job posting is anticipated to remain open for 30 days, from 27-Oct-2025.The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career ...Show moreLast updated: 7 days ago
    • Promoted
    • New!
    Financial Advisor

    Financial Advisor

    Mass Mutual NWEverett, 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: 21 hours ago
    • Promoted
    • New!
    Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA

    Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA

    Thrivent FinancialBellevue, WA, United States
    Full-time
    About Ascend National Wealth Advisors : .At Ascend National Wealth Advisors, we offer personalized financial strategies designed to reflect your unique values and grow with you over time.We begin wit...Show moreLast updated: 21 hours ago
    • Promoted
    Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)

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

    Northwestern MutualSeattle, WA, United States
    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 ...Show moreLast updated: 6 days ago
    • Promoted
    • New!
    Financial Advisor

    Financial Advisor

    Fidelity InvestmentsSeattle, WA, United States
    Full-time
    Are you ready to focus on building deeper relationships with clients rather than dedicating your time to client acquisition? Join a respected team in the financial industry that provides an unparal...Show moreLast updated: 21 hours ago
    • Promoted
    • New!
    US Experienced Financial Advisor

    US Experienced Financial Advisor

    Edward JonesSeattle, WA, United States
    Full-time
    We're bullish about your future here.Your experience is valuable to us - and we know you have options.But we offer something the competition simply can't : our unique branch-team business model.One ...Show moreLast updated: 21 hours ago
    • Promoted
    • New!
    Senior Financial Advisor & Planner - Wealth Management, Premier / Brokerage

    Senior Financial Advisor & Planner - Wealth Management, Premier / Brokerage

    Empower Annuity Insurance Company of AmericaSeattle, WA, United States
    Full-time
    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...Show moreLast updated: 21 hours ago
    • Promoted
    Senior Financial Advisor

    Senior Financial Advisor

    Parcion Private WealthBellevue, WA, US
    Full-time
    Parcion Private Wealth is looking for a dynamic leader to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Senior Family Wealth A...Show moreLast updated: 30+ days ago