On-Site Wealth Advisor: Investment & Insurance Solutions
LPL Financial
A financial services firm in Lynnwood is seeking a Wealth Advisor to deliver tailored financial solutions and services. Successful candidates will be highly motivated self-starters with strong investment sales experience in a financial institution. This role requires maintaining licenses and regaining registrations, and collaborating with branch staff to meet client needs. The pay range is competitive, reflecting experience and skill, and an incentive compensation structure is included. #J-18808-Ljbffr LPL Financial
$68.64k - $80k
...Wealth Advisor LPL Financial collaborates with banks... ...employee to work on-site at the local bank branch... ...deliver Non-Deposit Investment Products (NDIPs) and... ...approach to financial solutions for an assigned book... ...existing investments and insurance solutions from retail...WebsiteWork at officeLocal area$25 - $38.46 per hour
...problem solver, trusted advisor, and partner to the... ...appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps... ...referring of investment and insurance products.... ...ability to apply on this site may request reasonable...WebsiteHourly payWork experience placementDay shift$15 per hour
...Financial Solutions Advisor At Bank of America, we are guided by a common purpose to help make... ...of backgrounds and experiences and invest heavily in our teammates and their families... ...a demanding environment. Obtained insurance licenses. Shift: 1st shift (United...SuggestedWork at officeImmediate startShift workDay shift- ...utmost hospitality, using the latest banking solutions and cutting-edge financial technology... ...comprehensive health care coverage, on-site health and wellness centers, a... ...credit cards, mortgages, auto financing, investment advice, small business loans and payment...WebsiteAfternoon shift
$25 - $26.77 per hour
...and life priorities. Connect clients to solutions that meet financial goals. Build relationships... ...experts in small business, lending, and investments. Manage financial center traffic,... ...incentive eligible). Location: Multiple sites in Lynnwood, WA and surrounding areas. Benefits...WebsiteHourly payShift workWeekend workDay shift- ...financial lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry... ..., and Sales Industries Financial Services, Insurance, and Investment Management Referrals increase your chances of interviewing at...Full timeLocal area
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin their career in the financial industry. This role includes obtaining necessary licenses, delivering core banking and investment solutions, and building relationships with clients. As you progress...
$70k - $80k
...providing comprehensive advice and customized solutions to clients to help them achieve their... ...with clients to review financial and investment goals, building a financial plan, and... ...Counselor (CRPC). Obtained your insurance licenses. Skills Account Management...Temporary workImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I, you will begin your career by acquiring the necessary... ...financial center to deliver Bank of America's core banking, investment solutions, and client‑care approach. After demonstrating...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- ...Specialists (Private Client Advisors, Mortgage Bankers and Business... ...and cities grow, delivering solutions to solve all their financial... ...comprehensive health care coverage, on-site health and wellness centers,... ..., mortgages, auto financing, investment advice, small business loans...WebsiteImmediate startAfternoon shift
$96.9k - $131.1k
...the individual will help with strategic investment planning, cost, material and project... ...issues, determine root cause and recommend solutions This position is hybrid. This means... ...programs, generally including health insurance, flexible spending accounts, health savings...Permanent employmentWork experience placementRelocationVisa sponsorshipWork visaRelocation packageFlexible hoursShift workDay shift$65k - $80k
Associate Financial Advisor (AFA) Soundview Financial Group A Private Wealth Advisory Practice of Ameriprise... ...planning and investment strategies * Conduct... ...practical, client-friendly solutions Practice Growth &... ...Active securities and insurance licenses (Series 7 & 6...Private practiceWork at officeMonday to Friday- ...As an Associate Financial Advisor with Olympic Investment Group, based in Edmonds, Washington... ...products, and retirement solutions. Excellent... ...Life, Accident & Health insurance licenses preferred CFP... ...among the fastest growing wealth management firms in the U....Work at officeWork from home
- Responsibilities This full-time Financial Advisor role is located in Seattle,... ..., retirement planning, and investment services. This hybrid role... ...independently. Requirements Insurance license and securities... ...learn more by visiting this site. #J-18808-Ljbffr MassMutual...WebsiteFull timeContract workRemote work
- A leading global financial services firm located in Everett, WA seeks a Private Client Advisor to offer comprehensive financial planning and investment solutions to a diverse range of clients. Ideal candidates will have at least 2 years experience in financial advisory...
$22.33 per hour
...individuals to assist clients with both personal and business banking solutions that improve their financial health and help them reach their... ...driver's license, satisfactory transportation, and adequate insurance coverage. Experience: ~ Prior banking experience,...Full timeWork at office- JPMorganChase is seeking a Financial Advisor in Everett, WA, to provide personalized investment solutions while fostering a diverse work environment. This role requires at least 2 years of financial services experience, along with valid Series 7 and 66 licenses. The candidate...
$28.85 - $33.65 per hour
Bank of America is looking for a Financial Solutions Advisor Stage I in Lynnwood, WA. This entry-level position supports career development through structured training programs, including obtaining essential industry licenses. Ideal candidates are those committed to fostering...Hourly pay$45.66 - $69.58 per hour
...benefits (medical, dental, vision), life insurance, disability insurance, time off benefits... ...21601 76th Workplace Type: On-site Pay Range: $See Posting - $See Posting... ...uninsured or underinsured – and we make investments that improve access to care in living our...WebsiteMinimum wagePart timeLocal areaShift work$50 - $60 per hour
...completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you...Hourly payContract workFor contractorsWork experience placementRemote work- ...your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial... ...build long-term security ~ Life and disability insurance for added peace of mind ~ Employee wellness...
$25 - $26.77 per hour
...of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities... ...network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...clients and 20,000 financial advisors across the U.S. and Canada,... ...related to selling financial solutions Critical thinker, problem... ...solutions to personalized investment issues, involving the FA when... ...within three months. State insurance licenses required As an associate...Full timeTemporary workWork at officeLocal areaFlexible hours
$20 - $24 per hour
...process and life cycle, presenting tailored solutions based on customer needs Manage the... ...and inform customers on optional insurance products, ensuring customers have a thorough... ...and company performance. Location: On site The schedule for this position...WebsiteFull timeTraineeshipWork experience placementLocal areaMonday to Friday$70k - $80k
...Manufacturing Co in Edmonds, Washington, seeks a dedicated financial advisor to help clients reach their financial goals. Responsibilities... ...client leads, making referrals, meeting clients to review investment goals, and building financial plans. This position demands at...- ...and culture with the utmost hospitality using the latest banking solutions and financial technology combined with friendly and attentive... ...compensation. Benefits include comprehensive health care coverage, on‑site health and wellness resources, retirement savings plan, backup...WebsiteAfternoon shift
- ...You will build meaningful client relationships, provide banking solutions, and adhere to a strong ethical standard. The ideal candidate... ...service, offering a competitive salary and diverse benefits, including health insurance and a 401(k) plan. #J-18808-Ljbffr WaFd Bank
$25 - $27.88 per hour
...clients to understand financial priorities and connect them to solutions. Execute the bank’s risk culture and operational excellence.... ...knowledge by partnering with experts in small business, lending, and investments. Manage financial center traffic, appointments, and outbound...Hourly payShift workWeekend workDay shift$79.65k - $97.52k
...aerospace & defense power, sensing and fluid solutions. Our products are rugged enough to fly... ...processes, and principles of capital investment and return; Competence in applying... ...care, dental, vision, life and disability insurance starting the first day of the month...WebsiteFor contractorsWork at officeLocal area- BECU in Washington seeks an Associate Financial Advisor to provide tailored investment services for clients. This role entails personalized financial planning involving IRAs and 529 plans, as well as fostering client relationships through targeted business development...
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