Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Advisor & Financial Consultant

Charles Schwab

Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning to our existing client base. You will build lasting relationships and deliver guidance aligned with client goals, supported by a team of Schwab specialists. Key qualifications include active FINRA Series 7, with progression toward Series 66 and Life & Health Insurance. This role emphasizes growth, client service, and long-term planning across retirement, education, and estate planning. #J-18808-Ljbffr Charles Schwab

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor & Financial Consultant in Lynnwood, WA vacancy
  •  ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs...  ...assigned Branches. Responsibilities: Utilizing a consultative, holistic approach, sales process, and assessment tools... 
    Suggested
    Work at office
    Local area

    LPL Financial

    Mountlake Terrace, WA
    9 hours ago
  • Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, Edmonds and Wenatchee, is seeking an Advisor Trainee to support succession planning while contributing to growth. The role emphasizes relationship-building and long-term client stewardship... 
    Suggested
    Traineeship
    Private practice
    Work at office

    ameriprise

    Edmonds, WA
    2 days ago
  • Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, seeks an Advisor Trainee to support succession planning and client growth in Edmonds and/or Wenatchee, Washington. The role is designed to increase client responsibility over time, focusing... 
    Suggested
    Traineeship
    Private practice

    Ameriprise Financial Services, LLC

    Edmonds, WA
    1 day ago
  • Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, seeks an Advisor Trainee in Edmonds and/or Wenatchee, WA. This role supports succession planning for retiring advisors and growth of the practice within a collaborative team. Initially... 
    Suggested
    Traineeship
    Private practice

    Ameriprise Financial

    Edmonds, WA
    5 days ago
  • $23.39 - $35.78 per hour

     ...Description Identifies and coordinates all aspects of financial obligations for private pay patients. Including, but not limited to, patient relations, physician liaison regarding financial liabilities, deposit estimates and collection. Assures that customer needs and... 
    Suggested
    Minimum wage
    Full time
    Work at office
    Local area
    Shift work

    Providence Health & Service

    Edmonds, WA
    5 days ago
  •  ...applicants Direct message the job poster from Modern Woodmen of America Regional Field Recruiter at Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of... 
    Full time
    Local area

    Modern Woodmen

    Lynnwood, WA
    2 days ago
  •  ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial... 
    Work at office
    Flexible hours

    Bankers Life

    Lynnwood, WA
    4 days ago
  • $28.85 - $33.65 per hour

     ...guided by a common purpose to help make financial lives better through the power of every...  .... Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining...  ...business knowledge by using a defined consultative approach with clients to systematically... 
    Hourly pay
    Full time
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Lynnwood, WA
    5 days ago
  • $70k - $80k

     ...but there is not an immediate opening for every location listed At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our... 
    Temporary work
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Lynnwood, WA
    4 days ago
  • $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

    Bank of America

    Lynnwood, WA
    2 days ago
  • $23.39 - $35.78 per hour

    Description Identifies and coordinates all aspects of financial obligations for private pay patients. Including, but not limited to, patient relations, physician liaison regarding financial liabilities, deposit estimates and collection. Assures that customer needs and/or... 
    Minimum wage
    Work at office
    Local area
    Shift work

    Providence-Swedish-

    Edmonds, WA
    3 days ago
  • Bankers Life, located in Lynnwood, WA, is seeking Financial Advisors to help clients achieve their financial goals through personalized planning. Candidates should possess active Life & Health licenses or the ability to obtain them, along with a strong sales history and... 
    Flexible hours

    Bankers Life

    Lynnwood, WA
    2 days ago
  • $15 per hour

     ...Financial Solutions Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and... 
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Lake Forest Park, WA
    1 day ago
  • $50k - $85k

     ...Advisor TraineeAt Ameriprise Financial, we're not just in the business of helping clients with their financial goals – we also help our advisors and employees...  ...Franchise owner.Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an... 
    Traineeship
    Private practice
    Work at office
    Monday to Friday

    Ameriprise Financial

    Edmonds, WA
    2 days ago
  •  ...commitment to helping clients own their financial futures. In this exciting role, you’ll...  ...career opportunities.     As a Financial Consultant at Schwab, you will be procured with...  ...Schwab clients, providing them with wealth management and financial planning advice... 
    Full time

    Charles Schwab

    Lynnwood, WA
    6 days ago
  •  ...Associate Financial Advisor (AFA)Soundview 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... 
    Private practice
    Work at office
    Monday to Friday

    Jambalaya Group Recruiting

    Edmonds, WA
    3 days ago
  •  ...to the volume of applicants. Join a financial services firm where your contributions are...  ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud...  ...financial services, investment advisory or wealth management ~ CFP® (Certified Financial... 
    Full time
    Temporary work
    Flexible hours

    Edward Jones

    Edmonds, WA
    5 days ago
  • Zumiez Inc in Lynnwood, WA is seeking a Merchandise Financial Planner to build seasonal financial plans, set Open-to-Buy budgets, and optimize department assortments to maximize the customer experience. You will partner with buyers to translate data into forecasts, reconcile... 
    Seasonal work

    Zumiez Inc

    Lynnwood, WA
    4 days ago
  • A fraternal financial services organization in Edmonds is seeking a Regional Field Recruiter. In this role, you will assist individuals in achieving financial goals through personalized financial plans. You will receive comprehensive training and mentoring to excel in your... 

    Modern Woodmen of America

    Edmonds, WA
    4 days ago
  • JPMorgan Chase & Co. is seeking a Private Client Advisor to join Chase Wealth Management. You will provide comprehensive financial planning and tailored investment advice to individuals and families, building long-term relationships and delivering exceptional client experiences... 

    JPMorgan Chase & Co.

    Bothell, WA
    3 days ago
  • Charles Schwab in Lynnwood, WA is seeking a Financial Consultant to provide wealth management and financial planning to existing Schwab clients. You’ll build trusted relationships, offer guidance, and help clients pursue their financial goals. Over time, you’ll grow your... 

    Charles Schwab

    Lynnwood, WA
    1 day ago
  • 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... 

    JPMorganChase

    Everett, WA
    3 days ago
  • A prominent fraternal financial services organization is seeking a Regional Field Recruiter to help families achieve their financial goals. The role involves creating tailored financial plans and providing guidance while being supported through extensive training. Candidates... 
    Full time

    Modern Woodmen of America

    Lynnwood, WA
    4 days ago
  • J.P. Morgan Chase in the United States seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial guidance and personalized investment solutions for individuals and families. You will build lasting client relationships, provide advised... 

    Next Frontier Capital

    Everett, WA
    1 day ago
  • Charles Schwab is hiring a Financial Consultant who will provide wealth management and financial planning advice to existing clients. This position requires a valid FINRA Series 7 license and entails growing client practices through relationship management and networking... 

    Charles Schwab

    Lynnwood, WA
    5 days ago
  •  ...Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5-star Bank in Washington State by Bauer Financial, an independent bank rating firm. A GREAT PLACE TO WORK AND BANK Join our team! 1st Security Bank team members deliver service... 
    Bank staff

    1st Security

    Edmonds, WA
    1 day ago
  • $22 - $33.66 per hour

     ...Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5-star Bank in Washington State by Bauer Financial, an independent bank rating firm. POSITION SUMMARY A Personal Banker is responsible for selling a full range of banking... 
    Bank staff
    Work at office

    1st Security

    Lynnwood, WA
    4 days ago
  • $22.33 per hour

     ...Min USD $22.33/Hr. Max USD $33.18/Hr. Job Summary Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance? Your search is over... WaFd Bank is hiring a Personal Banker. WaFd Bank has been... 
    Work at office

    WaFd Bank

    Lynnwood, WA
    2 days ago
  •  ...Associate Financial AdvisorThis job posting is anticipated to remain open for 30 days, from 06-Jul-2026. Join a financial services firm...  ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,... 
    Temporary work
    Work at office
    Local area
    Flexible hours

    Edward Jones

    Edmonds, WA
    1 day ago
  • $25 - $26.77 per hour

     ...Bank Of America Job OpportunityAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders... 
    Hourly pay
    Work at office
    Flexible hours
    Weekend work
    Day shift

    Bank of America

    Lynnwood, WA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor & Financial Consultant. Be the first to apply!