Wealth Planning & Investment Advisor
$70k - $80kDormont Manufacturing Co
Dormont Manufacturing Co in Edmonds, Washington, seeks a dedicated financial advisor to help clients reach their financial goals. Responsibilities include triaging client leads, making referrals, meeting clients to review investment goals, and building financial plans. This position demands at least one year of experience in the financial services industry and requires Series 7 and 66 licenses. This role offers a competitive salary range of $70,000 to $80,000, based on skills and experience. Benefits include paid time off and participation in an incentive plan. #J-18808-Ljbffr Dormont Manufacturing Co
$68.64k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of... ...multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the... ...investment/insurance products and financial planning Core Competencies: Strong...SuggestedWork at officeLocal area$70k - $80k
Bank of America in Kenmore, Washington is seeking an Investment Advisor responsible for providing comprehensive advice and customized solutions... .... You will work closely with clients to develop financial plans, recommend investment products, and manage client relationships...Suggested- ...is seeking a Financial Consultant to provide financial guidance and form lasting relationships with clients. This role emphasizes wealth management and the ability to grow your practice through client referrals. The ideal candidate will possess a valid FINRA Series 7...Suggested
- 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...Suggested
- 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...Suggested
$80k - $90k
Bank of America is seeking a Financial Advisor for its Advisor Development Program at Merrill Wealth Management in Everett, WA. This role focuses on developing client relationships and providing tailored investment recommendations to high-net worth individuals. Successful...- Micro1 is seeking a Personal Financial Advisor (Private Wealth) to work on a contractor basis. This role involves applying your financial expertise to help train next-generation AI systems, guiding financial decision-makers through high-quality input. Key responsibilities...Remote jobFor contractors
$59k - $74k
...Investment Consultant You joined the financial services industry... ...develop customized financial plans through a wide range of products... ...with a dedicated local advisor. The Expertise We're Looking... ...objectives and refer them to a wealth management partner based on needs...Full timeWork at officeLocal area$65k - $80k
...Associate Financial Advisor (AFA) Location: Edmonds and/or Wenatchee... ...Financial Group is a Private Wealth Advisory Practice of... ...committed to comprehensive financial planning, strong client relationships,... ...financial planning and investment strategies. Conduct client meetings...Private practiceWork at officeMonday to Friday- ...Associate Financial Advisor Where ambition meets innovation... ...Financial Advisor with Olympic Investment Group, based in Edmonds, Washington... ...of comprehensive financial plans and investment strategies... ...is among the fastest growing wealth management firms in the U.S....Work at officeWork from home
$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$84.2k - $143.1k
...project scope and complexity. Complete projects accurately and efficiently, meeting timelines and reporting status. Document project work plans, outputs, reviews, and other documentation for peer‑review and continuity. Present findings to multiple levels of internal and...Contract workWork experience placementWork 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...
- 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...
- Why GM Financial? GM Financial is the wholly owned captive finance subsidiary of General Motors headquartered in Fort Worth, U.S. We are a global provider of auto finance solutions, with operations in North America, South America, and the Asia Pacific region. Through long...Work at officeVisa sponsorshipFlexible hours2 days per week
- KeyCorp is looking for a Private Client Banker in Bothell, Washington, to act as a trusted advisor, focusing on client relationships and financial wellness. The role involves opening accounts, providing tailored financial solutions, and achieving sales and referral goals...Hourly pay
- ...balance and well-being. You’ll be rewarded for investing in your community, celebrated for being... ...for an overview of the following benefit plans and programs offered to employees. Health... ..., Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo...Full timeWork experience placementFlexible hours
$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- ...incentive opportunities. Click the link below to review our Investment Professionals' incentive structure. Investment... ...practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice...
- GM Financial is looking for a Senior Credit Analyst in Lynnwood, WA. The candidate will research credit risks, assess credit history, and approve or deny credit extensions. This includes assessing relationships with automobile dealers and ensuring compliance with regulations...Flexible hours
$80.28k
JPMorgan Chase Bank, N.A. is seeking a Private Client Advisor located in Bothell, WA. This role requires a deep understanding of financial... ...service. You'll build relationships and offer personalized investment advice to a diverse clientele, enhancing their financial...- Quality Talent Group is seeking bankers to join their Consumer, Small, and Business Banking division. You will build relationships with customers, assist with account openings and service requests, and educate them on digital banking tools. The position offers a comprehensive...
- ...employer known for its commitment to talent development and receive a comprehensive benefits package, including health coverage and 401(k) plan. Successful candidates will have customer interaction experience, strong communication skills, and the ability to work a flexible...Flexible hours
$22.33 per hour
...or client relation. Benefits Paid time off for vacation, sick days and holidays Health insurance Stock options Bonus programs 401(k) plan Paid Parental Leave Life and AD&D insurance Long‑term disability Tuition Reimbursement Employee assistance programs Pre‑tax health...Work at office- Description A Relationship Banker is responsible for customer service, new account acquisition and onboarding, customer retention, and above all, delivering on the bank’s mission of providing service in a manner that customers recognize as superior to the service provided...Temporary workWork at office
- Quality Talent Group is hiring bankers in Lynnwood, Washington to enhance customer relationships in the Consumer, Small, and Business Banking division. Ideal candidates will have over 6 months experience in customer interactions and must meet specific SAFE registration...
$20.82 per hour
...comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs ( for an overview of the following benefit plans and programs offered to employees. ~ Health benefits ~401(k) Plan ~ Paid time off ~ Disability benefits ~ Life insurance,...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work- A healthcare insurance provider is seeking an Actuarial Analyst II to support vendor invoice reconciliations and financial reporting. This hybrid role involves performing actuarial calculations, creating analytical reports, and consulting with stakeholders. Ideal candidates...
- ...coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support... ...personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're...Afternoon shift
- ...coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support... ...personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're...Immediate startAfternoon shift
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