Wealth Solutions Advisor | Financial Planning Pro
United States Digital Space LLC
United States Digital Space LLC in Washington state seeks a financial advisor to help clients achieve their goals by building financial plans and recommending brokerage products, including stocks, bonds, and mutual funds. The role involves triaging client leads, referrals, and meeting regulatory requirements such as SAFE Act registration. Candidates should hold Series 7 and 66 (or 63/65), have at least one year in investments, and be capable of working Monday to Friday with rotating Saturdays. #J-18808-Ljbffr United States Digital Space LLC
- Mechanics Bank, in partnership with LPL Financial, invites you to join our employee advisor model as a Wealth Advisor serving local clients in Seattle-area branches... ...site role requires delivering holistic financial solutions across brokerage, advisory, and insurance...SuggestedLocal area
- ...guided by a common purpose to help make financial lives better through the power of every... ...providing comprehensive advice and customized solutions to clients to help them achieve their... ...investment goals, building a financial plan, and recommending brokerage products....SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$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...SuggestedHourly pay$28.85 - $33.65 per hour
...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I) , your journey begins obtaining your Securities...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift- Bank of America in Washington state is seeking a Financial Solutions Advisor Stage I to start by obtaining required securities licenses (SIE, Series 7, Series 66). You’ll learn to build and manage client relationships, assess a client’s financial picture, and offer guidance...SuggestedWork at office
- ...Financial Solutions Advisor Registration Candidate- NW Snohomish Market Mount Vernon, Washington;Stanwood, Washington; Lynnwood, Washington; Snohomish... ...termination. Responsibilities: Works with clients to plan their short and long-term financial goals by building a...Temporary workWork at officeImmediate startFlexible hoursShift workDay shift
- ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services... ...advice-based approach to financial solutions for an assigned book of business.... .../insurance products and financial planning Core Competencies: Strong...Work at officeLocal area
- ...guided by a common purpose to help make financial lives better through the power of every... ...providing comprehensive advice and customized solutions to clients to help them achieve their... ...Responsibilities: Works with clients to plan their short and long-term financial...Temporary workWork at officeImmediate startFlexible hoursShift workDay shift
- LPL Financial, in partnership with Gesa Credit Union, invites you to join our employee advisor model as a Wealth Advisor at a Gesa Credit Union branch. You will deliver Non-Deposit Investment... ...emphasizes an advice-based financial solution approach, prospecting new business,...
- Bank of America is looking for a Financial Solutions Advisor Stage I in Everett, Washington. You will start your career with training to obtain necessary securities licenses and gain foundational skills necessary to help clients achieve their financial goals. This role...
$70k - $80k
...guided by a common purpose to help make financial lives better through the power of every... ...providing comprehensive advice and customized solutions to clients to help them achieve their... ...investment goals, building a financial plan, and recommending brokerage products....Temporary workImmediate startMonday to FridayShift workDay shift- 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,...
- Mechanics Bank is seeking a Wealth Advisor affiliated with LPL Financial to provide holistic, needs-based financial solutions to clients at our Seattle-area branches. This on-site role emphasizes building trusted relationships and delivering comprehensive brokerage, advisory...
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions to individuals and families. You will build lasting relationships, educate clients on digital tools, and collaborate...
- Bank of America is looking for a Financial Solutions Advisor Stage I in Bothell, WA. In this role, you will acquire necessary licenses and develop foundational skills to manage client relationships effectively. The position offers professional growth and advancement opportunities...
- Talentify in Edmonds, WA is seeking a Financial Services Representative II to deliver outstanding member experiences in person and over the phone. You will perform requested transactions, provide recommendations, and help members meet financial goals through cross-sales...
- Bank of America in Washington state is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals.... ...clients to review goals, building financial plans, and recommending brokerage products. The role...
- ...process cash transactions accurately. The role emphasizes building client relationships, understanding financial needs, and connecting clients to suitable solutions within a compliant, in-office environment. The position requires strong communication, problem-solving,...Work at officeWeekend work
- ...customer service. The role blends sales with banking operations and requires consultative conversations to identify solutions that meet customers’ financial goals. You will develop foundational certifications and participate in ongoing professional development while...
- ...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...Full timeWork at officeFlexible hours
- ...of America is seeking a client‑facing associate to serve as the first contact for financial center clients in Lynnwood, WA. You will uncover personal banking needs, offer suitable solutions, and route to specialists while delivering exceptional service. Expect outbound...
- 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...
- 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 Advisor...Work at officeFlexible hours
- Mechanics Bank is seeking a Wealth Advisor affiliated with LPL Financial to join our on-site team in the Seattle metro area. You will provide holistic financial solutions, build lasting client relationships, and help clients meet their investment and insurance goals. Responsibilities...
- 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...
- Bank of America seeks a client advisor to provide comprehensive financial guidance, triage client leads, and refer to partners as needed to meet asset-based goals. The role involves meeting clients to review financial and investment goals, recommending products, and pursuing...
- Boeing Employee Credit Union in Everett, WA seeks an Investment Program Financial Advisor affiliated with LPL Financial. You will serve as a Financial Advisor associated with LPL Financial, though you are NOT an employee of LPL. Role focuses on providing advisory services...
$25 - $26.77 per hour
...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... ...the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...guided by a common purpose to help make financial lives better through the power of every... ...life priorities and connecting clients to solutions that meet the financial goals.... ...between this communication and the official plan documents, the plan documents will always...Work at officeFlexible hoursShift workWeekend workDay shift
$65k - $80k
...Job Description Soundview Financial Group A Private Wealth Advisory Practice of Ameriprise... ...seeking an Associate Financial Advisor (AFA) to support succession planning efforts for retiring advisors... ...practical, client-friendly solutions Practice Growth & Development...Private practiceWork at officeMonday to Friday
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Solutions Advisor | Financial Planning Pro. Be the first to apply!
- estate planning consultant Lynnwood, WA
- financial consultant Lynnwood, WA
- finance associate Lynnwood, WA
- financial associate Lynnwood, WA
- financial planning administrator Lynnwood, WA
- financial counselor Lynnwood, WA
- wealth advisor Lynnwood, WA
- jde finance consultant Lynnwood, WA
- financial planning assistant Lynnwood, WA
- financial planning associate Lynnwood, WA



