Accredited Financial Counselor
$62k - $72kTrueBlue Inc.
Personal Financial Counselor – Onsite on a Military base in Marysville, Washington. Direct hire for Magellan Federal Health. Pay: $62,000 – $72,000 Seeking a certified financial professional to support service members and their families. Make a meaningful impact in a non-sales , coaching-focused role. Requirements Experienced or retired financial professionals Those who prefer advising over sales Military spouses with CFP-level credentials Interested? Comment INTERESTED — and please include your name, phone number, email, and LinkedIn profile so I can contact you directly. Feel free to reach out directly: Rose Norris View phone number on click.appcast.io View email address on click.appcast.io #FinancialPlanning #CFP #MilitarySpouses #CareerOpportunity #FinancialAdvisor #retired #AFC Seniority level Not Applicable Employment type Full-time Job function Finance and Consulting #J-18808-Ljbffr TrueBlue Inc.
$58.44k - $93.5k
Magellan Federal is looking for a Personal Financial Counselor in Marysville, WA. This position involves providing personal financial services... ...3 years of financial counseling experience, and possess an accredited certification like AFC, CFP, or ChFC. The salary ranges...Suggested$58.44k - $93.5k
Job Information Title: Personal Financial Counselor - Marysville, WA. Grade: 24. Responsibilities Provide personal financial counseling services... ...) process. Holder of one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP...SuggestedContract workTemporary work$58.44k
This position will provide personal financial services at assigned military installations... ..., and referral resources. The counselor works closely with installation and military... ...have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial...SuggestedContract workTemporary workWork experience placementWork at office- ...Financial Counselor Position Fairfax Behavioral Health, founded in 1930, is a private, free-standing mental health hospital that specializes in psychiatric and detox treatment. We strive to meet and respond to the needs of our community by offering a continuum of care...SuggestedWork at officeLocal area
- ...Financial Counselor Position Fairfax Behavioral Health, founded in 1930, is a private, free-standing mental health hospital that specializes in psychiatric and detox treatment. We strive to meet and respond to the needs of our community by offering a continuum of care...SuggestedWork at office
- I am seeking a hands on, results-oriented Tax Manager to oversee a team of highly motivated staff and senior accountants. If you have ever thought about making a change, now is the time to join a firm that will offer you professional growth and opportunity. Responsibilities...Flexible hours
$62k - $72k
A national financial services provider is seeking a Personal Financial Counselor for an onsite role in Marysville, Washington. This position focuses on advising service members and their families about financial planning in a supportive, non-sales environment. Candidates...Full time- ...MassMutual Northwest MassMutual Northwest is seeking motivated and driven individuals interested in building a career in financial services. No prior industry experience is required. We provide training, licensing support, mentorship, and professional development to help...Contract workFor contractorsFlexible hours
- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Everett, Washington. In this role, you will engage with clients to understand their financial objectives and provide tailored advice and strategies. Your responsibilities...
- Bank of America is seeking a Financial Solutions Advisor Stage I in Marysville, WA. This role is crucial for building and managing client relationships while obtaining necessary licenses such as the Securities Industry Essentials, Series 7, and Series 66. You will receive...
- 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...
- 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 planning, retirement planning, and investment services. This hybrid role requires...Full timeContract workRemote work
$59.5k - $116.6k
...just a goal we’re after - it’s the only thing we’re after. And we have the know-how to help make it a reality for millions. As a Financial Analyst with Optum, you’ll work on an elite team with experts who are guiding our success and writing our future. Learn more by applying...Minimum wageFull timeWork experience placementReliefWork at officeLocal areaRemote work- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals....
$68.64k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with...Work at officeLocal area$80k - $90k
...management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...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 America is a fraternal financial services organization built to help...Full timeLocal area
- A reputable financial services company is seeking a full-time Financial Advisor in Seattle, WA, with some remote work flexibility. You will assist clients with financial planning, retirement planning, and investment services. Strong communication skills and the ability...Remote jobFull time
- 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...
- ...people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent...Immediate startAfternoon shift
- 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...
$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...$24.52 - $37.5 per hour
...Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable...Hourly payImmediate startDay shift- Mass Mutual NW is seeking motivated individuals in Everett, WA for a career in financial services. No prior experience needed as training and licensing support will be provided. This role focuses on helping clients protect their assets and preparing for their financial...Flexible hours
$20 - $22 per hour
...Job Title At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our... ...Basic Requirements ~ High School Diploma or GED from accredited institution ~0-2 years consumer finance or related experience...Work at office- A fraternal financial services organization is seeking a Regional Field Recruiter to launch their financial services career. This role involves providing financial guidance to members and creating tailored financial plans. Candidates should show integrity, possess leadership...
- ...looking for a Finance team member to provide analytical support within the FP&A team. You will manage forecasts, budgets, and deliver financial insights while leveraging advanced Excel and BI tools. We seek candidates with 4-6 years in financial roles, a strong...
- ...clients in Everett, WA. You will manage complete banking relationships and actively seek to deepen client ties while ensuring the best financial products are offered. The ideal candidate possesses proven success in client acquisition and has a strong commitment to compliance...
$25 - $27.88 per hour
.... It involves accurately and efficiently processing cash transactions, having deep conversations with clients to understand their financial and life priorities, and connecting them to solutions that meet their goals. Responsibilities Executes the bank’s risk culture and...Hourly payShift workWeekend workDay shift- ...affluent clients. You will leverage a relationship-oriented approach to acquire and deepen connections with clients, deliver tailored financial solutions, and ensure adherence to banking policies and regulations. This role requires a strong commitment to client relationship...
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