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
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$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...SuggestedFull 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...SuggestedContract workFor contractorsFlexible hours
$28.85 - $33.65 per hour
...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. We do this by driving Responsible Growth and delivering for our clients,...SuggestedHourly payFull timeWork at officeImmediate startShift workDay shift- 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...Suggested
- 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
- 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...
$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...Remote jobMinimum wageFull timeWork experience placementReliefWork at officeLocal area- 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...
$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- AO Garcia Agency is seeking dedicated individuals for a remote financial services role aimed at protecting families. This work-from-home opportunity emphasizes growth, helping others, and upholding the highest integrity in every client interaction. All interviews will be...Remote jobWork from home
- 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
- 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
- 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...
- 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...
$24 - $30 per hour
...Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting...Hourly payTemporary workDay shift$25 - $38.46 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 payWork experience placementDay shift- ...is seeking a customer-focused Loan Officer to guide clients through the loan process from application to closing. You will assess financial documents, explain loan products, and coordinate with underwriters to ensure timely decisions. You will build lasting client relationships...
- 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...
- ...using various applications. Basic internet skills. Production generation experience preferred. Previous experience selling financial products. Previous experience growing and developing an existing customer base. How you'll thrive at Coastal: Be the Best...Temporary workWork at officeLocal areaFlexible hours
$45k - $100k
...anticipated to remain open for 30 days, from 19-Aug-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- Coastal is seeking a Relationship Banker to sell a full range of banking services to individuals and small businesses, while building lasting relationships and delivering exceptional service. You will interview loan prospects, process consumer loans, and lead sales efforts...
- ...Potential 360 in Everett, WA offers a remote Client Account Specialist role focused on guiding clients seeking information about life and financial protection coverage. You will reach out, assess needs, present options, and support clients through the process. The position...Remote job
$85k - $95k
...new leases and renewals based on current market information. Financial reporting and control Reviews and helps develop annual property... ...certification is highly recommended for this position. (i.e. Accredited Residential Manager (ARM) or Certified Property Manager (CPM))...Full timeFor contractorsShift work- Bank of America in Washington state seeks a financial relationship advisor to provide comprehensive advice and customize solutions helping clients reach financial goals. You'll triage leads, refer to partners, meet with clients, review goals, build plans, and recommend...Monday to Friday
- ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...Remote work
- Optum is looking for an Associate Finance Director to oversee financial forecasting, budgeting, and reporting within the organization. You will lead a team of analysts in a remote work environment, collaborating with business leaders to enhance financial performance across...Remote job
- Bank of America in Washington state seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage client leads, refer to internal partners, meet with clients to review goals, build...
$38.6k - $48.3k
...InsurancePaid Time OffVolunteer Time OffCompany CultureNative American Bank is a full-service community bank committed to meeting the financial needs of individuals, businesses, and non-profits within the Native American community and beyond. Our focus is on delivering a...Hourly payFull timeTemporary workWork at officeFlexible hoursNight shift$20 - $22.88 per hour
...Heritage Bank has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Mill Creek Branch is seeking a bank teller to help customers meet their financial goals by providing...Hourly payFull timePart timeBank staffWork at officeMonday to FridayFlexible hoursShift work
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