Licensed Financial Planner & Service Advisor
Merit Financial Advisors
Merit Financial Advisors is a fast-growing financial services firm headquartered in Alpharetta, GA, offering services across 39 locations. The Service Advisor is a licensed financial professional who supports the advisory team in delivering financial planning and investment advice, with direct client interaction to implement strategies and provide ongoing service. This role involves independent judgment and knowledge application. #J-18808-Ljbffr Merit Financial Advisors
- Bank of America in Seattle seeks a Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7, and Series 66 licenses and to develop foundational client-advisory skills. You will work first in a financial center, deliver core banking and investment solutions...Suggested
$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor Stage I to help clients with financial solutions while acquiring industry licenses. This role includes training with options for career progression and building client relationships. Applicants should possess a high...SuggestedHourly pay- Bank of America is looking for a Financial Solutions Advisor Stage I (FSA I) in Mercer Island, WA. This role requires obtaining industry licenses and training in client relationship management. Responsibilities include managing client relationships and delivering financial...Suggested
- WealthBridge Financial Group is seeking individuals in Washington who want to launch a financial services career through a structured associate program. Training is provided and... ...status, including sponsorship for required licenses. No prior financial experience is required...SuggestedTraineeship
- Northwestern Mutual is seeking College Financial Representatives in an internship program to help build a financial planning practice... ...interview for full-time roles after graduation, and support for licensing exams such as Series 6/63 and CFP if eligible. #J-18808-...SuggestedFull timeInternshipLocal areaFlexible hours
$25 - $38.46 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...a plan-based approach to financial advice. As a PCB, you will deliver... ...appropriate products and services. PCBs identify products and services... ...within Key (required) Licenses and Certifications...Hourly payWork experience placementImmediate startDay shift$24.52 - $37.5 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...a plan-based approach to financial advice. As a PCB, you will deliver... ...appropriate products and services. PCBs identify products and services... ...within Key (required) Licenses and Certifications FINRA License...Hourly payTemporary workDay shift$56k - $70k
...experience in a retail environment. Mortgage Loan Originator license. Knowledge of conventional, conforming, and jumbo guidelines.... ...federal lending regulations. Extensive knowledge of customer service and interpersonal best practices. Compensation & Benefits Estimated...- Alliance Global Partners seeks an experienced Financial Advisor to deliver high-touch wealth management to high-net-worth clients. You will... ...schedule client meetings, communicate the full range of services offered, and pursue new business opportunities through proactive...
$92.87k - $152.57k
...a broad array of planning and advisory services, investment management, trust and estate... ...multiple integrated businesses. The Financial Advisor will support the Wealth Investments.... ...Series 66, and Pennsylvania Life Insurance licenses. Must have no disclosures on Form U4...Full timeWork experience placementFlexible hours$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern... ...client-building and obtaining licenses. Our award-winning training... ...Funding · Investment & Advisory Services · Trust Services ·... ...and moreCertified Financial Planner® licensing support2Fully company...Full timeContract workFor contractorsWork at office$50k
...branch-team business model. One financial advisor and one branch office... ...branch. World-class products, services and support. And the stability... ...maintain registrations and licenses in good standing. A firm-provided... ...CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered...Work at officeWork from homeHome officeFlexible hours- ...The Financial Advisor plays a key role in delivering comprehensive, fiduciary-driven financial... ...existing clients. This role is centered on service, planning, operational execution, and... ...advice is delivered only by appropriately licensed advisors. Key Responsibilities Client...Apprenticeship
- ...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 you develop your business...Flexible hours
$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern... ...client-building and obtaining licenses. Our award-winning training... ...Funding · Investment & Advisory Services · Trust Services ·... ...and moreCertified Financial Planner® licensing supportFully company...For contractorsWork at office$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...client‑building and obtaining licenses. Our award‑winning training... ...Funding • Investment & Advisory Services • Trust Services •... ...and more Certified Financial Planner licensing support Fully company...Work at office$88k - $150k
...wealth creators with complex financial lives, delivering integrated... ...seeking an experienced Family Advisor to join our advisory team and... ...for excellence and legendary service. Our ideal candidate is a... ...Life and Disability Insurance license Operates proficiently in Salesforce...Full timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 2731 77th Avenue SE - Mercer Island, Washington 98040-2800... ...FWA's split their time between client servicing and transaction support (70% of time)... ...capabilities within Key. (required) Licenses and Certifications ~ Notary...Hourly payWork experience placementWork at officeDay shift- ...Jones invites you to join a Fortune 500 financial services firm where you can build your own... ...and home-office support. As a financial advisor, you’ll help clients plan for retirement... ...putting clients first. Training and licensing are provided, with a pathway to long-term...Home office
- ...developing the next generation of financial representatives, ranked the #... ...in the country for new advisor success (revenue) twice in the... ...mentorship, and professional licensing support to help you confidently transition into financial services. You’ll be surrounded by a team...Full timeInternshipSeasonal workWork at officeVisa sponsorshipFlexible hours
- ...Make an impact providing expert financial advice with heart. Thrivent... ...different kind of financial services firm, one that puts generosity... ...obtain your state insurance licenses (life, health & variable contracts... ...Thrivent’s comprehensive advisor onboarding program. After...
- ...Northwestern Mutual Puget Sound is seeking a Financial Advisor to help individuals and businesses achieve their financial... ...tailored solutions. The role offers training, licensing sponsorship, mentorship from experienced planners, and a supportive team committed to community...
- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern... ...Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials...Local area
$80k - $100k
...Senior Associate Financial AdvisorThe Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor... ...business development, client service, and operational strategies.Track... ...equivalent work experienceCertification/License: Series 7, 63 & 65 or 66 FINRA...Work at office$53k - $83k
...Ameriprise Financial is seeking a Financial Advisor in Bellevue, WA. This full-time role requires 3+ years of experience, proven client service skills, and the ability to generate client leads.... ...extensive training, support for licensing, and have the potential to build...Full time$45k - $100k
...due to the volume of applicants. Join a financial services firm where your contributions are... ...million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...providing: Paid training - Get registered and licensed and learn how to be a financial...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- Wealthfront MOps seeks a licensed loan officer assistant to join our mortgage lending team in Seattle. You will work with Wealthfront clients... ...with our technology platforms and tools. This role emphasizes service excellence and efficient, compliant origination. You will...
$53k - $83k
...Financial AdvisorAre you looking to advance your career... ...? As a Financial Advisor with Ameriprise, you'll... ...obtain your required licenses/credentials, and we'll... ...clients and develop a service model to provide solutions... ..., CERTIFIED FINANCIAL PLANNER™ professionals*, Community...Work experience placementLocal area$92.22k - $106.1k
...and help shape the vision for our Workday Financials Practice. You will be responsible for... ...presentations.RequirementsWorkday Contracts to Cash Services CertificationMinimum 2 years of... ...standards. Armanino LLP is a licensed independent CPA firm that provides attest...Full timeContract workLocal areaFlexible hours$157.23k - $192.17k
...serve to make better and smarter financial decisions and enabling the... ...planning. The Private Wealth Advisor (PWA) is responsible for... ...and estate planning, and trust services to frame, acquire, and retain... ...position requires National Mortgage Licensing System (NMLS) registration...Full timeWork experience placementLocal area3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Licensed Financial Planner & Service Advisor. Be the first to apply!
- financial planner cfp Seattle, WA
- senior financial advisor Seattle, WA
- strategic finance associate Seattle, WA
- oracle financial functional consultant Seattle, WA
- associate leveraged finance Seattle, WA
- entry level financial advisor Seattle, WA
- wealth advisor associate Seattle, WA
- junior oracle financial functional consultant Seattle, WA
- financial advisor development program Seattle, WA
- jde finance consultant Seattle, WA

