Investment & Financial Planning Advisor
Bank of America Corporation
Bank of America is seeking a client-focused financial advisor to develop tailored financial plans and recommend brokerage products to help clients achieve their goals. You will triage leads, collaborate with partners, and build strong client relationships in a fast-paced, in-office environment. The role requires relevant licenses (Series 7 & 66 or 63/65) and at least one year in the investments or financial services field. A professional sales background and drive to meet targets are preferred. #J-18808-Ljbffr Bank of America Corporation
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Investment & Financial Planning Advisor in Olympia, WA vacancy
$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...meeting with clients to review financial and investment goals and recommend products. Job... ...Responsibilities Works with clients to plan their short and long-term financial goals...SuggestedHourly payTemporary workWork at officeImmediate startFlexible hoursShift workDay shift$54.25k
LPL Financial partners with credit unions to provide financial services, and invites applications for the position of Financial Advisor at Washington State Employee Credit Union in Tumwater, WA.... ...licenses and at least three years of investment sales experience. The...Suggested$70k - $80k
...America, we are guided by a common purpose to help make financial lives better through the power of every connection.... ...thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift- Bank of America in Washington state seeks a Financial Advisor to deliver personalized financial guidance, triage client leads, and coordinate... ...to partners. You will meet clients to review goals, propose investment and banking solutions, and work toward licensure...SuggestedRelocation
$54.25k
LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients.... ...Credit Union - Tumwater, WA would allow you to join the Investment Program at WSECU as a Financial Advisor associated with LPL Financial. Under this model...SuggestedLocal area- Bank of America is seeking a financial services professional to provide comprehensive advice and customized solutions... ...meet with clients to review goals, and build financial plans incorporating banking and investment products. The role requires investment licenses (Series...
- ...s military families, you will focus on financial plans that are constantly evolving to pursue... ...plan that includes: Savings/banking Investments/wealth management Training and... ...start and grow a successful Financial Advisor career. Sponsorship: First Command...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command
Dupont, WA23 hours ago - O Bee Credit Union, in partnership with LPL Financial, is seeking a Wealth Advisor to support an assigned branch portfolio, delivering non-deposit investment products and advisory services to clients. The role is on-site at the Lacey, WA branch, where you will build strong...
- Join to apply for the Financial Advisor role at First Command Financial Services, Inc. Job Description... ...and are focused on a financial plan that is constantly evolving to meet short... ...plan that includes: Savings/banking Investments/wealth management Insurance/risk management...Hourly payMinimum wageTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- LPL Financial collaborates with credit unions to provide a comprehensive... ...you to join our employee advisor model as a Wealth Advisor affiliated... ...) to deliver Non-Deposit Investment Products (NDIPs) and services... ...products and financial planning Core Competencies Strong self...Work at officeLocal area
- ...Bee Credit Union is seeking a Wealth Advisor to act as a dedicated representative at... ...in Lacey, WA, delivering Non-Deposit Investment Products and advisory services to clients... ...and a focus on compliant, needs-based financial planning for a defined client #J-18808-Ljbffr...Local area
- O Bee Credit Union seeks a Wealth Advisor affiliated with LPL Financial to deliver NDIPs and advisory services at our Lacey, WA branch. You will serve... ...-based approach. The role requires at least 2 years of investment sales experience, active FINRA licenses (Series 7, 63;...
- ...guided by a common purpose to help make financial lives better through the power of every... ...experts in small business, lending, and investments Manages financial center traffic, appointments... ...this communication and the official plan documents, the plan documents will...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Olympia, WA1 day ago $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... ...by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$20.67 - $31.25 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and... ...guidance and solutions to assist in client's financial wellness both in person and through proactive... ...influence of partners such as Key Investment Services, Mortgage and Business Banking...Hourly payWork experience placementDay shift$115k - $125k
...Wealth Manager/Financial Advisor – Wealth Management Firm Location: Olympia, WA Compensation: $115K - $125K Base (DOE) + Performance... ...culture - Serve high-net-worth clients with comprehensive planning support behind you What you bring: - Series 65 or 66...The Well
Olympia, WAa month ago- ...Training & development Vision insurance ROLE DESCRIPTION As a Financial Services Representative - State Farm Agent Team Member with... .... RESPONSIBILITIES Consult customers with financial planning and investment options. Assist customers with portfolio management and asset...Work from homeFlexible hours
- Laceywainsurance is seeking a Financial Services Representative - State Farm Agent Team Member. In this role, you will market financial... ..., educate customers on their options, and assist in financial planning. With your 2+ years of financial services experience, strong...Remote jobWork from homeFlexible hours
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...for building an integrated financial planning practice from the ground up. Our college... ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Olympia, WA2 days ago- KeyBank in Olympia, WA is seeking a Personal Banker to engage clients, uncover financial needs, and provide guidance to support clients’ financial wellness. You will cultivate relationships, open accounts, and collaborate with partners to expand client wealth and bank relationships...
- Bank of America is seeking a client-focused financial advisor to help clients achieve their financial goals using brokerage products and banking solutions. The role emphasizes referrals to internal partners, building relationships, and proactive client service. Candidates...
- ...Financial Aid Counselor The Financial Aid Counselor is one of the initial contacts representing the Office of Financial Aid. This position assists the department in all aspects of the implementation of office policy, procedure, and operation. This person counsels current...Work at officeImmediate startLong distanceWeekend workAfternoon shift
Saint Martin's University
Lacey, WA2 days ago $141k - $184k
...people find a place to call home.Job DescriptionAs a valued contributor within the Capital Markets CFO - Financial Engineering team, this role serves as a trusted advisor to teams responsible for applying mathematical models, advanced analytical tools, and financial...Full timeWork at officeRemote workFannie Mae
Olympia, WA3 days ago$23.8 - $33.46 per hour
...* Position Summary Serves as the primary patient advocate for financial navigation and counseling within an oncology practice. Reviews... ...patient financial responsibility. Review patients' treatment plan(s) and identify if insurance benefit coverage is active and patient...Work at officeImmediate startRelocation package- A financial services organization is looking for a Financial Advisor to coach military families towards financial security. Responsibilities include managing finances, building comprehensive financial plans, and engaging with the military community. Candidates must have...Flexible hours
- Global Credit Union in Olympia, WA seeks a Financial Services Representative II to deliver consultative, empathetic member service in person and over the phone. You will perform transactions accurately, identify opportunities, and help members meet financial goals through...
- First Command is looking for a Financial Advisor in DuPont, Washington. In this role, you will guide military families in financial planning and help them manage their finances while building lifetime assets. The position offers comprehensive training and licensing support...Hourly payFlexible hours
$67.87k - $99.84k
...transaction closing, handling cash and investment transactions, monitoring cash... ...company sponsored benefit plan including medical, dental,... ...more than a company. We are advisors, consultants, problem solvers... ...best of every moment with a financial foundation that can help you...Full timeWork experience placementWork at officeLocal areaRemote workFlexible hours- WaFd Bank is seeking a Personal Banker in Olympia to win new business and deepen existing relationships by providing outstanding customer service and sales support. You will open accounts, discuss loan options, and onboard new clients while promoting WaFd digital self-service...
$22.33 - $33.18 per hour
...service, supports branch operations and assists clients with their financial needs. Personal Bankers will develop skills to effectively... ...holidays Health insurance Stock options Bonus programs 401(k) plan Paid Parental Leave Life and AD&D insurance Long-term disability...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment & Financial Planning Advisor. Be the first to apply!
Related searches
- financial advisor associate Olympia, WA
- financial planning associate Olympia, WA
- financial consultant Olympia, WA
- finance associate Olympia, WA
- financial planning administrator Olympia, WA
- associate corporate finance Olympia, WA
- financial planner Olympia, WA
- financial planning assistant Olympia, WA
- financial counselor Olympia, WA
- estate planning consultant Olympia, WA