Lead Financial Advisor
$100kSeattle Corporate Search
Lead Financial AdvisorAre you a finance professional ready to take your career to the next level? We are representing a fast-growing, fee-only wealth management firm in Bellevue, recently featured in Forbes, and they're actively seeking a dynamic Lead Financial Advisor to join their close-knit, high-performing team. This firm is known for goal-based planning, long-term client relationships, transparent pricing, and comprehensive benefits—everything designed to set you up for success while providing exceptional value to clients.What makes this opportunity stand out?Unmatched toolsOngoing trainingDedicated marketing supportA leadership team that invests in your growthA collaborative culture focused on excellence and developmentDetails:$100K base | Year 1 OTE $170K+ | Year 2 $300K+Retention bonus based on revenue managedAdditional bonuses on new clients/assetsRequirements:FINRA Series 7, 63, and 65 or 663+ years of advisory experiencePerks & Benefits:Full benefits (medical, dental, vision, life)PTO & paid holidaysCollaborative, growth-oriented team cultureIn-office role (Bellevue | 8 AM – 4 PM)If you're passionate about delivering exceptional financial guidance and want to grow within a firm that truly supports your success — let's connect!
$18.75 - $25 per hour
...Lead TellerLocation: 10655 NE 4th Street - Bellevue, Washington 98004Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities.... ...questions and listen to clients to uncover financial needs and transition clients to a...SuggestedHourly payDay shift- ...EP Wealth Advisors in Kirkland, WA is hiring a full-time wealth advisor to service a designated client base and drive business through... ...5-10 years of relationship management experience, a CFP designation, and strong knowledge of financial concepts. #J-18808-Ljbffr...SuggestedFull time
$26.38 per hour
...Patient Financial Counselor LeadUW Medicine Insurance Eligibility and Financial Counseling Services Team (IECS) has an outstanding opportunity for a Patient Financial Counselor Lead.Work Schedule:100% FTE (40 hours per week)Monday - Friday; 8:00am-4:30pmDay Shift1 day...SuggestedFull timeTemporary workWork at officeLocal areaTrial periodMonday to FridayShift work$117.2k - $260.1k
...building foundational operational and analytical skills, through Leads and Senior Leads developing independent technical judgment.... ...integrating acquired entities, or working in a regulated industry (e.g., financial services, public sector, healthcare) You’ve held or worked...SuggestedRemote work- Charles Schwab is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA) to provide fiduciary, fee-based guidance and tailored financial planning for complex portfolios. The role requires on-site collaboration in Bellevue, WA, mentoring colleagues, and...Suggested
- ...A leading recruitment firm is seeking a Senior Family Office Wealth Advisor in Seattle. This role involves serving as a relationship manager, collaborating with teams... ...Requires 5+ years of advisory experience, strong financial acumen, and relevant licenses. The position...Work at office
- ...Financial AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection... ...financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs...Temporary workWork at officeFlexible hoursShift workDay shift
$92.87k - $152.57k
...brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Financial Advisor will support the Wealth Investments. The Financial Advisor will have responsibility for all functions relating to the company’...Work experience placementFlexible hours$61k - $119k
...Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Full timeContract workFor contractorsWork at office$90k - $185k
...-generation wealth creators with complex financial lives, delivering integrated advice across... ....We are seeking an experienced Family Advisor to join our advisory team and work closely... ...assigned client families over the long term.Leads the internal preparation of all prospect...Full timeWork at officeMonday to FridayFlexible hours- ...transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track... ..., prototyping, testing, training, defining support procedures Lead workshops for client education Conduct working sessions with...Work experience placementLive inWork at officeLocal area
- ...COUNTRY Trust Bank® Financial AdvisorWe're looking for ambitious and established candidates who want to own their business and help clients... ...services and insurance products.COUNTRY Trust Bank® Financial Advisors take a consultative approach to grow business with existing...Contract workFor contractorsWork at office
- ...Boutique Recruiting partners with a respected financial institution expanding its Private Banking team across the Western United States. The Private Banker will develop relationships with affluent clients, manage loans and treasury needs, and deliver customized wealth...
$18.75 - $25 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Lead Teller, you act as a resource in identifying... ...questions and listen to clients to uncover financial needs and transition clients to a banker to...Hourly payWork experience placementShift workDay shift$105.79k - $141.05k
...product packaging. We are hiring a Consumption Pricing Monetization Lead with deep expertise in consumption-based pricing to lead the... ...other perks that enhance your physical, mental, emotional and financial wellbeing. We're able to answer any additional questions you...Full timeContract workTemporary workRemote workFlexible hours$105.79k - $141.05k
...of AI‑ready connectivity, join us today. The Role The Sr. Lead, GTM Growth Platforms is a critical role within Lumen’s new... ...other perks that enhance your physical, mental, emotional and financial wellbeing. We're able to answer any additional questions you may...Full timeTemporary workRemote work- Judson Group partners with a growing wealth advisory practice serving high-net-worth clients. The Wealth Advisor leads client relationships, develops tailored financial plans, and grows a personal book of business while collaborating with CPAs, attorneys, and other...Remote work
$70k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the... ...financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs...Temporary workShift workDay shift- ...and families in the search for a Wealth Advisor . The firm takes a holistic approach to wealth... ..., helping clients connect their financial decisions to the life they want to build... ...opportunities with centers of influence. Lead client relationships from discovery through...Work at officeRemote work
- KeyBank is seeking a Lead Teller in Bellevue, WA to act as a trusted advisor and resource for client servicing needs. You will lead teller operations, coach staff... ...and security compliance. You will identify financial wellness opportunities in client conversations and...
$124k
...Fortune 100 company that is a leader in the financial service industry, New York Life will... ...multifaceted approach that includes an industry-leading learning platform, personalized coaching... ...areas, such as by becoming a financial advisor with Eagle Strategies LLC, our...Contract workWork at officeRemote work1 day per week- Bank of America in Washington state seeks a client-focused financial advisor to triage leads, review goals, and recommend banking and investment solutions. The role involves licensed activity including potential mortgage work and SAFE Act compliance with registration. Responsibilities...Work at office
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and... ...office environment with structured training and milestones that lead toward more advanced positions within Bank of America and...Work at office
- Bank of America is seeking a client-focused financial advisor to help clients achieve financial goals by planning with investments and banking products. The role includes triaging leads, making referrals, and reviewing goals with clients. The position requires licensing...Work at officeShift work
- ...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... ...learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Work at officeImmediate startMonday to Friday
- Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) to start by obtaining SIE, Series 7, and Series 66 licenses and to develop foundational client advisory skills. You'll support and grow a client portfolio and progress to higher roles, including FSA...Work at officeMonday to Friday
$70k - $80k
...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position involves triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients...Temporary workImmediate startMonday to FridayShift workDay shift$75k - $90k
Overview Team-Based Financial Advisor - Legacy West Financial Consultants Meaningful work. Rewarding career. Make an impact providing financial advice with heart, learning from experienced advisors and mentors while developing your career with potential to become a partner...Full timeLocal area$28.85 - $33.65 per hour
...At the company, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and...Hourly payTemporary workWork at officeImmediate startFlexible hoursShift workDay shift$75k - $90k
A leading financial services firm in Bellevue, WA is seeking a Team-Based Financial Advisor. This full-time position involves meeting with clients, building relationships, and providing financial advice. Candidates with a Bachelor's degree or equivalent experience are encouraged...Full time
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