Financial Advisor - Bellevue, WA
COUNTRY Financial®
Conduct financial solution seminars. We’re looking for ambitious and established candidates who want to own their business and help clients prepare for life’s planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank® Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: Diversify their income through multiple product lines beyond financial services. Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. Educate clients and prospects about our products and services. Collaborate with COUNTRY Financial® Insurance Agents to secure business. Establish an office and build a staff. Conduct financial solution seminars. Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our Financial Advisors Have Uncapped Earning Potential And Opportunities to earn performance-based global trips and financial rewards. Access to continued learning and marketing resources. Corporate office support. Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. There is no buy-in required. Qualifications Successful COUNTRY Trust Bank® Financial Advisors are: Entrepreneurial and self-motivated. Goal-driven with track records of business growth in the insurance and or financial services industry. Strong communicators with excellent business acumen. Committed to building and maintaining solid connections between their efforts and their rewards. Focused on achieving professional success through securing clients’ trust. Passionate about making positive impacts in their communities. Required Qualifications Series 6/63 licenses Passed SIE Life/Health State Insurance License* Property/Casualty State Insurance License* Preferred Experience Accredited Asset Management Specialist (AAMS) Chartered Financial Analyst (CFA) Certified Public Accountant (CPA) Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC) Bachelor’s Degree 2+ years of experience in the insurance and or financial services industry 5+ years of business ownership or managerial experience About Us COUNTRY Financial® is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. These licenses are not required to apply; however, the candidate’s ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank®. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing. #J-18808-Ljbffr COUNTRY Financial®
- ...more exclusive features. Our Client is looking for talented Financial Advisors just like you! With your extraordinary knowledge and... ...management and retirement planning strategies. Opportunities in Bellevue WA for Investment Consultant Expertise We’re Looking For FINRA...SuggestedFull time
- ...The Financial Advisor plays a key role in delivering comprehensive, fiduciary-driven financial planning and relationship management for... ...-driven retirement wealth management firm headquartered in Bellevue, WA. The firm focuses on structured, safety-first planning and...SuggestedApprenticeship
$88k - $150k
...generation wealth creators with complex financial lives, delivering integrated advice... .... We are seeking an experienced Family Advisor to join our advisory team and work closely... ...discounts 11980 NE 24th St, Suite 210 Bellevue, WA 98005 Parcion Private Wealth provides equal...SuggestedFull timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours$28.85 - $33.65 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... ...States of America)Hours Per Week: 40Pay Transparency detailsUS - WA - Bellevue - 10572 NE 4th St - Bellevue FC (WA3191), US - WA - Bellevue...SuggestedHourly payFull timeTemporary workWork at officeImmediate startFlexible hoursShift workDay shift- Bank of America is seeking a client-focused financial advisor to help clients achieve financial goals by planning with investments and banking... ...bilingual Mandarin preference. Office-based work in Bellevue, WA with a 40-hour week and shift flexibility. #J-18808-Ljbffr...SuggestedWork at officeShift work
$75k - $90k
Overview Team-Based Financial Advisor - Legacy West Financial Consultants Meaningful work. Rewarding career. Make an impact providing financial... ...an independent financial services practice of Thrivent in Bellevue, WA. We provide personalized financial guidance to people at...Full timeLocal area- Fidelity Investments in Bellevue, WA is seeking a Financial Consultant to engage with clients in the Investor Center, offering mentorship and personalized financial planning. You will leverage an existing client base and institutional feeders of business, supported by Fidelity...
- ...dedicated to developing the next generation of financial representatives, ranked the #1 office in the country for new advisor success (revenue) twice in the past five... ...: Seattle: 601 Union St. #2500, Seattle, WA. 98101 Bellevue: 10655 NE 4th St. Ste. 900, Bellevue, WA....Full timeInternshipSeasonal workWork at officeVisa sponsorshipFlexible hours
$105k - $135k
Cutler Investment Group in Bellevue, WA is seeking a Financial Advisor to help clients meet their financial goals. You will join top advisors, learn client relationship management, and develop impactful financial strategies under senior guidance. In the first year, you...$105k - $135k
Are you looking to build and develop a long-term career helping clients meet their financial goals? As a Financial Advisor at Cutler Investment Group, you will have the opportunity to learn from our top advisors, master the art of client relationship management, gain...Work experience placement- ...clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan... ...marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilitiesSupport Advisors...
$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$100k - $140k
## Associate Financial Advisor - Afton Union Financial Group - Seattle, WAApplylocations: WA - Seattletime type: Full timeposted on: Posted Yesterdayjob requisition id: REQ-47319Meaningful work. Rewarding career. Thrivent is a different kind of financial services firm,...Full timeRemote work$80k - $100k
Description The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an... ...License Location: Ridgepointe Experience Center | Bellevue, WA Target Compensation in Washington: $80,000 to $100,000 (This...Work experience placementWork at office$124k
...remotely with the expectation to work in our Bellevue, WA office one day a week.* Are you a... ...100 company that is a leader in the financial service industry, New York Life will invest... ...areas, such as by becoming a financial advisor with Eagle Strategies LLC, our...Contract workWork at officeRemote work1 day per week$200k - $250k
...Financial Advisor Location: Bellevue, Washington Salary: $200,000 - $250,000 base salary Status: Full-time; Hybrid (3 days in office per week) We are an independent advisory firm, and a team-oriented environment of motivated people who genuinely enjoy...Full timeWork at officeLocal area3 days per week- Bellevue, Washington / Spokane, Washington / Walla Walla, WashingtonCredit Risk - Credit Risk /Full Time - Hourly /RemoteMore than 13... ...outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of...Hourly payFull timeRemote workShift work
$80.17k
...Description The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with Seattle and Bellevue area tech employees and members to deliver personalized,... ...our Studios West branch in Redmond, WA, supporting additional branches throughout...Work at office$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of every connection... ...impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins... ...Per Week: 40Pay Transparency detailsUS - WA - Bainbridge Island - 1200 HILDEBRAND LN...Hourly payFull timeWork at officeImmediate startShift workDay shift- The Company: Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members... ...right individuals to join our team. The position: The Service Advisor is a licensed financial professional responsible for supporting...Full timeTemporary workPart timeFlexible hours
- Gilder Search Group in Bellevue, Washington is seeking a Financial Advisor to support and enhance our growth. You will bring a meaningful track record in financial planning and investment management, serving as the relationship lead for clients who value detailed planning...
- LPL Financial collaborates with banks to provide a comprehensive suite of financial... ...invites you to join our employee advisor model as a Wealth Advisor... ...branch located in Seattle, Lynnwood, Bellevue, Redmond, Mountlake Terrance, or Everett, WA.Job Overview:A Wealth Advisor...Full timeWork at officeLocal area
- ...primary role of the Associate Wealth Advisor is to provide investment and relationship... ...and demonstrate ability to assist Financial Advisors in presenting total wealth... ...sales incentive compensation.SummaryLocation: Seattle, WA; Tukwila, WA; Bellevue, WAType: Full timeFull time
$180.27k - $220.33k
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...safety policies.Posting may be closed earlier due to high volume of applicants.SummaryLocation: Seattle, WA; Bellevue, WAType: Full timeFull timeWork experience placementLocal area$140k
...Job Description Job Description Financial Advisor We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, our client...- ...investment advisory (RIA) firm based in Bellevue, WA. Backed by a well-established referral... ...within. They're looking to add Associate Advisors to help convert this referral pipeline... ...opportunities Guide clients through financial planning needs, including wills, trusts...
- ...Company Description Ameriprise Financial Services, LLC has been helping clients feel more confident... ...of approximately 10,000 financial advisors and corporate locations across the U.S. and... ...hybrid position based in Mercer Island, WA, or Eugene, OR, with a mix of in-office...Full timeWork at officeWork from home
- First Tech Federal Credit Union in Bellevue, WA seeks a Relationship Banker to act as a frontline financial partner. You will process routine transactions in person, on the phone, and by email while building strong member relationships and offering tailored products. The...Hourly pay
- ...Business Development Skills into a Career in Financial Services with Northwestern Mutual –... ...: 601 Union St. #2500, Seattle, WA. 98101 Bellevue: 10655 NE 4th St. Ste. 900, Bellevue,... ...college and transitioned into a full-time advisor role, building his career with...Full timeInternshipSeasonal workLocal areaFlexible hours
- Fish Window Cleaning in Bellevue, WA is seeking an Office Administrator for part-time mornings to support Office Management. The role offers a friendly environment, flexible days, and a 10-hour weekly schedule (Mon-Wed-Fri 9:00 AM-12:00 PM). The ideal candidate is detail...Part timeWork at officeFlexible hoursWeekend workDay shiftAfternoon shift
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