WA-Tacoma Licensed series 65 Fiduciary Advisor
$100k - $200kAMERICAN SENIOR BENEFITS LLC
Overview At American Senior Benefits, you’re never tied down—we don’t dictate your product mix. You’re free to represent the best funds, carriers, and solutions for each client, every time. Why ASB? Independent with elite access – Work with the nation’s most respected investment providers, including Fidelity, BlackRock, Franklin Templeton, American Funds, and Vanguard. Build custom solutions in annuities, retirement income, and wealth preservation—without carrier restrictions. Proven momentum – Rapid growth for over a decade, with 1,800+ advisors and 165+ locations nationwide. Top-tier recognition & training – Partnered with NAIFA, offering LUTCF designation pathways and best-in‑class leadership development. Responsibilities Build trusted relationships with clients 55+, guiding them through investment strategies, annuities, retirement income planning, and asset protection. Educate and empower clients via one‑on‑one consultations and workshops. Manage your own book—prospecting with ASB‑provided tools, nurturing loyal, referral‑based clientele. Grow into a leadership or mentor role, with commission overrides on teams you develop. Qualifications Licensed series 65 fiduciary advisors Relationship‑driven, ethical, and passionate about helping seniors secure their retirement. Self‑motivated with sales or financial services experience (insurance, annuities, retirement planning). Comfortable working independently in the field while tapping into a collaborative team. Ready to Elevate Your Impact? Join ASB in Tacoma and make a meaningful difference for retirees in our community—while building a thriving advisory business. Be your own boss, without going it alone. American Senior Benefits is an equal‑opportunity employer. Compensation USD $100,000.00 - USD $200,000.00 /Yr. #J-18808-Ljbffr AMERICAN SENIOR BENEFITS LLC
$100k - $200k
Join AMERICAN SENIOR BENEFITS LLC in Tacoma as an independent financial advisor. This role allows you to build trusted relationships with clients aged 55 and older, guiding them through investment strategies and retirement planning. With a compensation potential ranging...Suggested$80.17k - $90k
...join our employee advisor model as a Wealth Advisor... ...branch located in Tacoma, Tumwater, Olympia,... ...Tenino, and Yelm, WA . Job Overview A... ...) Must maintain Licenses and FINRA registrations... ...License, Active Series 7 Registration, Active... ...), Active Series 65 or 66...SuggestedWork at officeLocal area$10k - $49.99k
...Military-to-Civilian Financial Advisor JBLM · Veteran Financial... ...Advisor Puget Sound Location Tacoma, WA · Lakewood, WA · DuPont, WA ·... ...and sponsorship for required licensing — a business-to-business affiliation... ...Willingness to pursue SIE + Series 6 or 7 + Series 63/66 within...SuggestedCivilian ContractorContract workFor contractorsSelf employmentWork at officeLocal areaRelocationFlexible hours$58.44k - $93.5k
...Details Title: Personal Financial Counselor, PFC- Camp Murray, WA Grade: 24 Work Experience - Required: Financial Counseling Education... ...Planner (CFP), Chartered Financial Consultant (ChFC), Driver License (DL) Salary Range: $58,440 - $93,500 (base salary; may vary by...SuggestedContract workTemporary workWork experience placementWork at office$28.85 - $33.65 per hour
...guidance. Merrill’s Financial Advisors and Wealth Management... ...Securities Industry licenses, where you receive dedicated... ...Essentials [SIE], Series 7 and Series 66 Exams. Once... ...details: US - WA - University Place - 410... ...Pay range: $28.85 - $33.65 hourly pay, offers to be...SuggestedHourly payTraineeshipWork at officeLocal areaImmediate startShift workDay shift- Edward Jones is looking for an Associate Financial Advisor in Tacoma, WA. This role involves working closely with clients, gathering... .... Candidates need a High School Diploma and may pursue Series 7 and 66 licenses through the firm with relevant experience preferred. The...
- ...school degree, GED, or foreign equivalent. ~ The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s...Immediate startAfternoon shift
$100k - $205k
...Technical Advisor / Patent Agent (EE/CS/ME) Tacoma, Washington, United States About the Job One of the Nation... ..., MA, Palo Alto, CA, Seattle, WA or Philadelphia, PA Office Hybrid... ...who have litigation, opinions, licensing, patent due diligence, and/or trademark...Work at officeRemote work- A national Independent Review Organization is expanding its physician panel in Washington, seeking licensed Physician Advisors to conduct Independent Medical Exams (IMEs). The role offers flexibility and supplemental income, requiring an active Washington medical license...Extra incomeFor contractorsFlexible hours
- An Independent Review Organization is seeking Washington-licensed Physician Advisors to conduct Independent Medical Exams (IMEs). This flexible, advisory-only role offers supplemental income with compensation per case and no treatment responsibilities. Ideal candidates...Extra incomeFlexible hours
$76k - $193k
...dynamic career as a Financial Advisor with Northwestern Mutual - Puget... ...601 Union St. #2500, Seattle, WA. 98101 Bellevue: 10655 NE 4th... .... 900, Bellevue, WA. 98004 Tacoma: 1201 Pacific Avenue Ste. #500... ...Willingness to obtain needed licenses, support provided by NM. Position...Full timeInternshipSeasonal workLocal areaWork from homeFlexible hours- JPMorgan Chase & Co. in Puyallup, WA is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and... ...2 years of financial advising experience, a valid Series 7 license, and should be dedicated to helping clients achieve their...
- Wealthbridge-Financial-Group is looking for a Senior Financial Advisor in Tacoma, WA to build and manage client portfolios, providing expert... ...and requires an active Washington Life & Disability insurance license along with strong relationships in the area. The ideal candidate...Flexible hours
$61k - $119k
Northwestern Mutual Life Insurance Company is looking for a Financial Advisor in Tacoma, WA. In this role, you will help clients achieve their... ...spirit. Comprehensive training and support for licensing are provided, making it an excellent opportunity for dedicated...- Bankers Life in Tacoma, WA, is looking for driven individuals for an entry-level financial advisor position. In this role, you'll create personalized financial solutions for... ...is required, and the company covers licensing coursework. This position offers a pathway into...
- As a Financial Advisor at Northwestern Mutual Tacoma, you will help clients achieve their financial goals by creating and evolving personalized... ...and expense allowances Support for insurance licensing, SIE, Series 6, Series 63, CFP, and more Retirement Package and...Work experience placement
- A leading security and automation company is seeking an ADT Solutions Advisor in Tacoma, WA. This role involves demonstrating security solutions, visiting customers, and building relationships. Ideal candidates are self-motivated, tech-savvy, and have strong communication...
- A leading financial institution in Tacoma seeks a financial advisor to provide customized solutions to clients. This role involves building... ...year of experience in the investment industry, hold Series 7 & 66 licenses, and demonstrate strong communication and relationship...
- ...expanding our physician panel and currently seeking Washington-licensed Physician Advisors to support L&I Independent Medical Exams. This role... ...Details: ~ Conduct in-person IMEs at our Bellevue, Tacoma, or Everett ( with plans to expand) clinics ~14-day turnaround...Extra incomePermanent employmentFor contractorsFlexible hours
$23.55 - $25 per hour
Job ID: 8829 Location: Tacoma, WA (Hybrid eligible after successful evaluation period) Full/Part Time: Full Time Regular/Temporary: Regular... ..., full-time (1.0 FTE) position. Position Summary The Career Advisor is a central part of the career ecosystem at the University of...Hourly payFull timeTemporary workPart timeCasual workInternshipWork at officeAfternoon shift$58.44k - $93.5k
A leading health services provider is seeking a Personal Financial Counselor in Tacoma, WA, to offer financial counseling services to military service members and their families. The role involves developing spending plans, conducting workshops, and coordinating financial...$61k - $119k
Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...focused on client-building and obtaining licenses. Our award-winning training programs... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides...Full timeContract workFor contractorsWork at office- ...interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Job Benefits Retirement Bonus...Work from homeVisa sponsorshipFlexible hours
$28.85 - $33.65 per hour
...University Place is seeking a Financial Solutions Advisor to join their Advisor Development Program. This role includes obtaining necessary licenses while acquiring client management skills.... ...hourly compensation between $28.85 - $33.65 and comes with industry-leading benefits,...Hourly payTraineeship- ...financial services firm is seeking a Wealth Advisor to join their employee advisor model.... ...investment sales experience and relevant licenses. Strong customer service and organizational... ...on-site work at various branches in the Tacoma area. #J-18808-Ljbffr LPL Financial
- WealthBridge Financial Group in Tacoma, WA seeks determined Financial Advisors to guide clients through complex financial decisions. This role focuses on recruiting military personnel and spouses, providing robust training and support. As a commission-based role, candidates...For contractorsFlexible hours
- ...leading financial institution is seeking a dedicated financial advisor to help clients achieve their financial goals. The role... ...least one year of experience in finance or sales, possess Series 7 and 66 licenses, and demonstrate strong client relationship skills. The position...Work at office
- An automotive service provider in Tacoma, WA is looking for a dedicated Service Advisor to act as a trusted connection between customers and their vehicles. Ideal candidates will have strong communication and interpersonal skills, and experience in automotive service or...
- Northwestern Mutual - Puget Sound is seeking a Financial Representative in Tacoma, WA. In this role, you will help clients achieve their financial goals through tailored insurance and financial solutions. Responsibilities include client consultations, developing financial...Remote jobFlexible hours
$50k
...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...training to maintain registrations and licenses in good standing. A firm-provided branch... ...opportunities Candidate qualifications: Series 7 and Series 66 required Experience in financial...Work at officeWork from homeHome officeFlexible hours
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