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$58.44k - $93.5k
...Personal Financial Counselor, PFC- Camp Murray, WA Grade: 24 Work Experience - Required:... ...- Required Education - Preferred: License and Certifications - Required (AFC - Accredited... ...) Salary Range: $58,440-$93,500 City: Tacoma State: Washington Job Code: Accounting Accountant...SuggestedContract workWork experience placementWork at office$80.17k - $90k
...Wealth Advisor LPL Financial collaborates... ...branch located in Tacoma, Tumwater, Olympia,... ...Tenino, and Yelm, WA. Job Overview:... ...institution) Must maintain Licenses and FINRA... ...Insurance License, Active Series 7 Registration,... ...hire), Active Series 65 or 66 Registration...SuggestedWork at officeLocal area- ...Merrill Advisor Development Program - Financial Advisor: Greater Seattle Market... ..., Washington;Seattle, Washington; Tacoma, Washington; Everett, Washington... ...: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one year experience...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
$76k - $193k
...: 601 Union St. #2500, Seattle, WA. 98101 Bellevue: 10655 NE 4th St... ...Ste. 900, Bellevue, WA. 98004 Tacoma: 1201 Pacific Avenue Ste. #500 Tacoma... ...and rapport with clients. Licenses: Willingness to obtain necessary licenses, such as Series 6, 63, and state insurance licenses...SuggestedLocal areaWork from homeVisa sponsorshipFlexible hours- ...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...Afternoon shift
- ...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
- ...College Financial Representatives for their internship program in Tacoma, WA. This program allows students to build a financial planning... ...-based earnings, productivity bonuses, and support for licensing. #J-18808-Ljbffr Northwestern Mutual Life Insurance CompanyFull timeInternship
$70k - $80k
Role, Inc. in Tacoma is seeking a financial advisor responsible for developing comprehensive client financial plans and managing investments. The candidate must hold Series 7 & 66 licenses and have at least one year of experience in the finance industry. This position...$70k - $80k
...include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act... ...services recommended Required Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses . If you do not currently hold the...Temporary workMonday to Friday- Bank of America is seeking candidates for its Advisor Development Program as a Financial Advisor in Tacoma, WA. This role involves managing client relationships, providing... ...teams. The ideal candidate should have relevant licenses and experience in financial services to deliver...
$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...- WealthBridge Financial Group is looking for a Financial Advisor Trainee in Tacoma, WA. This role offers a chance to develop financial plans and... ...and the firm provides necessary training, mentorship, and licensing support. Candidates should have strong communication skills...Traineeship
$58.44k
...Personal Financial Counselor, PFC- Camp Murray, WA This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and...Contract workTemporary workWork at office$53.13k
...ARC) Personal Financial Counselor, - Washington Apply locations Tacoma WA 98433 PFC Washington Camp Murray Marysville WA 98271 PFC... ...Experience May Be Considered., Bachelor's Education - Preferred License and Certifications - Required AFC - Accredited Financial Counselor...Contract workTemporary workPart timeWork experience placementWork at officeRemote workWork from homeHome office$20 per hour
Cappella Music Academy is seeking a fun and professional part-time staff member to help administer our music school location in Gig Harbor, WA. This staff member will serve as the primary point of contact for our students, families, and teachers to ensure smooth functioning...Hourly pay16 hoursFull timePart timeLocal area- 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...
$20 per hour
...member to help administer our music school location in Bonney Lake, WA. This staff member will serve as the primary point of contact for... ...posting is for Cappella Music Academy, with locations serving Tacoma, Gig Harbor, and Bonney Lake, WA. Cappella Music Academy offers the...Hourly pay16 hoursFull timePart timeLocal area- ...Description Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and... .... In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2...Work experience placementLocal areaImmediate startRelocation
$24.92 - $30.46 per hour
...to four years of job‑related retail banking experience or a combination of experience and commensurate training. National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. Compliance with criminal background and...Hourly payTemporary work$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- ...outcomes The Relationship Banker LP (license pending) role is a temporary... ...Regulatory Authority (FINRA) Series 6 and Series 63 examinations (... ...states where hired, FINRA Series 65 (or equivalent) examination... ...NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming allows referral...Full timeTemporary workWork experience placementImmediate start
$1,000 per month
...training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future... ...for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) Pay Range USD...Full timeInternshipLocal area$1,000 per month
...development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life... ...and certifications such as the Series 6 & 63 or CFP. Get inspired at local and... ...a full‑time Financial Representative or Advisor role upon graduation. Qualifications Full...Full timeFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life... ...registrations and certifications such as the Series 6 & 63 or CFP. Get inspired at local and... ...a full-time Financial Representative or Advisor role upon graduation. Qualifications...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a... ...focused on client-building and obtaining licenses. Our award-winning training programs equip... ...Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual...For contractorsWork at office$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...Work at officeWork from homeHome officeFlexible hours$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a... ...focused on client-building and obtaining licenses. Our award-winning training programs equip... ...Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual...Full timeContract workFor contractorsWork at office- Magellan Federal in Tacoma, WA is seeking an Assignment Ready Counselor (ARC) Personal Financial Counselor to provide personal financial counseling services to military service members and their families. The position involves both in-person and virtual counseling, education...
- ...products. The role also requires completing required licenses and trainings and maintaining SAFE Act registration, as... ...recommended. Required Qualifications Currently holds Series 7 & 66 licenses (or Series 63 or 65 in lieu of 66). At least one year experience in the...Temporary workImmediate startMonday to FridayShift workDay shift
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