Financial Advisor
Northwestern Mutual
About the Role As a Financial Advisor at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, retirement, tax, estate, and business planning. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications Education: Bachelor's Degree is strongly preferred or military equivalent. Experience: Previous experience in financial services, insurance or business development is not required. Skills: Strong 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). Benefits Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work‑Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Flexible work from home options available. #J-18808-Ljbffr
- ...MassMutual Northwest MassMutual Northwest is seeking motivated and driven individuals interested in building a career in financial services. No prior industry experience is required. We provide training, licensing support, mentorship, and professional development to help...SuggestedFlexible hours
MassMutual Seattle
Bellevue, WA2 days ago $61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...SuggestedContract workFor contractorsWork at officeNorthwestern Mutual
Bellevue, WA3 days ago$61k - $119k
...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 focused...SuggestedFor contractorsWork at officeNorthwestern Mutual
Bellevue, WA3 days ago- ...The Financial Advisor plays a key role in delivering comprehensive, fiduciary-driven financial planning and relationship management for an assigned portfolio of existing clients. This role is centered on service, planning, operational execution, and maintaining high client...SuggestedApprenticeship
SR Staffing
Bellevue, WA23 hours ago $50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Bellevue, WA4 days ago- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...Work at officeShift workDay shift
Bank of America
Bellevue, WA4 days ago - ...Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program in the Bellevue area. The program develops a book of business and delivers personalized wealth guidance through the Merrill-Bank of America relationship. You’ll receive...
Bank of America
Bellevue, WA1 day ago $88k - $150k
...entrepreneurs, and first-generation wealth creators with complex financial lives, delivering integrated advice across investments,... ...and long-term perspective. We are seeking an experienced Family Advisor to join our advisory team and work closely with ultra-high net...Full timeTemporary workWork at officeLocal areaMonday to FridayFlexible hoursParcion Private Wealth
Bellevue, WA1 day ago$53k - $83k
...Ameriprise Financial is seeking a Financial Advisor in Bellevue, WA. This full-time role requires 3+ years of experience, proven client service skills, and the ability to generate client leads. Advisors will receive extensive training, support for licensing, and have...Full timeAmeriprise Financial
Bellevue, WA1 day ago- ...among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Our Client is looking for talented Financial Advisors just like you! With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you....Full time
BrokerHunter
Bellevue, WA3 days ago $80k - $100k
...The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established Financial Advisor. This role will assist members and prospects with information,...Work experience placementWork at officeFirst Technology Federal Credit Union
Bellevue, WA1 day ago- ...Ascend National Wealth Advisors, partnered with Thrivent, seeks a full-time Financial Associate to support a veteran advisor team. You will learn operations, build a client book, and progressively advance toward a Lead Advisor role while gaining mentorship, coaching,...Full time
Thrivent Financial
Bellevue, WA1 day ago $53k - $83k
...the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous...Full timePart timeWork experience placementLocal areaThreadneedle group
Bellevue, WA3 days ago$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 this... ...shareholders every day. Professional Journey As a Financial Solutions Advisor Stage I (FSA I) , your journey begins with obtaining your...Hourly payWork at officeImmediate startMonday to FridayShift workDay shiftDormont Manufacturing Company
Kirkland, WA1 day ago- ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Bellevue, WA2 days ago - ...First Technology Federal Credit Union in Bellevue, WA seeks a Senior Associate Financial Advisor to support and grow an existing book of business. You will assist clients with information, investment programs, and work alongside a Senior Advisor to implement strategies...
First Technology Federal Credit Union
Bellevue, WA12 hours ago $124k
...journey. Backed by a Fortune 100 company that is a leader in the financial service industry, New York Life will invest in you from the... ...expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to...Contract workWork at officeRemote work1 day per weekNew York Life Insurance
Bellevue, WA2 days ago- ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...
Bank of America
Seattle, WA2 days ago - ...Financial Advisor We are looking to add an experienced Financial Advisor(s) to our team. We are a SEC registered RIA firm that is relationship-focused, providing comprehensive wealth management and retirement income planning for a diverse client base. As an advisor on...Work at office
The Misch Group
Seattle, WA2 days ago $21 per hour
...Prod... Show more $17.00 hourly Part-time Quick Apply Wellness Advisor Reports to: General Manager COMPANY OVERVIEW: YogaSix believes... ...more Full-time Physician | Employee Wellness Clinic | Corporate Financial Sector.Independent Contractor, 1099 Contract.A workplace wellness...Hourly payFull timeContract workPart timeFor contractorsSummer workMonday to FridayWeekend workWeekday workKeyCorp
Bellevue, WA2 days ago$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, goals-based financial advice across investment, retirement and insurance...Work at officeFirst Technology Federal Credit Union
Redmond, WA2 days ago$19.23 - $28.37 per hour
...Bellevue, Washington 98007 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank... ...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts...Hourly payWork experience placementWork at officeDay shiftKeyCorp
Bellevue, WA23 hours ago- ...Financial Counselor Position Fairfax Behavioral Health, founded in 1930, is a private, free-standing mental health hospital that specializes in psychiatric and detox treatment. We strive to meet and respond to the needs of our community by offering a continuum of care...Work at office
Universal Health Services
Kirkland, WA3 days ago - ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You...
WealthBridge Financial Group
Renton, WA1 day ago $19.23 - $28.37 per hour
...Bellevue, Washington 98007 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank... ...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts...Hourly payWork experience placementWork at officeDay shiftKey Bank
Bellevue, WA2 days ago- ...Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...
Thrivent Financial
Seattle, WA4 days ago $80.17k
...Overview 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, goals-based financial advice across investment, retirement and insurance planning...Work at officeFirst Tech Federal Credit Union
Redmond, WA2 days ago$100k - $250k
...We are seeking experienced, driven, and focused Financial Advisors to join our fast‑growing firm. Candidates must be dedicated to growing a practice while providing a very high level of coordinated advice and service to their clients. Our Financial Advisors must be proficient...Empirical Wealth Management
Seattle, WA2 days ago$21 - $25 per hour
...Financial Aid Advisor Kenmore Campus, Washington - Kenmore, WA Overview Salary Range $21.00 - $25.00 Hourly Position Type Temporary Job Shift Hybrid Financial Aid Advisor Position Summary: This role serves as a primary point of contact for students while...Hourly payTemporary workLocal areaShift work3 days per weekBastyr University
Kenmore, WA4 days ago$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I, you will begin your career by acquiring the necessary Securities Industry licenses. Dedicated and personalized classes will support you in obtaining your Securities Industry Essentials...Hourly payWork at officeImmediate startMonday to FridayShift workDay shiftBank of America
Bothell, WA1 day ago
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