Financial Planner
$55k - $100kAvior Wealth Management, LLC
Financial Planner at Avior Wealth Management
Welcome to Avior Wealth Management!
Are you passionate about helping clients achieve financial peace of mind? At Avior Wealth Management, we go beyond numbers – we build relationships that shape brighter futures. As an employee-owned firm, we empower our team with the tools, mentorship, and flexibility to thrive in their careers while making a meaningful impact on clients lives.
Why Join Avior Wealth Management?
- Competitive Pay & Growth: Starting salary ranges from $55,000 to over $100,000 (dependent on experience and qualifications) with potential increases upon earning CFP®, CFA, or other essential certifications.
- Work-Life Balance: Enjoy flexibility for remote work, unlimited vacation time, all stock market holidays off.
- Comprehensive Benefits: Includes health, vision, and dental insurance, employer HSA contributions, and long-term disability and life insurance.
- Employee-Owned: We are an employee-owned company, offering opportunities for ownership and long-term career advancement.
What You’ll Do:
- Collaborate directly with advisors and clients to build, monitor, and implement personalized financial plans.
- Utilize Right Capital , MoneyGuidePro and proprietary planning tools to develop customized strategies.
- Monitor and enhance client financial health across various areas:
- Retirement and investment planning
- Tax planning
- Insurance planning
- Cash flow
- Estate planning
- Business owner and education planning
- Collaborate with CPAs, attorneys, and insurance agents to implement financial strategies
- Choose your own career path: stay a financial planner or transition to a full-time advisor at your own pace.
Career Progression & Ownership
Avior Wealth is committed to supporting your career growth. Whether you want to:
- Grow as a Financial Planner ,
- Transition into an Advisory Role , or
- Become an owner in the firm— we offer a structured, flexible path with no strict production requirements or timelines.
What We’re Looking For:
- Education: Bachelor’s degree required; CFP® designation or active pursuit required.
- Experience: 2-3 years of experience in financial planning, investment management, and client relationship management preferred.
- Technical Skills: Proficiency with Right Capital and MoneyGuidePro , Microsoft Office Suite (Outlook, Excel, Word, Teams).
- Key Traits:
- Self-motivated with strong time management skills.
- Ability to collaborate in a fast-paced environment.
- Excellent problem-solving, analytical, and communication skills.
Ready to Join Us?
If youre looking for a firm that values your growth, flexibility, and work-life balance , apply today and start your journey with Avior Wealth Management!
We look forward to hearing from you!
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Planner in Seattle, WA vacancy
$36.06 - $60.96 per hour
...MinUSD $36.06/Hr.MaxUSD $60.96/Hr.Job SummaryThe Financial Planner is a CFP professional who works alongside a dedicated team of financial planning support staff. This role participates in the execution and continuous improvement of the firm's structured planning process...SuggestedWork at officeWaFd Bank
Seattle, WA4 days ago- ...Products and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can be... ...pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable...SuggestedWork experience placementLocal areaRemote workFlexible hours
Equitable Advisors LLC
Seattle, WA5 days ago - ...Range Financial Planner Opportunity Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We give people an all-in-one place to manage all aspects of their financial outlook. From buying a...SuggestedWork at officeRelocationMonday to FridayFlexible hours
RANGE
Bellevue, WA3 days ago - ...Advisor (RIA) in Seattle is seeking a Paraplanner to support their financial planning practice and advisory team. This role combines... ...sophisticated planning needs and a clear path toward becoming a Financial Planner. What You'll Do Build and maintain client financial plans...Suggested
JCW Group
Seattle, WA2 days ago - ...for any new position.** Acknowledge ( **Job Description:** At 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 by driving Responsible Growth and delivering for our clients, teammates...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Seattle, WA3 days ago $20 - $24 per hour
...offering appropriate products and services, and responding to inquiries in a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations and...Local areaImmediate startColumbia Bank (WA, OR & ID)
Seattle, WA3 days ago$20.67 - $31.25 per hour
...Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting...Hourly payWork experience placementDay shiftKeyCorp
Bellevue, WA3 days ago- ...management skills. This role combines sales with excellent customer service, supports branch operations and assists clients with their financial needs. Personal Bankers will develop skills to effectively navigate WaFd systems, engage clients through consultative...Work at office
WaFd Bank
Seattle, WA2 days ago $20 - $26.75 per hour
...to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation. Washington...Local areaMonday to FridayFlexible hoursUltipro
Seattle, WA5 days ago- ...authorized to work in the U.S. will be considered. Company Culture A culture of teamwork. A history of success. As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range of opportunities for individuals who want to grow their careers....Work at office
First National Bank of Pennsylvania
Seattle, WA3 days ago $65k - $225k
...Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community...Full timeEast West Bank
Seattle, WA13 hours ago- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an...Full time
Thrivent
Seattle, WA2 days ago $80k - $135k
...Salary: $70,000 - $85,000 + Potential Signing Bonus POSITION SUMMARY We seek a dedicated and knowledgeable Associate Financial Advisor to join our team at SCS in Bellevue, Washington. As an Associate Financial Advisor, you will be crucial in providing financial...Full timeContract workWork at officeWork visaRelocation packageSCS
Bellevue, WA1 day ago$82k - $95k
...Description Paraplanner Paragon Wealth Advisors | Seattle, WA | In-Office Support advisors and clients through meaningful financial planning and exceptional execution. Paragon Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services...Private practiceWork at officeImmediate startHome officeJambalaya Group
Seattle, WA27 days ago$125k
...Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and... ...expand to other locations. If you are a CERTIFIED FINANCIAL PLANNER® professional, Certified Public Accountant or Chartered Financial...Full timePure Financial Advisors, LLC
Seattle, WA1 day ago- ...complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback...Work experience placement
$157.23k - $192.17k
...relationships with high income/high net worth private banking clients. Provides advice, counsel, and high level customer service to meet the financial needs of clients. Supports standards for managing net portfolio in a manner that ensures compliance with banking regulations,...Temporary workWork experience placement- ...Oregon, Washington, and Utah. We were founded in 2008 with the belief that banks should partner with their customers to find creative financial solutions that work. In order to achieve that goal, we need experienced Assistant Relationship Managers on our team. People who...Full timeTemporary workWork experience placement
Northwest Bank
Seattle, WAa month ago $75k - $83k
...per year Compensation is determined based on relevant experience and qualifications. We are seeking a Senior Associate Financial Planner for our wealth management firm in our Bellevue, WA, Office. Candidates who currently have a CFP® (or equivalent), who thrive...Full timeWork at officeMainspring Wealth Advisors LLC
Bellevue, WA29 days ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...®, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company‑funded retirement package and pension...Work at officeUnavailable
Seattle, WA4 days ago$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 2731 77th Avenue SE - Mercer Island, Washington 98040-2800 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing...Hourly payWork experience placementWork at officeDay shiftKeyCorp
Mercer Island, WA5 days ago$75k - $150k
...About the Company THE WELL LinkedIn Post We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately $19 billion in AUM. About the Role We are hiring experienced Financial...Local areaRemote workRelocationThe Well
Seattle, WA3 days ago$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support2 Fully company-funded retirement package and...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Seattle, WA2 days ago$19.23 - $28.37 per hour
...% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role...Hourly payFull timeWork experience placementWork at officeFlexible hoursDay shiftKey Bank
Seattle, WA5 days ago$70k - $250k
...and creating legacies. We empower our clients to achieve their financial goals through personalized strategies and industry-leading solutions... ...self-starter, a relationship builder, or a detail-oriented planner, your unique talents will be valued and nurtured at...Flexible hoursNorthwestern Mutual
Bellevue, WA3 days ago$22.28 per hour
...No Telework Seattle, WA Full time REQ-0000135599 Job Description UW Medicine Insurance Eligibility and Financial Counseling Services Team (IECS) has an outstanding opportunity for a Financial Counselor . WORK SCHEDULE ~100% FTE (40 hours per week)...Hourly payFull timeTemporary workWork at officeLocal areaImmediate startRemote workMonday to FridayShift workDay shiftUniversity of Washington
Seattle, WA5 days ago$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With... ...professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ At...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Bellevue, 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 Financial Services, LLC
Seattle, WA2 days ago- ...We are seeking a motivated and ambitious individual to join our financial services team as an Entry Level Financial Professional/Consultant. The successful candidate will be responsible for providing financial advice and services to clients, as well as identifying and...Full timePart timeWork from home
Thriveguard financial
Seattle, WA3 days ago $23.39 - $35.78 per hour
..., we believe every patient deserves compassionate support and clear guidance throughout their healthcare experience. As a Patient Financial Counselor, you will play a critical role in helping patients understand their financial responsibilities, navigate payment options...Minimum wageFull timeWork at officeShift workProvidence Service
Seattle, WA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!
Related searches
- oracle cloud financials consultant Seattle, WA
- senior wealth advisor Seattle, WA
- financial advisor training program Seattle, WA
- project finance associate Seattle, WA
- financial consultant Seattle, WA
- financial associate Seattle, WA
- entry level financial advisor Seattle, WA
- junior oracle financial functional consultant Seattle, WA
- jde finance consultant Seattle, WA
- wealth advisor associate Seattle, WA