Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Planning & Investment Advisor

$70k - $80k

Bank of America ATM

Bank of America is looking for a talented financial advisor to assist clients in achieving their financial goals. Responsibilities include planning financial strategies using brokerage products and recommending suitable banking and investment solutions. The ideal candidate holds Series 7 and 66 licenses, has experience in the investments or financial services industry, and excels in building relationships and managing goals in a fast-paced environment. Compensation is competitive at $70,000 – $80,000 annually, depending on qualifications. #J-18808-Ljbffr Bank of America

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Planning & Investment Advisor in Seattle, WA vacancy
  •  ...A leading financial services firm in Washington is seeking a Financial Professional to manage plan sponsor relationships and facilitate 403(b)/457 enrollment. The ideal candidate will have experience in defined contribution plans (403(b) and 457), possess relevant securities... 
    Suggested

    Voya Financial Advisors Inc

    Seattle, WA
    2 days ago
  • Bank of America is seeking a financial advisor in Mercer Island, Washington. The successful candidate...  ...will work closely with clients to plan their short and long-term financial goals...  ..., recommending banking and investment strategies, and managing risks associated... 
    Suggested
    Temporary work

    Bank of America

    Mercer Island, WA
    1 day ago
  •  ...Financial Benefit Consultant At Gallagher, we're united by a commitment to growth, shared goals, and shaping a future defined by excellence...  ...protocols. Review and interpret contract documents (e.g., plan summaries, administrative agreements) and guide subordinates in... 
    Suggested
    Contract work

    Arthur J. Gallagher & Co.

    Bellevue, WA
    5 days ago
  •  ...a Credit Analyst to conduct credit investigations and analyze financial information related to loans. This role requires a Bachelor's degree...  ...medical, dental, vision insurance and various financial plans. #J-18808-Ljbffr The Commerce Bank of Washington, a division of... 
    Suggested

    The Commerce Bank of Washington, a division of Zions Bancorp...

    Seattle, WA
    2 days ago
  •  ...Relationship Manager Business Unit Commercial & Investment Bank Posting Date 04/02/2026, 08:20 PM...  ...of partners to provide strategic financial advice to businesses, a role as a...  ...wellness centers, a retirement savings plan, backup childcare, tuition reimbursement... 
    Suggested
    Full time
    Local area
    Flexible hours

    JPMorgan Chase & Co.

    Seattle, WA
    1 day ago
  • $134.44k - $242.65k

     ...Ireland is seeking a Consulting Actuary to join their Seattle office. The role involves constructing financial models and utilizing them for various aspects of financial planning, including risk management, mergers, and acquisitions. The ideal candidate will have 10-15 years... 
    Full time
    Work at office

    Milliman Ireland

    Seattle, WA
    2 days ago
  • $100k - $130k

     ...Investment Associate Ready to make a meaningful impact? At Brighton...  ...our seasoned client service advisors. The ideal candidate is...  ...opportunities. Conduct financial analysis, modeling, and due...  ...reimbursement ~ Financial planning services discount for employees... 
    Full time
    Summer work
    Work at office
    Local area
    Immediate start
    Flexible hours

    Brighton Jones LLC

    Seattle, WA
    8 days ago
  • $134.44k - $242.65k

     ...Job Overview Consulting Actuary – Life and Financial Services based in Seattle, Washington. Responsibilities include construction of financial models and utilizing them for financial planning, mergers and acquisition, embedded value, risk management, economic capital,... 
    Full time
    Temporary work
    Work experience placement
    Summer work
    Work at office
    Flexible hours

    Milliman Ireland

    Seattle, WA
    3 days ago
  • $59k - $74k

     ...Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives...  ...will develop customized financial plans through a wide range of products...  ...with a dedicated local advisor. The Expertise We're Looking For... 
    Work at office
    Local area
    Work from home

    Fidelity Investments

    Tukwila, WA
    5 days ago
  • Voya Financial in Seattle seeks a seasoned Financial Planner to deliver personalized investment solutions to clients aiming for long-term financial success. The ideal candidate needs to provide financial planning support, assist investment professionals in building client... 

    Voya Financial

    Seattle, WA
    3 days ago
  •  ...shared goals, and shaping a future defined by excellence. As a Financial Benefit Consultant, you’ll play a key role in helping clients make...  ...protocols. Review and interpret contract documents (e.g., plan summaries, administrative agreements) and guide subordinates in... 
    Full time
    Contract work
    Live out
    Work at office
    Local area
    Flexible hours

    Gallagher Benefit Services

    Bellevue, WA
    1 hour ago
  •  ...former McKinsey Engagement Manager. Our advisors include HR officers, executive coaches,...  ...rolling forecasts and long-range financial plans Monitor budget performance and identify...  ...understand cost drivers, resource needs, and investment priorities Provide guidance on... 

    Artemis Connection

    Seattle, WA
    8 days ago
  • Quality Talent Group is seeking bankers for a full-time or part-time role in Medina, Washington. You'll build strong customer relationships, assist with account opening, and maintain compliance with banking policies. Strong customer service and communication skills are...
    Full time
    Part time

    Quality Talent Group

    Medina, WA
    3 days ago
  •  ...division in Mercer Island, Washington. This role offers an opportunity to build strong relationships with customers and provide tailored financial solutions. The ideal candidate will have at least 6 months of customer interaction experience and strong communication skills. The... 

    Quality Talent Group

    Mercer Island, WA
    3 days ago
  • $25 - $27.88 per hour

     ...focuses on assisting clients with banking services, processing transactions, and developing strong relationships to support their financial goals. Candidates should have a strong work ethic and effective communication skills. The position requires flexibility in working... 
    Hourly pay

    Bank of America

    Kirkland, WA
    3 days ago
  •  ...and Business Banking division in Bellevue, WA. Join a renowned financial services client recognized for their commitment to talent development...  ...from a comprehensive package including health coverage, retirement plans, and career growth opportunities. #J-18808-Ljbffr... 

    Quality Talent Group

    Bellevue, WA
    4 days ago
  •  ...Quality Talent Group is looking for bankers in Tukwila, Washington. Join a renowned financial services provider recognized for talent growth, offering both full-time and part-time positions. Enjoy comprehensive benefits and career advancement opportunities within a supportive... 
    Full time
    Part time

    Quality Talent Group

    Tukwila, WA
    3 days ago
  •  ...Consumer, Small, and Business Banking division. Join a top-ranked company recognized for talent development and offer exceptional financial services. The role involves building customer relationships, assisting with account openings, and educating clients on banking tools... 
    Full time
    Part time

    Quality Talent Group

    Normandy Park, WA
    3 days ago
  • $22.55 - $26 per hour

     ...Relationship Banker The Relationship Banker is a frontline financial partner that is part of a supportive and dynamic member focused...  ...needs and partner with service teams including insurance, investments, Premier, and mortgage Meet quarterly metrics and service objectives... 
    Hourly pay
    Full time
    Work at office

    First Tech Federal Credit Union

    Bellevue, WA
    7 days ago
  • Quality Talent Group is seeking bankers to join their Consumer, Small, and Business Banking division in Renton, Washington. The role emphasizes building strong customer relationships, assisting with account services, and ensuring compliance with banking policies. Candidates...

    Quality Talent Group

    Renton, WA
    3 days ago
  • Quality Talent Group is seeking bankers for their Consumer, Small, and Business Banking division in Echo Lake, Washington. This role focuses on building strong customer relationships and assisting with account management and service requests. The ideal candidate will have...

    Quality Talent Group

    Seattle, WA
    3 days ago
  • $20.67 - $31.25 per hour

     ...Summary Be a problem solver, trusted advisor, and partner to the people and businesses...  ...and solutions to assist in client's financial wellness both in person and through proactive...  ...influence of partners such as Key Investment Services, Mortgage and Business Banking... 
    Hourly pay
    Work experience placement
    Flexible hours
    Day shift

    Key Bank

    Renton, WA
    5 days ago
  • $22.33 per hour

     .... Job Summary Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support...  ...insurance ~ Stock options ~ Bonus programs ~401(k) plan ~ Paid Parental Leave ~ Life and AD&D insurance ~ Long-term... 
    Full time
    Work at office

    WaFd Bank

    Bellevue, WA
    6 days ago
  • $18 per hour

     ...associates who deliver solutions that help our clients achieve financial freedom and peace of mind. Military Personal Bankers achieve this...  ...are eligible for our benefits package: Medical Vision 401(k) plan Short and Long‑term disability insurance Company paid vacation,... 
    Hourly pay
    Full time
    Temporary work
    Part time
    Bank staff
    Flexible hours

    RadNet

    Seattle, WA
    3 days ago
  •  ...advice tailored to suit their financial needs. As a Private Client...  ...Specialists (Private Client Advisors, Mortgage Bankers and Business...  ..., a retirement savings plan, backup childcare, tuition reimbursement...  ..., mortgages, auto financing, investment advice, small business loans... 
    Immediate start
    Afternoon shift

    Chase

    Seattle, WA
    4 days ago
  • $22 - $27 per hour

     ...timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide...  ...(NMLS) preferred. Be a part of a bank that invests in you! Competitive Incentive Plan: Earn rewards that match your efforts. Professional... 
    Immediate start

    Columbia Bank (WA, OR & ID)

    Bellevue, WA
    6 days ago
  •  ...building strong customer relationships and providing tailored financial solutions. Candidates should have 6+ months of customer interaction...  .... Comprehensive benefits include health coverage, 401(k) plans, paid time off, and career advancement opportunities. The company... 

    Quality Talent Group

    Kenmore, WA
    3 days ago
  • $20.82 per hour

     ...relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-...  ...- Wells Fargo Jobs ( for an overview of the following benefit plans and programs offered to employees. ~ Health benefits ~401(k... 
    Work experience placement
    Work at office
    Local area
    Immediate start
    Night shift
    Weekend work

    Wells Fargo

    Bellevue, WA
    12 days ago
  • $26 - $29 per hour

     ...relationships with our customers actively assessing clients' financial information to recommend, present, and sell additional...  ...the banking and/or financial service industry, Series 6 and 63 investment and life insurance license, strong financial acumen and communication... 

    East West Bank

    Seattle, WA
    7 days ago
  • Quality Talent Group is seeking bankers for their Consumer, Small, and Business Banking division in Alderwood Manor, Washington. This role involves building strong customer relationships, assisting with account management, and educating clients on digital banking tools...

    Quality Talent Group

    Mountlake Terrace, WA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Planning & Investment Advisor. Be the first to apply!