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

Associate Financial Advisor: Grow Client Impact

BECU

BECU is seeking an Associate Financial Advisor to provide personalized investment services in Redmond, WA. This role plays a crucial part in addressing financial planning needs and conducting portfolio reviews for member clients. You will collaborate with Financial Advisors to develop tailored strategies and foster long-term client relationships. The position requires a Bachelor’s degree and financial industry experience, along with Series 7 and Series 66 licenses. Apply now to be part of a team that values community support and client success. #J-18808-Ljbffr BECU

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Associate Financial Advisor: Grow Client Impact in Redmond, WA vacancy
  • $28.99 - $35.34 per hour

    ## Associate Financial Advisor - North King Co/Snohomish CoApplylocations: Floating...  ...time off + donation match**IMPACT YOU’LL MAKE:**As an...  ...recommendations to our member clients. Your proactive approach to...  ...Embrace the opportunity to grow with us. Apply now, bring your... 
    Suggested
    Hourly pay
    Work at office

    BECU

    Redmond, WA
    5 days ago
  • WealthBridge Financial Group in Bellevue, WA seeks a results-oriented Financial Consultant to engage with clients, understand objectives, and tailor strategies across investments, retirement planning, and wealth management. You will analyze needs, develop action plans,... 
    Suggested

    WealthBridge Financial Group

    Bellevue, WA
    3 days ago
  •  ...Federal Credit Union in Bellevue, WA is seeking a Senior Associate Financial Advisor to support an existing book of business and transition toward...  ..., and maintain CRM records, while delivering exceptional client service and compliance with regulatory requirements. #J-1... 
    Suggested
    Work at office

    First Tech Federal Credit Union

    Bellevue, WA
    5 days ago
  • Edward Jones is seeking an associate financial advisor who will work with the practice team to deliver personalized financial strategies and exceptional client service. You will source new clients, maintain relationships, and contribute to the practice's outcomes. You... 
    Suggested

    Edward Jones

    Issaquah, WA
    2 days ago
  • $25 - $38.46 per hour

     ...problem solver, trusted advisor, and partner to the...  ...communities. The Private Client Banker (PCB) is part of...  ...plan-based approach to financial advice. As a PCB, you will...  ...and realizing the impact we can have on their day...  ..., and opportunities to grow in your position and your... 
    Suggested
    Hourly pay
    Work experience placement
    Flexible hours
    Day shift

    KeyCorp

    Redmond, WA
    5 days ago
  • Bank of America is looking for a Financial Solutions Advisor Stage I in Issaquah, WA. In this role, you will start by obtaining your Securities Industry licenses and then begin building client relationships, offering financial advice and solutions. With opportunities for... 
    Hourly pay

    Dormont Manufacturing Company

    Issaquah, WA
    3 days ago
  • Highland Private Wealth Management in Bellevue or Ellensburg seeks an experienced wealth advisor to grow a personal book of business and deliver tailored client planning and investment guidance. While primarily on-site, a remote option may be considered for the right candidate... 
    Private practice
    Remote work

    Hightower Advisors

    Bellevue, WA
    3 days ago
  •  ...volume of applicants. Join a financial services firm where your...  .... With over 9 million clients and 20,000 financial advisors across the U.S. and Canada...  ...We partner for positive impact to improve the lives of our...  .... Edward Jones associates are seen, heard, respected... 
    Full time
    Temporary work
    Flexible hours

    Edward Jones

    Issaquah, WA
    4 days ago
  • $85k - $95k

     ...Job Description Job Description Associate Financial Advisor (AFA) Location: Issaquah, WA | Full-Time Are you a client-focused professional with experience in financial...  ...designed for an advisor who wants to grow into leading client relationships, contributing... 
    Full time
    Private practice
    Work at office
    Monday to Friday
    Weekend work
    Afternoon shift

    Jambalaya Group

    Issaquah, WA
    29 days ago
  • $15 per hour

     ...Financial Solutions AdvisorAt Bank of America, we...  ...we deliver for our clients, teammates, communities...  ...to learn, grow and make an impact, along with the power...  ...generation of Financial Advisors—those with a passion...  ...to mentoring junior associates.We're a culture that... 
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Redmond, WA
    2 days ago
  • $80k - $100k

    Description 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...  ...investment program, as well as working with clients already in the Financial Advisor's... 
    Work experience placement
    Work at office

    Digital Federal Credit Union

    Bellevue, WA
    2 days ago
  •  ...Private Wealth Advisory Practice of Ameriprise Financial, is seeking an experienced Associate Financial Advisor to join our collaborative, relationship-...  ...This role is designed for someone who wants to grow into leading client relationships, contributing to revenue growth... 
    Private practice

    Jambalaya Group

    Issaquah, WA
    3 days ago
  • JCW Group in the Seattle area is seeking a Junior Wealth Advisor to support client service and begin developing their own book of business. This role offers hands-on mentorship, direct client exposure, and a clear path toward becoming a lead advisor. Ideal candidates are... 

    JCW Group

    Bellevue, WA
    4 days ago
  •  ...a common purpose to help make financial lives better through the power...  ...Growth and delivering for our clients, teammates, communities and shareholders...  ...our workforce and positively impact the communities we serve. Bank...  ...with opportunities to learn, grow, and make an impact. Join us!... 
    Temporary work
    Work at office
    Immediate start
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Kirkland, WA
    1 day ago
  • Charles Schwab is hiring a Wealth Advisor to join Schwab Wealth Advisory in Washington. You will deliver fiduciary financial advice, develop tailored plans, and manage client portfolios for high-net-worth individuals. This role emphasizes on-site collaboration and in-depth... 

    Charles Schwab

    Bellevue, WA
    4 days ago
  • Join a dynamic and fast-growing Registered Investment Advisor as a Family Advisor, where you will play a pivotal role in helping clients achieve their financial goals. This position offers the opportunity...  ...and eager to make a meaningful impact, this is the perfect... 

    Parcion Private Wealth

    Bellevue, WA
    5 days ago
  • Fidelity Investments in Bellevue, WA is seeking a Financial Consultant to engage with clients in the Investor Center, offering mentorship and personalized...  ...assessment, and presenting investment solutions while aiming to grow client assets. #J-18808-Ljbffr Soteria Reinsurance Ltd... 

    Soteria Reinsurance Ltd.

    Bellevue, WA
    2 days ago
  • The primary role of the Associate Wealth Advisor is to provide investment and relationship...  ...tasks to support the end-client's needs. The senior advisor...  ...for managing and growing their own assigned book of...  ...demonstrate ability to assist Financial Advisors in presenting... 
    Full time

    LPL Financial

    Bellevue, WA
    1 day ago
  • $65k - $72.5k

     ...Associate, Client Advisory Pathstone has created an Associate Program to be an entry point to...  ...Bachelor's degree Prior experience in the financial management industry, specifically...  ...competing demands Engaged in learning and growing, and motivated to take on new... 
    Full time
    Summer work
    Work at office
    Flexible hours

    Pathstone

    Bellevue, WA
    4 days ago
  • $65k - $81k

    Company Description Pathstone is a growing wealth management firm serving ultra-high net...  ...are united by a clear purpose: to help clients pursue their Preferred Life — with clarity...  ...is required. Prior experience in the financial management industry, specifically Client... 
    Full time
    Work at office
    Flexible hours

    Pathstone

    Bellevue, WA
    2 days ago
  • $28.85 - $33.65 per hour

     ...common purpose to help make financial lives better through...  ...and delivering for our clients, teammates, communities...  ..., and how we make an impact in the communities we serve...  ...to learn, grow, and make an impact. Join...  ...a Financial Solutions Advisor Stage I (FSA I), your journey... 
    Hourly pay
    Full time
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Mercer Island, WA
    1 day ago
  • $28.85 - $33.65 per hour

     ...common purpose to help make financial lives better through...  ...and delivering for our clients, teammates, communities...  ..., and how we make an impact in the communities we serve...  ...to learn, grow, and make an impact. Join...  ...a Financial Solutions Advisor Stage I (FSA I), your journey... 
    Hourly pay
    Full time
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Issaquah, WA
    1 day ago
  • $70k - $80k

    Bank of America seeks a Financial Advisor in Kirkland, Washington. This role involves providing advice and customized solutions to help clients meet their financial goals. You'll manage client relationships, triage leads, and collaborate with internal teams to achieve financial... 

    Bank of America

    Kirkland, WA
    4 days ago
  • Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients to achieve their financial goals. This role includes triaging client leads, making referrals, and reviewing financial goals. The ideal candidate will have... 

    Bank of America

    Sammamish, WA
    3 days ago
  • Kitchen Tune Up Buffalo NY is seeking an Associate Designer who will manage design inquiries and collaborate with clients to create functional and beautiful spaces. The ideal candidate should be enthusiastic about home design, possess strong communication skills, and be... 

    Kitchen Tune Up Buffalo NY

    Redmond, WA
    3 days ago
  • $75k - $83k

     ...Job Description Job Description Sr. Associate Financial Planner (High-Net-Worth Clients | CFP® | Series 7 & 66) Location: Bellevue, WA Salary: $75,0...  ...Opportunity to independently manage client relationships and grow professionally • Collaborative environment with... 

    Talent Search PRO

    Bellevue, WA
    more than 2 months ago
  • $61k - $119k

     ...Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity...  ...where you can help your clients achieve their goals through...  ...that helps you have a bigger impact on your clients and community...  ...one way to start, build, and grow your practice. As an... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Bellevue, WA
    1 day ago
  • $50k

     ...team business model. One financial advisor and one branch office...  ...focused on building client relationships. It\'s our...  ..., you\'ll develop and grow your own practice, supported by branch associates, a home-office team...  ...to help you positively impact clients\' lives, helping... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Bellevue, WA
    2 days ago
  • $61k - $119k

     ...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual...  ...where you can help your clients achieve their goals through financial...  ...that helps you have a bigger impact on your clients and community...  ...one way to start, build, and grow your practice. As an... 
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Bellevue, WA
    1 day ago
  • Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Bellevue, WA to lead fiduciary wealth advisory services...  ...Wealth Advisory. You will deliver personalized financial planning and portfolio guidance to clients, working with a team of advisors to create comprehensive... 

    Charles Schwab

    Bellevue, WA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Associate Financial Advisor: Grow Client Impact. Be the first to apply!