Financial Consultant- Bellevue, WA
$60k - $75kSoteria Reinsurance Ltd.
## Financial Consultant- Bellevue, WAApplylocations: Bellevue, WA: Seattle, WAtime type: Full timeposted on: Posted Todayjob requisition id: 2131303## ## Job Description:Note: Fidelity will not provide immigration sponsorship for this position.## **The Role**Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.## **The Expertise and Skills You Bring*** Proven success in building relationships, uncovering needs, and recommending solutions* FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire* Ability to present complex solutions to a knowledgeable client base while building rapport and credibility* Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one* Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions* Coachable, collaborative, and curious are key attributes* Committed to delivering an outstanding customer experience with a passion for seeing others thrive* Motivated by results and finding solutions, takes initiative and exceeds customer expectations* Extensive knowledge of investment solutions## ## **The Team**Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.The base salary range for this position is $60,000 - $75,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.## ## Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA #J-18808-Ljbffr
- ...Business Administration, or related field preferred (not required) Work Requirement Must be able to work 100% onsite in Bellevue, WA requiring approximately 20–25 hours per week Why Join Us ~ Competitive hourly pay ~401(k) retirement plan (eligibility-based...SuggestedHourly payPart timeWork at officeLocal areaDay shift
- ...The Financial Advisor plays a key role in delivering comprehensive, fiduciary-driven financial planning and relationship management... ...process-driven retirement wealth management firm headquartered in Bellevue, WA. The firm focuses on structured, safety-first planning and is...SuggestedApprenticeship
$80k - $100k
...The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor... ...field, including experience in a consultative service role Ability to coordinate a variety... ...: Ridgepointe Experience Center | Bellevue, WA Target Compensation in Washington: $80,...SuggestedWork experience placementWork at office$88k - $150k
...entrepreneurs, and first-generation wealth creators with complex financial lives, delivering integrated advice across investments,... ...and preferred pricing discounts 11980 NE 24th St, Suite 210 Bellevue, WA 98005 Parcion Private Wealth provides equal employment opportunities...SuggestedFull timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours- ...exclusive features. Our Client is looking for talented Financial Advisors just like you! With your extraordinary knowledge... ...and retirement planning strategies. Opportunities in Bellevue WA for Investment Consultant Expertise We’re Looking For FINRA Series 7 & 63 required...SuggestedFull time
$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 time$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... ...your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- ...the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial... ...and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing...Part timeImmediate start
- ...Ascend National Wealth Advisors, supporting Thrivent, seeks a full-time Financial Associate in Bellevue, WA. You will learn from a veteran advisor, receive mentorship, and build a client book while delivering financial guidance and products that help clients reach their...Full time
$22 - $27 per hour
...inquiries in a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions... ...fully onsite at posted location(s). 1110 112th Avenue NE 200 Bellevue WA 98004 Our Benefits: We are proud to offer a competitive...Immediate start$20.82 per hour
...this role: Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE) in... ...affluent borrowers with realtors, builders, financial professionals, bank stores, past customers... ...and/or holidays as needed or scheduled Bellevue, WA $20.82/hour #LI-MF4 Pay Range...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work$124k
...position- you may work remotely with the expectation to work in our Bellevue, WA office one day a week.* Are you a leader who has the... ...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...Contract workWork at officeRemote work1 day per week$21 per hour
...and ef... Show more Full-time Frisco, TX / Overland Park, KS / Bellevue, WA (Onsite from Day 1).Bachelor's degree in a related field or... ...more Full-time Physician | Employee Wellness Clinic | Corporate Financial Sector.Independent Contractor, 1099 Contract.A workplace...Hourly payFull timeContract workPart timeFor contractorsSummer workMonday to FridayWeekend workWeekday work$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- ...Jobtailor in Bellevue, WA is seeking a finance-advisory professional to guide clients in short and long-term financial planning. You will recommend banking and investment strategies while triaging requests and referring clients to suitable service providers. The role emphasizes...Temporary work
$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... ...our Studios West branch in Redmond, WA, supporting additional branches...Work at office- ...Job Description Job Description We are seeking a Senior Associate Financial Planner for our wealth management firm in both the Tukwila, WA, and Bellevue, WA, Offices. Candidates who currently have a CFP® (or equivalent), who thrive in a small firm environment, and...Work at office
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco... ..., Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike...Work at officeShift workDay shift
$19.23 - $28.37 per hour
...Location: 3240 156th Avenue SE - Bellevue, Washington 98007 Job Summary Be a problem... ...and solutions to assist in client's financial wellness, both in person and through proactive... ...- through techniques such as tele-consulting, outside calling, prospecting and networking...Hourly payWork experience placementWork at officeFlexible hoursDay shift$19.23 - $28.37 per hour
...Location: 3240 156th Avenue SE - Bellevue, Washington 98007 Job Summary Be a problem solver... ...and solutions to assist in client's financial wellness, both in person and through proactive... ...- through techniques such as tele-consulting, outside calling, prospecting and networking...Hourly payWork experience placementWork at officeDay shift- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Kirkland, Washington. The successful candidate will engage with clients to understand their financial objectives and provide tailored advice that aligns with their goals...
- ...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....
$80k - $90k
...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...business knowledge by using a defined consultative approach to systematically identify... ...Week: 40 Pay Transparency details US - WA - Bellevue - 10400 NE 4th St - 400 Lincoln Square...Interim roleWork at officeLocal areaImmediate startShift workDay shift$78k - $96k
...them and their principals with highly personalized banking and financial services from experienced bankers committed to long-term banking... ...articulate individual to fill our Credit Analyst role in Seattle, WA . Essential Functions: Conducts credit investigations, credit...Work experience placementWork at officeFlexible hours- ...at joingmcc.com. Role Description The Loan Officer at GMCC in Bellevue, WA is a full‑time, on‑site role responsible for originating... ...explaining loan programs and requirements, collecting and reviewing financial documentation, and submitting complete loan files for...Full time
$100k - $300k
...Home Loans is seeking professionals with a financial services background who are interested... ...opportunity offers a path to use your consultative skills in a purchase-focused mortgage environment... ...or eligible for licensing in CA, WA, OR, UT, or ID COMPENSATION:...$500 per month
...products & solutions Confidently process financial transactions and maintain accuracy... ...branches within the North King region (Redmond, Bellevue) High School Diploma or equivalent... ...residency in order to be obtained as per WA State Law Bonus experience (not...Permanent employmentFull timeRelocation packageMonday to FridayShift work- ...to developing the next generation of financial representatives, ranked the #1 office... ...Seattle: 601 Union St. #2500, Seattle, WA. 98101 Bellevue: 10655 NE 4th St. Ste. 900, Bellevue,... .... Key Responsibilities: Client Consultation: Engage with clients to understand...Full timeInternshipSeasonal workWork at officeWork from homeVisa sponsorshipFlexible hours
- ...exceeding their expectations. Analyze customers' financial situations and provide the appropriate... ...(purchase and refinance). Current WA NMLS license. ( Must have pass National test... ...about new Mortgage Loan Officer jobs in Bellevue, WA . We’re unlocking community knowledge...Full timeWork at officeRemote work
$70k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the... ...America) Hours Per Week: 40 Pay Transparency details US - WA - Mercer Island - 2830 80th Ave Se - MERCER ISLAND BC (WA3143)...Temporary workShift workDay shift
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