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

Trust-First Financial Advisor | Strategic Retirement Plan

Leverage Planners

Leverage Planners LLC, based in Bellevue, Washington, is seeking a Financial Advisor to foster trust and respect with clients. This role focuses on building meaningful relationships through our unique sales approach and guiding clients through their financial journeys. Ideal candidates should hold a Series 65 license and a Life & Health License, with at least two years of relevant experience. The position offers a competitive draw-based compensation structure and substantial support from the company. Employees enjoy health benefits, a supportive team environment, and opportunities for professional advancement. #J-18808-Ljbffr

Vacancy posted 6 hours ago
Similar jobs that could be interesting for youBased on the Trust-First Financial Advisor | Strategic Retirement Plan in Bellevue, WA vacancy
  • $75k - $100k

     ...The Financial Advisor - Existing Client Planning & Service provides comprehensive, fiduciary-driven...  ...Planners is a boutique retirement wealth management firm...  ...through structured, safety-first planning. Our team...  ...approachable, and able to build trust with clients High... 
    Retirement
    Apprenticeship
    Monday to Friday
    Flexible hours

    Leverage Planners Wealth Management LLC

    Bellevue, WA
    4 days ago
  •  ...organically and through strategic acquisitions as...  ...client service first in all they do....  ...we do meaningful financial planning with people we...  ...seasoned team of wealth advisors. You will be...  ...advisement across retirement planning,...  ...‑supported, high‑trust financial planning... 
    Retirement
    Temporary work
    Work at office
    Remote work
    Flexible hours

    Apella Wealth

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

     ...Overview Becoming a financial advisor at Northwestern...  ...through financial planning. On your path to...  ...Advisory Services • Trust Services • Retirement Solutions • Business...  ...designed to support your first three years in the...  ...and fees, Strategic Employee Benefits Services... 
    Retirement
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Bellevue, WA
    4 days ago
  • $70k - $105k

     ...Ascend National Wealth Advisors: At Ascend...  ...offer personalized financial strategies designed...  ...allowing us to craft a strategic, adaptable plan tailored to your life...  ...putting your needs first. Job description:...  ...transfers of their retirement accounts Document... 
    Retirement
    Work at office
    Local area

    Thrivent Financial

    Bellevue, WA
    28 days ago
  • $110k - $143.8k

     ...treating AI as a high-trust collaborator that...  ..., catalyzing strategic decisions, and accelerating...  ...strategy and financial analysis, giving...  ...optimize . The first version of your work...  ...company's data security plan as an essential...  ...insurance; 401(k) retirement plan; flexible... 
    Retirement
    Flexible hours

    Snowflake Computing

    Bellevue, WA
    3 days ago
  •  ...J.P. Morgan Chase is seeking a Private Client Advisor in Seattle, WA to offer financial planning and advice to a diverse clientele. The successful candidate...  ...offers competitive compensation and benefits, including health coverage and retirement plans. #J-18808-Ljbffr... 
    Retirement

    Aumni

    Seattle, WA
    6 hours ago
  • $80.17k

     ...Description The Financial Advisor at Addison Avenue...  ...Services, a division of First Tech, partners with...  ...across investment, retirement and insurance planning. Based at Studios...  ..., seminars, and strategic networking, while helping...  ...to act as a trusted advisor and advocate... 
    Retirement
    Work at office

    First Technology Federal Credit Union

    Redmond, WA
    3 days ago
  • $50k

     ...Join a financial services firm where your contributions...  ...where people come first. With over 9...  ...20,000 financial advisors across the U.S....  ...concerns to accelerate trust and create...  ...the branch business plan to increase branch...  ...Jones offers a 401k retirement plan, and tax-advantaged... 
    Retirement
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Bellevue, WA
    5 days ago
  •  ...to filter for, and generate trust and respect What You’ll Do...  ...Strategy Session to review their financials When mutually agreed,...  ..., develop their Engineered Retirement Lifestyle Plan (ERLP) At their Deployment...  ...client’s experience’ for their first full year Handoff the... 
    Retirement
    Immediate start

    Leverage Planners

    Bellevue, WA
    5 hours ago
  •  ...Mutual - Puget Sound in Bellevue is seeking a Financial Advisor who will educate clients on insurance and financial planning. Ideal candidates will have strong...  ...Benefits include health and dental insurance, retirement plans, and ongoing professional development.... 
    Retirement

    Northwestern Mutual - Puget Sound

    Bellevue, WA
    2 days ago
  • 5 days ago Be among the first 25 applicants Get AI-powered advice...  ...is looking for talented Financial Advisors just like you! With your...  ...that clients invest their trust in you. Join a team that also...  ...through wealth management and retirement planning strategies. Opportunities... 
    Retirement
    Full time

    BrokerHunter

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

     ...Financial Advisor Opportunity Becoming a financial advisor at Northwestern...  ...goals through financial planning. On your path to becoming...  ...& Advisory Services Trust Services Retirement Solutions Business Needs Analysis...  ...designed to support your first three years in the... 
    Retirement
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Bellevue, WA
    13 hours 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 through effective financial planning utilizing a variety of products like stocks and mutual... 
    Temporary work

    Bank of America

    Mercer Island, WA
    2 days ago
  • $55k - $110k

     ...Position Overview The Financial Planning Consultant is a core...  ...as requested by the advisor. Ensure accuracy...  ...execution with a strategic, big-picture mindset...  ...disability benefits; retirement savings; paid time off...  ...core values of client-first, integrity, independence... 
    Retirement
    For contractors
    Work experience placement
    Work at office

    Raymond James

    Issaquah, WA
    2 days ago
  • $124k

     ...that is a leader in the financial service industry, New...  ...such as preparing for retirement and saving for college...  ...subsidize it in your first two years, providing you...  ...becoming a financial advisor with Eagle Strategies...  ...advisory services, estate planning strategies, and... 
    Retirement
    Contract work
    Work at office
    Remote work
    1 day per week

    New York Life Insurance

    Bellevue, WA
    18 days ago
  •  ...process, acting as a trusted advisor to Business...  ...'s needs through strategic, consultative conversations...  ..., markets, financial and economic...  ...organizational and planning skills Strategic...  ...centers, a retirement savings plan, backup...  ...all while ranking first in customer satisfaction... 
    Retirement

    Chase

    Bellevue, WA
    13 hours ago
  • $142k - $205k

     ...disability insurance Retirement Benefits: 401(k)...  ...period for the first five years of...  ...of experience in financial planning and analysis (FP&...  ...estate investment trusts (REITs)). Experience...  ...leaders to make strategic company decisions...  ...partner and advisor to the business.... 
    Retirement
    Full time
    Temporary work
    Shift work

    Google

    Kirkland, WA
    13 hours ago
  •  ...clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered...  .... Investment management, retirement, trust, and planning... 
    Retirement
    Contract work
    For contractors
    Work at office

    COUNTRY Financial

    Bellevue, WA
    4 days ago
  • $95k - $100k

    Senior Manager, Marketing Planning & Operations...  ...team uses creative and strategic tools to further the mission...  ...of the world’s most trusted non-profit organizations...  ...program; 401(k) retirement savings plan with matching...  ...for new hires in their first year, prorated based on... 
    Retirement
    Flexible hours
    2 days per week

    National Geographic Society

    Seattle, WA
    2 days ago
  • $148.5k - $174.7k

     ...Private Wealth Advisor U.S. Bank Private...  ...achieve their financial objectives. Our...  ...and estate planning, investments, banking...  ...planning, and trust services to...  ...Management's strategic partners in the...  ...employer-funded retirement plan ~ Paid vacation...  ...is listed first. The actual... 
    Retirement
    Temporary work
    Work experience placement
    3 days per week

    U.S. Bancorp

    Seattle, WA
    1 day ago
  • $148.5k - $174.7k

     ...better and smarter financial decisions and...  ...and estate planning, investments, banking...  ...Private Wealth Advisor (PWA) is...  ...planning, and trust services to frame...  ...Wealth Management's strategic partners in the...  ...-funded retirement plan ~ Paid vacation...  ...is listed first. The actual range... 
    Retirement
    Temporary work
    Work experience placement
    Local area
    3 days per week

    U.S. Bank

    Seattle, WA
    4 days ago
  • $45k - $100k

     ...crossroads, a career as a financial advisor may be the right...  ...term financial goals: retirement, building wealth, estate...  ...important to accelerate trust and help them stay on...  ...¹. Salary for the first five years as you begin...  ...the branch business plan to increase branch effectiveness... 
    Retirement
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Bothell, WA
    4 days ago
  • Corebridge Financial is seeking a Financial Advisor to provide personalized retirement and financial planning experiences for clients. In this role, you will meet with clients to assist them in planning their financial futures using our comprehensive tools and marketing... 
    Retirement
    Remote job
    Flexible hours

    Corebridge Financial

    Renton, WA
    2 days ago
  • Corebridge Financial in Seattle is looking for a Financial Advisor to provide personalized retirement and financial planning experiences. In this role, you'll meet clients, utilize company technology to improve operations, and collaborate with your team to expand your business... 
    Retirement
    Remote job

    Corebridge Financial

    Seattle, WA
    3 days ago
  • $100k - $110k

     ...issues plaguing the financial services industry and...  ...prioritize clients in retirement planning. What started as a small...  ...has evolved into the Strategic Wealth Designers we...  ...Job Description Lead Advisors in a marketplace...  ...driving growth through trust and service excellence... 
    Retirement
    Monday to Friday

    Strategic Wealth Designers

    Seattle, WA
    7 hours ago
  • $85k - $95k

     ...Associate Financial Advisor (AFA) Location: Issaquah, WA | Full...  ...practice? Steller Wealth Planning, a Private Wealth...  ...entrepreneurial, and client-first. We focus on continuity, trust, and developing advisors...  ...insurance Simple IRA retirement plan Paid time off... 
    Retirement
    Full time
    Private practice
    Work at office
    Monday to Friday
    Weekend work
    Afternoon shift

    Ameriprise Financial

    Issaquah, WA
    13 hours ago
  • $100k - $110k

    A leading financial services firm in Seattle is looking for a Referral-based Lead Financial Advisor to join their team. The ideal candidate will engage with existing clients,...  ...that can lead to total compensation of up to $200,000. #J-18808-Ljbffr Strategic Wealth Designers
    Retirement

    Strategic Wealth Designers

    Seattle, WA
    3 days ago
  • Corebridge Financial, Inc. is looking for a Financial Advisor to join our team in Renton, Washington. This role involves providing personalized retirement and financial planning experiences for clients, allowing for a flexible schedule and career growth on your terms.... 
    Retirement
    Remote job
    Flexible hours

    Corebridge Financial, Inc.

    Renton, WA
    13 hours ago
  • A financial services firm in Seattle is seeking a Financial Advisor to work with clients on financial planning and investment services. This full-time hybrid role offers flexibility for remote work and requires strong communication skills. The ideal candidate will receive... 
    Retirement
    Remote job
    Full time
    Contract work

    MassMutual Northwest

    Seattle, WA
    4 days ago
  •  ...treating AI as a high-trust collaborator that is core...  ...insights, catalyzing strategic decisions, and accelerating...  ...product strategy and financial analysis, giving you a...  ...ways to optimize. The first version of your work is...  ...company's data security plan as an essential part of... 
    Work experience placement
    Internship

    Snowflake Computing

    Bellevue, WA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Trust-First Financial Advisor | Strategic Retirement Plan. Be the first to apply!