Financial Advisor
$53k - $83kThreadneedle group
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak! We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we’ll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals. Key Responsibilities Attend and engage in coaching and training led by the leadership team and established advisors. Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals. Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice. Schedule and conduct financial planning and advice meetings with clients and client prospects. Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals. Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results. Build a book of business as a stand-alone Ameriprise Financial advisor. If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications 3+ years of work experience with a proven track record of success. Have a network of personal and professional contacts within the local area that you may engage for referrals. Showcase a background in building strong relationships and delivering superior client service. Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. Ability to obtain required licenses within 150 days of hire: FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam) State Securities (Series 63 or Series 66) State IAR (Series 65 or Series 66) State Life, Health Insurance and Variable Products lines Preferred Qualifications Four-year college degree, or equivalent Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment. Willingness and desire to be part of a coaching relationship and peer learning environment. Proven track record of continued success in all industries and careers including, but not limited to: Accountants Attorneys Bankers CERTIFIED FINANCIAL PLANNER™ professionals* Community leaders Consultants Entrepreneurs Fundraisers Insurance agents Military personnel Professional athletes Real estate agents and developers Risk managers Sales and marketing professionals Teachers and educators About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary $53,000 - 83,000 Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group #J-18808-Ljbffr
$88k - $150k
...entrepreneurs, and first-generation wealth creators with complex financial lives, delivering integrated advice across investments,... ...long-term perspective. We are seeking an experienced Family Advisor to join our advisory team and work closely with ultra-high net...SuggestedFull timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours- ...The Financial Advisor plays a key role in delivering comprehensive, fiduciary-driven financial planning and relationship management for an assigned portfolio of existing clients. This role is centered on service, planning, operational execution, and maintaining high client...SuggestedApprenticeship
$50k
...and we know you have options. But we offer something the competition simply can\'t: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It\'s our sole profit center. And as an...SuggestedWork at officeWork from homeHome officeFlexible hours$61k - $119k
...Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedFull timeContract workFor contractorsWork at office- ...MassMutual Northwest MassMutual Northwest is seeking motivated and driven individuals interested in building a career in financial services. No prior industry experience is required. We provide training, licensing support, mentorship, and professional development to help...SuggestedFlexible hours
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- ...are proud to be a nationally recognized office dedicated to developing the next generation of financial representatives, ranked the #1 office in the country for new advisor success (revenue) twice in the past five years, most recently in 2025, and consistently named a...Full timeInternshipSeasonal workWork at officeVisa sponsorshipFlexible hours
- ...MassMutual Northwest in Bellevue, Washington is seeking motivated individuals for a career in financial services. This role involves working closely with clients to help them protect their assets and plan their financial future. No prior experience is necessary as training...
$80k - $100k
...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 an established Financial Advisor. This role will assist members and prospects with information,...Work experience placementWork at office$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- ...First Tech Federal Credit Union in Bellevue, WA is seeking a Senior Associate Financial Advisor to support an existing book of business and transition toward a Financial Advisor role. You’ll help members with information, products, and investment programs under guidance...Work at office
- ...Northwestern Mutual Puget Sound is seeking a results-driven Financial Advisor to educate clients on financial planning and insurance options while building lasting relationships. A team-oriented environment supports growth and ongoing development, with flexible work-from...Work from homeFlexible hours
$53k - $83k
...A diversified financial services leader is seeking a Financial Advisor in Bellevue, WA. You'll help clients shape their financial futures while enjoying a competitive salary ranging from $53,000 to $83,000 plus bonuses. The role provides extensive training over three...- ...Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program in the Bellevue area. The program develops a book of business and delivers personalized wealth guidance through the Merrill-Bank of America relationship. You’ll receive...
$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 this... ...learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Hourly payFull timeWork at officeImmediate startShift workDay shift- Bank of America is seeking a client-focused financial advisor to help clients achieve financial goals by planning with investments and banking products. The role includes triaging leads, making referrals, and reviewing goals with clients. The position requires licensing...Work at officeShift work
- Responsibilities Works with clients to plan their short and long-term financial goals Recommends banking and investments strategies Triages client requests and makes referrals to appropriate service providers Identifies and engages potential new clients Provides coaching...Temporary work
- Fidelity Investments in Bellevue, WA is seeking a Financial Consultant to engage with clients in the Investor Center, offering mentorship and personalized financial planning. You will leverage an existing client base and institutional feeders of business, supported by Fidelity...
- Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) to start by obtaining SIE, Series 7, and Series 66 licenses and to develop foundational client advisory skills. You'll support and grow a client portfolio and progress to higher roles, including FSA...Work at officeMonday to Friday
$75k - $90k
Overview Team-Based Financial Advisor - Legacy West Financial Consultants Meaningful work. Rewarding career. Make an impact providing financial advice with heart, learning from experienced advisors and mentors while developing your career with potential to become a partner...Full timeLocal area$88k - $150k
...their goals and aspirations. We are seeking an experienced Family Advisor to join our firm. Our ideal candidate is a highly motivated... ...proprietary reports for clients on an individualized basis Assist Financial Planning Department with cash flow modeling for clients Build...Full timeTemporary workWork at office- Bank of America is looking for a Financial Solutions Advisor Stage I (FSA I) in Mercer Island, WA. This role requires obtaining industry licenses and training in client relationship management. Responsibilities include managing client relationships and delivering financial...
$77.39k - $127.14k
...investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Associate Financial Advisor partners with Advisors and Senior Advisors to deliver comprehensive financial planning and investment solutions to mass affluent...Work at officeFlexible hours$124k
...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... ...expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to...Contract workWork at officeRemote work1 day per week$28.85 - $33.65 per hour
...Title This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and...Hourly payTemporary workShift workDay shift- Entry-Level or Experienced Financial Advisor About Us: Pacific Capital Resource Group, Inc. is one of the fastest growing financial services firms in the Northwest, currently directing the financial lives and managing assets for thousands of individuals and businesses in...Full timeInternshipDay shift
$28.85 - $33.65 per hour
Job Overview As a Financial Solutions Advisor Stage I (FSA I) in the Bank of America Financial Center, you will obtain Securities Industry licenses (Securities Industry Essentials, Series 7 and Series 66) and receive training in client relationship management, financial...Hourly payWork at officeImmediate startMonday to Friday$53k - $83k
A diversified financial services leader seeks a Financial Advisor in Bellevue, WA. This full-time position offers a competitive salary of $53,000 to $83,000 plus bonuses. Responsibilities include engaging in training, generating client prospects, and conducting financial...Full time$28.85 - $33.65 per hour
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, communities and shareholders every day. Being...Hourly payTemporary workWork at officeImmediate startFlexible hoursShift workDay shift$75k - $90k
A leading financial services firm in Bellevue, WA is seeking a Team-Based Financial Advisor. This full-time position involves meeting with clients, building relationships, and providing financial advice. Candidates with a Bachelor's degree or equivalent experience are encouraged...Full time
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