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

Financial Advisor

$53k - $83k

Threadneedle 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

Vacancy posted 9 hours ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Bellevue, WA vacancy
  •  ...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... 
    Suggested
    Apprenticeship

    SR Staffing

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

     ...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 focused... 
    Suggested
    For contractors
    Work at office

    Northwestern Mutual

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

     ...Financial Advisor Opportunity At Northwestern Mutual 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... 
    Suggested
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Bellevue, WA
    4 days ago
  •  ...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... 
    Suggested
    Flexible hours

    MassMutual Seattle

    Bellevue, WA
    4 days ago
  •  ...among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Our Client is looking for talented Financial Advisors just like you! With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you.... 
    Suggested
    Full time

    BrokerHunter

    Bellevue, WA
    20 hours ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Bellevue, WA
    1 day ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Bellevue, WA
    4 days ago
  • $53k - $83k

     ...Financial Advisor 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... 
    Full time
    Work experience placement
    Local area

    Dormont Manufacturing Company

    Bellevue, WA
    3 days ago
  • $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... 
    Full time
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Parcion Private Wealth

    Bellevue, WA
    6 hours ago
  • $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...  ...shareholders every day. Professional Journey As a Financial Solutions Advisor Stage I (FSA I) , your journey begins with obtaining your... 
    Hourly pay
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Dormont Manufacturing Company

    Kirkland, WA
    3 days ago
  • $70k - $80k

     ...Responsibilities Works with clients to plan their short‑ and long‑term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions. Recommends banking and investment strategies... 
    Temporary work
    Shift work
    Day shift

    Bank of America

    Mercer Island, WA
    1 day ago
  • $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 power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities... 
    Temporary work
    Shift work
    Day shift

    Bank of America

    Mercer Island, WA
    3 days ago
  •  ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Bellevue, WA
    4 days ago
  • $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 work
    Work at office
    Remote work
    1 day per week

    New York Life Insurance

    Bellevue, WA
    29 days ago
  • $60k - $75k

     ...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... 
    Full time
    Work at office

    Fidelity Investments

    Bellevue, WA
    8 hours ago
  •  ...Universal Hospital Services Inc. is seeking a Financial Counselor to verify patient benefits and eligibility, assist in admissions, and provide financial counseling. The role requires a high school diploma and two years of related experience. The ideal candidate will possess... 
    Work at office

    Universal Hospital Services

    Kirkland, WA
    3 days ago
  •  ...Financial Advisor We are looking to add an experienced Financial Advisor(s) to our team. We are a SEC registered RIA firm that is relationship-focused, providing comprehensive wealth management and retirement income planning for a diverse client base. As an advisor on... 
    Work at office

    The Misch Group

    Seattle, WA
    4 days ago
  •  ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their... 

    Bank of America

    Seattle, WA
    4 days ago
  • $21 per hour

     ...Prod... Show more $17.00 hourly Part-time Quick Apply Wellness Advisor Reports to: General Manager COMPANY OVERVIEW: YogaSix believes...  ...more Full-time Physician | Employee Wellness Clinic | Corporate Financial Sector.Independent Contractor, 1099 Contract.A workplace wellness... 
    Hourly pay
    Full time
    Contract work
    Part time
    For contractors
    Summer work
    Monday to Friday
    Weekend work
    Weekday work

    KeyCorp

    Bellevue, WA
    4 days ago
  • $100k - $250k

     ...We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice while providing a very high level of coordinated advice and service to their clients. Our Financial Advisors must be proficient... 

    Empirical Wealth Management

    Seattle, WA
    2 days ago
  •  ...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. You... 

    WealthBridge Financial Group

    Kirkland, WA
    2 days ago
  •  ...psychiatric and detox treatment and offers evidence‑based programs across multiple locations in Washington state. Position Summary The Financial Counselor verifies benefits and eligibility for patient admissions, completes the admission/registration process, prepares the... 
    Local area

    Fairfax Behavioral Health

    Kirkland, WA
    20 hours ago
  •  ...Responsibilities: This full-time Financial Advisor role is located in Seattle, WA, with flexibility for some remote work. As a Financial Advisor, you will work with clients to provide financial planning, retirement planning, and investment services. This hybrid role requires... 
    Full time
    Contract work
    Remote work

    Mass Mutual NW

    Seattle, WA
    1 day ago
  •  ...We are seeking a motivated and ambitious individual to join our financial services team as an Entry Level Financial Professional/Consultant. The successful candidate will be responsible for providing financial advice and services to clients, as well as identifying and... 
    Full time
    Part time
    Work from home

    Thriveguard financial

    Seattle, WA
    20 hours ago
  •  ...JCW is partnered with a growing RIA in Bellevue as they're looking to hire a junior level Financial Advisor. This position will be focused on building out a book of high-net-worth clients and managing client relationships. The firm is very collaborative and has a separate... 

    JCW Group

    Seattle, WA
    3 days ago
  • $80.17k

     ...Overview 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, goals-based financial advice across investment, retirement and insurance planning... 
    Work at office

    First Tech Federal Credit Union

    Redmond, WA
    4 days ago
  •  ...Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity...  ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over... 

    Thrivent Financial

    Seattle, WA
    20 hours ago
  • $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, goals-based financial advice across investment, retirement and insurance... 
    Work at office

    First Technology Federal Credit Union

    Redmond, WA
    4 days ago
  • $19.23 - $28.37 per hour

     ...Bellevue, Washington 98007 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank...  ...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts... 
    Hourly pay
    Work experience placement
    Work at office
    Day shift

    KeyCorp

    Bellevue, WA
    2 days ago
  • $19.23 - $28.37 per hour

     ...Washington 98007 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities...  ...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts... 
    Hourly pay
    Work experience placement
    Work at office
    Flexible hours
    Day shift

    Key Bank

    Bellevue, WA
    3 days ago

Do you want to receive more vacancies?

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