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 2 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Bellevue, WA vacancy
  •  ...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
    2 days ago
  •  ...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
    4 days ago
  • $53k - $83k

     ...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... 
    Suggested
    Full time
    Work experience placement
    Local area

    00015 Ameriprise Financial Services, LLC.

    Bellevue, WA
    1 day 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
    7 days ago
  • $75k - $80k

    Salary Range: $75,000 - $80,000 / Year DOE Position Title: Financial Advisor The role of a Financial Advisor is critical in guiding clients through their financial journeys. This position requires a strong commitment to client service and the ability to manage a diverse... 
    Suggested

    Boutique Recruiting

    Bellevue, WA
    4 days ago
  • $61k - $250k

    Northwestern Mutual is seeking a Financial Advisor in Bellevue, WA, to help clients with financial planning. In this role, you'll grow your client base, build personalized financial plans, and manage those plans to help clients achieve their goals. This opportunity offers... 
    For contractors

    Northwestern Mutual

    Bellevue, WA
    1 day ago
  • $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... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Bellevue, WA
    1 day ago
  • Boutique Recruiting is seeking a Financial Advisor in Bellevue, Washington. This role involves guiding clients through their financial journeys and managing a diverse portfolio. Key responsibilities include client engagement, portfolio management, and educational content... 

    Boutique Recruiting

    Bellevue, WA
    4 days ago
  • 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... 

    Bank of America

    Mercer Island, WA
    1 day ago
  • $75k - $90k

     ...Team-Based Financial Advisor Make an impact working as part of a team providing financial advice with heart. You'll learn the business surrounded by experienced financial advisors and other experts, building your career with the potential to become a partner in the... 
    Base plus commission
    Local area

    Thrivent Financial for Lutherans

    Bellevue, WA
    3 days ago
  •  ...Financial Advisor Opportunity We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. COUNTRY Trust Bank Financial... 
    For contractors
    Work at office

    COUNTRY Financial

    Bellevue, WA
    3 days ago
  • $80k - $90k

     ...Merrill Advisor Development Program - Financial Advisor Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

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

     ...there is not an immediate opening for every location listed***** 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... 
    Full time
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Bellevue, WA
    21 hours ago
  • $70k - $80k

     ...there is not an immediate opening for every location listed***** 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... 
    Full time
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Bellevue, WA
    5 days ago
  • Equitable is seeking a candidate to deliver personalized investment solutions and help clients work towards their long-term financial goals. The ideal applicant should be comfortable creating financial plans and ensuring the accuracy of the information. The role involves... 

    Equitable

    Bellevue, WA
    1 day ago
  • $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 time
    Temporary work
    Work at office

    Parcion Private Wealth

    Bellevue, WA
    5 days ago
  • 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 time
    Internship
    Day shift

    Pacific Capital Resource Group

    Bellevue, WA
    3 days ago
  • $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 pay
    Work at office
    Immediate start
    Monday to Friday

    Bank of America

    Mercer Island, WA
    2 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
    5 days ago
  • Northwestern Mutual - Puget Sound in Bellevue is seeking a Financial Advisor who will educate clients on insurance and financial planning. Ideal candidates will have strong communication skills and a Bachelor's degree, with the opportunity to grow within a supportive team... 

    Northwestern Mutual - Puget Sound

    Bellevue, WA
    5 days ago
  • 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... 
    Flexible hours

    MassMutual Northwest

    Bellevue, WA
    1 day ago
  • 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.... 

    Leverage Planners LLC

    Bellevue, WA
    5 days ago
  • A leading fraternal financial services organization in Bellevue, WA, seeks a Regional Field Recruiter to launch careers in financial services while positively impacting families. The role involves guiding individuals to achieve their financial goals through tailored plans... 
    Full time

    Modern Woodmen of America

    Bellevue, WA
    2 days ago
  • $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 years... 

    Ameriprise Financial Services, LLC

    Bellevue, WA
    1 day ago
  • Northwestern Mutual is seeking candidates for a role focused on educating clients about financial planning and insurance options. The position emphasizes strong communication skills, excellent customer service, and collaboration with a supportive team. Required qualifications... 

    Northwestern Mutua

    Bellevue, WA
    4 days ago
  • $88k - $150k

     ...entrepreneurs, and first-generation wealth creators with complex financial lives, delivering integrated advice across investments,...  ...and 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 LLC

    Bellevue, WA
    3 days ago
  • Pacific Capital Resource Group is seeking Entry-Level or Experienced Financial Advisors in Bellevue, WA. The role involves assisting high-income clients with financial goals such as retirement and tax reduction. Advisors will benefit from a comprehensive training program... 
    Full time

    Pacific Capital Resource Group

    Bellevue, WA
    3 days ago
  • $75k - $90k

    Thrivent is hiring a financial advisor in Bellevue, WA, offering a dynamic career with the potential for partnership. You will receive mentorship and have the chance for income stability while learning and developing your skills. This opportunity is ideal for those starting... 

    Thrivent

    Bellevue, WA
    5 days ago
  • $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

    Threadneedle group

    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
    1 day ago

Do you want to receive more vacancies?

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