167 financial advisor jobs at 37 companies in Seattle, WA
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Financial Advisor - Bellevue, WA
Bellevue, Washington, United States
OnsiteFull Time
COUNTRY Financial: Provides insurance and financial products to individuals and businesses.
2+ YOE5+ MgmtRequires Series 6/63 licenses and SIE; state life/health and property/casualty licenses are required at contract decision. Business growth experience preferred; bachelor's degree and 2+ years in insurance or financial services preferred.
Established financial advisors seeking an independent affiliation; experience in client advisory, business development, and regulatory compliance preferred.
Corebridge FinancialNYSE: CRBG: Provides retirement solutions, life insurance, and investment management services.
2+ YOEHigh school diploma/GED; ideally 2+ years as a financial advisor; active Series 7 and Series 63 and 65 or 66; active state variable life and health license; proven sales track record.
Corebridge FinancialNYSE: CRBG: Provides life insurance and retirement products in the United States.
2+ YOEHigh school diploma/GED, ideally 2+ years as a financial advisor, active Series 7 and Series 63 plus 65 or 66, active state variable life & health license, proven sales track record.
Edward Jones: Provides personalized financial advice and wealth management services.
Requires ambition, self-motivation, relationship-building, critical thinking, and interest in financial services. At least one of a bachelor's degree, relevant financial services or sales experience, registration, or professional or military progression.
Securities Industry Essentials (SIE), Series 7, Series 66, FINRA, SEC
WSECU: Not-for-profit cooperative providing banking and financial services.
3+ YOEBachelor's degree or equivalent experience; 3+ years financial sales experience; FINRA Series 7, 63, 65 or 66 and state life & health insurance license (or ability to obtain within 6 months); satisfactory background check; Microsoft Office proficiency.
Parcion Private Wealth: Multi-family office providing holistic wealth management for business owners.
3+ YOE3+ years client-facing advisory experience; Series 63/65/66 required or obtainable; strong financial planning, estate planning, and advanced planning tool knowledge; excellent communication and attention to detail.
Navy Federal Credit Union: Offers banking and financial services to the military community.
Requires Series 7 and Series 63/65 or 66 registrations, business development and financial consulting experience, investment and insurance product knowledge, and proficiency with CRMs and financial analysis software.
PCs, spreadsheet, database, word processing applications, CRMs, financial analysis software
3+ YOEBachelor's degree, 3+ years client-facing financial services experience; Series 7 & Series 66 preferred (sponsorship available); Washington Life & Health preferred; strong relationship and communication skills.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor’s degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, entrepreneurial drive, and US work authorization without sponsorship.
Bachelor’s degree in Finance, Business, or related field; an active Series 65, Series 66, CFP, CFA, ChFC, or CIC credential; financial planning and investment knowledge; strong communication and client service skills.
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
0.5+ YOE6+ months customer service or sales experience; SIE completed; FINRA licensing (Series 7/66) and state insurance licenses expected; must meet Loan Originator regulatory and background standards; US work authorization required.
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Strong interpersonal, communication, analytical, and relationship-building skills; bachelor's degree strongly preferred or military equivalent; required financial licenses must be obtained.
Leverage Planners: Provides retirement wealth management and financial planning for individuals.
2+ YOESeries 65 and Life & Health licenses required or willing to obtain within 30 days; 2+ years in financial advising or trust-based sales; CRM fluency.
Bachelor's degree in finance/accounting, experience in financial consulting preferred, strong analytical, communication, and client-relationship skills; financial planning certifications a plus.
Associate Financial Advisor - Afton Union Financial Group - Seattle, WA
Seattle, Washington, United States
$100k-$140k/yrHybridFull Time
Thrivent: Member-owned fraternal benefit society offering financial and insurance services.
3+ YOERequires Series 7 and 66 or Series 7, 63, and 65, resident-state insurance registration, and 3–5 years of licensed financial services experience. CFP is preferred; proficiency with named financial tools is highly desired.
Morgan StanleyNYSE: MS: Provides global financial services including investment banking and wealth management.
Bachelor's degree in business, finance, sales, marketing, or related field, or equivalent experience; strong communication, presentation, organizational, networking, and problem-solving skills; U.S. work authorization required.
Merrill Advisor Development Program - Financial Advisor: Greater Seattle Market
Bellevue or Seattle or Tacoma or Everett
$80k-$90k/yrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOESeries 7 and 66 (or 63/65) required, minimum 1 year financial/services or sales experience, investment product knowledge, strong relationship and prospecting skills, proficiency in Microsoft Office and Salesforce, SAFE Act registration required for mortgage origination.