87 series 65 jobs at 33 companies in Washington
3mo
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Associate Financial Advisor
Spokane, Washington, United States
OnsiteFull Time
Bachelor’s degree or equivalent; FINRA Series 7 and Series 66 licenses required or Series 63/65 as alternatives.
Microsoft Office, CRM software
1mo
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International Investment Counselor (US Based) - Canadian Clients
Camas, Washington, United States
$90k-$140k/yr OnsiteFull Time
4+ YOECFA (any level) and Series 65 (Series 65 assistance available), 4+ years portfolio management/client relationship experience, bachelor’s degree required, consultative client-focused approach.
2mo
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Regional Vice President - Honolulu, HI
Honolulu or San Francisco or Seattle
$100k/yr OnsiteFull Time
10+ YOE3+ Mgmt10+ years in financial services with leadership; Series 65 or Series 7 with 66 and Life & Health licenses; CFP preferred.
3mo
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Financial Solutions Advisor Registration Candidate - Northgate, WA Market
Seattle, Washington, United States
$29-$34/hr OnsiteFull Time
1+ YOELicenses required: SIE, Series 7, Series 66 (or Series 63/65 in lieu); strong client-relations skills; time management; results-driven; adaptable.
1w
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Registered Client Service Associate
Bellevue, Washington, United States
$36k-$85k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent and active Series 7 plus Series 66, or Series 63 and Series 65. Requires financial services knowledge, Microsoft Office skills, organization, communication, and client service abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
1w
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Client Service Associate
Seattle, Washington, United States
$35k-$90k/yr OnsiteFull Time
2+ YOERequires 2+ years of relevant experience, active Series 7 and Series 66 or Series 63 plus Series 65 licenses, financial services knowledge, MS Office and Excel proficiency, and strong client service skills.
Microsoft Office, Microsoft Excel, MS Online
2mo
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Financial Advisor - Hermiston/Pendleton
Kennewick, Washington, United States
RemoteFull Time
2+ YOEHigh school diploma or GED; 2+ years financial advisory experience; active FINRA Series 7; Series 63/65/66; Life and Health license.
2mo
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Wealth Advisor - Banner Bank
Blaine or Sedro-Woolley or Lynden or Burlington
$70k-$90k/yr OnsiteFull Time
2+ YOETwo+ years investment sales experience; active Life Insurance license, Series 7, Series 63 (if state requires), and Series 65/66; high school diploma (Bachelor’s preferred); proficient in MS Office.
Microsoft Office, PowerPoint
1mo
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Registered Client Associate
Seattle, Washington, United States
$30-$36/hr OnsiteFull Time
Must complete SIE and Series 7 and Series 66 (or Series 63/65) or obtain licensing; strong knowledge of securities and products; solid Microsoft Word/Excel/Outlook skills; excellent communication and client service.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Thomson ONE, Envestnet, CRM, Money Guide Pro
2mo
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Financial Advisor - Hermiston/Pendleton
Kennewick or Yakima or Seattle or Renton or Spokane
RemoteFull Time
2+ YOEHigh school diploma or GED; 2+ years in financial advisory; active FINRA Series 7; Series 63 and 65/66; active state life and health license
2d
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Financial Advisor - Silverdale
Silverdale, Washington, United States
$80k-$86k/yr HybridFull Time
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
6d
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Wealth Management Advisor - Spokane, WA
Spokane, Washington, United States
$100k-$110k/yr HybridFull Time
5+ YOERequires 5+ years managing a book of business with affluent clients, investment and financial planning expertise, Series 7 and 63, Series 65 or 66, and Life and Health Insurance License.
AI
1mo
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Sr Portfolio Manager- Trust
Seattle, Washington, United States
$192k-$277k/yr HybridFull Time
10+ YOEBachelor's degree in business, economics, accounting, or finance; 10+ years as a portfolio manager in banking or securities; Series 7 and Series 63, 65, or 66 required or obtainable; CFA or CFP preferred.
Investment Policy Statement
1w
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VP, Financial Consultant - Lynnwood, WA
Lynnwood, Washington, United States
$70k-$90k/yr OnsiteFull Time
Active FINRA Series 7 required; Series 66 (or 63/65) and Life & Health Insurance must be obtained; NMLS registration for mortgage originations; strong client relationship and wealth-management skills.
5d
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Wealth Management Advisor - Spokane, WA
Spokane, Washington, United States
$100k-$110k/yr HybridFull Time
5+ YOERequires 5+ years managing a book of business and affluent client relationships, investment and financial planning expertise, FINRA Series 7 and 63, Series 65 or 66, and Life and Health Insurance License.
AI
1w
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Financial Solutions Advisor- NW Snohomish Area
Snohomish or Stanwood or Arlington or Everett or Bellingham or Mill Creek or Lynnwood or Bothell or Mount Vernon or Monroe or Marysville
$70k-$80k/yr OnsiteFull Time
1+ YOERequires Series 7 and 66 licenses, or Series 63 and 65, plus at least one year in investments and one year in financial services or sales. Strong client, communication, relationship, risk, and organizational skills required.
2mo
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Associate Financial Advisor - Afton Union Financial Group - Seattle, WA
Seattle, Washington, United States
$100k-$140k/yr HybridFull Time
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.
Money Guide Pro, Wealthscape, Morningstar, Salesforce
1w
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J.P. Morgan Wealth Management – Private Client Advisor - Port Orchard, WA
Port Orchard, Washington, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship management; valid Series 7 and Series 66 (or 63/65) and life/health/long-term-care insurance licensure; CFP preferred; bachelor’s preferred.
2mo
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Associate Financial Advisor - Afton Union Financial Group - Seattle, WA
Seattle, Washington, United States
$100k-$140k/yr HybridFull Time
3+ YOESecurities registrations (Series 7 and 66 or Series 7, 63 and 65) and resident state life/health/annuities registration required; CFP preferred; 3+ years licensed advisor experience; proficiency with Money Guide Pro, Wealthscape, Morningstar, Salesforce.
Money Guide Pro, Wealthscape, Morningstar, Salesforce
2mo
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Financial Advisor 2026 (New Business)
Bellevue, Washington, United States
$65k-$120k/yr OnsiteFull Time
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.
CRM (HubSpot)
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