As an Investment Consultant at Charles Schwab, you will be empowered to make an impact on your career through innovative thought and creative problem solving. This role serves as the first step towards becoming a Financial Consultant, offering exposure and experience in building a book of business through proactive outbound calls to existing clients, needs-based analysis, and positioning appropriate products and solutions. You will learn from skilled Financial Consultants and have the opportunity to advance within the Branch Network.

Investment Consultant - Redmond, WA

Investment Consultant

As an Investment Consultant at Charles Schwab, you will learn and grow within our Branch Network, preparing for a path towards becoming a Financial Consultant. This role involves proactive outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis, and positioning appropriate products and solutions. You will observe and learn from skilled Financial Consultants, gaining valuable experience in the finance industry.

As an Investment Consultant at Fidelity, you will work in our Investor Center to develop customized financial plans for clients using a wide range of products and services. You will engage with existing clients and warm leads, focusing on providing investment solutions and growing relationships with a dedicated local advisor. The role involves utilizing Fidelity's guidance tools, leveraging technology for efficient appointments, and growing relationships through proactive outreach.

Investment Consultant - Bellevue, WA

Investment Consultant - Tukwila, WA

As an Investments Operations Consultant at Fidelity Investments, you will work in our Investor Center, engaging face-to-face with customers to offer guidance and personalized planning. This role focuses on deepening relationships with an existing client base, leveraging Fidelity's open architecture product platform and top industry resources. The position emphasizes professional growth, flexibility, and support, aiming for long-term success for both you and your clients.

INVESTMENTS OPERATIONS CONSULTANT

Investments Operations Consultant

As a Financial Advisor at Edward Jones, you will partner with clients to help them achieve their long-term financial goals, including retirement, wealth building, estate strategies, and more. You will develop and grow your own practice, supported by a branch team, a home-office team, and other regional financial advisors. The role involves understanding client goals, deepening relationships, and creating personalized financial strategies. Edward Jones offers a supportive environment with comprehensive training, a salary for the first four years, and a range of benefits including bonus potential, 401K, and health benefits.

Financial Advisor

The Investment Consultant at CareFirst is responsible for the financial administration of CareFirst's pension and 401(k) plans, including oversight of plan assets, financial requirements, compliance, and third-party advisors and consultants. This role involves a deep understanding of retirement plans' financial requirements, internal and external processes, and regulatory compliance. The consultant will work closely with various departments and external partners to ensure optimal plan asset allocation, regulatory compliance, and financial fiduciary duties.

Investment Consultant (Remote)

The Associate Financial Advisor at Edward Jones is a key member of the client team, working under the leadership of a Financial Advisor to provide personalized investment and financial solutions. This role involves building meaningful relationships with clients, understanding their needs, and creating comprehensive strategies to achieve their goals. The position offers a supportive environment with paid training, a comprehensive compensation package, and opportunities for professional development.

Associate Financial Advisor

As a Financial Consultant at Fidelity Investments, you will work in our Investor Center, engaging face-to-face with customers to offer guidance and personalized planning. This role focuses on deepening relationships with an existing client base, leveraging Fidelity's open architecture product platform and top industry resources. The position emphasizes professional growth, flexibility, and support, aiming for long-term success for both you and your clients.

Financial Consultant - Seattle, WA

Financial Consultant

As a Wealth Management Consultant at Fidelity Investments, you will work in our Investor Center, engaging face-to-face with customers to offer guidance and personalized planning. This role focuses on deepening relationships with an existing client base, leveraging Fidelity's open architecture product platform and top industry resources. The position emphasizes professional growth, flexibility, and support, aiming for long-term success for both you and your clients.

WEALTH MANAGEMENT CONSULTANT

Wealth Management Consultant

As a Financial Advisor at Edward Jones, you will partner with clients to help them achieve their long-term financial goals, including retirement, wealth building, estate strategies, and more. This role involves developing and growing your own practice, supported by a branch team, a home-office team, and other regional financial advisors. You will benefit from the firm's experience, with over 100 years of history and more offices in the U.S. and Canada than any other investment firm. This position is ideal for professionals seeking a career change, offering a supportive environment, comprehensive training, and the flexibility to balance personal and professional lives.

Financial Advisor - Seattle, WA - Market 21, Region 068

Join a distinguished $8.5B AUM alternative asset management firm with over 30 years of industry expertise. This role involves analyzing broad investment portfolios across diverse strategies, supporting the absolute return strategy by evaluating and managing co-investments, engaging with large institutional clients, and collaborating with the investment team to provide insights and drive strategic decisions. The position is based in Seattle, WA, offering the benefit of no state income tax.

Investment Analyst

As a Financial Consultant at Empower, you will be part of the Empower Personal Wealth sales team, providing guidance on retirement savings goals such as 401K and IRA products. This role involves over the phone guidance at key life moments for customers, discussing account options to align with their retirement savings goals, and educating them on retirement plan information. The position offers a base salary plus incentive compensation, with the opportunity to promote to a Senior Financial Consultant for increased income potential.

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Investment Management Consultant Jobs in Bellevue, WA Hiring Now

Investment Consultant - Redmond, WA

Investment Consultant - Redmond, WA

Investment Consultant - Bellevue, WA

Investment Consultant - Redmond, WA

Investment Consultant - Tukwila, WA

INVESTMENTS OPERATIONS CONSULTANT

Financial Advisor

Investment Consultant - Redmond, WA

Investment Consultant (Remote)

Associate Financial Advisor

Financial Consultant - Seattle, WA

WEALTH MANAGEMENT CONSULTANT

Financial Advisor - Seattle, WA - Market 21, Region 068

Investment Analyst

Financial Consultant