The Senior Financial Advisor at Edward Jones Connection acts as a fiduciary, remotely serving smaller clients in partnership with the clients' local Branch Office Team. This role involves direct client service over the phone or through technology, focusing on providing an ideal client experience consistent with that of a branch office. The position offers a salaried, home-based opportunity with extended hours to serve clients and requires a sound understanding of the Financial Advisor role or a background in client service, products, or service.

Sr. Financial Advisor - Edward Jones Connection

Senior Financial Advisor

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.

Eide Bailly is seeking a Wealth Transition Services Senior Manager with expertise in estate and GST tax to join their team. This role involves reviewing estate and GST tax returns, interpreting legal documents related to estate and business succession planning, and providing technical research on estate, gift, and GST tax. The position offers a dynamic work environment with a focus on career growth, innovation, and work/life balance, along with opportunities for community service and professional development.

WEALTH TRANSITION SERVICES SENIOR MANAGER - ESTATE & GST REVIEWER - REMOTE ELIGIBLE

Wealth Transition Services Senior Manager - Estate & GST Reviewer

MP RPO is seeking a Financial Advisor to join their team in New York City. The role involves developing new business, offering fiduciary guidance to the private client group, and supporting all aspects of financial planning including investment strategy, insurance, and aligning with clients' short- and long-term goals. The ideal candidate will have a proven track record in the financial industry, the ability to lead and motivate peers and clients, and a commitment to building personal relationships with participants.

Financial Advisor

As an Associate Financial Advisor at BECU, you will provide personalized investment services and recommendations to member clients, guiding them towards achieving their financial goals. This role involves partnering with Financial Advisors to develop and execute investment strategies, offering tailored financial planning, engaging in business development activities, and maintaining compliance with regulatory standards. The position requires travel between multiple branch locations and the Tukwila headquarters.

Associate Financial Advisor - North King Co/Snohomish Co

Associate Financial Advisor

Wayfinding Financial is seeking a Financial Advisor to join their office in Lynnwood, WA. The role involves serving as the lead Advisor to maintain and support existing client relationships, assisting with investment analysis and estate planning, and managing referral relationships to source new clients. The position requires a Bachelor's Degree, professional accreditations, Series 65 certification, and a minimum of 2 years in an advisory role.

The Wealth Advisor at Ally Financial acts as a fiduciary, working directly with clients and prospective clients to onboard them at Ally. This role involves conducting phone-based discovery processes, documenting client interactions, outbound attempts to cold leads, working with Senior Wealth Advisors to prepare and analyze prospect proposals, and providing advice and planning to prospective clients with less complex financial needs. The position offers a pathway to build skills and knowledge through support for advanced certifications.

Specialist - Wealth Advisor - Lewisville TX or Remote in CO, CA

Wealth 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 Personal Financial Advisor I at TD Bank works from a centralized hub to attract and retain clients in the Mass Affluent segment by addressing their wealth management needs. This role involves meeting remotely with prospects and clients to understand their financial goals, recommending investment and insurance solutions, and maintaining client relationships. The PFA I is part of a sales desk team responsible for developing and maintaining the client base, with a focus on Retail Store referrals, digital prospects, marketing lead lists, and accounts transitioned from field Financial Advisors.

Personal Financial Advisor (PFA) I-Greenville, SC

Personal Financial Advisor I

The Senior Wealth Advisor at Ally Financial acts as a fiduciary, focusing on building deeper and meaningful relationships with clients by co-creating personalized, actionable goals-based investment planning. This role involves executing core principles of client first attitude, taking a total wealth approach to advice, and decoding investing and financial planning for clients. The position is remote and available in specific time zones.

Senior Financial Advisor - TX, CO, CA - Remote in Central, Mountain, or Pacific time zones

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Wealth Management Advisor Jobs in Lake Stevens, WA Hiring Now

Sr. Financial Advisor - Edward Jones Connection

Investment Consultant - Redmond, WA

Investment Consultant - Redmond, WA

WEALTH TRANSITION SERVICES SENIOR MANAGER - ESTATE & GST REVIEWER - REMOTE ELIGIBLE

Financial Advisor

Associate Financial Advisor - North King Co/Snohomish Co

Investment Consultant - Redmond, WA

Financial Advisor

Associate Financial Advisor - North King Co/Snohomish Co

Specialist - Wealth Advisor - Lewisville TX or Remote in CO, CA

Investment Consultant (Remote)

Investment Consultant - Redmond, WA

Investment Consultant - Redmond, WA

Personal Financial Advisor (PFA) I-Greenville, SC

Senior Financial Advisor - TX, CO, CA - Remote in Central, Mountain, or Pacific time zones