Current jobs related to Financial Advisor - Seattle - Northwestern Mutual
-
Financial Advisor
2 weeks ago
Seattle, United States Pure Financial Advisors Full timePure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $6.29 billion in assets (as of March 25, 2024) and services clients across the nation. We are headquartered in...
-
Financial Advisor
2 months ago
Seattle, United States Pure Financial Advisors, LLC Full timePure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $6.29 billion in assets (as of March 25, 2024) and services clients across the nation. We are headquartered in...
-
Financial Advisor
1 month ago
Seattle, United States Northwestern Mutual - Puget Sound Full timeJob DescriptionJob DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin...
-
Associate Financial Advisor
30 minutes ago
Seattle, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...
-
Associate Financial Advisor
2 hours ago
Seattle, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...
-
Financial Services Professional
57 minutes ago
Seattle, Washington, United States LPL Financial Full timeUnlock Your Career PotentialLPL Financial partners with credit unions to offer a comprehensive suite of financial services to credit union clients. This employment opportunity at Boeing Employee Credit Union in Seattle, WA would allow you to join the Investment Program at Boeing Employee Credit Union as a Financial Advisor associated with LPL Financial....
-
Financial Planning Support Specialist
3 hours ago
Seattle, Washington, United States Ameriprise Financial Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Ameriprise Financial. As a key member of our client service team, you will play a critical role in providing exceptional support to our high-producing advisors and their clients.Key ResponsibilitiesClient Support: Assist advisors in servicing...
-
Financial Advisor
3 weeks ago
Seattle, United States Edward Jones Full timeJob Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and...
-
Financial Advisor
4 weeks ago
Seattle, United States Edward Jones Full timeJob OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and...
-
Financial Advisor
4 weeks ago
Seattle, United States Edward Jones Full timeJob OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and...
-
Financial Advisor
4 weeks ago
Seattle, United States Edward Jones Full timeJob DescriptionJob OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones,...
-
Financial Advisor
3 weeks ago
Seattle, United States Edward Jones Full timeJob Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and...
-
Financial Advisor, Family Office
2 weeks ago
Seattle, United States S Piper Staffing LLC Full timeTitle: Family Office Advisor (CFP) Type: Full-time/Perm/Fully On-site Location: Seattle, WA Salary: $110K - $130K/annually, depending on experience Summary: Our client is looking for a Family Office Advisor (CFP) who is passionate about contributing to and celebrating the success of both clients and colleagues to join their team in Seattle! In this role,...
-
Financial Services Professional
3 days ago
Seattle, Washington, United States LPL Financial Full timeUnlock Your Career PotentialLPL Financial is seeking a talented Financial Services Professional to join our team as an Investment Program Associate. In this exciting role, you will have the opportunity to partner with Boeing Employee Credit Union to offer a comprehensive range of financial services to their clients.About the OpportunityAs a Financial Advisor...
-
Financial Empowerment Advisor
1 week ago
Seattle, Washington, United States Esri Full timePosition Overview: As a Financial Empowerment Advisor, you will serve as a trusted resource for individuals and businesses, guiding them towards improved financial health.In this role, you will engage with clients both in-person and through proactive outreach, focusing on their unique financial aspirations. Your expertise will help clients navigate their...
-
Financial Advisor, Family Office
2 weeks ago
Seattle, United States S Piper Staffing LLC Full timeTitle: Family Office Advisor (CFP)Type: Full-time/Perm/Fully On-siteLocation: Seattle, WASalary: $110K - $130K/annually, depending on experienceSummary:Our client is looking for a Family Office Advisor (CFP) who is passionate about contributing to and celebrating the success of both clients and colleagues to join their team in Seattle! In this role, Advisors...
-
Financial Advisor, Family Office
2 weeks ago
Seattle, United States S Piper Staffing LLC Full timeTitle: Family Office Advisor (CFP)Type: Full-time/Perm/Fully On-siteLocation: Seattle, WASalary: $110K - $130K/annually, depending on experienceSummary:Our client is looking for a Family Office Advisor (CFP) who is passionate about contributing to and celebrating the success of both clients and colleagues to join their team in Seattle! In this role, Advisors...
-
Retirement Solutions Advisor
1 week ago
Seattle, Washington, United States Raymond James Financial Full timeJob OverviewThe Retirement Solutions Advisor collaborates with the Senior Consultant to leverage specialized expertise and skills gained through experience and training to manage both qualified and nonqualified retirement plans. This role encompasses all facets of plan architecture, compliance evaluation, daily operations, and nurturing client relationships....
-
Virtual Financial Advisor
1 week ago
Seattle, Washington, United States SAFE - Secure, Adequate Financial Education LLC Full timeCompany Overview: SAFE - Secure, Adequate Financial Education LLC is dedicated to providing comprehensive financial guidance and education to individuals seeking to improve their financial literacy.Position Overview: We are looking for a part-time, remote Financial Coach who is passionate about helping clients navigate their financial journeys.Key...
-
Financial Advisor
3 months ago
Seattle, WA, United States Edward Jones Full timeJob Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll...
![Northwestern Mutual](https://media.trabajo.org/img/noimg.jpg)
Financial Advisor
3 months ago
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today
Responsibilities
PERFORMANCE AND PRODUCTIVITY
•Find and qualify prospects, gain referrals or introductions to them
•Focus on setting appointments
•Introduce yourself and your work
•Connect and learn what is most important to them
•Create a financial plan with recommendations to help them achieve their goals
•Gain commitment to take action
•Maintain a lifetime relationship
BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO...
•A high-quality training program to help you get started
•Mentorship and professional development training throughout your entire career
•Leading industry products and solutions built on an integrated technology platform
•Financial support for professional designations and certifications, Series 6, 63, and 7, boosting your career from Financial Representative to Financial Advisor
•The opportunity to design your roadmap to leadership and specialized roles
•A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards
•A rewarding career, with extraordinary income potential and a variable compensation model including; recognition and bonuses, where hard work directly relates to your sales results
A CAREER WITH ENDLESS OPPORTUNITIES
This career is primarily commission-based but also includes stipends and bonuses. It allows you to control what you would want to earn at any given time in your career.
•Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
•Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
•Customize financial plans for each client based on potential life changes and changing financial needs
•Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
•Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Qualifications
•Enterprising ambitions
•Strong interpersonal skills
•Self-motivated
•History of personal success
•Honest, ethical, and a strong sense of morality
•Good communication skills
•Enjoys working in a fast-paced, highly productive, value-driven environment
•Bachelor's degree in business administration, finance, or related field is required
•Superior customer service skills, math skills, relationship skills, and communication skills are preferred
•Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
•Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
•Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary