Current jobs related to Financial Advisor - Seattle - Pure Financial Advisors
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Financial Advisor
1 week 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...
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Financial Advisor
1 month 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...
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Financial Advisor
4 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...
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Financial Advisor Associate
2 weeks ago
Seattle, Washington, United States LPL Financial Holdings, Inc. Full timeJoin LPL Financial Holdings, Inc. as an Associate Financial AdvisorYour career path should lead to real opportunity and growth. LPL Financial partners with credit unions to offer a complete menu 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...
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Financial Planning Assistant
3 weeks ago
Seattle, Washington, United States Advisor Business Solutions Full timeJob Title: Financial Planning InternAbout the Role:As a Financial Planning Intern at Advisor Business Solutions, you will gain hands-on experience in the financial planning industry. You will assist in the preparation of financial plans, including data gathering, analysis, and plan creation. You will also support client management activities, including...
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Financial Planning Assistant
4 weeks ago
Seattle, Washington, United States Advisor Business Solutions Full timeFinancial Planning Internship OpportunityAt Advisor Business Solutions, we are seeking a highly motivated and detail-oriented individual to join our team as a Financial Planning Intern. This internship provides a unique opportunity to gain hands-on experience in the financial planning industry and develop valuable skills in financial planning, analysis, and...
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Financial Advisor
2 months ago
Seattle, United States S Piper Staffing LLC Full timeTitle: Financial Advisor (CFP)Type: Full-time / Perm / On-siteLocation: Seattle, WABase Salary Range: $85k - $135k/annually, depending on experience.Summary:Our client is looking for their next Financial Advisor (CFP). In this role, Advisors are responsible for managing the day-to-day responsibilities, priorities, and workload of their client service teams....
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Financial Advisor
2 months ago
Seattle, United States S Piper Staffing LLC Full timeTitle: Financial Advisor (CFP)Type: Full-time / Perm / On-siteLocation: Seattle, WABase Salary Range: $85k - $135k/annually, depending on experience.Summary:Our client is looking for their next Financial Advisor (CFP). In this role, Advisors are responsible for managing the day-to-day responsibilities, priorities, and workload of their client service teams....
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Financial Services Professional
1 month ago
Seattle, Washington, United States LPL Financial Full timeUnlock Your Potential as a Financial AdvisorLPL Financial partners with credit unions to offer a comprehensive range of financial services to their clients. This opportunity at Boeing Employee Credit Union in Seattle, WA, allows you to join the Investment Program as a Financial Advisor associated with LPL Financial.As a Financial Advisor, you will be part of...
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Financial Services Professional
2 weeks ago
Seattle, Washington, United States LPL Financial Full timeFinancial Advisor Opportunity at Alliant Credit UnionAre you a motivated and experienced financial professional looking to grow your career and business? We have an exciting opportunity for a Financial Advisor to join our team at Alliant Credit Union in Seattle, WA.About the RoleAs a Financial Advisor associated with LPL Financial, you will have the...
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Financial Advisor Opportunity
3 weeks ago
Seattle, Washington, United States Trajan Wealth LLC Full timeAbout Trajan Wealth LLCTrajan Wealth LLC is a leading Registered Investment Advisor (RIA) firm with over $2.5 billion in Assets Under Management (AUM) and Assets Under Advisement (AUA). We are expanding our footprint into the Seattle area and seeking a seasoned Financial Advisor to join our team.Job PurposeAs a Financial Advisor at Trajan Wealth LLC, you...
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Associate Financial Advisor
2 weeks 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...
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Associate Financial Advisor
2 months 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...
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Financial Planning Associate
7 days ago
Seattle, Washington, United States Ameriprise Financial Full timeJob Summary We are seeking a highly skilled Financial Planning Associate to join our team at Ameriprise Financial. As a key member of our client service team, you will provide dedicated support to high-producing advisors by preparing portfolio materials for client meetings, leveraging your analytical skills to build financial plans, and leading client...
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Associate Financial Advisor
2 weeks 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...
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Associate Financial Advisor
2 weeks ago
Seattle, Washington, United States BECU Full timeAbout the RoleBECU is seeking a highly skilled Associate Financial Advisor to join our team. As a key member of our Investment Services team, you will play a pivotal role in providing personalized investment services and recommendations to our member clients.Key ResponsibilitiesPartner with Financial Advisors to develop and execute investment strategies for...
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Financial Services Associate
2 months ago
Seattle, Washington, United States Ameriprise Financial Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Financial Services 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...
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Financial Advisor
1 week ago
Seattle, Washington, United States Fidelity Investments Full timeJob OverviewFidelity Investments is a leading financial services company seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals by providing personalized investment advice and guidance.Key ResponsibilitiesBuild and maintain strong relationships...
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Financial Planning Support Specialist
2 months 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...
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Associate Financial Advisor
2 weeks ago
Seattle, Washington, United States Edward Jones Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team at Edward Jones. As a key member of our financial services team, you will work closely with our Financial Advisors to provide personalized investment and financial solutions to clients.Key ResponsibilitiesGather information and collect suitability...
Financial Advisor
2 months ago
Pure 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 San Diego and have branch offices in California (Brea, Davis, Irvine, and Los Angeles); Seattle, WA (Mercer Island); Denver, CO; Chicago, IL and we are looking to expand in other cities. If you are a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA®), or have at least five years of financial planning experience, please contact us about joining our team and helping us meet the demand of potential clients that want to do business with our firm. Why become an Advisor with Pure? We provide specialized support so that our Advisors can spend their time where they need to – in front of clients, managing the client relationship, and providing comprehensive financial planning advice. Below are examples of how we provide support to our Advisors: Marketing & Business Development – We generate the leads so that our Advisors don’t have to invest their time on marketing efforts. This is done in various ways, including our educational classes and client events, as well as, Your Money, Your Wealth® television, radio, and podcast shows. We have teams focused on marketing and business development to handle calls from numerous prospective clients – people that want to sit down with an experienced financial professional. We also set the appointments, so that the Advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals. Financial Planning – Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals that partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life – We take a deep and PURE dive into planning. Investment Management – Pure’s trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc. Operations and Client Services – We have client service teams to handle everything – they work with the custodians to ensure all transactions are taken care of and take the paperwork off the Advisor’s “to-do” list Unparalleled Professional Development – Advisors receive constant training on new regulations, concepts, planning ideas, etc. We are dedicated to providing growth and development to not only our Advisors but all members of our team. Requirements: Pure’s financial planners generally are required to be CERTIFIED FINANCIAL PLANNER™ professionals (CFP®), Certified Public Accountants (CPA), Chartered Financial Analyst (CFA®), or to have at least five years of financial planning experience. Within one year of hire, we require that financial planners attain the Accredited Investment Fiduciary (AIF®) credential to show a commitment to the fiduciary standard. Ability to assess a prospective client’s needs and their financial goals. A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management. Effective with communication skills. Ability to deliver comprehensive financial plans to clients. Previous experience teaching classes or presenting is a plus Additional Details: Salaried position + Benefits Starting base salary: $125,000; however, salary will move to a variable compensation structure (that exceeds the base salary) if/when certain milestones are achieved. Salary may also be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and ability to bring clients subject to contractual release. Benefits package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as a generous paid time off policy. Interested? We are looking for high-quality individuals that can provide comprehensive retirement planning solutions and tax-optimized investment management strategies that will adhere to fiduciary standards and act in the best interest of our clients.
