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Northwestern Mutual - Puget Sound
Seattle, WA, United States
Job Description Job Description 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,
Job Source: Northwestern Mutual - Puget SoundEdward Jones
Seattle, WA, United States
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edwar
Job Source: Edward JonesAtria Wealth Solutions
Shoreline, WA, United States
Sound Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Shoreline WA area. Sound Credit Union (Sound) was founded in 1940 by 51 telephone workers. Today, Sound is one of Washington State’s largest credit unions with $2.7 bi
Job Source: Atria Wealth SolutionsAtria Wealth Solutions
Seattle, WA, United States
Sound Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Shoreline WA area. Sound Credit Union (Sound) was founded in 1940 by 51 telephone workers. Today, Sound is one of Washington States largest credit unions with $2.7 b
Job Source: Atria Wealth SolutionsFarther
Seattle, WA, United States
Job Description As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage cl
Job Source: FartherOld Mutual Life Assurance Company (SA) Ltd
Newcastle, WA, United States
Your time is now to be your exceptional best at Old Mutual! Job Description What is a financial advisor? The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families
Job Source: Old Mutual Life Assurance Company (SA) LtdParcion Private Wealth
Bellevue, WA, United States
Parcion Private Wealth is looking for a dynamic leader to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Senior Family Wealth Advisor to join our firm. Our ideal candidate is a highly motivated team player that exemplifies our firm’s Core Values. This is your opportunity to play
Job Source: Parcion Private WealthBECU
Seattle, WA, United States
Associate Financial Advisor - Seattle page is loaded Associate Financial Advisor - Seattle Apply locations Floating (Washington) Seattle, WA time type Full time posted on Posted 3 Days Ago job requisition id R-09925 As the nation's largest community credit union, we begin every day focused on
Job Source: BECUSeattle, WA, United States
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 $4.6 billion in assets (as of March 29, 2023) 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 way, 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 PLANNERTM 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, 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.
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Financial Advisor jobs in Seattle, WA, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
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You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.