119 Results for

Certified Financial Planner Jobs in Tacoma, WA

Jobs

Senior Financial Planner Range

Bellevue, Washington

$130,000–$230,000 / year

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of proprietary tools.

3 days ago

Financial Planner Range

Bellevue, Washington

$100,000–$200,000 / year

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. We’re looking for an experienced Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning.

3 days ago

Financial Planner Range Finance, Inc.

Bellevue, WA

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. We're looking for an experienced Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning.

13 days ago

Senior Financial Planner Range Finance, Inc.

Bellevue, WA

13 days ago

Manager, Senior Financial Planner (Bellevue, WA or Portland, OR) Mercer Advisors

Bellevue, Washington

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.

6 days ago

Financial Planner WaFd Bank

Seattle, Washington

Full time

This role participates in the execution and continuous improvement of the firm's structured planning process, as directed by leadership, helping to ensure consistency, quality, and a premium client experience across all planning engagements. Create comprehensive financial plans—partner with the Financial Planning team to build full financial plans, including cash flow, retirement modeling, tax projections, insurance analysis, estate considerations and other considerations.

19 days ago

Financial Planner WaFd Inc

Seattle, WA

This role participates in the execution and continuous improvement of the firm''s structured planning process, as directed by leadership, helping to ensure consistency, quality, and a premium client experience across all planning engagements. Create comprehensive financial plans-partner with the Financial Planning team to build full financial plans, including cash flow, retirement modeling, tax projections, insurance analysis, estate considerations and other considerations.

18 days ago

J.P. Morgan Wealth Management - Vice President, Private Wealth Planner JPMorgan Chase & Co

Bellevue, WA

You will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. You should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.

30+ days ago

Senior Tax Planner Range Finance, Inc.

Bellevue, WA

Real Property Investments: Provide tax planning services specifically for real property investments, including strategies for maximizing depreciation deductions, understanding the implications of 1031 exchanges, managing rental income and expenses, and leveraging tax credits and incentives for real estate investments. Stock Options and Equity Compensation: Planning for tax-efficient exercise and sale of stock options, including Restricted Stock Units (RSUs), Restricted Stock Awards (RSAs), Incentive Stock Options (ISOs) and Non-Qualified Stock Options (NSOs).

13 days ago

Tax Planner Range

Bellevue, Washington

Knowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting. You will collaborate closely with our Certified Financial Planners® to devise and implement tax strategies that align with clients’ goals and regulatory requirements, and manage ongoing tax compliance work for members.

30+ days ago

Tax Planner Range Finance, Inc.

Bellevue, WA

Knowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting. You will collaborate closely with our Certified Financial Planners to devise and implement tax strategies that align with clients' goals and regulatory requirements, and manage ongoing tax compliance work for members.

13 days ago

Key Private Bank Senior Wealth Planner KeyCorp

Tacoma, WA

$116,000–$216,000 / year

The Planner is expected to support Essential Planning opportunities and lead Advanced Planning conversations, including risk management, complex estate and wealth transfer planning as well as specialty planning (i.e., portfolio management, executive compensation and business succession planning). Actively participate in prospect, client, and centers of influence (COI) meetings as financial planning expert for Key Private Bank ultra-high net worth clients with Key's Family Wealth Office and Core Private Bank business.

30+ days ago

2027 Apprentice Financial Advisor Program D.A. Davidson

Seattle, WA

Upon completion of the program, Apprentices are positioned for success and well-prepared to start their own practice as a Financial Advisor or join an established financial practice (team or individual) as a producing team member, adding value to the practice by offering straightforward advice, personalized solutions, and investment guidance to new and existing clients. Year 2 – Seattle Serve as a key and valuable member of the Financial Services Representative (FSR) Team, honing your skills by directly advising and guiding clients through investment strategies and proposals, and identifying opportunities to help clients achieve their financial goals.

22 days ago

Financial Advisor Northwestern Mutual

Tacoma, Washington

$61,000–$250,000 / year
Full time

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

30+ days ago

Financial Services Professional - WA, Seattle (5261) Equitable Financial Life Insurance Company

Seattle, WA

$250–$1,000

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25 days ago

Financial Services Professional - WA, Tri Cities (5261) Equitable Financial Life Insurance Company

Seattle, WA

$250–$1,000

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25 days ago

Financial Advisor - Seattle Metro Trajan Wealth LLC

Seattle, WA

$300,000–$600,000 / year
Full time
Quick Apply

Educate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy Convert seminar attendees into long-term client relationships through a proven and repeatable process Expand and Grow the MarketServe as a lead representative of Trajan Wealth in the Seattle Metro area, building brand presence and trust locally Expand a client base through seminars, referrals, and strategic community engagement Scale a local advisory practice as part of Trajan's national growth strategy Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations Help clients make informed decisions and remain confident in their financial future across all market environments Collaborate with Internal TeamsYou're supported by a platform built to help you win. Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice QualificationsClean BrokerCheck / U4 recordBachelor's degree or equivalent experienceSecurities licenses/Certification - Series 65 or Series 7 & 66 or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), (Chartered Investment Counselor (CIC) or Certified Investment Management Analyst (CIMA) certification varies by jurisdiction) Candidates with a 7&66 will need to obtain a Series 65 or Professional Designation within 18 months of employment.

15 days ago

Financial Solutions Advisor - EASTSIDE Market Bank of America Corp

Redmond, WA

$70,000–$80,000 / year

Responsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - EASTSIDE Market Redmond, Washington; Bellevue, Washington; Kenmore, Washington; Kirkland, Washington; Kirkland, Washington; Kirkland, Washington; Redmond, Washington; Sammamish, Washington; Bellevue, Washington; Bellevue, Washington; Bellevue, Washington; Redmond, Washington; Redmond, Washington; Sammamish, Washington; BELLEVUE ON 2ND (WA3189), Bellevue Additional locations Apply × To proceed with your application, you must be at least 18 years of age.

30+ days ago

Financial Solutions Advisor- Seattle Area Bank of America Corp

Seattle, WA

$70,000–$80,000 / year

Back to search results Financial Solutions Advisor- Seattle Area Seattle, Washington; Lynnwood, Washington; Shoreline, Washington; Seattle, Washington; Seattle, Washington; Seattle, Washington; Edmonds, Washington; Seattle, Washington; Seattle, Washington; Seattle, Washington; Seattle, Washington; Seattle, Washington; Lynnwood, Washington; Shoreline, Washington Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

30+ days ago

Financial Solutions Advisor- South Puget Sound Area Bank of America Corp

Lakewood, WA

$70,000–$80,000 / year

Responsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Skills:• Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written Communications Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed Shift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.

30+ days ago

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Certified Financial Planner Jobs in Tacoma, WA

Senior Financial Planner Range

Financial Planner Range

Financial Planner Range Finance, Inc.

Senior Financial Planner Range Finance, Inc.

Manager, Senior Financial Planner (Bellevue, WA or Portland, OR) Mercer Advisors

Financial Planner WaFd Bank

Financial Planner WaFd Inc

J.P. Morgan Wealth Management - Vice President, Private Wealth Planner JPMorgan Chase & Co

Senior Tax Planner Range Finance, Inc.

Tax Planner Range

Tax Planner Range Finance, Inc.

Key Private Bank Senior Wealth Planner KeyCorp

2027 Apprentice Financial Advisor Program D.A. Davidson

Financial Advisor Northwestern Mutual

Financial Services Professional - WA, Seattle (5261) Equitable Financial Life Insurance Company

Financial Services Professional - WA, Tri Cities (5261) Equitable Financial Life Insurance Company

Financial Advisor - Seattle Metro Trajan Wealth LLC

Financial Solutions Advisor - EASTSIDE Market Bank of America Corp

Financial Solutions Advisor- Seattle Area Bank of America Corp

Financial Solutions Advisor- South Puget Sound Area Bank of America Corp

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