233 Results for

Financial Advisor Jobs in Everett, WA

Jobs

Bellevue, WA12 days ago

$91,707–$114,639 Per Year

Heritage Bank's Commercial Banking Center in Bellevue, WA is seeking an experienced commercial banking officer that will provide a full range of commercial banking services, including developing new business and client relationships; producing a variety of commercial loans; generating and managing a portfolio of business and corresponding relationships; seeking new accounts through calling efforts, marketing, and referrals; as well as coordinating the cross-sale and delivery of bank products and services to clientele while serving as a trusted advisor. Travel Time: Varies – 50%; Willingness to travel to other branch, customer, business locations, and meeting sites, which may include overnight travel and extended stay availability when needed; valid driver’s license, clean driving record, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions.

Everett, WA12 days ago

$23.84–$28.61 Per Hour

The Everett Branchis seeking a new accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion.

New!

Seattle, WA3 days ago

Full-time
Employee

The Complex Director will drive revenue and asset growth, effectively segmenting the needs and prioritizing the opportunities of the complex, developing high-performing branch and associate managers, and optimizing resources across the complex including strong partnerships across the operations team. The Complex Director seeks to drive profitable multi-office growth across the Oregon and Washington State geography (i.e., complex) by creating a compelling business plan emphasizing profitable growth through effective management of P&L, implementing sound strategy and growth through advisor and client acquisition, retention, tenure, and productivity.

Olympic View, WA30+ days ago

$100,000–$120,000 Per Year
Full-time
Employee

This role is ideal for an advisor who thrives on building long-term relationships, delivering exceptional service, and helping clients stay aligned with their financial goals. You will serve as a trusted resource, ensuring clients receive proactive communication, thoughtful guidance, and a high level of ongoing care.

Granite Falls, WA30+ days ago

Full-time
Employee

Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million. Coordinate all aspects of investment product delivery within assigned Branch(s), including the coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production.

Seattle, WA18 days ago

Full-time
Employee

Coordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.

Bellevue, WA30+ days ago

Full-time
Employee

This role will work with internal and PBM cross-functional team members including Actuarial, Underwriting, Pharmacy Informatics, and Sales to understand competitive market financials, cultivate and design pricing strategies, and support implementation of solutions that deliver value to customers and the organization. The expected hiring range for a Pharmacy Pricing and Market Solutions Advisor is $101,200 - $136,900 depending on skills, experience, education, and training; relevant licensure / certifications; and performance history.

Lynnwood, WA30+ days ago

$57,588.81–$63,247.09 Per Year
Full-time
Employee

Please describe your relevant professional experience providing student support services, educational planning, student advising, and/or case management services to adult learners from historically marginalized populations, particularly non-native speakers of English, immigrant populations, low income, and/or first-generation students. At least one year of professional experience providing student support services, educational planning, student advising, and/or case management services to adult learners from historically marginalized populations, particularly non-native speakers of English, immigrant populations, low income, and/or first-generation students.

Seattle, WA8 days ago

Full-time
Employee

Additionally, the Senior Vice President, Portfolio Management will be assigned a portfolio of high-value corporate clients (often with a significant number of Left Lead and highly complex deals) for which they will take ownership of ongoing credit monitoring and risk rating, negotiating and reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Gather and analyze all relevant financial and industry data for high value clients or prospects, including collaborating with third party vendor to ensure accuracy of financial spreads statements, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, assessing creditworthiness, etc., while effectively utilizing, and providing feedback to, third party resources.

Bellevue, WA30+ days ago

Full-time
Employee

This role supports a commercial transactional portfolio spanning multiple customer-facing products, including (1) B2B Products (third-party products/services T-Mobile commercializes and resells) and (2) financial products (e.g., T-Mobile Money and related payments/financial services vendor ecosystem). Lead drafting, review, and negotiation of complex commercial agreements, including: B2B product development and resale transactions: trial agreements, MSAs, order forms/SOWs, amendments, renewals, remediation agreements, and termination/wind-down/transition assistance provisions for third-party products T-Mobile resells.

Bellevue, WA30+ days ago

Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_24007333) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies + Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies + Source prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America Merrill + Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's degree or higher strongly preferred + Proven ability to partner and promote lead generation.

Mill Creek, WA30+ days ago

Full-time
Employee

Your expertise won't stop at loans-you'll be a go-to resource, mentor, and advocate, helping teammates grow their mortgage knowledge while ensuring members feel informed, confident, and supported from application through funding. As a Mortgage Advisor - Primary Market, you'll deepen trusted relationships with new and existing members, guide them through complex mortgage decisions, and expand BECU's mortgage presence within your assigned community.

Seattle, WA30+ days ago

$75,000–$125,000 Per Year
Full-time
Employee

Our Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management business. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.

Seattle, WA30+ days ago

Remote

$90,000–$119,000 Per Year
Full-time
Employee

Comagine Health is seeking a Senior Improvement Advisor to serve as a subject matter expert within our Health System Improvement (HSI) division, supporting health care providers, systems, and communities to improve care delivery and outcomes. * Collaborate with internal team members and external partners/stakeholders to improve health care delivery systems, processes, and outcomes.

Seattle, WA30+ days ago

$74,000–$94,000 Per Year
Full-time
Employee

Guide organizations through quality improvement and practice transformation initiatives* Coach stakeholders on data collection, interpretation, and performance improvement strategies* Design and implement evidence-based quality improvement interventions* Facilitate learning collaboratives, trainings, and stakeholder engagement meetings* Partner with interdisciplinary teams to support patient safety, community engagement, and population health initiatives* Track and document activities using CRM and project management tools. Bachelor's degree in public health, health care, or a related field4+ years of health care experience, including quality improvement work2+ years of project management experiencePrevious outpatient clinic experience preferred Strong knowledge of quality improvement methods, health care terminology, and clinical workflows Excellent communication and stakeholder engagement skills.

Queen Anne, WA30+ days ago

$19.19–$41.04 Per Hour
Full-time
Employee

Build trust with customers by providing empathetic service, handling complex issues with patience, and creating positive experiences that drive loyalty and repeat business. Along with competitive pay, as a full-time Tesla employee, you are eligible for the following benefits at day 1 of hire: Medical plans > plan options with $0 payroll deduction.

Queen Anne, WA30+ days ago

$19.38–$38.76 Per Hour
Full-time
Employee

Escalate parts issues from internal or external suppliers in collaboration with Regional Parts Manager, acting as a point of contact to vendors and giving constructive feedback that will contribute to future improvements. Along with competitive pay, as a full-time Tesla employee, you are eligible for the following benefits at day 1 of hire: Medical plans > plan options with $0 payroll deduction.

Bellevue, WA30+ days ago

$20.52–$38.48 Per Hour
Full-time
Employee

Your role is essential in consistently delivering an educational, immersive, and exciting experience to both current and potential customers, exceeding client expectations from their initial showroom visit to their delivery day experience. For roles working in CA, CO, HI, ID, MD, MS, NV, NC, PA, TN, UT, VA, DC: This role requires you to possess a Motor Vehicle Salesperson License issued by the State Department of Motor Vehicles.

Seattle, WA30+ days ago

$85,000–$100,000 Per Year
Full-time
Employee

Parametrix's Advisory Services team is expanding our Value Engineering / Management-as-a-Service offering and is seeking a Business Advisor with a Certified Value Specialist (CVS) and/or Value Management Associate (VMA) credential to help build and deliver this growing service line. Support broader advisory engagements including constructability reviews, project delivery, risk management, and process improvement efforts, and other project and program delivery efforts.

Seattle, WA30+ days ago

$116,000–$170,000 Per Year
Full-time
Employee

Parametrix's Advisory Services team is expanding our Value Engineering / Management-as-a-Service offering and is seeking a Senior Business Advisor with a Certified Value Specialist (CVS) credential to help lead, shape, and grow this strategic service line. You will lead complex value engineering studies, serve as a trusted advisor to clients, and play a key role in improving value on key projects and programs, mentoring team members, and expanding our market presence.

Seattle, WA30+ days ago

$145,000–$160,000 Per Year
Full-time
Employee

We partner with public and private sector clients across water/wastewater, transit and transportation, environmental services, and construction management-helping deliver critical infrastructure that strengthens the communities where we live and work. Support Alternative Delivery: Provide expertise in Alternative Public Works contracting, supporting the successful delivery of CM/GC, CMAR, GC/CM, PDB, or DB heavy civil infrastructure projects.

Clyde Hill, WA30+ days ago

$50,600–$63,300 Per Year
Full-time
Employee

Rivian may use your Candidate Personal Data for the purposes of (i) tracking interactions with our recruiting system; (ii) carrying out, analyzing and improving our application and recruitment process, including assessing you and your application and conducting employment, background and reference checks; (iii) establishing an employment relationship or entering into an employment contract with you; (iv) complying with our legal, regulatory and corporate governance obligations; (v) recordkeeping; (vi) ensuring network and information security and preventing fraud; and (vii) as otherwise required or permitted by applicable law. Rivian may share your Candidate Personal Data with (i) internal personnel who have a need to know such information in order to perform their duties, including individuals on our People Team, Finance, Legal, and the team(s) with the position(s) for which you are applying; (ii) Rivian affiliates; and (iii) Rivian's service providers, including providers of background checks, staffing services, and cloud services.

Seattle, WA30+ days ago

Full-time
Employee

and/or transports placardable amounts of hazardous materials by ground in any vehicle on a public road while in commerce, may be subject to additional Federal Motor Carrier Safety Regulations including: Driver Qualification Files, Medical Certification (obtained before onboarding), Road Test, Hours of Service, Drug and Alcohol Testing (CDL drivers only), vehicle inspection requirements, CDL requirements (if applicable) and hazardous materials transportation/shipping training. Required for Certain Job Profiles: Drivers who operate Commercial Motor Vehicles with a Gross Vehicle Weight (GVW), Gross Vehicle Weight Rating (GVWR) or combination of power unit and trailer that meets or exceeds 10,001 lbs.

Seattle, WA30+ days ago

Full-time
Employee

Clyde Hill, WA18 days ago

$50,600–$63,300 Per Year
Full-time
Employee

Serve as Manager on Duty by performing keyholder responsibilities for opening and closing the location, ensuring all policies and procedures are followed, oversee daily operations by completing checklists, leading team huddles, assigning tasks, and providing comprehensive business recaps. No drug or alcohol related driving incidents in the last 3 years; No more than 1 serious moving violation in the last 3 years; No driving related suspensions or revocation of Driver License within a 3-5 year period; Will be subject to continuous Motor Vehicle Record (MVR) monitoring.

Seattle, WA11 days ago

Remote

$22–$34 Per Hour
Full-time
Employee

This role works closely with internal teams, dialysis facilities, CMS contacts, and external partners to support workflow coordination, operational tracking, communications, reporting, and process management activities. Comagine Health is seeking a Project Coordinator I to support operational, administrative, regulatory, and facility coordination activities within End-Stage Renal Disease (ESRD) Network Operations.

Seattle, WA30+ days ago

$60,000–$125,000 Per Year
Full-time
Employee

Our Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management business. Strategic Relationship Management: Collaborate intimately with Private Wealth Advisors to provide comprehensive support for relationship management and sophisticated investment processes, catering to the unique needs of high net worth and ultra-high net worth clients, family offices, university endowments, and nonprofits.

Seattle, WA30+ days ago

$89,500–$166,900 Per Year
Full-time
Employee

With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). As our Senior Private Client Advisor on the Private Client Services team, you'll be diving deep into client exposures and loss experiences to understand their current coverages.

Seattle, WA30+ days ago

Full-time
Employee

Lead the conception and execution of high-impact, sector-focused campaigns, thought leadership, and client-focused programs, collaborating with teams across the marketing department to ensure fully leveraged programing. This includes familiarity with financial regulation, compliance frameworks, and the impact of regulatory change on market participants, along with the ability to interpret and integrate industry trends-such as digital transformation and evolving transaction models-into strategic planning and business development initiatives.

Seattle, WA30+ days ago

Full-time
Employee

Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.

Seattle, WA15 days ago

Full-time
Employee

You'll partner with leaders across Marketing, Digital, and Member Experience to provide strategic financial insights, build advanced ROI and NPV models, and guide key decisions around investments, staffing, and operational efficiency. As a Sr Financial Analyst - Member & Digital Experience, you'll play a critical role in helping BECU make smarter, data-driven investment and operational decisions that directly support our members and business growth.

Seattle, Washington24 days ago

$61,000–$250,000 Per Year

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.

Bellevue, WA30+ days ago

Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage.

Oak Harbor, WA30+ days ago

$45,000–$100,000 Per Year

No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A compensation package that includes opportunities for commissions, profit sharing and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds + A culture of continuous improvement and professional development **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). **Skills/Requirements** **Candidates should have at least one of the four qualifications bullets listed below:** + A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry + Financial services and/or sales experience + Financial services registration, licensing, or certification + Professional and/or military career progression **Licensing:** + SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.

Silverdale, WA30+ days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

Bellevue, WA30+ days ago

Merrill Advisor Development Program - Financial Advisor: Greater Seattle Market Bellevue, Washington;Seattle, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Bellevue/Merrill-Advisor-Development-Program---Financial-Advisor--Greater-Seattle-Market\_26010926-1) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Bellevue/Merrill-Advisor-Development-Program---Financial-Advisor--Greater-Seattle-Market\_26010926-1) **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.

Bellevue, WA30+ days ago

$88,000–$150,000

We serve ultra-high net worth founders, entrepreneurs, and first-generation wealth creators with complex financial lives, delivering integrated advice across investments, planning, and legacy considerations with discretion, rigor, and long-term perspective. This role is designed for a sophisticated advisor who can operate as a trusted partner to clients, supporting them before, during, and after liquidity events — while collaborating with internal specialists and external professionals to deliver a seamless client experience.

Seattle, WA30+ days ago

Financial Planning– Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who 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. Investment Management– Our trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc.

New!

Bellevue, WA6 days ago

$75,000–$90,000 Per Year

Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-motivated with a strong sense of ownership and accountability for delivering results + Proactive problem-solver who thrives with minimal supervision + Strong self-starter mindset with the ability to prioritize and manage multiple tasks + Ability to foster relationships with existing and new clients/members + Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) + Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions + Ability to maintain integrity of sensitive/confidential information Requirements + Bachelor's degree or equivalent experience. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.

Edmonds, WA30+ days ago

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 recommended **Required Qualifications** **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.** Financial Solutions Advisor- Seattle North Area Shoreline, Washington;Lynnwood, Washington; Seattle, Washington; Seattle, Washington; Edmonds, Washington; Seattle, Washington; Seattle, Washington; Shoreline, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Shoreline/Financial-Solutions-Advisor--Seattle-North-Area\_26003230) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**

Arlington, WA30+ days ago

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 recommended **Required Qualifications:** - **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** . Financial Solutions Advisor- NW Snohomish Area Snohomish, Washington;Stanwood, Washington; Arlington, Washington; Everett, Washington; Bellingham, Washington; Mill Creek, Washington; Lynnwood, Washington; Bothell, Washington; Mount Vernon, Washington; Monroe, Washington; Marysville, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Snohomish/Financial-Solutions-Advisor--NW-Snohomish-Area\_26003724) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**

Bellevue, WA26 days ago

$80,000–$239,200

W-2 Statutory Employee of National Life Group (Internal Revenue Code §3121(d)(3)(B) — full-time life insurance salesperson classification per 26 CFR 31.3121(d)-1, Form W-2 Box 13 "Statutory employee" checked) — Commission-Based Compensation (The statutory-employee designation attaches to the life insurance company for which the agent's principal business activity is solicitation of life insurance or annuity contracts — here, National Life Group (A+ AM Best). Per the U.S. Bureau of Labor Statistics Occupational Employment and Wage Statistics (OEWS), May 2024, for SOC 13-2052 (Personal Financial Advisors, national, including commissions and production bonuses): median $102,140; 75th percentile $172,540; 90th percentile top-coded at $239,200 or higher; mean annual wage $160,210.

Seattle, WA13 days ago

$75,000–$125,000 Per Year

The company promotes the concept of "Living mutual," which emphasizes the importance of depending on one another to achieve fulfillment and security. MassMutual.com) includes additional information about its offerings, and interested applicants can learn more by visiting this site.

Mount Vernon, WA15 days ago

About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.

Seattle, WA15 days ago

Seattle, WA26 days ago

$80,000–$239,200

For advisors continuing in a reduced-role production capacity, the ongoing classification is W-2 Statutory Employee of National Life Group (Internal Revenue Code §3121(d)(3)(B) — full-time life insurance salesperson classification, Form W-2 Box 13 "Statutory employee" checked) with commission-based compensation. Securities and investment advisory services offered through Equity Services, Inc., Member FINRA/ SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, (212) 986-0400.

Seattle, WA12 days ago

Financial Solutions Advisor Registration Candidate- Columbia South Basin Seattle, Washington;Spokane, Washington; Kennewick, Washington; Spokane, Washington; Seattle, Washington; Kennewick, Washington; Spokane, Washington; Coeur D Alene, Idaho; Renton, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Seattle/Financial-Solutions-Advisor-Registration-Candidate--Columbia-South-Basin\_26017348) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Seattle/Financial-Solutions-Advisor-Registration-Candidate--Columbia-South-Basin\_26017348) **Job Description:** *******Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed******* At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

Seattle, WA30+ days ago

Financial Solutions Advisor Registration Candidate- Seattle South Market Seattle, Washington;Bainbridge Island, Washington; Port Orchard, Washington; Seattle, Washington; Seattle, Washington; Silverdale, Washington; Mercer Island, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Seattle/Financial-Solutions-Advisor-Registration-Candidate--Seattle-South-Market\_26012017-1) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Seattle/Financial-Solutions-Advisor-Registration-Candidate--Seattle-South-Market\_26012017-1) **Job Description:** *******Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed******* At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

Bellevue, WA12 days ago

$70,000–$105,000 Per Year

Responsibilities may include working with a Lead Advisor to develop and implement business and marketing plans to acquire, cultivate, and retain clients, prospecting and marketing, case and proposal preparation, referral generation, and building a sense of "community" with and among clients and prospects. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, health, and annuities products and together with the Financial Advisors, will serve the financial and non-financial needs of Thrivent clients and their families.

Kirkland, WA29 days ago

Financial Solutions Advisor Registration Candidate - Totem Lake, WA Market Kirkland, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Kirkland/Financial-Solutions-Advisor-Registration-Candidate---Bellevue--WA-Market\_26015579) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Kirkland/Financial-Solutions-Advisor-Registration-Candidate---Bellevue--WA-Market\_26015579) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**

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Financial Advisor Jobs in Everett, WA

Commercial Banking Officer - Bellevue, WA Heritage Bank

New Accounts Representative Heritage Bank

Complex Director, Ameriprise Financial Advisors - OR/WA Complex - R26_0625 Ameriprise Financial

Servicing Financial Advisor Express Employment Professionals

Advisor Professional Development Program KeyBank

Private Client Advisor KeyBank

Pharmacy Pricing and Market Solutions Advisor Cambia Health Solutions

I-BEST Case Manager/Advisor Edmonds College

Senior Vice President, Portfolio Management (Native American Financial Services KeyBank

Sr. Corporate Counsel - Commercial/Product Transactions (Financial/B2B Products) T-Mobile USA, Inc

Merrill Experienced Financial Advisor Bank of America

Mortgage Advisor - Mill Creek/Woodinville/Monroe BECU

Asset & Wealth Management, Private Wealth Management, Financial Analyst - Seattl Goldman Sachs

Sr. Improvement Advisor Qualis Health

Improvement Advisor Qualis Health

Service Advisor Tesla, Inc.

Parts Advisor Tesla, Inc.

Tesla Advisor, Sales Tesla, Inc.

Associate Business Advisor - Value Management Parametrix

Senior Business Advisor - Value Management Parametrix

Owner's Advisor - Advisory Services Parametrix

Field Sales Advisor - Bellevue Service Center Rivian Automotive, LLC

Financial Analyst III - Engines Blue Origin LLC

Financial Analyst II - Engines Blue Origin LLC

Sales Advisor V - Bellevue Service Center Rivian Automotive, LLC

Associate Improvement Advisor ESRD Network Operations COMAGINE HEALTH

Asset & Wealth Management, Personal Wealth Financial Analyst - Seattle Goldman Sachs

Senior Private Client Advisor Marsh & McLennan

Senior Strategist - Financial Services Sector Perkins Coie LLP

Financial Wellness Associate KeyBank

Sr Financial Analyst - Member & Digital Experience BECU

Financial Advisor Northwestern Mutual

US Experienced Financial Advisor Edward Jones

Financial Advisor Edward Jones

Financial Advisor First Command Financial Services, Inc.

Merrill Advisor Development Program - Financial Advisor: Greater Seattle Market Bank of America

Financial Advisor (Family Advisor) Parcion Private Wealth

Financial Advisor-Seattle RK Partners

Team Based Financial Advisor - Legacy West Financial Consultants - Bellevue, WA Thrivent Financial

Financial Solutions Advisor- Seattle North Area Bank of America

Financial Solutions Advisor- NW Snohomish Area Bank of America

Experienced Financial Advisor - Independent Platform (Washington) WealthBridge Financial Group

Financial Advisor Mass Mutual NW

Financial Advisor - Mt Vernon/Ferndale/Bellingham WA Thrivent Financial

Financial Advisor - Greater Seattle/Bellevue Area Thrivent Financial

Career-Transition Partnership - For Financial Advisors Approaching Retirement WealthBridge Financial Group

Financial Solutions Advisor Registration Candidate- Columbia South Basin Bank of America

Financial Solutions Advisor Registration Candidate- Seattle South Market Bank of America

Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA Thrivent Financial

Financial Solutions Advisor Registration Candidate - Totem Lake, WA Market Bank of America

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