439 Results for

Financial Advisor Jobs in Washington

Jobs

Vancouver, WA23 days ago

$23–$28
Full-time

The Associate Service Advisor is responsible for coordinating and/or dispatching jobs for the service technicians and outsourced Contract Service Companies (CSC’s), billing, answering phones, responding to customer issues, parts ordering, parts returns for warranty reimbursement, and parts tracking. Work with the service manager to review and manage time off from all service technicians to ensure that adequate coverage will be maintained throughout the year.

New!

Bellevue, WA4 days ago

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals.

Bellevue, WA19 days ago

Schwab Private Client is a premier, fee-based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. If you want to work with a firm that is dynamic, client focused and values your contributions by providing a successful environment for outstanding financial rewards, consider a career as a Private Client Advisor with Schwab Private Client Investment Advisory.

Bellevue, WA17 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.

Vancouver, WA17 days ago

$91,707–$114,639 Per Year

Heritage Bank's Commercial Banking Center in Vancouver, 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.

Freeland, WA17 days ago

$23.84–$28.61 Per Hour

The FreelandBranchis 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!

Lake Forest Park, WAToday

$70.64–$94.18 Per Hour

Develops and maintains a workforce committed to, and with highly developed competencies in, customer service, results orientation, and teamwork; develops priorities and assigns tasks/projects; selects, trains, motivates, mentors and evaluates staff; meets regularly with staff to discuss and resolve priorities and workload and technical issues; establishes and monitors employee performance objectives; plans, directs and coordinates work plans; provides or coordinates staff training; works with employees to correct deficiencies; implements corrective action. The Finance Director is responsible for the overall leadership and management of the Finance & IT department including budgeting, financial planning, debt management, accounts payable and receivable, cash management, payroll, utility billing, business licensing and taxation, and information services; Manages assigned staff and assures that department activities and operations follow State and Federal regulations, and City policies and procedures.

New!

Seattle, WA4 days ago

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. The ideal candidate will have experience working with venture backed technology companies, the ability and network to develop strong relationships, and be a trusted advisor to technology companies and their investors.

Tukwila, WA30+ days ago

Full-time
Employee

Business Development and Client Referrals: Engage in targeted business development activities assigned by management, and when needed, refer prospective clients to BECU Investment Services Advisor for comprehensive support. Proactive Member Service and Advocacy: Demonstrate a commitment to delivering exceptional member service, conducting regular reviews, and effectively addressing client challenges within the ambit of BECU Investment Services objectives.

Tukwila, WA30+ days ago

Full-time
Employee

Business Development and Client Referrals: Engage in targeted business development activities assigned by management, and when needed, refer prospective clients to BECU Investment Services Advisor for comprehensive support. WHAT YOU'LL DO: Partnering for Success: Work collaboratively with Financial Advisor(s) in your assigned area to develop and execute investment strategies for referred members and clients from NFC branches.

Seattle, WA8 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.

Walla Walla, WA30+ days ago

$107,000–$166,000 Per Year
Full-time
Employee

As a senior member of the DS Baker Advisors team, the primary role of the Senior Wealth and Trust Advisor is the administration, retention, relationship management, and development of complex trust, agency, estate, guardianship, cash management, and retirement accounts. Paid Leave- 10 days* of Vacation time – The annual Vacation accrual increases by a day each year for the first 10 years, and an additional half day each year for the next 10 years, reaching the maximum Vacation accrual of 25 days at year 20.

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.

Union Gap, WA30+ days ago

Full-time
Employee

Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize needs-based sales production. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships.

Covington, WA30+ days ago

Full-time
Employee

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. 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.

Tukwila, WA30+ days ago

Full-time
Employee

Build Powerful Partnerships: You'll develop and nurture strong relationships with real estate agents, builders, financial advisors, and community influencers to grow your referral network. You won't just originate loans-you'll create lasting partnerships, strengthen communities, and expand BECU's impact by connecting members to the right financial solutions at the right time.

New!

Seattle, WA3 days ago

Full-time
Employee

Demonstrated ability to build high-trust partnerships with both Senior Advisors and client decision-makers.* Operational Excellence: High proficiency in leveraging CRM and internal sales tools to maintain precise reporting, client records, and pipeline velocity.* The ideal candidate will possess the sales acumen to independently identify, manage, and close core product opportunities, combined with the technical proficiency to streamline internal processes and develop high-impact client presentations.

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.

Renton, 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.

Seattle, WA13 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.

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.

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.

Tukwila, WA30+ days ago

Full-time
Employee

Tukwila, WA30+ days ago

Full-time
Employee

BELLINGHAM, WA9 days ago

$55,498–$55,498 Per Year
Full-time
Employee

The Advisor for Running Start supports high school students participating in Washington State's dual enrollment program, which allows them to earn college credit tuition-free while completing high school requirements. Assists students with academic planning, career exploration, and transfer pathway development, while identifying barriers to success and connecting students with appropriate academic, financial, and social support services.

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.

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.

Pullman, WA30+ days ago

$3,379.14–$4,120.91 Per Month
Full-time
Employee

Background Check: This position has been designated by the department to require a background check because it requires access to children or vulnerable adults as defined by https://apps.leg.wa.gov/rcw/default.aspx?cite=74.34, engages in law enforcement, requires security clearance, interacts with WSU students in a counseling or advising capacity, has access to personal identifying and/or financial information, unsupervised access to university buildings/property, or other business-related need. To request disability accommodation in the application process, contact Human Resource Services: 509-335-4521 (v), Washington State TDD Relay Service: Voice Callers: 1-800-833-6384; TDD Callers: 1-800-833-6388, 509-335-1259(f), or https://hrs@wsu.edu.

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.

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.

New!

Seattle, WA4 days ago

Full-time
Employee

While performing the duties of this job, the employee is frequently required to sit, climb, balance, stoop, kneel, crouch, crawl, use hands to finger, handle or feel objects, tools, or controls, and reach with hands, talk, and hear. Lead Finance and other related team members, provide timely performance feedback and contribute to performance appraisals during annual performance cycle utilizing talent management systems.*

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.

Liberty Lake, WA30+ days ago

$18.36–$34.42 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.

Tukwila, WA30+ days ago

Full-time
Employee

IMPACT YOU'LL MAKE: The Sr Mortgage Advisor role is all about using your skills to connect with members and brokers, not just to sell mortgage loan products, but to create a lasting positive impact on our members and in BECU's journey. Contribute to individual and team goals: Your role goes beyond just selling; it involves contributing to the overall goal attainment, coaching and developing referral generation, and enhancing the member experience.

Longview, WA30+ days ago

$21.92–$32.88 Per Hour
Full-time
Employee

The CC LMA I utilizes their thorough knowledge of credit union products, consumer loans, lines of credit and deposit products (such as savings, checking, money market, and certificate of deposit), to provide excellent service to the member. The role will be required to deliver a high-quality member experience while using their knowledge of multiple products and will identify, diagnose, and act on members’ consumer financial needs, including referrals to the appropriate line of business for specialized services.

Clyde Hill, WA23 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, 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.

Pullman, WA30+ days ago

$4,162.54–$4,574.20 Per Month
Full-time
Employee

Pullman, WA30+ days ago

$4,061.90–$4,858.96 Per Month
Full-time
Employee

Background Check: This position has been designated by the department to require a background check because it requires access to children or vulnerable adults as defined by https://apps.leg.wa.gov/rcw/default.aspx?cite=74.34, engages in law enforcement, requires security clearance, interacts with WSU students in a counseling or advising capacity, has access to personal identifying and/or financial information, unsupervised access to university buildings/property, or other business-related need. In this role, you assist SEB programming committees with developing and implementing long-range strategic plans while providing budget oversight; you work with each student programmer to plan, organize, and execute a comprehensive schedule of events throughout the academic year; and you maintain positive working relationships with a wide variety of internal and external organizations.

Pullman, WA30+ days ago

$3,750.85–$4,574.20 Per Month
Full-time
Employee

Pullman, WA25 days ago

$3,750.85–$5,397.56 Per Month
Full-time
Employee

Your responsibilities will include, but are not limited to, implementing systems and methods for student programs and services; advising and mentoring students; preparing College of Medicine policy, procedures, and updates; developing and participating in student workshops and trainings; functioning as a liaison with University faculty, supervisors, and internal and external constituents; monitoring and evaluating student services and operational effectiveness through a continuous quality improvement lens; and leading impactful changes when required. Background Check: This position has been designated by the department to require a background check because it requires access to children or vulnerable adults as defined by https://apps.leg.wa.gov/rcw/default.aspx?cite=74.34, engages in law enforcement, requires security clearance, interacts with WSU students in a counseling or advising capacity, has access to personal identifying and/or financial information, unsupervised access to university buildings/property, or other business-related need.

Vancouver, WA18 days ago

$22.30–$30.11 Per Year
Full-time
Employee

Process deposits, withdrawals, loan payments, and transfers via counter, mail, and phone, while assisting members with inquiries or issues to resolve account errors, ensuring accuracy in research and compliance with cash handling policies and procedures. If you require reasonable accommodation at any stage of the recruitment process, including application submission, interviewing, or participation in the employee selection process, please direct your inquiries to careerfeedback@iQcu.com, which will email a member of iQ's Human Resources team.

New!

Pullman, WA3 days ago

Full-time
Employee

This position has been designated by the department to require a background check because it requires access to children or vulnerable adults as defined by https://apps.leg.wa.gov/rcw/default.aspx?cite=74.34, engages in law enforcement, requires security clearance, interacts with WSU students in a counseling or advising capacity, has access to personal identifying and/or financial information, unsupervised access to university buildings/property, or other business-related need. They help students navigate University policies, degree requirements, and college-specific expectations, while also helping students develop career goals, action plans, and connecting them with high-impact learning experiences such as internships, study abroad programs, industry networking events, student organizations and scholarship opportunities, all essential components of the CCB's emphasis on experiential and applied learning.

Seattle, WA16 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.

Spokane, WA23 days ago

Full-time
Employee

Ledcor Technical Services (LTS) designs, builds, and maintains wireline or wireless networks that span North America and beyond. Provide guidance and support to junior QA inspectors while collaborating with construction team members to track field progress and address quality issues as they arise.

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.

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Financial Advisor Jobs in Washington

ASSOCIATE SERVICE ADVISOR - Vancouver, WA California Hydronics Corp

Wealth Advisor, Wealth Advisory Charles Schwab

Senior Manager, Wealth Advisor - Wealth Advisory Charles Schwab

Commercial Banking Officer - Bellevue, WA Heritage Bank

Commercial Banking Officer - Vancouver, WA Heritage Bank

New Accounts Representative Heritage Bank

Finance Director City of Lake Forest Park

Vice President, Venture Banking Stifel

Associate Financial Advisor - North King Co/Snohomish Co BECU

Associate Financial Advisor - South Puget Sound BECU

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

Senior Wealth & Trust Advisor Baker Boyer Bank

Advisor Professional Development Program KeyBank

Associate Private Client Advisor KeyBank

Private Client Advisor KeyBank

Sr Mortgage Advisor - Greater Puget Sound BECU

Global Treasury & Payments Advisor/Associate First Citizens Bank

I-BEST Case Manager/Advisor Edmonds College

Pharmacy Pricing and Market Solutions Advisor Cambia Health Solutions

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

Sr. Improvement Advisor Qualis Health

Improvement Advisor Qualis Health

Mortgage Advisor - Mill Creek/Woodinville/Monroe BECU

Mortgage Advisor - Pierce County BECU

Mortgage Advisor - King County BECU

Career & Academic Advisor, Running Start Whatcom Community College

Associate Business Advisor - Value Management Parametrix

Senior Business Advisor - Value Management Parametrix

Owner's Advisor - Advisory Services Parametrix

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

Study Abroad Advisor/Bilingual Coordinator Washington State University

Service Advisor Tesla, Inc.

Parts Advisor Tesla, Inc.

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

Financial Manager - Operational Finance (TRAVEL REQUIRED) Turner Construction

Field Sales Advisor - Bellevue Service Center Rivian Automotive, LLC

Tesla Advisor, Sales Tesla, Inc.

Sr Mortgage Advisor - Spokane, Coeur d'Alene, Tri-Cities, Yakima, Vancouver WA, BECU

Contact Center Loan Member Advisor I Red Canoe Credit Union

Sales Advisor V - Bellevue Service Center Rivian Automotive, LLC

Senior Private Client Advisor Marsh & McLennan

Academic Coordinator/Advisor Academic Success & Career Center Washington State University

Student Services Coordinator/Advisor 2 Washington State University

Academic Coordinator/Advisor Health Professions Student Center Washington State University

Student Affairs Advisor Washington State University

Member Advisor I, II or III - Support Pool (Covers All Locations) iQ Credit Union

Academic Advisor Washington State University

Associate Improvement Advisor ESRD Network Operations COMAGINE HEALTH

Quality Advisor Ledcor Industries Inc.

Merrill Experienced Financial Advisor Bank of America

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