VP, Financial Consultant - Seattle, WA Charles SchwabVP, Financial Consultant - Seattle, WASeattle, WAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
NewHome Loan Consultant - Financial Services Background Preferred Generations Home LoansHome Loan Consultant - Financial Services Background PreferredRedmond, WA$150,000–$300,000 / yearYou will advise borrowers on loan options, affordability, qualification steps, and the broader financing process while working closely with agents and internal lending teams. This role is built around helping clients make informed home financing decisions while developing strong referral relationships in the real estate community.
Financial Consultant (Remote) Melius ConsultingFinancial Consultant (Remote)Tacoma, WashingtonRemoteConsult with Confidence: Present clear, compelling financial solutions that clients can trust, knowing you bring the same dedication to your work as you did to your service. Commitment to Excellence: A valid state life insurance license (or a willingness to get licensed through our support) demonstrates your readiness to make a difference.
VP, Financial Consultant Charles SchwabVP, Financial ConsultantRedmond, WAOpenness to manage wealth on behalf of our clientsincluding:Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. • Strong candidates will also learn toleverageour team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help yourclient’sprogress toward achieving their goals.
Investment Consultant - Tukwila, WA FidelityInvestment Consultant - Tukwila, WATukwila, WashingtonRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Financial Consultant WealthBridge Financial GroupFinancial ConsultantTacoma, WAJoin WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
CFO Advisory Consultant Ascend Partner FirmsCFO Advisory ConsultantKirkland, Washington$135,000–$189,000 / yearOur Client Accounting & Advisory Services practice delivers the full spectrum of outsourced finance support — from Reactive Accounting (end to end general ledger accounting, AP, spend management, invoicing, payroll, and state/local tax reporting) to Proactive Accounting (cash flow management, budgeting, forecasting, Controller and CFO advisory, pre-acquisition diligence, and systems evaluation/implementation). Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential.
CFO Advisory Consultant Ascend Partner Services LLCCFO Advisory ConsultantKirkland, WA$135,000–$189,000 / yearOur Client Accounting & Advisory Services practice delivers the full spectrum of outsourced finance support - from Reactive Accounting (end to end general ledger accounting, AP, spend management, invoicing, payroll, and state/local tax reporting) to Proactive Accounting (cash flow management, budgeting, forecasting, Controller and CFO advisory, pre-acquisition diligence, and systems evaluation/implementation). Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today's industry challenges to reach their full potential.
Financial Services Consultant- Part time/remote GFI-Team IkigaiFinancial Services Consultant- Part time/remoteSeattle, WARemoteThis role combines exceptional customer service, contract fulfillment, and relationship-driven sales while serving as the primary advocate and point of contact for our clients. Develop customized financial plans, guiding clients through budgeting, debt reduction, investing, and retirement planning.
Financial Consultant- Bellevue, WA FidelityFinancial Consultant- Bellevue, WABellevue, WashingtonRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Financial Consultant - Lynnwood, WA FidelityFinancial Consultant - Lynnwood, WALynnwood, WashingtonRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Financial Consultant - Seattle, WA FidelityFinancial Consultant - Seattle, WASeattle, WashingtonRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Experienced Financial Advisor - Confidential Move Conversation WealthBridge Financial GroupExperienced Financial Advisor - Confidential Move ConversationKirkland, WA$125,000–$150,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Experienced Financial Advisor - Independent Platform, Full Book Portability WealthBridge Financial GroupExperienced Financial Advisor - Independent Platform, Full Book PortabilityTacoma, WA$125,000–$150,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Financial Advisor - Washington (Career Changer / New to Industry) WealthBridge Financial GroupFinancial Advisor - Washington (Career Changer / New to Industry)Everett, WA$125,000–$150,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Financial Advisor - Bellevue, WA COUNTRY FinancialFinancial Advisor - Bellevue, WABellevue, WashingtonCOUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois. Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
Team-Based Financial Advisor - Harbor Financial Group- Gig Harbor, WA Thrivent Financial for LutheransTeam-Based Financial Advisor - Harbor Financial Group- Gig Harbor, WAGig Harbor, WA$75,000–$90,000 / yearThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 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.
Financial Advisor - Washington (Career Changer / New To Industry) WealthBridge Financial GroupFinancial Advisor - Washington (Career Changer / New To Industry)Everett, WAJoin WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Associate Financial Advisor - Afton Union Financial Group - Seattle, WA Thrivent Financial for LutheransAssociate Financial Advisor - Afton Union Financial Group - Seattle, WASeattle, WA$100,000–$140,000 / yearAs an Associate Financial Advisor, you'll be a resource for our financial advisors and provide support to the clients of Afton Union Financial Group, including: Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction. Afton Union Financial Group in Seattle, WA is an independent financial services practice of Thrivent a values driven practice focused on building long term relationships and serving clients as an extension of their family and not just managing accounts but supporting lives.
Financial Advisor Ameriprise FinancialFinancial AdvisorBellevue, WA$53,000–$83,000 / yearProven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam).