Personal Financial Advisor Jobs in Bothell, WA
A Personal Financial Advisor is a vital professional within the finance industry, providing financial advice to clients on topics including investments, tax laws, and insurance decisions. They help clients plan for short and long-term goals, such as meeting education expenses and saving for retirement. They research investment opportunities, stay current with economic trends, and meet with clients to review financial goals. Personal Financial Advisors also help clients manage debt, plan their estate, and maximize their savings.
Important skills for a Personal Financial Advisor include strong analytical ability, excellent interpersonal and sales skills, and a keen attention to detail. They need to be licensed through the Financial Industry Regulatory Authority (FINRA), and while not required, many advisors also obtain the Certified Financial Planner (CFP) certification to enhance their professional standing. Those interested in this profession often start in related fields such as investment banking, insurance sales, or financial auditing. Prior roles that can lead to a Personal Financial Advisor position include Financial Analyst, Accountant, and Insurance Sales Agent.
Wealth Management Advisor - Ballard, WA
- Seattle, WA (11 miles from Bothell, WA)
- 2 days ago
- Seattle, WA (11 miles from Bothell, WA)
- 2 days ago
planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding - Considerable knowledge of the securities industry, including U.S....
- Seattle, WA (11 miles from Bothell, WA)
- 4 days ago
- Seattle, WA (11 miles from Bothell, WA)
- 4 days ago
Requirements: Must be a CERTIFIED FINANCIAL PLANNER professional (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or have a minimum of five years of financial planning experience...
- Seattle, WA (11 miles from Bothell, WA)
- 11 days ago
- Seattle, WA (11 miles from Bothell, WA)
- 11 days ago
The Advisor Team of the Private Wealth Management unit provides the Advice and delivery of Goals Based Wealth Management Solutions to clients....
Wealth Advisor - Gesa Credit Union
- Seattle, WA (11 miles from Bothell, WA)
- 17 days ago
- Seattle, WA (11 miles from Bothell, WA)
- 17 days ago
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs....
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- Redmond, WA (6 miles from Bothell, WA)
- 30+ days ago
- Redmond, WA (6 miles from Bothell, WA)
- 30+ days ago
Servicing and advising clients relative to their wealth management, investment, and financial planning needs Representing the firm in a positive and professional manner Additional duties may entail...
- Bellevue, WA (9 miles from Bothell, WA)
- 30+ days ago
- Bellevue, WA (9 miles from Bothell, WA)
- 30+ days ago
Responsibilities include business development, financial planning, asset management, pipeline management, and understanding client financial considerations....
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
- Bellevue, WA (9 miles from Bothell, WA)
- 30+ days ago
- Bellevue, WA (9 miles from Bothell, WA)
- 30+ days ago
plans and portfolios for clients....
Wealth Advisor, Schwab Wealth Advisory
- Bellevue, WA (9 miles from Bothell, WA)
- 30+ days ago
- Bellevue, WA (9 miles from Bothell, WA)
- 30+ days ago
plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications CFP or CFA Superior relationship management and client...
Demographic Data for Bothell, WA
Moving to Bothell, WA? Find some basic demographic data about Bothell, WA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Bothell, WA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Bothell, WA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Public Speaking
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Mutual Funds
- Financial Planning
- BSA
- Financial Modeling
- Retirement Planning
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Tax Planning
- Customer Retention
- Asset Management
- Due Diligence
- Client Services
- Finance
- Sales Management
- Reimbursement
- Risk Management
- Relationship Management
- Strategy Development
- Business Development
- Presentation
- Written Communication
- Collaboration
- Coaching
- Bachelor's Degree
- Regulations
- Sales
- Policy Development
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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