Personal Financial Advisor Jobs in Kirkland, WA

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1-15 of 21 Jobs

Wealth Advisor

  • First Financial Northwest
  • Snohomish, WA (20 miles from Kirkland, WA)
  • 1 day ago
Recommended Skills Business Administration Coaching And Mentoring Communication Customer Relationship Management Economy Finance Apply to this job. Think you're the perfect candidate?...

Wealth Advisor - First Financial Northwest Bank

  • LPL Financial
  • Bellevue, WA (3 miles from Kirkland, WA)
  • 3 days ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at First Financial...

Wealth Management Consultant

  • Fidelity Investments
  • Mill Creek, WA (11 miles from Kirkland, WA)
  • 3 days ago
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then...

Wealth Management Consultant

  • Fidelity Investments
  • Vashon, WA (23 miles from Kirkland, WA)
  • 3 days ago
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then...

Wealth Management Consultant

  • Fidelity Investments
  • Mukilteo, WA (17 miles from Kirkland, WA)
  • 3 days ago
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then...

Wealth Management Consultant

  • Fidelity Brokerage Services
  • Bellevue, WA (3 miles from Kirkland, WA)
  • 4 days ago
on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader....

Wealth Advisor III

  • Columbia Bank
  • Bellevue, WA (3 miles from Kirkland, WA)
  • 7 days ago
planning options and opportunities Direct consultation with attorneys, accountants and other advisors on a wide range of Wealth Issues Client meeting planning, facilitation and presentation....

Capital Markets Management Consultant Wealth Management Senior Manager

  • Accenture
  • Seattle, WA (7 miles from Kirkland, WA)
  • 13 days ago
Job Description No industry can escape digital's disruption, especially not wealth management....

Administrative Assistant to a Wealth Advisor

  • Woodinville, WA (7 miles from Kirkland, WA)
  • 14 days ago
We are an independent local wealth management firm specializing in financial planning that includes income & social security planning....

Wealth Advisor - Lake Stevens/Clearview

  • First Financial Service Corporation
  • Snohomish, WA (20 miles from Kirkland, WA)
  • 15 days ago
interpersonal relationship skills Preferred Education/Training Series 7, 65 and/or 66 licenses Washington Life and Disability Licenses Bachelor's degree or equivalent in a related field (Investments, Finance...

Wealth Advisor - Bellevue/Kirkland

  • First Financial Northwest
  • Kirkland, WA
  • 16 days ago
interpersonal relationship skills Preferred Education/Training Series 7, 65 and/or 66 licenses Washington Life and Disability Licenses Bachelor's degree or equivalent in a related field (Investments, Finance...

Wealth Advisor - Bellevue/Kirkland

  • First Financial Northwest
  • Bellevue, WA (3 miles from Kirkland, WA)
  • 16 days ago
interpersonal relationship skills Preferred Education/Training Series 7, 65 and/or 66 licenses Washington Life and Disability Licenses Bachelor's degree or equivalent in a related field (Investments, Finance...

Senior Wealth Strategy Associate

  • UBS
  • Seattle, WA (7 miles from Kirkland, WA)
  • 18 days ago
Are you looking for a professional opportunity that values your talents and offers career growth in Wealth Management?...

Senior Manager, Wealth Advisor - Schwab Wealth Advisory

  • Charles Schwab
  • Bellevue, WA (3 miles from Kirkland, WA)
  • 26 days ago
We believe that wealth management should be designed to reflect clients' unique circumstances and needs....

Wealth Management Advisor

  • TIAA
  • Seattle, WA (7 miles from Kirkland, WA)
  • 30+ days ago
Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs....

Demographic Data for Kirkland, WA

Moving to Kirkland, WA? Find some basic demographic data about Kirkland, WA below.


74,745
3,262
Medium

Personal Financial Advisor Online Courses and Training Opportunities

Introduction to Personal Financial Planning
Introduction to Personal Financial Planning is made possible by the Brian and Sheila Jellison Family Foundation. The Introduction to Personal Financial Planning course is designed for individuals...

Personal & Family Financial Planning
Personal and Family Financial Planning will address many critical personal financial management topics in order to help you learn prudent habits both while in school and throughout your lifetime.

Financial Advisor Training: Personal Productivity
Are you stressed out, working too hard, and not making enough money? How would it feel to work less by working smarter? How would you like to take two months of vacation every year and still...

Salary for Personal Financial Advisor Jobs Nationwide

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Top Hiring Companies

Top hiring companies in your area for Personal Financial Advisor positions


  • Aspire Partners, LLC
    Jobs             Company Profile
  • PACCAR
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  • Bank of America Corporation
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  • EvergreenHealth
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  • Google Inc.
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  • Advisor Employee Services
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  • BluePearl Specialty and Emergency Pet Hospital
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  • Dev9
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  • Edward D. Jones & Co., L.P
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  • Edward Jones
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Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.


Highest Education Level

Personal Financial Advisors in Kirkland, WA offer the following education background
  • Bachelor's Degree (52.1%)
  • Master's Degree (31.4%)
  • High School or GED (4.7%)
  • Vocational Degree or Certification (4.3%)
  • Associate's Degree (4.2%)
  • Doctorate Degree (2.7%)
  • Some College (0.6%)
  • Some High School (0.1%)

Average Work Experience

Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Kirkland, WA
  • 2-4 years (39.1%)
  • 4-6 years (21.7%)
  • None (17.4%)
  • 1-2 years (13.0%)
  • Less than 1 year (8.7%)

Other Titles

Here are some other career titles that require similar skills


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