Personal Financial Advisor Jobs in Seattle, WA

Search Personal Financial Advisor Jobs

1-14 of 14 Jobs

Wealth Advisor III

  • Columbia Bank
  • Bellevue, WA (5 miles from Seattle, WA)
  • moments 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....
Job Description No industry can escape digital's disruption, especially not wealth management....

Administrative Assistant to a Wealth Advisor

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

Wealth Advisor - Bellevue/Kirkland

  • First Financial Northwest
  • Kirkland, WA (7 miles from Seattle, WA)
  • 9 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 (5 miles from Seattle, WA)
  • 9 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
  • 10 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 (5 miles from Seattle, WA)
  • 19 days ago
We believe that wealth management should be designed to reflect clients' unique circumstances and needs....

Wealth Management Advisor

  • TIAA
  • Seattle, WA
  • 24 days ago
Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs....
It will provide strategic staffing support for Merrill Lynch Wealth Management and the Advisor Development Program....

Senior Wealth Client Advisor - Wealth Management

  • Bank of the West
  • Seattle, WA
  • 29 days ago
Sr Wealth Client Advisor - Wealth Management Bank of the West Seattle, WA Full-Time Apply on company site Job Details favorite_border Sr Wealth Client Advisor - Wealth Management Description At Bank...

Wealth Management Advisor - Ballard

  • U.S. Bancorp
  • Seattle, WA
  • 45+ days ago
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....

Private Wealth Advisor

  • U.S. Bancorp
  • Seattle, WA
  • 45+ days ago
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....

Wealth Management Advisor - Issaquah

  • U.S. Bancorp
  • Issaquah, WA (17 miles from Seattle, WA)
  • 60+ days ago
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....

Wealth Advisor - Wealth Advisory - Seattle (Bellevue), WA

  • CliftonLarsonAllen
  • Bellevue, WA (5 miles from Seattle, WA)
  • 60+ days ago
The WA should have strong knowledge in financial planning, tax, insurance, estate, investments, and retirement planning. The WA helps manage financial plans and client relationships....

Demographic Data for Seattle, WA

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


837,792
33,285
Large

Personal Financial Advisor Online Courses and Training Opportunities

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.

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...

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


Licensing / Certification

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


Highest Education Level

Personal Financial Advisors in Seattle, 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 Seattle, 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


Personal Financial Advisor Related Career Advice Articles

5 Types of Finance Jobs: Which Is the Best Fit?

Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.


Corporate Finance vs. Investment Banking: Which Career is Right for You?

Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.


Impress Employers with These Finance Certifications

For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.