Personal Financial Advisor Jobs in Silverdale, 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.
Family Wealth Advisor - Seattle
- Brighton Jones
- Seattle, WA (19 miles from Silverdale, WA)
- 1 hour ago
- Seattle, WA (19 miles from Silverdale, WA)
- 1 hour ago
Your Experience: 4 + years of experience in financial planning, wealth management or a related industry preferred Undergraduate degree required Required professional designation: CFP, CPA, CFA, or JD...
In PersonSenior Family Wealth Advisor - Seattle
- Brighton Jones
- Seattle, WA (19 miles from Silverdale, WA)
- 1 hour ago
- Seattle, WA (19 miles from Silverdale, WA)
- 1 hour ago
financial services company or wealth management firm....
In Person- Accenture
- Seattle, WA (19 miles from Silverdale, WA)
- 7 days ago
- Seattle, WA (19 miles from Silverdale, WA)
- 7 days ago
Job Description No industry can escape digital's disruption, especially not Wealth Management....
In Person- Corient Services LLC
- Seattle, WA (19 miles from Silverdale, WA)
- 12 days ago
- Seattle, WA (19 miles from Silverdale, WA)
- 12 days ago
Advanced capability of all wealth, investment, and financial planning processes Begins to prepare and make recommendations for client financial plans and investments and portfolio allocations Assist...
In PersonAssociate Wealth Advisor, Schwab Wealth Advisory Bellevue, WA, USA
- Charles Schwab
- Bellevue, WA (24 miles from Silverdale, WA)
- 20 days ago
- Bellevue, WA (24 miles from Silverdale, WA)
- 20 days ago
You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues...
In Person- Beacon Pointe Advisors LLC.
- Seattle, WA (19 miles from Silverdale, WA)
- 27 days ago
- Seattle, WA (19 miles from Silverdale, WA)
- 27 days ago
Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients....
In PersonAssociate Wealth Advisor, Schwab Wealth Advisory
- Charles Schwab Corporation
- Bellevue, WA (24 miles from Silverdale, WA)
- 28 days ago
- Bellevue, WA (24 miles from Silverdale, WA)
- 28 days ago
You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues...
In PersonSr. Manager, Wealth Advisor - Schwab Wealth Advisory
- Charles Schwab Corporation
- Bellevue, WA (24 miles from Silverdale, WA)
- 30+ days ago
- Bellevue, WA (24 miles from Silverdale, WA)
- 30+ days ago
Specifically: Client relationship management software to enable seamless client interactions Financial Planning software designed for customized client focused portfolio solutions Access to third party...
In PersonWealth Advisor, Schwab Wealth Advisory
- Charles Schwab Corporation
- Bellevue, WA (24 miles from Silverdale, WA)
- 30+ days ago
- Bellevue, WA (24 miles from Silverdale, WA)
- 30+ days ago
If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the...
In Person- Focus Financial Partners
- Kirkland, WA (24 miles from Silverdale, WA)
- 60+ days ago
- Kirkland, WA (24 miles from Silverdale, WA)
- 60+ days ago
#LI-BG1 About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services....
HybridWealth Advisor - Gesa Credit Union
- LPL Financial Services
- Seattle, WA (19 miles from Silverdale, WA)
- 60+ days ago
- Seattle, WA (19 miles from Silverdale, WA)
- 60+ days ago
planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer...
In PersonWealth Advisor - Gesa Credit Union
- Lplfinancial
- Lynnwood, WA (20 miles from Silverdale, WA)
- 60+ days ago
- Lynnwood, WA (20 miles from Silverdale, WA)
- 60+ days ago
planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer...
In PersonMorgan Wealth Management - Vice President, Wealth Advisor
- JP Morgan
- Seattle, WA (19 miles from Silverdale, WA)
- 60+ days ago
- Seattle, WA (19 miles from Silverdale, WA)
- 60+ days ago
Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations...
In Person- US Bank
- Seattle, WA (19 miles from Silverdale, WA)
- 90+ days ago
- Seattle, WA (19 miles from Silverdale, WA)
- 90+ days ago
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....
In PersonAssociate Wealth Advisor - Salal Credit Union
- LPL Financial Services
- Tukwila, WA (22 miles from Silverdale, WA)
- 90+ days ago
- Tukwila, WA (22 miles from Silverdale, WA)
- 90+ days ago
management solutions including investment research, selection of investments and overall financial planning Develop customized asset allocation strategies and investment solutions for clients; including...
In PersonDemographic Data for Silverdale, WA
Moving to Silverdale, WA? Find some basic demographic data about Silverdale, WA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Silverdale, WA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Silverdale, WA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Financial Planning
- Financial Accounting Standards
- Mutual Funds
- Wealth Management
- Investment Analysis
- Investment Banking
- Accruals
- BSA
- Retirement Planning
- Estate Planning
- Investment Management
- Relationship Management
- Financial Analysis
- Tax Planning
- Client Relationships
- Portfolio Management
- E-Verify
- Mortgage Processing
- Customer Retention
- Financial Services
- Due Diligence
- Asset Management
- Client Services
- Finance
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Written Communication
- Business Development
- Presentation
- Coaching
- Policy Development
- Team Building
- Collaboration
- Microsoft PowerPoint
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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