Personal Financial Advisor Jobs in Burien, WA
- Corient Services LLC
- Seattle, WA (7 miles from Burien, WA)
- 4 days ago
- Seattle, WA (7 miles from Burien, WA)
- 4 days ago
Responsibilities Increasing level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth Advisors Completes financial plans, investment...
In Person- TIAA
- Seattle, WA (7 miles from Burien, WA)
- 4 days ago
- Seattle, WA (7 miles from Burien, WA)
- 4 days ago
Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans....
In PersonWealth Advisor - O Bee Credit Union
- LPL Financial
- Tacoma, WA (17 miles from Burien, WA)
- 9 days ago
- Tacoma, WA (17 miles from Burien, WA)
- 9 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 Person- Focus Financial Partners
- Kirkland, WA (14 miles from Burien, WA)
- 9 days ago
- Kirkland, WA (14 miles from Burien, WA)
- 9 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....
Remote- Beacon Pointe Advisors LLC.
- Redmond, WA (16 miles from Burien, WA)
- 10 days ago
- Redmond, WA (16 miles from Burien, WA)
- 10 days ago
This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals...
In Person- Raymond James Financial, Inc.
- Issaquah, WA (17 miles from Burien, WA)
- 15 days ago
- Issaquah, WA (17 miles from Burien, WA)
- 15 days ago
Position Overview The Financial Planning Consultant is a core member of our teamsupporting client relationships, preparing financial deliverables, coordinating followthrough, and ensuring every interaction...
In PersonWealth Advisor - Gesa Credit Union
- LPL Financial Services
- Seattle, WA (7 miles from Burien, WA)
- 18 days ago
- Seattle, WA (7 miles from Burien, WA)
- 18 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 Person- Accenture
- Redmond, WA (16 miles from Burien, WA)
- 19 days ago
- Redmond, WA (16 miles from Burien, WA)
- 19 days ago
can escape digital's disruption, especially not Wealth Management....
In PersonWealth Advisor - Gesa Credit Union
- Lplfinancial
- Lynnwood, WA (21 miles from Burien, WA)
- 20 days ago
- Lynnwood, WA (21 miles from Burien, WA)
- 20 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
- JPMorgan Chase & Co.
- Bellevue, WA (10 miles from Burien, WA)
- 21 days ago
- Bellevue, WA (10 miles from Burien, WA)
- 21 days ago
You must demonstrate a natural curiosity for people as well as planning and for the wealth management industry overall, must demonstrate independent initiative and must be responsive....
In PersonMorgan Wealth Management - Vice President, Wealth Advisor
- JP Morgan
- Seattle, WA (7 miles from Burien, WA)
- 23 days ago
- Seattle, WA (7 miles from Burien, WA)
- 23 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 PersonWealth Management Advisor - Queen Anne, WA
- U.S. Bancorp
- Seattle, WA (7 miles from Burien, WA)
- 30+ days ago
- Seattle, WA (7 miles from Burien, WA)
- 30+ 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....
In PersonWealth Management Advisor - Issaquah, WA
- U.S. Bancorp
- Issaquah, WA (17 miles from Burien, WA)
- 30+ days ago
- Issaquah, WA (17 miles from Burien, WA)
- 30+ 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....
In Person- US Bank
- Seattle, WA (7 miles from Burien, WA)
- 30+ days ago
- Seattle, WA (7 miles from Burien, WA)
- 30+ 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 (3 miles from Burien, WA)
- 30+ days ago
- Tukwila, WA (3 miles from Burien, WA)
- 30+ 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 Burien, WA
Moving to Burien, WA? Find some basic demographic data about Burien, WA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Burien, WA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Burien, WA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Asset Allocation
- Nationwide Mortgage Licensing System & Registry
- Alternative Investments
- Mutual Funds
- Accruals
- BSA
- Estate Planning
- OFAC
- Wealth Management
- Investment Banking
- Retirement Planning
- Client Relationships
- Investment Management
- Tax Planning
- Financial Planning
- Portfolio Management
- Risk Analysis
- Mortgage Processing
- Due Diligence
- Financial Services
- Customer Retention
- Asset Management
- Client Services
- Financial Analysis
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Finance
- Written Communication
- Presentation
- Business Development
- Reporting
- Collaboration
- Microsoft PowerPoint
- Policy Development
- Coaching
- Bachelor's Degree
- Sales
- Regulations
- Research Skills
- Problem Solving
- Microsoft Office
- Microsoft Excel
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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