Personal Financial Advisor Jobs in Edmonds, WA

1-5 of 5 Jobs

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

  • Bellevue, WA (15 miles from Edmonds, WA)
  • 2 days ago
  • Bellevue, WA (15 miles from Edmonds, WA)
  • 2 days ago

plans and portfolios for clients....

Wealth Advisor, Schwab Wealth Advisory

  • Bellevue, WA (15 miles from Edmonds, WA)
  • 4 days ago
  • Bellevue, WA (15 miles from Edmonds, WA)
  • 4 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...

Wealth Management Advisor - Ballard, WA

  • Seattle, WA (13 miles from Edmonds, WA)
  • 21 days ago
  • Seattle, WA (13 miles from Edmonds, WA)
  • 21 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....

Wealth Advisor - Gesa Credit Union

  • Seattle, WA (13 miles from Edmonds, WA)
  • 30+ days ago
  • Seattle, WA (13 miles from Edmonds, WA)
  • 30+ days ago

LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs....

Senior Wealth Advisor

  • Redmond, WA (14 miles from Edmonds, WA)
  • 45+ days ago
  • Redmond, WA (14 miles from Edmonds, WA)
  • 45+ 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...

Demographic Data for Edmonds, WA

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

Local
National
58,846
1,705
Medium

Personal Financial Advisor Online Courses and Training Opportunities

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Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Corporate Finance Institute
Economics for Financial Advisors
This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...
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LinkedIn for Financial Advisors
Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...
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Salary for Personal Financial Advisor Jobs in Edmonds, WA

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.
Licensing / Certification

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

Highest Education Level

Personal Financial Advisors in Edmonds, WA offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%
Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Edmonds, 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%

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!