Personal Financial Advisor Jobs in Kenmore, WA

1-6 of 6 Jobs

Wealth Advisor - Mechanics Bank

  • Everett, WA (16 miles from Kenmore, WA)
  • 6 days ago
  • Everett, WA (16 miles from Kenmore, WA)
  • 6 days ago

management needs of its clients....

Wealth Advisor - Mechanics Bank

  • Seattle, WA (10 miles from Kenmore, WA)
  • 7 days ago
  • Seattle, WA (10 miles from Kenmore, WA)
  • 7 days ago

management needs of its clients....

Wealth Strategy Associate

  • Bellevue, WA (9 miles from Kenmore, WA)
  • 8 days ago
  • Bellevue, WA (9 miles from Kenmore, WA)
  • 8 days ago

Are you skilled at developing wealth management strategies? Does financial data excite you?...

Wealth Management Advisor

  • Seattle, WA (10 miles from Kenmore, WA)
  • 60+ days ago
  • Seattle, WA (10 miles from Kenmore, WA)
  • 60+ days ago

Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...

Wealth Advisor - Gesa Credit Union

  • Seattle, WA (10 miles from Kenmore, WA)
  • 90+ days ago
  • Seattle, WA (10 miles from Kenmore, WA)
  • 90+ 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...

Senior Wealth Advisor

  • Redmond, WA (7 miles from Kenmore, WA)
  • 90+ days ago
  • Redmond, WA (7 miles from Kenmore, WA)
  • 90+ 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 Kenmore, WA

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

Local
National
23,914
500
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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Salary for Personal Financial Advisor Jobs in Kenmore, 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 Kenmore, 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
4.1%
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 Kenmore, 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!