Personal Financial Advisor Jobs in Medina, WA

1-4 of 4 Jobs

Senior Wealth Advisor

  • Bellevue, WA (1 mile from Medina, WA)
  • 2 days ago
  • Bellevue, WA (1 mile from Medina, WA)
  • 2 days ago

mutual funds, money manager programs, insurance and financial planning Depth of experience working with high net worth or ultra-high net worth clients Mastery of various financial planning and investment...

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

  • Bellevue, WA (1 mile from Medina, WA)
  • 27 days ago
  • Bellevue, WA (1 mile from Medina, WA)
  • 27 days ago

plans and portfolios for clients....

Wealth Advisor - Gesa Credit Union

  • Seattle, WA (4 miles from Medina, WA)
  • 60+ days ago
  • Seattle, WA (4 miles from Medina, 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...

Senior Wealth Advisor

  • Redmond, WA (6 miles from Medina, WA)
  • 60+ days ago
  • Redmond, WA (6 miles from Medina, WA)
  • 60+ 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 Medina, WA

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

Local
National
2,915
80
Small

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...
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LinkedIn for Financial Advisors
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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 Medina, 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 Medina, 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 Medina, 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!