Personal Financial Advisor Jobs in Mukilteo, WA

1-10 of 10 Jobs

Seattle, WA (20 miles from Mukilteo, WA)
10 hours ago

Seattle, WA (20 miles from Mukilteo, WA)
10 hours ago

The Seattle City Employees' Retirement System (SCERS) provides retirement income to thousands of former City of Seattle employees and their beneficiaries through a defined benefit plan. There are...

Wealth Management Advisor

Seattle, WA (20 miles from Mukilteo, WA)
1 day ago

Seattle, WA (20 miles from Mukilteo, WA)
1 day 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 Management Advisor - Ballard, WA

Seattle, WA (20 miles from Mukilteo, WA)
3 days ago

Seattle, WA (20 miles from Mukilteo, WA)
3 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....

Financial Planning Consultant

Seattle, WA (20 miles from Mukilteo, WA)
6 days ago

Seattle, WA (20 miles from Mukilteo, WA)
6 days ago

Requirements: Must be a CERTIFIED FINANCIAL PLANNER professional (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or have a minimum of five years of financial planning experience...

Wealth Advisor

Seattle, WA (20 miles from Mukilteo, WA)
12 days ago

Seattle, WA (20 miles from Mukilteo, WA)
12 days ago

The Advisor Team of the Private Wealth Management unit provides the Advice and delivery of Goals Based Wealth Management Solutions to clients....

Wealth Advisor - Gesa Credit Union

Seattle, WA (20 miles from Mukilteo, WA)
19 days ago

Seattle, WA (20 miles from Mukilteo, WA)
19 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 (18 miles from Mukilteo, WA)
30+ days ago

Redmond, WA (18 miles from Mukilteo, WA)
30+ 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...

Senior Wealth Advisor

Bellevue, WA (20 miles from Mukilteo, WA)
30+ days ago

Bellevue, WA (20 miles from Mukilteo, WA)
30+ days ago

Responsibilities include business development, financial planning, asset management, pipeline management, and understanding client financial considerations....

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Bellevue, WA (20 miles from Mukilteo, WA)
30+ days ago

Bellevue, WA (20 miles from Mukilteo, WA)
30+ days ago

plans and portfolios for clients....

Wealth Advisor, Schwab Wealth Advisory

Bellevue, WA (20 miles from Mukilteo, WA)
30+ days ago

Bellevue, WA (20 miles from Mukilteo, WA)
30+ 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...

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Demographic Data for Mukilteo, WA

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

Median Age

Average Household Income

Home Value vs Household Income in Mukilteo, WA

Local

National

Total Population

21,642

Number of Businesses

683

City Size

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...

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...

Financial Advisor Training

Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...

Salary for Personal Financial Advisor Jobs in Mukilteo, 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 Mukilteo, 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 Mukilteo, 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!

Other Career Titles

Here are some other career titles that require similar skills