Personal Financial Advisor Jobs in Otis Orchards, WA

1-3 of 3 Jobs

Wealth Advisor - Gesa Credit Union

  • LPL Financial Services
  • Post Falls, ID (8 miles from Otis Orchards, WA)
  • 12 days ago
  • Post Falls, ID (8 miles from Otis Orchards, WA)
  • 12 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

Wealth Advisor - Gesa Credit Union

  • LPL Financial
  • Spokane, WA (15 miles from Otis Orchards, WA)
  • 14 days ago
  • Spokane, WA (15 miles from Otis Orchards, WA)
  • 14 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

Wealth Advisor I

  • First Interstate Bank
  • Spokane, WA (15 miles from Otis Orchards, WA)
  • 17 days ago
  • Spokane, WA (15 miles from Otis Orchards, WA)
  • 17 days ago

SUMMARY The Wealth Advisor I leads expansion of existing and develops new Wealth Management and First Interstate Bank relationships through a comprehensive financial planning approach....

In Person

Demographic Data for Otis Orchards, WA

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


Local
National
6,556
103
Medium/Sm

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

Salary for Personal Financial Advisor Jobs in Otis Orchards, 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 Otis Orchards, WA offer the following education background
Bachelor's Degree
52.6%
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 Otis Orchards, 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%