Personal Financial Advisor Jobs in Shoreline, WA

1-5 of 5 Jobs

Senior Wealth Advisor

  • Bellevue, WA (10 miles from Shoreline, WA)
  • 5 days ago
  • Bellevue, WA (10 miles from Shoreline, WA)
  • 5 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 (10 miles from Shoreline, WA)
  • 30+ days ago
  • Bellevue, WA (10 miles from Shoreline, WA)
  • 30+ days ago

plans and portfolios for clients....

Wealth Advisor, Schwab Wealth Advisory

  • Bellevue, WA (10 miles from Shoreline, WA)
  • 30+ days ago
  • Bellevue, WA (10 miles from Shoreline, WA)
  • 30+ days ago

If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the...

Wealth Advisor - Gesa Credit Union

  • Seattle, WA (8 miles from Shoreline, WA)
  • 60+ days ago
  • Seattle, WA (8 miles from Shoreline, 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 (11 miles from Shoreline, WA)
  • 60+ days ago
  • Redmond, WA (11 miles from Shoreline, 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 Shoreline, WA

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

Local
National
7,705,271
197,951

Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
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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...
John Academy
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...
Udemy
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 Shoreline, 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 Shoreline, 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 Shoreline, 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!