Personal Financial Advisor Jobs in Shoreline, WA
- Colony Capital
- Seattle, WA (8 miles from Shoreline, WA)
- 1 day ago
- Seattle, WA (8 miles from Shoreline, WA)
- 1 day ago
#LI-KP1 Focus is a leading partnership of fiduciary wealth management and related financial services firms....
In Person- Colony Capital
- Bellevue, WA (10 miles from Shoreline, WA)
- 4 days ago
- Bellevue, WA (10 miles from Shoreline, WA)
- 4 days ago
Focus is a leading partnership of fiduciary wealth management and related financial services firms....
Hybrid- US Bank
- Seattle, WA (8 miles from Shoreline, WA)
- 13 days ago
- Seattle, WA (8 miles from Shoreline, WA)
- 13 days ago
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....
In PersonAssociate - Ascend National Wealth Advisors
- Thrivent Financial
- Bellevue, WA (10 miles from Shoreline, WA)
- 22 days ago
- Bellevue, WA (10 miles from Shoreline, WA)
- 22 days ago
Organization/Business Overview: Ascend National Wealth Advisors, an established financial services practice for Thrivent is looking to grow and support a full-time Financial Associate. By joining...
In Person- Accenture
- Redmond, WA (11 miles from Shoreline, WA)
- 27 days ago
- Redmond, WA (11 miles from Shoreline, WA)
- 27 days ago
Job Description No industry can escape digital's disruption, especially not Wealth Management....
In Person- Focus Financial Partners
- Kirkland, WA (8 miles from Shoreline, WA)
- 30+ days ago
- Kirkland, WA (8 miles from Shoreline, WA)
- 30+ days ago
#LI-JS1 Focus is a leading partnership of fiduciary wealth management and related financial services firms....
RemoteSenior Private Wealth Advisor, Practice Lead (Personal Strategy) - Seattle region
- Empower
- Seattle, WA (8 miles from Shoreline, WA)
- 45+ days ago
- Seattle, WA (8 miles from Shoreline, WA)
- 45+ days ago
FINRA Series 65 required FINRA fingerprinting required CFP strongly preferred Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning...
HybridPrivate Wealth Advisor (Private Client - Personal Strategy) - Seattle region
- Empower
- Seattle, WA (8 miles from Shoreline, WA)
- 45+ days ago
- Seattle, WA (8 miles from Shoreline, WA)
- 45+ days ago
planning information gathering Financial planning & analysis: provide comprehensive financial planning services tailored to clients individual needs and goals....
Hybrid- Beacon Pointe Advisors LLC.
- Bellevue, WA (10 miles from Shoreline, WA)
- 45+ days ago
- Bellevue, WA (10 miles from Shoreline, WA)
- 45+ days ago
management, investment, and financial planning needs Proactively communicating with clients and following up on the implementation of the advice given and updating and maintaining the client's financial...
In PersonWealth Advisor - Mechanics Bank
- LPL Financial Services
- Everett, WA (18 miles from Shoreline, WA)
- 90+ days ago
- Everett, WA (18 miles from Shoreline, WA)
- 90+ days ago
management needs of its clients....
In PersonWealth Advisor - Mechanics Bank
- Lplfinancial
- Seattle, WA (8 miles from Shoreline, WA)
- 90+ days ago
- Seattle, WA (8 miles from Shoreline, WA)
- 90+ days ago
management needs of its clients....
In Person- TIAA
- Seattle, WA (8 miles from Shoreline, WA)
- 90+ days ago
- Seattle, WA (8 miles from Shoreline, WA)
- 90+ 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...
In PersonDemographic Data for Shoreline, WA
Moving to Shoreline, WA? Find some basic demographic data about Shoreline, WA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Shoreline, WA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Shoreline, WA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Estate Planning
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Accruals
- Wealth Management
- BSA
- OFAC
- Investment Banking
- Retirement Planning
- Anti-Money Laundering
- Client Relationships
- Lending
- Investment Management
- Portfolio Management
- Mortgage Processing
- Financial Modeling
- Financial Planning
- Risk Analysis
- Financial Services
- Asset Management
- Due Diligence
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Presentation
- Reporting
- Policy Development
- Coaching
- Microsoft PowerPoint
- Bachelor's Degree
- Regulations
- Sales
- Research Skills
- Microsoft Office
- Microsoft Excel
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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