Personal Financial Advisor Jobs in Washington

1-4 of 4 Jobs

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

  • Bellevue, WA
  • 19 days ago
  • Bellevue, WA
  • 19 days ago

plans and portfolios for clients....

Wealth Advisor, Schwab Wealth Advisory

  • Bellevue, WA
  • 21 days ago
  • Bellevue, WA
  • 21 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...

Wealth Advisor - Gesa Credit Union

  • Seattle, WA
  • 45+ days ago
  • Seattle, WA
  • 45+ 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
  • 60+ days ago
  • Redmond, 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 Washington

Moving to Washington? Find some basic demographic data about Washington 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.
edX
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...
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...
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...
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Salary for Personal Financial Advisor Jobs in Washington

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 Washington 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 Washington
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!