Jobs

    Wealth Advisor - Washington, United States - First Financial Northwest

    First Financial Northwest
    First Financial Northwest Washington, United States

    3 weeks ago

    Default job background
    Description
    Bring your expertise and enthusiasm to a company that's eager to put your talents to use.
    Wealth Advisor

    Our Wealth Advisor is an integral part of the First Financial Wealth Services team engaging our clients to deepen the relationship through a full complement of services and solutions and equipped with a suite of technology to efficiently deliver an optimal client experience.

    This exciting position will allow you to grow your career helping the people and families in your community that look to First Financial Northwest Bank for sound financial solutions.

    You will join a team that is dedicated to helping clients in every stage of their financial lives.
    We have three open positions, locations for coverage needed are:
    Edmonds, Mill Creek, and Bothell
    Bellevue, Issaquah, and Kirkland,
    Smokey Point, Clearview and Lake Stevens
    Responsibilities
    The ability to build a strong client base with the Bank's exceptional referral and lead generation systems.
    The opportunity to find new clients through the Bank's client base.
    The ability to grow relationships with the platform's combination of tools, technology, and support.
    The opportunity to continue developing your skills with access to training, peer mentoring and education programs.
    The opportunity to volunteer with your colleagues at community events.
    Desired Experience
    At least 2 years' related experience with demonstrated success:
    Building relationships through a consultative discovery approach.
    Sharing complex financial and investment concepts and solutions while building trust.
    Delivering an exceptional service experience that exceeds client expectations.
    Engaging clients through professional interactions, communication, and interpersonal relationship skills
    Preferred Education/Training
    Series 7, 65 and/or 66 licenses
    Washington Life and Disability Licenses

    Bachelor's degree or equivalent in a related field (Investments, Finance, Law, Accounting/Tax, Economics, Business Administration) and/or 5 years' related experience; or equivalent combination of education and experience.

    Pay Ranges

    This position is considered fully commissioned with the possible exception of a base salary range of $75,000 To $100,000 for up to the first 6 months.

    About First Financial Northwest Bank

    For the last 100 years, we have built our reputation as a provider of financial solutions, a concierge of professional connections, and a partner in community service.

    Be a part of the next generation of

    First

    First Financial Northwest Bank

    and join the excitement
    We

    continually strive to recruit the most talented, motivated employees in their respective fields.

    By providing interesting work opportunities for personal and professional growth plus an environment that values teamwork and work-life balance, we can attract and retain outstanding individuals.

    We pride ourselves on providing excellent benefits, competitive salaries, and the opportunity for participation in the company's long-term success.
    What we offer
    Competitive Pay
    401(k)s Plan with matching contributions equal to 100% up to 5% with immediate vesting
    401K profit-sharing contributions based on the bank's performance
    Comprehensive benefits package including medical, dental, and vision plans
    Health savings accounts
    Flexible spending accounts for medical or dependent care expenses
    Employer paid Life/AD&D
    Employer paid Short and long-term disability insurance
    Bonuses for employee and loan referrals
    Paid Volunteer Time
    FFNWB is not currently offering Visa sponsorship for this position
    First Financial Northwest Bank (FFNWB) is proud to be an Equal Opportunity Employer.

    FFNWB does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law.

    All employment is decided on the basis of qualifications, merit, and business need.

    #J-18808-Ljbffr
  • The Judson Group

    Vice President, Wealth Advisor

    3 weeks ago

    The Judson Group Washington, United States

    Vice President, Wealth Advisor | Seattle, Washington · Reference Number: MH6920 · Location: Seattle, Washington · Judson Group has been retained by a growing, privately-owned registered investment advisory firm with over $5B in AUM in the search for a · Vice President, · Wealt ...

  • United Bank Inc

    Fiduciary Wealth Advisor, Sr

    3 weeks ago

    United Bank Inc Washington, United States

    Select how often (in days) to receive an alert: · Create Alert · The Senior Fiduciary Wealth Advisor's role is to serve as the relationship manager for a diverse network of clients and focus on business development as well as manage complex fiduciary accounts and relationships. ...

  • Pop-Up Talent

    Financial Advisor, Wealth Management

    1 week ago

    Pop-Up Talent Washington, United States

    Relationship Manager · Remote in Washington, DC and/ or Northern VA · Washington, DC , Northern VA · *Earn base salary plus unlimited bonus potential and full benefit package. · Amazing remote Financial Advisor, Insurance Agent, and Relationship Manager opportunity where you ...

  • Pop-Up Talent

    Financial Advisor, Wealth Management

    5 days ago

    Pop-Up Talent Washington, United States

    Relationship Manager · Remote in Washington, DC and/ or Northern VA · Washington, DC , Northern VA · *Earn base salary plus unlimited bonus potential and full benefit package. · Amazing remote Financial Advisor, Insurance Agent, and Relationship Manager opportunity where you e ...

  • CoreTechs

    Financial Advisor, Wealth Management

    1 week ago

    CoreTechs Washington, United States

    Relationship Manager · Remote · Amazing remote Financial Advisor, Insurance Agent, and Relationship Manager opportunity where you earn a base salary and unlimited commission opportunities helping Veterans and their families in a role that does not require any licensures or stat ...

  • Thrivent Financial

    Associate - Ascend National Wealth Advisors

    3 weeks ago

    Thrivent Financial Washington, United States

    Associate - Rainier Regional Group page is loaded · Associate - Rainier Regional Group · Apply · locations · Remote-Washington · time type · Full time · posted on · Posted 3 Days Ago · job requisition id · REQ-35400 · Organization/Business · Overview: · Rainier Region ...

  • Goldman Sachs

    CWM - Personal Financial Management Wealth Advisor, Vice President Bethesda, MD

    3 weeks ago

    Goldman Sachs Washington, United States

    MORE ABOUT THIS JOB: · Consumer and Wealth Management (CWM) · Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, in ...

  • United Bank, Inc.

    Client Service Associate

    1 week ago

    United Bank, Inc. Washington, United States

    The primary function is to support the Institutional Services Group of the Wealth Management Division and designated Relationship Managers/ Advisors in day-to-day client contact, relationship management, trust and investment account administration, s Client Service, Associate, Cu ...

  • Veritas Partners

    Associate Financial Planner

    2 weeks ago

    Veritas Partners Washington, United States

    Our client, a financial planning firm that focuses on high-net-worth individuals, is currently seeking a Financial Planning Associate to join their growing team in Alexandria, VA. The incumbent will be responsible for assisting with financial planning, business development and re ...

  • Oppenheimer & Co.

    Registered Client Service Associate

    6 days ago

    Oppenheimer & Co. Washington, United States

    Who We Are:Oppenheimer & Co. Inc. is a diversified financial services firm, offering a wide array of investment banking, securities, investment management and wealth management capabilities from over 90 offices. Oppenheimer provides a comprehensive array of financial services wit ...

  • Morgan Stanley

    Private Wealth Management Senior Registered Client Service Associate

    4 weeks ago

    Morgan Stanley Washington, United States

    *POSITION SUMMARY* · Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Senior Registered CSA assists with the development and growth of business through engaging and u ...

  • M&T Bank

    Affluent Market Financial Advisor

    4 weeks ago

    M&T Bank Washington, United States

    **Overview:** · Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Wor ...

  • Equitable Services

    Wealth Management Associate

    3 weeks ago

    Equitable Services Washington, United States

    Wealth Management Associate - DC, Washington PIN_43763 ) · Primary Location : UNITED STATES-DC-Washington · Organization : Equitable Advisors · Description · Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our ...

  • Steward Partners

    Divisional Business Director

    1 week ago

    Steward Partners Washington, United States

    The Divisional Business Director is primarily responsible for the overall operational and business functions within assigned branches. The Divisional Business Director is a key member of the Divisional Leadership team, working closely with the Divisional President and other membe ...

  • GlobalGiving

    Officer of Strategic Philanthropy

    6 days ago

    GlobalGiving Washington, United States

    Do you thrive in a team-oriented environment where you can help grow an emerging major donor program that will deliver equitable funding to thousands of nonprofits around the world? · GlobalGiving is looking for an Officer of Strategic Philanthropy to join our team. · In this r ...

  • GlobalGiving

    Officer of Strategic Philanthropy

    5 days ago

    GlobalGiving Washington, United States

    Job Description · Job Description · Do you thrive in a team-oriented environment where you can help grow an emerging major donor program that will deliver equitable funding to thousands of nonprofits around the world? · GlobalGiving is looking for an Officer of Strategic Philan ...

  • Veritas Partners LLC

    Associate Financial Planner

    3 weeks ago

    Veritas Partners LLC Washington, United States

    Our client, a financial planning firm that focuses on high-net-worth individuals, is currently seeking a Financial Planning Associate to join their growing team in Alexandria, VA. The incumbent will be responsible for assisting with financial planning, business development and re ...

  • Veritas Partners LLC

    Associate Financial Planner

    2 weeks ago

    Veritas Partners LLC Washington, United States

    Our client, a financial planning firm that focuses on high-net-worth individuals, is currently seeking a Financial Planning Associate to join their growing team in Alexandria, VA. The incumbent will be responsible for assisting with financial planning, business development and re ...

  • Citizens

    Private Client Financial Advisor- Washington, DC

    3 weeks ago

    Citizens Washington, United States

    Job Description · Description · At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with ...

  • United Bank Inc

    Client Service Associate

    1 week ago

    United Bank Inc Washington, United States

    Job Description · The primary function is to support the Institutional Services Group of the Wealth Management Division and designated Relationship Managers/Advisors in day-to-day client contact, relationship management, trust and investment account administration, sales, market ...