- Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Valid FINRA Series 7 & 63/66 preferred but not required
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
- Requires a Bachelor's degree in business administration, finance, or other related field
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
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Financial Planner
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Financial Planner
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Northwestern Mutual Seattle, United StatesDo you have great listening skills and a knack for developing effective strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful entry-level financial advisor candidate has a passion for de ...
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CyberCoders Bellevue, WA, United StatesBellevue, WA Full-time $135, $190,000.00Posted 05/01/2024We are an award winning financial advising firm always looking to innovate. We have a team of quality Certified Financial Planners and looking for more Key Responsibilities:Define financial goals and provide strategies to a ...
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Senior Financial Planner
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NW Recruiting Partners Bellevue, United StatesJob Description · Job DescriptionSenior Financial Planner · Bellevue, WA · Join an expanding independent advising firm as a Senior Financial Planner and leverage your financial planning expertise to serve high-net-worth clients. This firm stands out for its industry leadership an ...
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Fidelity Investments Tukwila, United StatesJob Description: Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business mod ...
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TalentWealth Bellevue, United StatesAt TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client located in Bellevue, WA is a well-established independent practice in need of an Associate Financial Advisor to join their t ...
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Ronald Blue & Co Bothell, United StatesJob Type · Full-time · Description · This position is located at our Seattle, WA office which is located at: 19820 North Creek Parkway , Suite 102, Bothell, WA 98011 · The Financial Planner communicates effectively with clients and co-workers, analyzes confidential client info ...
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CNA - Heritage House
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Providence Pioneer Square, United StatesDescription · $5,000 hiring bonus for eligible external candidates that meet required qualifications and conditions for payment. · CNA - Heritage House · Schedule: Sat-Wed 2:30pm-11pm · Job Description: · Assist participants/residents/patients/clients who are functionally, physic ...
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RN Care Manager
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Clinical Case Manager
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Clinical Case Manager
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RN Care Manager
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Providence Pioneer Square, United States Part timeDescription · $5,000 hiring bonus for eligible external candidates that meet required qualifications and conditions for payment. · This is a part-time (20 hours/week) position supporting the MLK site on weekdays, day shift. · Job Description: · The Registered Nurse Care Manager e ...
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Early Career Geotechnical Engineer
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WSP Seattle, United States New Graduate, FullThis Opportunity · WSP is currently initiating a search for an Early Career Geotechnical Engineer for our Redmond, WA office. The following locations will also be considered: Seattle, WA and Federal Way, WA. Be involved in projects with our Ground Engineering and Materials; Earth ...
Financial Planner - Seattle, United States - Northwestern Mutual
Description
Do you have great listening skills and a knack for developing effective strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more.
Responsibilities
Qualifications
