Top 25092 Financial Advisor Candidate Jobs

Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Bellevue, WA
- $46.15 - $63.46 an hour
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
14d
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Los Angeles, CA
- $46.15 - $63.46 an hour
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
14d
Program Management Advisor
Macy’s —New York, NY
- $129,840 - $216,120 a year
- Bachelor's degree
- Conflict management
- Organizational skills
- Store discount
- Paid holidays
Financial Advisor-in-Training - Remote
AdviceOne —Remote
- $60,000 a year
- Full-time
- Background check
- Customer service
- No experience needed
- Paid training
- Health savings account
Quick Apply
Associate Wealth Advisor
EARNED —Remote
- $80,000 - $100,000 a year
- Full-time
- Bachelor of Science
- Office
- 3 years
- Health insurance
- Dental insurance
Financial Analysis Advisor - Express Scripts - Remote
The Cigna Group —Remote
- $96,800 - $161,300 a year
- Online Application
- Remote
- Mid-level
- 3 years
- SQL
- Paid holidays
- Health insurance
Financial Analyst with Legal background
Lodaat Pharma LLC —Oak Brook, IL
- $70,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Quick Apply
Senior Financial Analyst
Topo Advisors —Remote
- Full-time
- Remote
- Mid-level
- US work authorization
- QuickBooks
Quick Apply
2027 Global Private Bank Investment Solutions Program (Full-Time Analyst)
JPMorganChase —New York, NY
- $100,000 - $110,000 a year
- Full-time
- Research
- Office
- US work authorization
11d
Energy Analyst
Concentric Energy Advisors, Inc. —Washington, DC
- $93,000 a year
- Full-time
- Hybrid work
- Organizational skills
- 1 year
- Entry level
- Dental insurance
- 401(k)
Quick Apply
Financial Analyst
Buckstop —Washington, DC
- $100,000 - $120,000 a year
- Hybrid work
- CPA
- Research
- Mid-level
Quick Apply
Financial Solutions Advisor Registration Candidate- Seattle Market
Bank of America —Seattle, WA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Writing skills
- Mid-level
- Opportunities for advancement
Financial Advisor
Mass Mutual NW —Everett, WA
- $75,000 - $125,000 a year
- Full-time
- Hybrid work
- High school diploma or GED
- Business development experience
- Financial services
Quick Apply
Financial Solutions Advisor Registration Candidate- Columbia South Basin
Bank of America —Seattle, WA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Writing skills
- Mid-level
- Opportunities for advancement
Financial Analyst - Foundation (Budgeting & Financial Reporting)
City of Hope —Irwindale, CA
- $33.80 - $49.57 an hour
- Full-time
- Mid-level
- Office
- Finance
Associate Financial Advisor - Wisconsin Heartland Associates
Thrivent —Madison, WI
- $36,000 a year
- Full-time
- Background check
- Mid-level
- Office
- 401(k)
Quick Apply
Master Tax Advisor, Enrolled Agent, or Experienced Tax Preparer
Kennedy Legal Services, LLC —Prescott, AZ
- $30 - $45 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- CPA
- Travel reimbursement
- Paid training
Quick Apply
Team-Based Financial Advisor - Apex Financial Group (Manitowoc)
Thrivent —Manitowoc, WI
- $24,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
Estate Planning Attorney (3 years of Advanced Estate and Tax Planning Experience)
Law Offices of Nay & Friedenberg LLC —Portland, OR
- Full-time
- Mid-level
- 3 years
- US work authorization
- Free parking
- Profit sharing
Quick Apply
Probate Attorney
Tiffany & Bosco, PA —Phoenix, AZ
- $120,000 - $150,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
- Health savings account
- Health insurance
Quick Apply
12d

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Associate Wealth Advisor, Schwab Wealth Advisory

Charles Schwab -
Bellevue, WA

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Job Details

$46.15 - $63.46 an hour
14 days ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Series 66
Series 7
Financial product expertise
Industry knowledge of financial regulations
FINRA License
Experience practicing in the securities industry
Financial markets knowledge

Full Job Description

Bellevue, WA

Requisition ID 2026-123467 Category Financial Planning Position type Regular Pay range USD $46.15 - $63.46 / Hour Application deadline 2026-07-22

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

Schwab Wealth Advisory is a fee based, non‑discretionary investment advisory solution built on trust, personalized service, and Schwab’s disciplined approach to investing. As an Associate Wealth Advisor, you’ll support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships while helping deliver customized financial planning support and address foundational portfolio needs.

This role is ideal for someone who thrives in a fast-moving, relationship‑driven environment and takes ownership of both client outcomes and personal growth. Your work directly supports client confidence, advisor effectiveness, and long‑term relationship success.

Through our Wealth Management Institute, mentorship, and ongoing coaching, you’ll build skills in client relationship management, asset allocation, risk awareness, and consultative communication. This position offers real client experience and a direct pathway to becoming a Wealth Advisor.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What you have

Required Qualifications

Prioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure timely, accurate service delivery.
Proactivity: Demonstrates initiative by anticipating needs, identifying next steps early, and taking ownership to move work forward.
Coachability: Actively seeks, receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support.
Adaptability: Adjusts effectively to changing priorities, evolving client needs, and new information in a virtual advisory environment.

Additional requirements:

Active and valid FINRA Series 7
Active and valid FINRA Series 66 (ability to obtain within a 120-day condition of employment)
Understands core investment products and markets
Applies regulatory and client‑facing fundamentals

Preferred Qualifications:

Experience servicing client relationships in financial services
Bachelor’s degree or equivalent professional experience

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

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Eligible Schwabbies receive

Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment

Apply Now

Refine Your Search

Financial Advisor Candidate jobs

Associate Wealth Advisor, Schwab Wealth Advisory

Associate Wealth Advisor, Schwab Wealth Advisory

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Associate Wealth Advisor

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2027 Global Private Bank Investment Solutions Program (Full-Time Analyst)

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Financial Analyst - Foundation (Budgeting & Financial Reporting)

Associate Financial Advisor - Wisconsin Heartland Associates

Master Tax Advisor, Enrolled Agent, or Experienced Tax Preparer

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Estate Planning Attorney (3 years of Advanced Estate and Tax Planning Experience)

Probate Attorney

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Your opportunity

What you have

What’s in it for you

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Eligible Schwabbies receive

Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

Sabbatical leave available after five years of employment

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