Top 241 Financial planner Jobs in Bellevue, Wa

Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Bellevue, WA
- $120,000 - $174,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
20h
VP, Financial Consultant - Redmond, WA
Charles Schwab —Redmond, WA
- $90,000 - $100,000 a year
- Background check
- Senior level
- Paid parental leave
- Employee stock purchase plan
20h
Paraplanner
Ameriprise Financial - Washington —Bellevue, WA
- $78,000 - $95,000 a year
- Full-time
- Remote
- Background check
- Mid-level
- Communication skills
- Paid holidays
- Dental insurance
Quick Apply
Financial Advisor Trainee (Kirkland, WA)
Raymond James Financial, Inc. —Kirkland, WA
- $80,168.40 - $85,000.00 a year
- Full-time
- Office
- Finance
- Bachelor's degree
- Paid holidays
- Health insurance
1d
Financial Consultant
WealthBridge Financial Group —Redmond, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Planner, CFP®
Tschetter Group —Bellevue, WA
- $100,000 - $130,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid training
- Paid parental leave
Quick Apply
PWM Senior Private Wealth Advisor
U.S. Bank National Association —Bellevue, WA
- $170,255 - $220,330 a year
- Full-time
- Writing skills
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
PWM Senior Wealth Planner
U.S. Bank National Association —Seattle, WA
- $148,495 - $192,170 a year
- Full-time
- CPA
- Analysis skills
- Presentation skills
- Paid holidays
- Disability insurance
Associate Financial Advisor
Edward Jones —Kenmore, WA
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
Registered Branch Associate
Edward Jones —Bothell, WA
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
12d
Bilingual Credit Financial Wellbeing Coach
Operation Hope —Seattle, WA
- $32.21 - $33.17 an hour
- Full-time
- Spanish
- Customer service
- Writing skills
Quick Apply
Entry Level Financial Advisor
New York Life —Bellevue, WA
- $85,000 - $135,000 a year
- Full-time
- Hybrid work
- US work authorization
- Entry level
- Health savings account
- Health insurance
Quick Apply
1d
Insurance Agent - Seattle, WA
Horace Mann —Seattle, WA
- Full-time
- Mid-level
- Financial services
- 2 years
Quick Apply
Financial Advisor - Washington (Career Changer / New to Industry)
WealthBridge Financial Group —Bellevue, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
U.S. Private Bank - Private Banker - Associate
JPMorganChase —Seattle, WA
- $170,000 - $225,000 a year
- Full-time
- 6 years
- Bachelor's degree
- Organizational skills
- Health insurance
- Tuition reimbursement
11d
Experienced Financial Advisor - Independent Platform, Full Book Portability
WealthBridge Financial Group —Kent, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Investment Consultant - Bellevue, WA
Charles Schwab —Bellevue, WA
- $68,000 - $95,000 a year
- Hybrid work
- Mid-level
- Office
- 2 years
- Paid parental leave
- Employee stock purchase plan
Trust Strategist
Robert W. Baird —Seattle, WA
- $91,800 - $126,000 a year
- Hybrid work
- Office
- Finance
- Bachelor's degree
1d
Sr Wealth Strategist
Northern Trust Corp. —Seattle, WA
- $158,010 - $276,460 a year
- Full-time
- Research
- Analysis skills
- Senior level
- Health insurance
- Dental insurance
Advisor Development Program - Financial Solutions Advisor Trainee- Renton Hills
Bank of America —Renton, WA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Office
- Bachelor's degree
19h

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Wealth Advisor, Schwab Wealth Advisory

Charles Schwab -
Bellevue, WA

Apply Now

Job Details

$120,000 - $174,000 a year
20 hours ago

Benefits

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

Qualifications

Customer relationship building
Series 66
Series 7
Schedule management
Bachelor's degree
Portfolio management advisory services
Financial concepts
Financial goal setting advisory services
FINRA License
Experience practicing in the securities industry
Escalation handling

Full Job Description

Position Type: Regular

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.

Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long‑term goals.

This role is ideal for someone who thrives in a relationship‑driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long‑term retention, and advisory excellence.

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

Client Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on.
Time Management: Ability to prioritize client meetings, planning work, and follow‑through while clearly setting expectations, timelines, and next steps with clients and partners.
Financial Planning: Applies financial planning principles and communicates recommendations in a way that aligns portfolios to client goals, risk tolerance, and long‑term outcomes.
Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
Self‑Awareness: Demonstrates awareness of strengths and limitations, communicates questions or concerns early, and escalates appropriately to serve clients well.

What you have

Additional Requirements

Bachelor’s degree
Active FINRA Series 7 license
- May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire.
Active FINRA Series 66 license (or equivalent)
- May be obtained within the first 120 days

Preferred Qualifications

CFP® or CFA®

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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

Apply Now

Refine Your Search

financial planner jobs in bellevue, wa

Wealth Advisor, Schwab Wealth Advisory

VP, Financial Consultant - Redmond, WA

Paraplanner

Financial Advisor Trainee (Kirkland, WA)

Financial Consultant

Financial Planner, CFP®

PWM Senior Private Wealth Advisor

PWM Senior Wealth Planner

Associate Financial Advisor

Registered Branch Associate

Bilingual Credit Financial Wellbeing Coach

Entry Level Financial Advisor

Insurance Agent - Seattle, WA

Financial Advisor - Washington (Career Changer / New to Industry)

U.S. Private Bank - Private Banker - Associate

Experienced Financial Advisor - Independent Platform, Full Book Portability

Investment Consultant - Bellevue, WA

Trust Strategist

Sr Wealth Strategist

Advisor Development Program - Financial Solutions Advisor Trainee- Renton Hills

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