Top 19 Personal Financial Advisors Jobs in Bellingham, WA

Personal Banker
KeyBank National Association —Eastsound, WA
- $20.67 - $31.25 an hour
- 8 hour shift
- Word processing
- Mid-level
- Office
12d
Branch Office Administrator
Edward Jones —Bellingham, WA
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
11d
Advisor III, Procurement, Ferndale Refinery
Phillips 66 —Ferndale, WA
- $125,100 - $152,900 a year
- Background check
- Finance
- Continuous improvement
8d
Financial Advisor
First Command Financial Services, Inc. —Anacortes, WA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Accounts Payable Clerk
Saturna Capital —Bellingham, WA
- $24.04 - $33.65 an hour
- Microsoft Word
- Customer service
- Mid-level
- Profit sharing
- Commuter assistance
Quick Apply
Business Banking Relationship Manager
WaFd Bank —Bellingham, WA
- $80,170 - $123,600 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Paid parental leave
- AD&D insurance
13d
Insurance Agent - Bellingham, WA
COUNTRY Financial —Bellingham, WA
- Full-time
- Mid-level
- Office
- Bachelor's degree
Claim Specialist - Property Field Inspection
State Farm —Bellingham, WA
- $63,089.65 - $90,000.00 a year
- Overtime
- Mid-level
- Residential
- Analysis skills
- Paid holidays
- Health insurance
Real Estate Broker
Windermere Real Estate —Sedro-Woolley, WA
- $95,000 - $100,000 a year
- Full-time
- Hybrid work
- 18 years or older
- Computer literacy
- Mid-level
- 401(k)
- Flexible schedule
Quick Apply
Investor Services Supervisor
Saturna Capital —Bellingham, WA
- $80,000 - $120,000 a year
- Full-time
- Microsoft Word
- 7 years
- Microsoft Excel
- Profit sharing
- Health savings account
Quick Apply
Human Resources Manager
Youthnet —Mount Vernon, WA
- $83,200 - $87,360 a year
- Hybrid work
- Google Workspace
- 5 years
- Office
- 403(b) matching
- Paid holidays
5d
Licensed Private Client Banker
KeyBank National Association —Mount Vernon, WA
- $24.52 - $37.50 an hour
- Urgently hiring
- Word processing
- No high school diploma
- Mid-level

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Consumer Lender (Tulalip)
Native American Bank N.A. —Tulalip, WA
Ensure all lending activities are compliant with federal, state, and tribal regulations, as well as the bank’s internal policies. 401(k) plan and matching.
$72,400 - $108,600 a year
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6d
Clinical Laboratory Supervisor / Technical Quality Specialist
Family Care Network —Bellingham, WA
Utilize clinical knowledge and critical thinking skills in delivering safe and effective patient care per FCN standards within scope of license / certificate.
$33.20 - $49.08 an hour

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Accounting Manager
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Ensure compliance with federal, state, and local financial, tax, licensing, and regulatory requirements. Monitor company costs, cash flow, A/R, A/P, credit, and…
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Personal Financial Advisors jobs near Bellingham, WA

Personal Banker

KeyBank National Association -
Eastsound, WA

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Job Details

Full-time
$20.67 - $31.25 an hour
12 days ago

Qualifications

Computer operation
Financial sales
Passenger vehicle
Phone communication
Word processing
Networking through cold outreach
Windows
Driver's License
Documentation tools
Customer relationship management
New customer acquisition
Desktop applications
Initial Contact (sales skills)
Credit history review
Credit report review
Activity sales targets
Assisting with digital banking services
Productivity software
Client referrals
Credit report analysis
Client interaction via phone calls

Full Job Description

Location:

487 Main Street - Eastsound, Washington 98245-0030

Job Summary
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.

Essential Functions

Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients.
Consistently attains individual activity, behavior, and outcome goals and expectations.
Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
Support of branch operations including assisting with client transactions on the Teller line as needed.
Participate in and occasionally facilitate in-person morning huddles and end of day debriefs.
Work on Saturdays as directed by management.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Education

High School Diploma , GED or equivalent business experience (required) or
Bachelor's Degree (preferred)

Work Experience

1+ years Experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required)
Understanding of consumer credit - including loan to value, debt to income and credit reports. (required)
Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required)
Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)

Licenses and Certifications

Notary License (preferred)

Skills

Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions.
Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.
Strong work ethic and high level of integrity.
Excellent time management skills.
Building and nurturing relationships with clients including identifying potential clients, engaging with them to understand their needs, and developing strategies to convert them into long-term clients. It also includes deepening relationships with existing clients by offering additional products and services that meet their evolving needs.
Being attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue banking with KeyBank.
Ability to evaluate financial information to understand clients' financial health, identify investment opportunities, and recommend strategies.
Understanding and managing risks associated with banking operations and client transactions.
Strong verbal and non-verbal communication skills to understand clients' needs and recommend appropriate banking products and services.
Accurate and efficient handling of cash transactions.

Core Competencies

All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.

Physical Demands

Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.

Driving Requirements

Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

Work Location Category

Branch

#INDPB

COMPENSATION AND BENEFITS

This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.

Job Posting Expiration Date: 10/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing [email protected].

Apply Now

Refine Your Search

Personal Financial Advisors jobs in Bellingham, WA

Personal Banker

Branch Office Administrator

Advisor III, Procurement, Ferndale Refinery

Financial Advisor

Accounts Payable Clerk

Business Banking Relationship Manager

Insurance Agent - Bellingham, WA

Claim Specialist - Property Field Inspection

Real Estate Broker

Investor Services Supervisor

Human Resources Manager

Licensed Private Client Banker

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