Top 240 Financial planner Jobs in Bellevue, Wa

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
22h
Financial Advisor - Entry Level Sales
Northwestern Mutual - Puget Sound —Bellevue, WA
- $70,000 - $250,000 a year
- Full-time
- Bachelor of Science
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Sr. Associate Financial Planner #ESF6505
ExpertHiring —Bellevue, WA
- $75,000 - $83,000 a year
- Full-time
- Bachelor of Science
- Research
- Mid-level
Quick Apply
Registered Branch Associate
Edward Jones —Bothell, WA
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
12d
VP, Financial Consultant - Seattle, WA
Charles Schwab —Seattle, WA
- $80,000 - $105,000 a year
- Office
- Senior level
- Paid parental leave
- Employee stock purchase plan
22h
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
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
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
Financial Consultant
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
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
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
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
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
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
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
20h
Career-Transition Partnership - For Advisors Approaching Reduced Production
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
Trust Strategist
Robert W. Baird —Seattle, WA
- $91,800 - $126,000 a year
- Hybrid work
- Office
- Finance
- Bachelor's degree
1d
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
Senior Financial Consultant
Gallagher Benefit Services —Bellevue, WA
- $70,000 - $136,500 a year
- Full-time
- Windows
- Finance
- Analysis skills

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financial planner jobs near bellevue, wa

VP, Financial Consultant - Redmond, WA

Charles Schwab -
Redmond, WA

Apply Now

Job Details

$90,000 - $100,000 a year
22 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 communication
Series 7
FINRA License
Experience practicing in the securities industry

Full Job Description

Position Type: Regular

Your opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure.

Investment Professionals' Compensation | Charles Schwab

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’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

What you have

Required Qualifications:

A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.

Preferred Qualifications:

Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process

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.

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

VP, Financial Consultant - Redmond, WA

Financial Advisor - Entry Level Sales

Sr. Associate Financial Planner #ESF6505

Registered Branch Associate

VP, Financial Consultant - Seattle, WA

Paraplanner

Financial Advisor Trainee (Kirkland, WA)

Wealth Advisor, Schwab Wealth Advisory

Financial Planner, CFP®

Financial Consultant

PWM Senior Private Wealth Advisor

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

Investment Consultant - Bellevue, WA

PWM Senior Wealth Planner

Experienced Financial Advisor - Independent Platform, Full Book Portability

Advisor Development Program - Financial Solutions Advisor Trainee- Renton Hills

Career-Transition Partnership - For Advisors Approaching Reduced Production

Trust Strategist

U.S. Private Bank - Private Banker - Associate

Senior Financial Consultant

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