Top 57 Financial consultant Jobs in Centralia, Wa

Financial Advisor
WSECU —Olympia, WA
- $54,252 a year
- Online Application
- Hybrid work
- Background check
- Mid-level
- Office
- Paid holidays
- Disability insurance
Financial Consultant
WealthBridge Financial Group —Chehalis, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor - Washington (Career Changer / New to Industry)
WealthBridge Financial Group —Chehalis, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Career-Transition Partnership - For Financial Advisors Approaching Retirement
WealthBridge Financial Group —Chehalis, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Career-Transition Partnership - For Advisors Approaching Reduced Production
WealthBridge Financial Group —Centralia, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Experienced Financial Advisor - Confidential Move Conversation (Olympia, WA)
WealthBridge Financial Group —Chehalis, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Licensed Private Client Banker
KeyBank National Association —Centralia, WA
- $24.52 - $37.50 an hour
- Urgently hiring
- Word processing
- No high school diploma
- Mid-level
Financial Advisor - Olympia, WA
COUNTRY Financial —Olympia, WA
- Full-time
- CPA
- Mid-level
- Office
13d
Financial Services Representative - State Farm Agent Team Member
Kevin Hayward - State Farm Agent —Lacey, WA
- $80,000 - $125,000 a year
- Full-time
- Hybrid work
- Mid-level
- Analysis skills
- 2 years
- Health insurance
- Dental insurance
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Financial Coach
Empower —United States
- $58,500 - $72,000 a year
- Remote
- Mid-level
- Bachelor's degree
- Travel
- Paid parental leave
- Paid holidays
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays

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Financial Advisor

WSECU -
Olympia, WA

Apply Now

Job Details

Full-time
$54,252 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
Tuition reimbursement
401(k) 5% Match
Employee assistance program
Vision insurance
Employee discount
Life insurance

Qualifications

Life Insurance License
Financial sales
Confidential information handling
Phone communication
Series 7
FINRA License
Productivity software
Experience practicing in the securities industry
Client interaction via phone calls

Full Job Description

This is a unique opportunity to step into an established book of business through a planned two-year transition with a retiring Financial Advisor. As a Financial Advisor, you’ll partner with clients to help manage every aspect of their financial lives by providing personalized guidance, education, and customized financial planning and investment solutions. If you’re passionate about building trusted relationships and helping clients achieve their financial goals, we invite you to join our team.

Your day might include:

Developing and maintaining a clientele of investment clients, through the approved product list of our broker dealer, offering non-deposit investment accounts to Credit Union membership
Helping identify opportunities to help members achieve various financial goals
Developing a member experience that corresponds to maintaining a book of business
Working with front line (branch and Contact Center) and other lines of business to increase member penetration for investments
Conducting financial education seminars to grow clientele
Keeping up to date in market knowledge, financial planning, technology, and wealth management tools to best serve membership
Achieving and surpassing annual revenue goal
Facilitating advisory business to develop constant level of recurring income
Working with branch partners to help them achieve their annual goal
Preparing and maintaining proper documentation, reporting and recording within the company CRM system in accordance with established procedures and compliance needs
Responding in a timely manner to all questions of suitability from Broker Dealer and OSJ
Keeping up to date with all required continuing education from Regulatory, Broker Dealer and Credit Union
Representing WSECU Investment Management and WSECU by presenting a positive and professional image
Contributing new ideas and strategies to improve production and work processes
Assisting in championing the investment department enterprise wide

What you bring to the team:

Bachelor’s degree in business, Accounting, economics or Finance or equivalent work experience
Three (3) or more years of experience in a financial sales position
FINRA Series 7, 63, 65 or 66 and state life and health insurance licenses or ability to obtain within six months
Satisfactory background check and clean record with securities regulations bodies
Well-developed interpersonal, written and telephone communication skills
Ability to calculate figures and percentages. Ability to collect and analyze data
Microsoft Office Suite proficiency, ability to work under pressure, and the ability to handle sensitive information

Competitive pay: Earnings $54,252/annually plus commissions, plus an annual discretionary incentive plan

Where we’re located: 330 Union Ave SE, Olympia, WA 98501. Fully onsite.

When you’d work: Monday through Friday 8:30 am to 5:30 pm, full-time minimum 40 hours per week, with scheduling flexibility to meet service needs for this exempt position.

Perks: Here are a few benefits and perks we offer:

Medical, Dental, Vision, and Life Insurance with Premiums options covered by WSECU
Full-Time Regular employees accrue general leave and sick leave, on a monthly basis
Part-Time employees accrue general leave, on a monthly basis
11 Paid Holidays
Employer paid Long Term Disability & Long-Term Care plan for Full-Time employees
Employer paid Long Term Care plan for Part-Time employees
401(K) with 8.5% Contribution by WSECU to begin 1st quarter after 1 year of service
Paid Volunteer Leave
Tuition Assistance
Employee Assistance Program & Employee Discounts
And, you get to work with some awesome people!

WSECU was named to the Forbes Best-In-State Credit Union list in 2026, making us the only credit union in Washington to earn this recognition six years in a row!

IND1

#LI-Hybrid

We look forward to reviewing your application!

All applicants must include a resume.
Visa sponsorship not available.
Contact us at 360-754-2118 with any questions.

We champion our employees’ unique differences because we believe diversity is critical to the success of our members and the communities we serve. We’re proud to provide a workplace based on equality and do not discriminate based on race, color, religion, creed, national origin, ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, marital status, or any other legally recognized protected basis under federal, state or local law.

Accommodations are available for applicants with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact 360-754-2118 or email us for assistance.

Apply Now

Refine Your Search

financial consultant jobs in centralia, wa

Financial Advisor

Financial Consultant

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

Career-Transition Partnership - For Financial Advisors Approaching Retirement

Career-Transition Partnership - For Advisors Approaching Reduced Production

Experienced Financial Advisor - Confidential Move Conversation (Olympia, WA)

Licensed Private Client Banker

Financial Advisor - Olympia, WA

Financial Services Representative - State Farm Agent Team Member

Relationship Manager – Private Wealth & Tax Solutions

Financial Coach

Wealth Solutions Advisor

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We look forward to reviewing your application!

All applicants must include a resume.
Visa sponsorship not available.
Contact us at 360-754-2118 with any questions.

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financial consultant jobs in centralia, wa

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Explore jobs in cities nearby

I want to receive the latest job alert for financial consultant in centralia, wa

Explore jobs in more locations

We look forward to reviewing your application!

All applicants must include a resume. Visa sponsorship not available. Contact us at 360-754-2118 with any questions.

All applicants must include a resume.
Visa sponsorship not available.
Contact us at 360-754-2118 with any questions.