Top 103 Financial planner Jobs in Everett Wa

Home Loan Consultant - Financial Services Background Preferred
Generations Home Loans —Kirkland, WA
- $100,000 - $300,000 a year
- Mid-level
- Business development
Home Loan Consultant - Financial Services Background Preferred
Generations Home Loans —Redmond, WA
- $100,000 - $300,000 a year
- Mid-level
- Business development
Bilingual Credit Financial Wellbeing Coach
Operation Hope —Seattle, WA
- $32.21 - $33.17 an hour
- Full-time
- Spanish
- Customer service
- Writing skills
Quick Apply
11d
VP, Financial Consultant - Redmond, WA
Charles Schwab —Redmond, WA
- $90,000 - $100,000 a year
- Background check
- Office
- Senior level
- Paid parental leave
- Employee stock purchase plan
Wealth Management Trainee (WA)
Bankers Life —Everett, WA
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Senior Associate Financial Advisor
First Technology Federal Credit Union —Bellevue, WA
- $80,000 - $100,000 a year
- Email
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
Quick Apply
Financial Advisor
First Technology Federal Credit Union —Redmond, WA
- $80,168.40 a year
- Email
- 5 years
- Basic math
- Office
- Paid holidays
- Disability insurance
Quick Apply
Registered Branch Associate
Edward Jones —Bothell, WA
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
8d
Associate Wealth Manager
Coldstream Wealth Management —Bellevue, WA
- $130,000 - $150,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Paid holidays
Quick Apply
Financial Consultant
WealthBridge Financial Group —Bothell, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Consultant - Lynnwood, WA
Fidelity Investments —Lynnwood, WA
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Mentoring
- Loan repayment program
- Tuition reimbursement
11d
Financial Advisor
Mass Mutual NW —Everett, WA
- $75,000 - $125,000 a year
- Full-time
- Hybrid work
- High school diploma or GED
- Business development
- Financial services
Quick Apply
Financial Advisor - Washington (Career Changer / New to Industry)
WealthBridge Financial Group —Bothell, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Registered Client Associate
D.A. Davidson —Everett, WA
- $55,000 - $65,000 a year
- Overtime
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
VP, Wealth Management Advisor - Seattle, WA
Fidelity Investments —Lynnwood, WA
- $96,000 - $210,000 a year
- Full-time
- 11+ years
- Bachelor's degree
- Organizational skills
- Loan repayment program
- Tuition reimbursement
3d
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
Experienced Financial Advisor - Independent Platform, Full Book Portability
WealthBridge Financial Group —Everett, 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 —Bothell, 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
WealthBridge Financial Group —Kirkland, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Solutions Advisor Registration Candidate - Stanwood
Bank of America —Stanwood, WA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Writing skills
- Office
- Opportunities for advancement

I want to receive the latest job alert for financial planner in everett wa

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial planner jobs near everett wa

Home Loan Consultant - Financial Services Background Preferred

Generations Home Loans
Kirkland, WA

Apply Now

Job Details

$100,000 - $300,000 a year

Qualifications

Business development management
Mortgage lending
Referral-based lead generation
Sales referrals
Loan Originator License
Real estate referral programs
Business development
Sales development
Business development within finance
Banking business development
Client referrals
Community relationship building

Full Job Description

DESCRIPTION:

Generations Home Loans is seeking professionals with a financial services background who are interested in applying their client advisory experience to a home lending role. If you have worked in banking, financial advising, consumer lending, insurance, or a related field, this opportunity offers a path to use your consultative skills in a purchase-focused mortgage environment.

This role is built around helping clients make informed home financing decisions while developing strong referral relationships in the real estate community. You will advise borrowers on loan options, affordability, qualification steps, and the broader financing process while working closely with agents and internal lending teams.

Success in this role requires trust-building, clear communication, and disciplined business development. Your financial services background can help you bring a thoughtful, client-first approach to mortgage consultation while growing a long-term referral-based business.

RESPONSIBILITIES:

What You Will Do

Apply financial services experience to help borrowers evaluate home loan options and make confident financing decisions
Build referral relationships with real estate agents, community contacts, past clients, and financial professionals
Consult with buyers on affordability, loan structure, documentation needs, and next steps in the mortgage process
Coordinate with internal lending teams to support a smooth borrower experience from application through closing
Represent Generations Home Loans as a trusted home financing consultant with a client-first advisory approach

Minimum Qualifications

Active NMLS License in good standing
Experience with purchase-focused residential mortgage origination
Demonstrated ability to consistently generate and maintain agent-based referral business
Currently licensed or eligible for licensing in CA, WA, OR, UT, or ID

COMPENSATION:

Competitive, performance-based compensation designed for producers motivated by growth, autonomy, and the ability to build a long-term book of business. This role is structured for professionals focused on sustained production and relationship-driven success. Compensation may range from $100000 - $300000 yearly or more based on performance and experience.

ABOUT:

Why Generations Home Loans

Defined purchase partnerships with Windermere Real Estate and select leading brokerages across our markets
Dedicated Deal Desk support and a technology platform engineered for speed and consistency
A structured partnership model designed to provide defined expectations, measurable performance standards, and meaningful long-term opportunity

How to Apply

Submit your application online. After applying, you will be redirected to complete our Core Capacities Index (CCI) assessment.

Candidates who complete the assessment and meet qualifications will be contacted for an initial conversation. Applications are reviewed on a rolling basis across all markets.

Apply Now

Refine Your Search

financial planner jobs in everett wa

Home Loan Consultant - Financial Services Background Preferred

Home Loan Consultant - Financial Services Background Preferred

Bilingual Credit Financial Wellbeing Coach

VP, Financial Consultant - Redmond, WA

Wealth Management Trainee (WA)

Senior Associate Financial Advisor

Financial Advisor

Registered Branch Associate

Associate Wealth Manager

Financial Consultant

Financial Consultant - Lynnwood, WA

Financial Advisor

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

Registered Client Associate

VP, Wealth Management Advisor - Seattle, WA

PWM Senior Private Wealth Advisor

Experienced Financial Advisor - Independent Platform, Full Book Portability

Career-Transition Partnership - For Advisors Approaching Reduced Production

Experienced Financial Advisor - Confidential Move Conversation

Financial Solutions Advisor Registration Candidate - Stanwood

I want to receive the latest job alert for financial planner in everett wa

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected