Top 89 Financial advisor Jobs in Lakewood Wa

Financial Advisor
WSECU —Olympia, WA
- $54,252 a year
- Online Application
- Background check
- Mid-level
- Office
- Paid holidays
- Disability insurance
Financial Advisor - Olympia, WA
COUNTRY Financial —Olympia, WA
- Full-time
- CPA
- Mid-level
- Office
Licensed Life Insurance Agent/Financial Consultant serving JBLM
Armed Forces Benefits Network —Lakewood, WA
- $65,000 - $85,000 a year
- Full-time
- Hybrid work
- Customer service
- Organizational skills
- No travel
- Flexible schedule
- Life insurance
Quick Apply
10d
Retirement Plan Sales Consultant (RIA)
American NW Advisory Services LLC —Federal Way, WA
- $75,000 - $105,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Mid-level
Quick Apply
VP, Assistant Branch Manager - Tacoma, WA
Charles Schwab —Tacoma, WA
- $85,500 - $160,000 a year
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid parental leave
- Employee stock purchase plan
VP, Assistant Branch Manager - Tacoma, WA
Charles Schwab —Tacoma, WA
- $85,500 - $160,000 a year
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid parental leave
- Employee stock purchase plan
VP, Financial Consultant - Tacoma, WA
Charles Schwab —Tacoma, WA
- $75,000 - $105,000 a year
- Office
- Business development experience
- Senior level
- Paid parental leave
- Employee stock purchase plan
13d
Wealth Management Trainee (WA)
Bankers Life —Tacoma, WA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor - Washington (Career Changer / New to Industry)
WealthBridge Financial Group —Lakewood, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Consultant
WealthBridge Financial Group —Lakewood, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
First Command Financial Services, Inc. —Lakewood, WA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Experienced Financial Advisor - Independent Platform, Full Book Portability
WealthBridge Financial Group —Lakewood, 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- University Place Financial Center
Bank of America —University Place, WA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Office
- Bachelor's degree
Financial Advisor
Northwestern Mutual —Tacoma, WA
- $100,000 - $150,000 a year
- Full-time
- Background check
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
13d
Financial Solutions Advisor- South Puget Sound Area
Bank of America —Tacoma, WA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Experienced Financial Advisor - Confidential Move Conversation (Olympia, WA)
WealthBridge Financial Group —Lacey, 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 —Lacey, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Insurance Agent - Lacey, WA
Horace Mann —Olympia, WA
- Full-time
- Mid-level
- Financial services
- 2 years
Quick Apply
11d
KPB Client Service Associate - Trust
KeyBank National Association —Tacoma, WA
- $25.00 - $38.46 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- Experience equivalent to degree accepted
12d
Career-Transition Partnership - For Advisors Approaching Reduced Production
WealthBridge Financial Group —Lakewood, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply

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financial advisor jobs near lakewood wa

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

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

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 Premium options paid 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 2025, making us the only credit union in Washington to earn this recognition five years in a row!

IND2

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 advisor jobs in lakewood wa

Financial Advisor

Financial Advisor - Olympia, WA

Licensed Life Insurance Agent/Financial Consultant serving JBLM

Retirement Plan Sales Consultant (RIA)

VP, Assistant Branch Manager - Tacoma, WA

VP, Assistant Branch Manager - Tacoma, WA

VP, Financial Consultant - Tacoma, WA

Wealth Management Trainee (WA)

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

Financial Consultant

Financial Advisor

Experienced Financial Advisor - Independent Platform, Full Book Portability

Advisor Development Program - Financial Solutions Advisor Trainee- University Place Financial Center

Financial Advisor

Financial Solutions Advisor- South Puget Sound Area

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

Career-Transition Partnership - For Financial Advisors Approaching Retirement

Insurance Agent - Lacey, WA

KPB Client Service Associate - Trust

Career-Transition Partnership - For Advisors Approaching Reduced Production

I want to receive the latest job alert for financial advisor in lakewood wa

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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 advisor jobs in lakewood wa

I want to receive the latest job alert for financial advisor in lakewood 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.