Top 48 Entry level financial advisor Jobs in Washington State

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)
Fisher Investments —Camas, WA
- $80,000 - $105,000 a year
- Hybrid work
- Office
- Administrative experience
- Bachelor's degree
- Paid holidays
- Health insurance
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
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
New York Life Accelerated Path to Management
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Spokane, WA
- $75,000 - $175,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- AD&D insurance
- Disability insurance
Quick Apply
Wealth Management Trainee (WA)
Bankers Life —Spokane, WA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (WA)
Bankers Life —Vancouver, WA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (WA)
Bankers Life —Kennewick, WA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor
Mass Mutual NW —Bellevue, WA
- $75,000 - $125,000 a year
- Full-time
- Hybrid work
- High school diploma or GED
- Business development
- Financial services
Quick Apply
Financial Professional
NYL —Spokane, WA
- $63,467.02 - $145,476.41 a year
- Part-time
- No experience needed
- Bachelor's degree
- In-person
- Paid training
- Disability insurance
Quick Apply
Financial Planner
MassMutual Oregon —Vancouver, WA
- $50,000 - $550,000 a year
- Full-time
- Hybrid work
- Customer service
- Mid-level
- Finance
Quick Apply
6d
Financial Solutions Advisor Registration Candidate - Northgate, WA Market
Bank of America —Seattle, WA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Portfolio Administrator
Coldstream Wealth Management —Bellevue, WA
- $70,000 - $80,000 a year
- Full-time
- Research
- Mid-level
- Office
- Paid parental leave
- Paid holidays
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
Financial Solutions Advisor - EASTSIDE Market
Bank of America —Redmond, WA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Business Development Associate
De Vere Group —Opportunity, WA
- Research
- Business development
- Financial services
Financial Solutions Advisor Registration Candidate- South Puget Sound/Seattle Market
Bank of America —Bainbridge Island, WA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Writing skills
- Mid-level
- Opportunities for advancement
Financial Solutions Advisor Registration Candidate- Seattle Market
Bank of America —Seattle, WA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Writing skills
- Mid-level
- Opportunities for advancement
Financial Solutions Advisor Registration Candidate- Columbia South Basin
Bank of America —Seattle, WA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Writing skills
- Mid-level
- Opportunities for advancement
Financial Solutions Advisor Registration Candidate- EASTSIDE Market
Bank of America —Bellevue, WA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Customer service
- Mid-level
4d
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

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entry level financial advisor jobs near washington state

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

Fisher Investments -
Camas, WA

Apply Now

Job Details

$80,000 - $105,000 a year

Benefits

Caregiver leave
Paid holidays
Health insurance
Dental insurance
Paid time off
Work from home
Vision insurance
401(k) matching

Qualifications

Customer communication

Full Job Description

Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.

The Opportunity:

The Investment Counselor – Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.

Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn’t stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.

This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients.

The Day-to-Day:

Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients
Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals
Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
Respond and manage client communication while working directly with internal departments to fulfill client operational requests

Your Qualifications:

1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting
Bachelor’s degree or equivalent combination of education and experience required
Required to pass the Series 65 (we provide robust training and support once you start)
A thoughtful consultative approach with an emphasis on client focus

Compensation:

$80,000 - $105,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience.
Eligible for a discretionary bonus based on firm and individual performance

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Apply Now

Refine Your Search

entry level financial advisor jobs in washington state

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

Licensed Life Insurance Agent/Financial Consultant serving JBLM

Wealth Management Trainee (WA)

New York Life Accelerated Path to Management

Wealth Management Trainee (WA)

Wealth Management Trainee (WA)

Wealth Management Trainee (WA)

Financial Advisor

Financial Professional

Financial Planner

Financial Solutions Advisor Registration Candidate - Northgate, WA Market

Portfolio Administrator

Advisor Development Program - Financial Solutions Advisor Trainee- Renton Hills

Financial Solutions Advisor - EASTSIDE Market

Business Development Associate

Financial Solutions Advisor Registration Candidate- South Puget Sound/Seattle Market

Financial Solutions Advisor Registration Candidate- Seattle Market

Financial Solutions Advisor Registration Candidate- Columbia South Basin

Financial Solutions Advisor Registration Candidate- EASTSIDE Market

Financial Solutions Advisor- South Puget Sound Area

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