Top 70 Client advisor Jobs in Yakima, Wa

Financial Advisor in Training
Robert W. Baird —Yakima, WA
- $60,000 - $100,000 a year
- Research
- Office
- Business development
- Opportunities for advancement
Licensed Sales Professional (LSP) - WA
Allstate —Washington State
- $36,000 - $100,000 a year
- Full-time
- In-person
- Communication skills
- Entry level
Life Insurance Advisor (W2) Remote
Insurance Supermarket Inc. —Washington State
- $38,500 - $160,000 a year
- Full-time
- Computer literacy
- Mid-level
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
RSVP - W2 Life Insurance Specialist - Remote - Hiring Event
Insurance Supermarket Inc. —Washington State
- $38,500 - $180,000 a year
- Full-time
- Computer literacy
- Mid-level
- Communication skills
- Health insurance
- Work from home
2d
Universal Banker I
Baker Boyer National Bank —Yakima, WA
- $18.65 - $22.00 an hour
- 8 hour shift
- Microsoft Outlook
- English
- Office
- Profit sharing
- Wellness program
Quick Apply
Service Advisor
gorilla auto center —Yakima, WA
- $55,463.89 - $66,795.22 a year
- Full-time
- Clean driving record
- Mechanic experience
- Dealership
Quick Apply
11d
Employee Benefits Insurance Advisor
HUB International —Yakima, WA
- $60,000 - $250,000 a year
- Online Application
- Mid-level
- High school diploma or GED
- Business development
- Wellness program
- Paid parental leave
Licensed Private Client Banker
KeyBank National Association —Zillah, WA
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level
Commercial Insurance Advisor
HUB International —Yakima, WA
- $60,000 - $250,000 a year
- Online Application
- Mid-level
- High school diploma or GED
- Bachelor's degree
- Wellness program
- Paid parental leave
Wealth & Trust Advisor
Baker Boyer National Bank —Yakima, WA
- $93,000 - $144,000 a year
- 8 hour shift
- Background check
- CPA
- Computer literacy
- Profit sharing
- Wellness program
Quick Apply
Senior Associate - Agency Standards Compliance Manager (Yakima, WA)
New York Life —Yakima, WA
- $90,000 - $128,500 a year
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Loan repayment program
- Adoption assistance
Bilingual Sales Representative (Sales, Customer Service)
Freeway Insurance Services America, LLC —Yakima, WA
- $50,000 - $135,000 a year
- Urgently hiring
- Spanish
- English
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
Executive Director, Technology Services
Pacific Northwest University of Health Sciences —Yakima, WA
- $123,200 - $166,300 a year
- Full-time
- Computer Science
- ERP systems
- Office
- Paid holidays
- Health insurance
Quick Apply
Broker
Windermere Real Estate —Yakima, WA
- $78,000 - $90,000 a year
- Full-time
- Hybrid work
- 18 years or older
- Computer literacy
- Mid-level
- 401(k)
- Flexible schedule
Quick Apply
Chief Financial Officer (CFO)
Yakima Union Gospel Mission —Yakima, WA
- $95,000 - $125,000 a year
- Full-time
- CPA
- English
- Office
- Vision insurance
Quick Apply
Associate Private Client Advisor
Key Investment Services, LLC —Yakima, WA
- $80,168 a year
- Full-time
- Research
- Mid-level
- Office
Tax Manager
Baker Tilly Advisory Group, LP —Yakima, WA
- $90,000 - $146,340 a year
- Full-time
- CPA
- Customer service
- Research
Quick Apply
5d
Tax Senior Manager
Baker Tilly Advisory Group, LP —Yakima, WA
- $130,000 - $196,200 a year
- Full-time
- CPA
- 5 years
- Research
Quick Apply
5d
Remote Financial Advisor
Tentek, Inc. —United States
- $100,000 - $500,000 a year
- Full-time
- Remote
- Mid-level
- US work authorization
- Communication skills
- Profit sharing
- Health insurance
Quick Apply
Key Account Manager / 62441
Sapphire Recruitment —United States
- $115,000 - $220,000 a year
- Email
- Remote
- 7 years
- Senior level
- Leadership
- Health insurance
- Dental insurance
Quick Apply

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Financial Advisor in Training

Robert W. Baird -
Yakima, WA

Apply Now

Job Details

$60,000 - $100,000 a year

Benefits

Opportunities for advancement

Qualifications

Series 7
Securities Industry Essentials
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

Baird Private Wealth Management combines national scale with a culture centered on meaningful relationships – among clients, advisors and team members.

Yakima, WA
Private Wealth Management
R2026316
On-Site

Apply Now

About the Role:

Begin your journey to becoming a Financial Advisor in Baird’s Financial Advisor Training Program—a structured career development path designed to build confident, competent, and credible advisors. Through hands-on experience and required licensing, you’ll master advanced training, and sales strategies, while integrating into a real-world practice. You will have the opportunity to partner with experienced advisor teams, support client planning, and contribute to new business development while learning to deliver an exceptional wealth management experience.

The Impact You’ll Make:

Year 1: Practice Immersion (12 Months) The initial Practice Immersion year is a customized entry point for participants, and will include the following, at minimum.

Pass all required licensing (Series 7, 66, Life & Health) and train incoming Associate Financial Advisor/Client Specialist successors as applicable.
Prepare for, attend, and shadow senior advisors in client meetings and calls; take meeting notes and complete all follow‑up tasks.
Memorialize and support the team service model and Standard of Care, including building performance reports.
Research investment solutions and assist senior advisors with portfolio‑related analysis and tasks.
Develop team marketing/branding and value proposition, and lead brokerage‑to‑fee conversion conversations with clients.

Year 2: Development (4-12 months) Participants are required to be fully licensed prior to entering year two, when they will focus on the Financial Advisor Training program curriculum. Participants will be required to complete all virtual and in-person requirements and pass all skill and knowledge checks. Participants are required to further pass a two-part comprehensive Capstone role play to progress in the program.

Complete FATP curriculum
Deepen investment knowledge, technology, and planning skills
Complete skill and knowledge checks
Expand role in client meetings and planning processes
Successfully pass Comprehensive Capstone Project

Years 3 & 4: Gain Essential Experience (24 Months) In years three and four, participants become Financial Advisor Associates and advance their experience and expertise, while working to earn the title of Financial Advisor (FA). To earn the FA title, participants must meet qualifying criteria that include but are not limited to 1) clearly demonstrated ability to deliver the Baird Wealth Management Experience confidently, competently, and credibly, and 2) proven ability to grow the business through quality new client acquisitions. This includes the following.

Complete Baird sales training and consistently achieve new client asset and revenue growth goals
Independently source, prospect, and close new business through networking, target markets, and referrals
Deepen existing client relationships by identifying and closing additional assets, including repricing and brokerage‑to‑fee conversions
Lead holistic planning engagements and delivering comprehensive financial plans for HNW clients and prospects
Build long‑term growth through COI development, referral and NextGen campaigns, and independently running mid‑ to top‑tier client meetings

What You’ll Bring to Baird:

Bachelor’s Degree
Minimum 3 years of professional experience prior to entering the four-year development path
Currently have or ability to obtain SIE, Series 7, Series 66 (or 63 and 65), and Life & Health Insurance
Pursuit of advanced designations throughout the program preferred (AAMS, CFP, CDFA, CFA, CIMA, SPWA, CWS, TPCP)
Entrepreneurial mindset with a focus on quality new client acquisition
Strong interpersonal, communication, and presentation skills
Coachable and collaborative team approach
Ability to build trusted relationships with clients and team members

Compensation and Benefits:

$60,000 -$100,000 annual salary range
Compensation is commensurate with experience, performance and/or firm profitability
You’ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.

#LI-PWM4

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More About Our Firm

The Baird Way

What we call The Baird Way is the foundation of core beliefs we share, the promise we make to each other and the inspiration for our mission.

Our Multicultural Community Conference

This conference unites colleagues from all corners of our firm to honor and celebrate the contributions of our ethnically diverse associates.

Honored to be a Best Place to Work

More than 20 consecutive years of recognition as a great workplace makes Baird a destination of choice for extraordinary people from across our industry.

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Refine Your Search

client advisor jobs in yakima, wa

Financial Advisor in Training

Licensed Sales Professional (LSP) - WA

Life Insurance Advisor (W2) Remote

RSVP - W2 Life Insurance Specialist - Remote - Hiring Event

Universal Banker I

Service Advisor

Employee Benefits Insurance Advisor

Licensed Private Client Banker

Commercial Insurance Advisor

Wealth & Trust Advisor

Senior Associate - Agency Standards Compliance Manager (Yakima, WA)

Bilingual Sales Representative (Sales, Customer Service)

Executive Director, Technology Services

Broker

Chief Financial Officer (CFO)

Associate Private Client Advisor

Tax Manager

Tax Senior Manager

Remote Financial Advisor

Key Account Manager / 62441

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Financial Advisor in Training

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Honored to be a Best Place to Work

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