Personal Financial Advisor Jobs in Burien, WA
Associate Wealth Advisor - Schwab Wealth Advisory Associate Wealth Advisor - Schwab Wealth Advisory
- Bellevue, WA (10 miles from Burien, WA)
- 14 days ago
- Bellevue, WA (10 miles from Burien, WA)
- 14 days ago
You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues...
- Kirkland, WA (14 miles from Burien, WA)
- 20 days ago
- Kirkland, WA (14 miles from Burien, WA)
- 20 days ago
As a wealth management advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they're satisfied....
- Seattle, WA (7 miles from Burien, WA)
- 20 days ago
- Seattle, WA (7 miles from Burien, WA)
- 20 days ago
Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...
- Bellevue, WA (10 miles from Burien, WA)
- 30+ days ago
- Bellevue, WA (10 miles from Burien, WA)
- 30+ days ago
mutual funds, money manager programs, insurance and financial planning Depth of experience working with high net worth or ultra-high net worth clients Mastery of various financial planning and investment...
Wealth Advisor - Gesa Credit Union
- Seattle, WA (7 miles from Burien, WA)
- 90+ days ago
- Seattle, WA (7 miles from Burien, WA)
- 90+ days ago
planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer...
- Redmond, WA (16 miles from Burien, WA)
- 90+ days ago
- Redmond, WA (16 miles from Burien, WA)
- 90+ days ago
Servicing and advising clients relative to their wealth management, investment, and financial planning needs Representing the firm in a positive and professional manner Additional duties may entail...
Demographic Data for Burien, WA
Moving to Burien, WA? Find some basic demographic data about Burien, WA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Burien, WA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Burien, WA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Asset Allocation
- Mutual Funds
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Commercial Lending
- Private Banking
- Retirement Planning
- BSA
- OFAC
- Accruals
- Wealth Management
- Investment Banking
- Lending
- Investment Management
- Client Relationships
- Financial Services
- Mortgage Processing
- Portfolio Management
- Financial Planning
- Risk Analysis
- Due Diligence
- Financial Modeling
- Customer Retention
- Asset Management
- Client Services
- Financial Analysis
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Finance
- Written Communication
- Business Development
- Presentation
- Collaboration
- Coaching
- Reporting
- Policy Development
- Microsoft PowerPoint
- Problem Solving
- Bachelor's Degree
- Regulations
- Microsoft Office
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
- Relationship Management
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