Personal Financial Advisor Jobs in Keyport, WA

1-5 of 5 Jobs

Senior Wealth Advisor

  • Bellevue, WA (19 miles from Keyport, WA)
  • 6 hours ago
  • Bellevue, WA (19 miles from Keyport, WA)
  • 6 hours ago

Senior Wealth Advisor Wealth Management Portland,Oregon Boise,Idaho Bellevue,Washington Vancouver,Washington Seattle,Washington Tacoma,Washington Sacramento,California Henderson,Nevada Scottsdale,Arizona...

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

  • Bellevue, WA (19 miles from Keyport, WA)
  • 9 hours ago
  • Bellevue, WA (19 miles from Keyport, WA)
  • 9 hours ago

plans and portfolios for clients....

Wealth Advisor, Schwab Wealth Advisory

  • Bellevue, WA (19 miles from Keyport, WA)
  • 9 hours ago
  • Bellevue, WA (19 miles from Keyport, WA)
  • 9 hours ago

plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications CFP or CFA Superior relationship management and client...

Senior Wealth Advisor

  • Seattle, WA (14 miles from Keyport, WA)
  • 2 days ago
  • Seattle, WA (14 miles from Keyport, WA)
  • 2 days ago

strategies to help them achieve their wealth management goals Collaborate with internal teams to ensure seamless execution of investment plans and deliver exceptional client service Stay up-to-date...

Associate Wealth Advisor, Schwab Wealth Advisory

  • Bellevue, WA (19 miles from Keyport, WA)
  • 9 days ago
  • Bellevue, WA (19 miles from Keyport, WA)
  • 9 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...

Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Economics for Financial Advisors
This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...

Salary for Personal Financial Advisor Jobs in Keyport, WA

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.



Highest Education Level

Personal Financial Advisors in Keyport, WA offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.4%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
Associate's Degree
4.1%
Doctorate Degree
2.7%
Some College
0.5%
Some High School
0.1%

Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Keyport, WA
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%