Personal Financial Advisor Jobs in Lynnwood, WA

1-7 of 7 Jobs

Seattle, WA (13 miles from Lynnwood, WA)
9 days ago

Seattle, WA (13 miles from Lynnwood, WA)
9 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...

Senior Wealth Advisor

Bellevue, WA (13 miles from Lynnwood, WA)
16 days ago

Bellevue, WA (13 miles from Lynnwood, WA)
16 days ago

financial planner, investment advisor Representative, or wealth manager....

Wealth Management Advisor - Ballard, WA

Seattle, WA (13 miles from Lynnwood, WA)
30+ days ago

Seattle, WA (13 miles from Lynnwood, WA)
30+ days ago

Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....

Associate Wealth Advisor - Wealth Advisory - Bellevue, WA

Clyde Hill, WA (13 miles from Lynnwood, WA)
30+ days ago

Clyde Hill, WA (13 miles from Lynnwood, WA)
30+ days ago

Essential Job Functions: *Financial Planning: Advise clients regarding the advantages and disadvantages of different financial planning, estate, insurance, tax and investment strategies....

Wealth Advisor - Wealth Advisory - Bellevue, WA

Bellevue, WA (13 miles from Lynnwood, WA)
30+ days ago

Bellevue, WA (13 miles from Lynnwood, WA)
30+ days ago

They have strong knowledge in financial planning, tax, insurance, estate, investments, and retirement planning....

Associate Wealth Advisor

Bellevue, WA (13 miles from Lynnwood, WA)
30+ days ago

Bellevue, WA (13 miles from Lynnwood, WA)
30+ days ago

Financial Planner (CFP) designation preferred SKILLS AND COMPETENCIES: Advanced knowledge of the industry, financial products, and financial planning concepts Superior communication skills, with the...

Wealth Advisor

Seattle, WA (13 miles from Lynnwood, WA)
30+ days ago

Seattle, WA (13 miles from Lynnwood, WA)
30+ days ago

management experience for our clients....

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Demographic Data for Lynnwood, WA

Moving to Lynnwood, WA? Find some basic demographic data about Lynnwood, WA below.

Median Age

Average Household Income

Home Value vs Household Income in Lynnwood, WA

Local

National

Total Population

112,543

Number of Businesses

3,161

City Size

Medium/Lg

Personal Financial Advisor Online Courses and Training Opportunities

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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...

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...

LinkedIn for Financial Advisors

Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...

Salary for Personal Financial Advisor Jobs in Lynnwood, 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 Lynnwood, WA offer the following education background

Bachelor's Degree

52.5%

Master's Degree

31.5%

High School or GED

4.5%

Vocational Degree or Certification

4.2%

Associate's Degree

4.1%

Doctorate Degree

2.6%

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 Lynnwood, 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%

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!

Other Career Titles

Here are some other career titles that require similar skills