Personal Financial Advisor Jobs in Redmond, WA

1-8 of 8 Jobs

Senior Wealth Advisor

  • Redmond, WA
  • 21 hours ago
  • Redmond, WA
  • 21 hours 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...

Wealth Advisor

  • Seattle, WA (11 miles from Redmond, WA)
  • 6 days ago
  • Seattle, WA (11 miles from Redmond, WA)
  • 6 days ago

management experience for our clients....

Senior Family Office Wealth Advisor

  • Seattle, WA (11 miles from Redmond, WA)
  • 6 days ago
  • Seattle, WA (11 miles from Redmond, WA)
  • 6 days ago

Relevant designations such as CERTIFIED FINANCIAL PLANNER, CFA, CIMA, or similar....

Wealth Management Advisor - Ballard, WA

  • Seattle, WA (11 miles from Redmond, WA)
  • 10 days ago
  • Seattle, WA (11 miles from Redmond, WA)
  • 10 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....

Senior Wealth Advisor

  • Bellevue, WA (6 miles from Redmond, WA)
  • 13 days ago
  • Bellevue, WA (6 miles from Redmond, WA)
  • 13 days 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 (6 miles from Redmond, WA)
  • 13 days ago
  • Bellevue, WA (6 miles from Redmond, WA)
  • 13 days ago

plans and portfolios for clients....

Wealth Advisor, Schwab Wealth Advisory

  • Bellevue, WA (6 miles from Redmond, WA)
  • 13 days ago
  • Bellevue, WA (6 miles from Redmond, WA)
  • 13 days 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 (11 miles from Redmond, WA)
  • 16 days ago
  • Seattle, WA (11 miles from Redmond, WA)
  • 16 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...

Demographic Data for Redmond, WA

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

Local
National
99,699
2,982
Medium/Lg

Personal Financial Advisor Online Courses and Training Opportunities

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edX
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...
Udemy
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...
John Academy
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...
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Salary for Personal Financial Advisor Jobs in Redmond, 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 Redmond, 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 Redmond, 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!