20 Best financial consultant jobs in Seattle, WA (Hiring Now!)

Financial Advisor
Thrivent —Seattle, WA
We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
Up to $150,000 a year
Quick Apply
Financial Advisor
Edward Jones —Seattle, WA
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional…
Estimated: $72K - $91.1K a year
Dialer - Lead-Setting/Junior Financial Advisor
Northwestern Mutual —Bellevue, WA
Studying for licensing exams- Series 6, 63 and Life & Health insurance producer's license. Answer, screen and record telephone calls.
$50,000 - $100,000 a year
Quick Apply
Investment Advisor Representative
B.O.S.S. Retirement Solutions —Bellevue, WA
The Investment Advisor Representative will have the opportunity to meet one on one with company leads from seminars and referrals as well as existing clients.
$75,000 - $250,000 a year
Quick Apply
Financial Professional
Equitable Advisors LLC —Bellevue, WA
Our dedicated management and support teams will help provide the guidance, tools and techniques for ongoing customer acquisition, personal growth and greater…
$39,502.73 - $137,672.34 a year
Quick Apply
Financial Representative - Entry Level Sales
Northwestern Mutual - Puget Sound —Seattle, WA
Comprehensive Planning Analysis tools, brokerage and advisory platforms, as well as wealth management. We offer an attractive total compensation package for…
$70,000 - $155,000 a year
Quick Apply
Financial Planner
Prudential Financial —Mercer Island, WA
Provide a framework to help you attain all licensing and education needed to progress through the career. Have prior sales experience and/or enjoy networking…
$31,950.55 - $146,896.87 a year
Quick Apply
Client Relationship Associate
180 wealth advisors —Federal Way, WA
Financial services industry or related field a plus. _Paid Sick Time Off and Vacation: 180 Wealth follows state law in regard to sick pay._.
$41,600 - $62,400 a year
Quick Apply
Financial Advisor Assistant
Balcom Investments, LLC —Kirkland, WA
Seeking a reliable, independent rockstar to support our clients, financial advisor, off site staff, and manage the office.
$30 - $40 an hour
Quick Apply
Entry Level Financial Advisor
New York Life —Bellevue, WA
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions…
$70,000 - $120,000 a year
Quick Apply
J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA
JPMorgan Chase & Co —Seattle, WA
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
$65,520 a year
Wealth Management Administrative Integration Specialist
Kingsview Partners Wealth Management —United States
As a member of our integrations team, you travel onsite every time the firm opens a new branch office to process paperwork and provide administrative support…
$40,000 - $90,000 a year
Quick Apply
CFP
CyberCoders —Bellevue, WA
Analyze clients' financial information and develop strategies to meet clients' goals and objectives. Maintain current knowledge of and comply with federal,…
$125,000 - $180,000 a year
Quick Apply
14d
Wealth Management Business Development Director
Penn Mutual Life Insurance —United States
Life/Health insurance license Preferred. Develops a comprehensive prospecting system including conducting cold calls, build relationships with prospects and our…
$120,000 a year
Quick Apply
Investment Consultant - Bellevue, WA
Charles Schwab —Bellevue, WA
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program).
$54,800 - $83,700 a year
8d
Investment Consultant
LFT LLC. —Seattle, WA
Query support (use of tools, process query etc) using email account. Populating data in OneAsk for analysis and documentation.
$100,000 - $105,000 a year
Quick Apply
11d
Financial Advisor
E BUSINESS INTERNATIONAL —Seattle, WA
Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis. 7+ years in financial and/or estate planning related…
$180,000 - $200,000 a year
Quick Apply
3d
Financial Advisor
Mass Mutual NW —Seattle, WA
Requirements: Insurance license and securities license study materials provided. As a Financial Advisor, you will work with clients to provide financial…
$75,000 - $125,000 a year
Quick Apply
Financial Planner
Northwestern Mutual - Puget Sound —Seattle, WA
Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning,…
$97,000 a year
Quick Apply
Investment Performance Reporting Analyst
Coldstream Wealth Management —Seattle, WA
*Career development:* 100% training/certification/licensing/dues reimbursement and mentoring program. Our operations team supports our 8 wealth management teams…
$75,000 - $100,000 a year
Quick Apply

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Financial Advisor

Thrivent - Seattle, WA

Quick Apply

Job Details

Full-time Up to $150,000 a year

Benefits

Paid training
AD&D insurance
Health insurance
Dental insurance
401(k)
Matching gift program
Employee assistance program
Vision insurance
401(k) matching
Flexible schedule
Life insurance
Retirement plan

Qualifications

Military
Series 66
Bachelor's degree

Full Job Description

Meaningful work. Rewarding career.

Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your success.

At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program.

Job Description

As a Thrivent Financial advisor, you’ll:

Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs.
Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business.

Desired Characteristics

Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:

Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.

Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.

Requirements

Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Compensation and Benefits
You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy:

Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.

About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Job Type: Full-time

Pay: Up to $150,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible schedule
Health insurance
Life insurance
Matching gift program
Paid training
Retirement plan
Vision insurance

Compensation package:

Bonus opportunities
Commission only
Commission pay

Weekly schedule:

Choose your own hours

Work setting:

Hybrid work
Office

Application Question(s):

You are applying for an entrepreneurial position where you'll be paid commission based on your success serving clients. Are you excited about this opportunity to control your income?

Education:

Bachelor's (Preferred)

Experience:

professional: 2 years (Preferred)

Ability to Relocate:

Seattle, WA: Relocate before starting work (Required)

Work Location: Hybrid remote in Seattle, WA

Quick Apply

financial consultant jobs in Seattle, WA

Financial Advisor

Financial Advisor

Dialer - Lead-Setting/Junior Financial Advisor

Investment Advisor Representative

Financial Professional

Financial Representative - Entry Level Sales

Financial Planner

Client Relationship Associate

Financial Advisor Assistant

Entry Level Financial Advisor

J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA

Wealth Management Administrative Integration Specialist

CFP

Wealth Management Business Development Director

Investment Consultant - Bellevue, WA

Investment Consultant

Financial Advisor

Financial Advisor

Financial Planner

Investment Performance Reporting Analyst

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