Talent.com
Financial Advisor
Financial AdvisorThe Misch Group • Bellevue, Washington, US
Financial Advisor

Financial Advisor

The Misch Group • Bellevue, Washington, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
  • [filters_job_card.quick_apply]
[job_card.job_description]

Description

We are seeking a highly motivated and experienced Financial Advisor to join our growing team. The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and maintaining strong relationships while achieving business growth objectives. This role requires a proactive individual with a proven track record of success in the financial services industry.

Key Responsibilities

  • Develop and implement personalized financial plans for clients, addressing their investment, retirement, estate, and insurance needs.
  • Provide ongoing financial advice and support to clients, adapting strategies as needed to meet evolving goals.
  • Build and maintain strong client relationships, fostering trust and long-term partnerships.
  • Acquire and manage a book of business, expanding the firm's client base.
  • Conduct thorough financial analyses and market research to identify investment opportunities.
  • Ensure compliance with all regulatory requirements and ethical standards.
  • Participate in business development activities, including networking and client acquisition.
  • Stay up-to-date on industry trends, regulations, and product offerings.


Skills, Knowledge and Expertise

  • Experience as a Financial Advisor.
  • Active Series 65 or 66 license required.
  • Active Health and Life Insurance licenses required.
  • Established book of business required.
  • Strong understanding of financial planning principles, investment strategies, and insurance products.
  • Excellent communication, interpersonal, and presentation skills.
  • Proven ability to build and maintain client relationships.
  • Self-motivated, results-oriented, and able to work independently.
  • Bachelor's degree in finance, economics, or a related field preferred.
  • Proficient with financial planning software and CRM systems.


Benefits

Health Insurance, life insurance, dental, vision, 401k with match, STD/LTD, supplemental benefits, PTO etc.
Stone Hendricks Group is a direct-hire search firm that brings together years of experience and a diverse range of talent to connect businesses with exceptional job candidates. With a focus on timely and effective recruitment, we understand the power of a well-formed employee base in helping businesses achieve their goals. We offer our services to businesses of all sizes, providing qualified candidates for blue- and grey-collar roles, as well as white-collar and executive positions. The success of our direct-hire search process is driven by our advanced training, proprietary technology, and extensive network across industries. At Stone Hendricks Group, we value integrity and prioritize connectedness, commitment, and candor in our interactions with both employers and job seekers. Our clients consider us trusted advisors, relying on the highly personalized service we provide and our ability to find candidates that are an ideal fit for their unique needs. Choose Stone Hendricks Group for unsurpassed direct-hire search services that match successful organizations with talented job candidates.
[job_alerts.create_a_job]

Financial Advisor • Bellevue, Washington, US

[internal_linking.similar_jobs]

Financial Advisor

Northwestern MutualBellevue, WA, United States
[job_card.full_time]

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...[internal_linking.show_more]

 • [job_card.promoted] • [job_card.new]

Financial Advisor

SR StaffingMedina, WA, United States
[job_card.full_time]

This role is centered on service, planning, operational execution, and maintaining high client satisfaction within a structured, process-driven advisory model.You will serve as a primary point of c...[internal_linking.show_more]

 • [job_card.promoted] • [job_card.new]

Financial Advisor

Ameriprise FinancialBellevue, WA, United States
[job_card.full_time]

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal r...[internal_linking.show_more]

 • [job_card.promoted]

Wealth Advisor - Mechanics Bank

LPL Financial Holdings, Inc.Seattle, WA, United States
[job_card.full_time]

LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs.Rated in Forbes as one of America's Best Banks in 2024, Mechanics Bank r...[internal_linking.show_more]

 • [job_card.promoted]

Private Wealth Advisor

Blue TrustSeattle, WA, United States
[job_card.full_time]

The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to serve.Provides leadership, direction, and acco...[internal_linking.show_more]

 • [job_card.promoted]

Senior Wealth Advisor

Composition Wealth, LLC.Seattle, WA, United States
[job_card.full_time]

A Unique, Ground Floor Opportunity at Composition Wealth – a fun, fast growing, investment firm with an award-winning culture.Composition Wealth is an independent, nationally-ranked investment advi...[internal_linking.show_more]

 • [job_card.promoted]

Private Client Advisor

Columbia Bank (WA, OR & ID)Bellevue, WA, United States
[job_card.full_time]

Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.Init...[internal_linking.show_more]

 • [job_card.promoted] • [job_card.new]

Financial Advisor (Family Advisor)

AvantgardeBellevue, WA, United States
[job_card.full_time]

Parcion Private Wealth is a nationally recognized multi-family office dedicated to partnering with business owners and their families through life-changing liquidity events and beyond.We serve ultr...[internal_linking.show_more]

 • [job_card.promoted] • [job_card.new]

Financial Advisor

Mass Mutual NWSeattle, WA, United States
[job_card.full_time]

Responsibilities: This full-time Financial Advisor role is located in Seattle, WA, with flexibility for some remote work.As a Financial Advisor, you will work with clients to provide financial plan...[internal_linking.show_more]

 • [job_card.promoted]

Financial Advisor

Seattle Corporate SearchBellevue, Washington, US
[job_card.full_time]

You can get further details about the nature of this opening, and what is expected from applicants, by reading the below.Bellevue that is looking to add a.This is a high-impact role where you’ll st...[internal_linking.show_more]

 • [job_card.promoted]

FINANCIAL ADVISOR

Jamie GrayemSeattle, WA, United States
[job_card.full_time]

Base Salary + Quarterly Production Bonus + Full Benefits.This position is subject to SAFE Act registration requirements.Pursuant to the SAFE Act requirements, all employees engaged in residential l...[internal_linking.show_more]

 • [job_card.promoted]

Senior Financial Advisor (Senior Family Advisor)

AvantgardeBellevue, WA, United States
[job_card.full_time]

At Parcion, we partner with business owners and their families through life-changing liquidity events and beyond.We serve ultra-high net worth founders, entrepreneurs and first-generation wealth cr...[internal_linking.show_more]

 • [job_card.promoted] • [job_card.new]

Financial Advisor - Bellevue, WA

COUNTRY FinancialBellevue, WA, United States
[job_card.full_time]

We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insura...[internal_linking.show_more]

 • [job_card.promoted]

US Experienced Financial Advisor

Edward JonesSeattle, WA, United States
[job_card.full_time]

As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors.You'll benefit from the...[internal_linking.show_more]

 • [job_card.promoted] • [job_card.new]

Private Client Advisor & Financial Planner

KeyCorpSeattle, WA, United States
[job_card.full_time]

A leading financial services provider in Seattle is seeking a Private Client Advisor to focus on Mass Affluent clients by providing investment solutions and developing comprehensive financial plans...[internal_linking.show_more]

 • [job_card.promoted] • [job_card.new]

Financial Solutions Advisor Registration Candidate - Northwest Snohomish, WA Market

Bank of AmericaMarysville, WA, United States
[job_card.full_time]

Financial Solutions Advisor Registration Candidate - Northwest Snohomish, WA Market.To proceed with your application, you must be at least 18 years of age.Lateral-US/job/Marysville/Financial-Soluti...[internal_linking.show_more]

 • [job_card.promoted]

Private Client Advisor

Key BankRenton, WA, United States
[job_card.full_time]

Coal Creek Parkway SE, Newcastle Washington.The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and wi...[internal_linking.show_more]

 • [job_card.promoted] • [job_card.new]

Team Based Financial Advisor Legacy West Financial Consultants - Bellevue, WA

Thrivent Financial for LutheransBellevue, WA, United States
[job_card.full_time]

Make an impact working as part of a team providing financial advice with heart.You'll learn the business surrounded by experienced financial advisors and other experts, building your career with th...[internal_linking.show_more]