Financial Planner Jobs in Seattle, WA

Pure Financial Advisors, LLC - Seattle, WA, United States

(Brea, Davis, Irvine, and Los Angeles); Seattle, WA (Mercer Island); Denver, CO; Chicago, IL and we are looking to expand in other cities. If you are a CERTIFIED FINANCIAL PLANNER professional (CFP

from: linkedin.com - 20 days ago

Crump Life Insurance Services - Seattle, WA, United States

Executive to address defined planning/insurance needs 3. Assist planners in the development of financial plans in the areas of wealth transfer and business planning and intergenerational transfers 4

from: linkedin.com - 28 days ago

Fidelity TalentSource LLC - Seattle, WA

. Certifications: Certified Financial Planner \u00AE / CFP-\u00AE - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company

from: careerbuilder.com - 3 days ago

TalentWealth - Bellevue, WA, United States

Insurance Strategies Estate planning Charitable giving Financial and portfolio reporting Qualifications: Bachelor’s degree or higher FINRA Series 65 preferred Certified Financial Planner designation a plus

from: linkedin.com - 17 days ago

Equitable Advisors - Bellevue, WA, United States (+1 location)

by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia

from: linkedin.com - 18 days ago

Fidelity TalentSource LLC - Seattle, WA

. Certifications: Certified Financial Planner \u00AE / CFP-\u00AE - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company

from: careerbuilder.com - 24 days ago

Equitable Advisors - Bellevue, WA, United States

marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements

from: linkedin.com - 18 days ago

Equitable Advisors - Kirkland, WA, United States (+2 locations)

by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia

from: linkedin.com - 18 days ago

CyberCoders - Bellevue, WA

We are an award winning financial advising firm always looking to innovate. We have a team of quality Certified Financial Planners and looking for more! Key Responsibilities: Define financial goals 135,000.00 - $190,000.00

from: cybercoders.com - 22 days ago

Parcion Private Wealth - Bellevue, Washington

planning literacy and 5+ years of experience in a client-facing financial advisory role at a broker dealer or RIA Series 65 or equivalent CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant

from: resume-library.com - 25 days ago