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Financial Consultant Financial Advisor

Client-First Financial Service Advisor

Job in Bellevue, King County, Washington, 98009, USA
Listing for: Boutique Recruiting
Full Time position
Listed on 2026-02-13
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Bellevue, WA is seeking a Service Advisor to manage relationships with approximately 300 clients, providing them with essential financial guidance and support. The ideal candidate will possess at least 2 years of relevant experience, a Series 65 (or 66/63) license, and strong technical skills, particularly in Excel. Benefits include health insurance coverage, a 401k with employer match, and professional development reimbursement.
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