More jobs:
Financial Advisor
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-01-15
Listing for:
The Perillo Group
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Financial Advisor The Perillo Group
• Seattle, WA, United States
Financial Advisor
We are seeking a dedicated and experienced Financial Advisor to join our team in the Seattle-Bellevue area. As a Financial Advisor, you will be responsible for providing financial guidance and advice to clients based on their financial goals and objectives.
Responsibilities- Evaluate clients' financial situations and develop personalized financial plans
- Assist clients in making informed decisions about their investments
- Monitor and manage clients' investments to help them achieve their financial goals
- Provide guidance on insurance options, estate planning, and other financial aspects
- Stay up-to-date on financial trends and investment opportunities
- Bachelor's degree in Finance, Economics, or related field
- Series 65 is required. Series 7 or 66 is a plus.
- Minimum of 2 years of experience in financial planning or client advisory role
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Ability to work independently and as part of a team
If you are passionate about helping clients achieve their financial goals and possess the required qualifications, we would love to hear from you. Join our team as a Financial Advisor and make a difference in people's financial futures.
The pay listed for this role is 90k base + additional commissions offered.
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