Financial Advisor Jobs in Bellingham, WA (13)
Gastroenterology Physician
Nephrology Physician
Neurology Physician
Online Order Filling Team Associate
Maintenance Manager
Maintenance Manager
Seasonal Front Desk Agent | Semiahmoo Resort
J.P. Morgan Wealth Management - Private Client Advisor - Bellingham, WA
Registered Branch Associate
Remote Certified Financial Planner
CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote
Resident Director
Small Business Banker
Fire Safety Coordinator/Safety Officer 2
Development and Engagement Director
Financial Advisor III - Supply Chain
J.P. Morgan Wealth Management - Private Client Advisor - Bellingham, WA
Job Description
Working as a Financial Advisor in Bellingham, WA
There are 13 Financial Advisor opportunities available in Bellingham, WA all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
Financial Advisor jobs near Bellingham, WA
Financial Advisors in Bellingham, WA Resume Data
Average Experience for Financial Advisors in Bellingham, WA
- More than 10 years: 71%
- 3-5 years: 14%
- 6-10 years: 14%
Educational Background for Financial Advisors in Bellingham, WA
- Masters: 43%
- Bachelors: 43%
- Associates: 14%
Top Skill for Financial Advisors in Bellingham, WA
- Bookkeeping: 10%
- Administrative assistant/receptionist: 10%
- Business math: 10%
- Call center customer service: 10%
- Logic & critical thinking: 10%
- Customer focus & orientation: 10%
- Customer service: 10%
- Analyzing data: 10%
- Attention to detail: 10%
- Spreadsheets with Microsoft Excel: 10%
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