Financial Advisor in Washington

Financial Advisor at Bailey Wealth Services - Everett, WA
At Bailey Wealth Services, we are a value-driven financial advisory firm dedicated to providing customized financial strategies that empower our clients to achieve their financial goals. Our team thrives on trust, collaboration, and a shared commitment to delivering excellence.

Who We Are
As a full-service, independent advisory firm, Bailey Wealth Services is committed to guiding our clients toward financial success at every stage of their lives. Our approach is rooted in collaboration, creating tailored solutions, and developing sound financial plans that address our clients' unique needs.

The Role
As a Financial Advisor, you will play a pivotal role in supporting our lead advisor and clients. Your responsibilities will include:

• Conducting client financial analyses
• Rebalancing accounts and executing trades
...

Parcion Private Wealth is looking for a dynamic teammate to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Family Advisor to join our firm. Our ideal candidate is a highly motivated team player that exemplifies our firm’s Core Values of Integrity, Dedication, Teamwork, Impact, and Opportunity. This is your chance to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office.

We partner with business owners and their families to unlock the true potential of their wealth. We show them how to take care of the people they love for generations and help them get clear, thinking bigger about what’s next, keeping more of what they’ve built for themselves, their family and the causes they care about.

If you have a relentless, burning desire to succeed and share our vision, we would love to hear from you!

Responsibilities:...

Financial Advisor

Wayfinding Financial is an independent, SEC-Registered Investment Advisory firm that provides clients with an objective, transparent, and collaborative team approach to wealth management.

Our mission: Our group focuses on reducing our clients’ anxiety by establishing a clear path for them to follow and guiding them along their journey. Our individual planning approach combines wisdom, insight, and a deep understanding – not just for a client’s goal and objectives, but also for their lives, family, interests, and passions. If you would like to add clarity to your financial future and enhance your confidence in your ability to achieve your life goals, please contact us today.

We are currently looking for a Financial Advisor to join our office in Lynnwood, WA.

This position reports to the Partners of Wayfinding Financial and responsibilities include:

• Serve as the...

Parcion Private Wealth is looking for a dynamic leader to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Senior Family Wealth Advisor to join our firm. Our ideal candidate is a highly motivated team player that exemplifies our firm’s Core Values. This is your opportunity to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office.

Our mission at Parcion is to champion wealth creators, entrepreneurs, innovators, and their families by guiding them through life-changing liquidity events and helping to maximize the positive impact they have on their communities and the world. If you have a relentless, burning desire to succeed, and share our vision, then we would love to hear from you!

Responsibilities:

• Serve as a relationship manager for assigned clients, driving the implementation of recommendations in the four...