Financial Advisor Jobs in Washington
Financial Advisor jobs in Washington are among the most active in the Pacific Northwest, concentrated in wealth management, retirement planning, and institutional investment services, with openings at every level from entry-level associate advisor through senior portfolio manager. Seattle, Bellevue, and Spokane account for the largest share of hiring, anchored by firms like Edward Jones, Merrill Lynch, and USAA, all of which maintain lasting presences in the state. The most consistent demand is for advisors with experience in fee-based financial planning, estate planning, and small-business financial consulting. Find a role that fits below and apply directly.
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Showing 5 of 38+ Financial Advisor jobs
Job Description:
*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Work Schedule
Monday thru Friday, some Saturdays required
Schedule Example: 8am-5pm, 9am-6pm, etc
We’ll help you
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from Academy managers who are invested in your success.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
Aptitude in obtaining required industry licenses.
Must be self-disciplined in managing time and capacity.
Experience in cultivating client relationships, accessing needs and recommending solutions.
Success creating strong peer relationships through effective communication and collaboration.
Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.
Desired Qualifications:
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
Bilingual Mandarin Strongly Desired
Skills:
- Advisory
- Account Management
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Issue Management
- Client Solutions Advisory
- Pipeline Management
- Active Listening
- Attention to Detail
- Risk Management
- Policies, Procedures, and Guidelines
- Client Management
- Causation Analysis
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****
Shift:
1st shift (United States of America)Hours Per Week:
40Job Description:
*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Work Schedule
Monday thru Friday, some Saturdays required
Schedule Example: 8am-5pm, 9am-6pm, etc
We’ll help you
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from Academy managers who are invested in your success.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
Aptitude in obtaining required industry licenses.
Must be self-disciplined in managing time and capacity.
Experience in cultivating client relationships, accessing needs and recommending solutions.
Success creating strong peer relationships through effective communication and collaboration.
Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.
Desired Qualifications:
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
Bilingual Mandarin Strongly Desired
Skills:
- Advisory
- Account Management
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Issue Management
- Client Solutions Advisory
- Pipeline Management
- Active Listening
- Attention to Detail
- Risk Management
- Policies, Procedures, and Guidelines
- Client Management
- Causation Analysis
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****
Shift:
1st shift (United States of America)Hours Per Week:
40See All 38 Financial Advisor Jobs in Washington
Find roles in Washington that match your experience and apply in just a few clicks.
Find Financial Advisor JobsFinancial Advisor Jobs by City in Washington
Where Washington roles are concentrated, by current openings.
Financial Advisor Job Market in Washington
A snapshot from current Washington openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Science & Research
What Washington Employers Look For
The qualifications that appear most often in financial advisor jobs across Washington.
- Active FINRA Series 65 or Series 66 registration recognized in Washington State
- Bachelor's degree in finance, economics, accounting, or a closely related field
- Current or eligibility for Washington State securities registration through FINRA
- Certified Financial Planner (CFP) designation or active progress toward certification
- Demonstrated experience building and managing client portfolios or financial plans
- Strong knowledge of Washington State community property and estate planning rules
Financial Advisor Jobs in Washington: Frequently Asked Questions
How do you become a financial advisor in Washington?
To become a financial advisor in Washington, you must register with the Washington State Department of Financial Institutions and pass the required FINRA licensing exams, most commonly the Series 65 for investment adviser representatives or the Series 7 paired with Series 66 for broker-dealers. A bachelor's degree in finance, economics, or accounting is the standard entry requirement at most firms, and the CFP designation significantly strengthens long-term career prospects in the state.
Which companies hire financial advisors in Washington?
Employers hiring financial advisors in Washington right now include Bank of America, First Command Financial Services, and COUNTRY Financial, based on current listings on Migrate Mate as of November 2026. Washington's high concentration of tech-sector employees and corporate headquarters in the greater Seattle area drives consistent demand for advisors who specialize in equity compensation planning and high-net-worth client services.
Which Washington cities have the most financial advisor jobs?
Bellevue, Seattle, and Spokane have the most financial advisor openings in Washington. Seattle and Bellevue dominate because of the region's dense corporate headquarters, large tech workforce, and major financial services offices, while Spokane generates steady demand as the commercial and healthcare hub of eastern Washington, drawing both independent advisory practices and regional bank wealth management teams.
Are there remote financial advisor jobs in Washington?
Yes, and more than many client-facing roles, since financial planning work increasingly takes place over video and digital planning tools. About 67% of financial advisor openings tied to Washington are remote or hybrid as of November 2026, reflecting how broadly firms have adopted virtual client service models. Roles focused on financial plan preparation, investment analysis, and ongoing client relationship management are the most likely to offer remote or hybrid arrangements.
How can I get hired as a financial advisor in Washington with little or no experience?
The most realistic entry path is applying for a financial advisor associate or client service associate role at a regional bank or national brokerage with a Washington branch, such as a firm operating through the Puget Sound or Spokane markets. Edward Jones runs a structured new-advisor development program that accepts candidates without prior finance experience. Completing the Series 65 exam before applying and obtaining the CFP candidacy status signals serious intent and gives candidates a concrete edge over other early-career applicants.
Where can I find and apply to financial advisor jobs in Washington?
You can find and apply to financial advisor jobs in Washington on Migrate Mate, which lists current Washington openings from employers actively hiring. Search the available roles, find the ones that match your experience and preferred location, and apply directly to the employer without any extra steps in between.
See All 38 Financial Advisor Jobs in Washington
Find roles in Washington that match your experience and apply in just a few clicks.
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