Financial Advisor (Series 65 or 66/67 Licensed)
Location: Redmond, WA – 100% Onsite
Type: Full-Time

Are you a trusted financial professional looking to make a real impact for clients? We’re seeking a Financial Advisor in Redmond to provide personalized investment guidance and wealth management solutions in a collaborative, client-focused environment.

Why This Role Matters
As a Financial Advisor, you’ll help clients achieve their financial goals with confidence. You’ll provide guidance on investments, retirement planning, and wealth strategies while building long-term relationships. Your expertise will directly influence clients’ financial well-being and growth.

What You’ll Do

Serve as the primary point of contact for clients, understanding their financial goals and risk tolerance

Develop and implement tailored investment strategies, retirement plans, and wealth management solutions

Conduct portfolio reviews, monitor accounts, and adjust strategies as needed

Prepare client reports, performance updates, and financial plans

Stay up to date on market trends, investment products, and regulatory requirements

Collaborate with internal teams to deliver exceptional client experiences

Who You Are

Series 65 or Series 66/67 license required

Proven experience as a Financial Advisor or in wealth management

Strong knowledge of investment strategies, portfolio management, and financial planning principles

Excellent interpersonal and communication skills with a client-first mindset

Highly organized, detail-oriented, and able to manage multiple client relationships

Self-motivated, proactive, and collaborative in a team environment

Work Environment

100% onsite in Redmond, WA

Professional, client-focused office culture

Opportunity to grow your career in wealth management while deepening client relationships

If you’re passionate about helping clients achieve their financial goals and thrive in a dynamic, relationship-driven environment, we’d love to hear from you.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.