Financial Advisor
The Well
Mount Vernon, WA · $85k a year · Posted October 14, 2026
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Finance jobs in the rankings
Rankings about finance jobs
- Best cities for finance jobs #1 New York (1,932 openings)
- Best cities for finance pay after cost of living #1 San Mateo ($162k)
- Most requested AI skills in finance jobs #1 AI tools in daily work (4.3%)
- AI tools named most often in finance jobs #1 Claude (0.55%)
- Employers with the most finance jobs #1 Amazon (475 roles)
How AI is used in this kind of work
Among personal financial advisors, AI is already used for a large share of the tasks. Measured exposure for personal financial advisors: 35% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
About the job
...-term client trust \n \n \n What You Bring \n \n ~3–7 years of client-facing experience in financial planning / wealth management / tax strategy \n ~ Series 65 or 66 ( or CFP® in lieu)\n ~ Strong communication + public speaking skills. High EQ, can read...