UNKNOWN

FEED

Develop customized asset allocation strategies and investment solutions for clients; including risk management/insurance and tax/estate planning and develop customized investment solutions and asset allocation strategies for clients. The primary role of the Associate Wealth Advisor is to provide investment and relationship management support to a senior advisor or team of advisors, including any and all daily, monthly, and annual research & reporting tasks to support the end-client's needs.

YEAR

LPL Financial

Associate Wealth Advisor - Salal Credit Union

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Seeks to continually increase knowledge of the financial planning philosophy and biblical principles upon which Blue Trust serves its client base through learning associated scripture memory verses to integrate Blue Trust's philosophy into client counsel and services. Appropriately manages multiple priorities and strives to support the relationship building and investment management activities of Advisors through applied technical skills and knowledge of the financial planning process, including plan delivery and on-going coordination of client affairs.

Ronald Blue & Co.

Financial Planner

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. Conducts research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate.

Raymond James Financial Inc

Senior Associate Wealth Advisor

The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.

Beacon Pointe Advisors

Senior Wealth Advisor

This employment opportunity at Boeing Employee Credit Union in Tacoma, WA would allow you to join the Investment Program at Boeing Employee Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Boeing Employee Credit Union for financial solutions.

LPL Financial Services

Associate Advisor - Boeing Employee Credit Union

LPL Financial Holdings Inc

Blue Trust Inc

Headquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning. We help our advisors with growth through a number of channels including seeding with existing clients and through our SAN and other channel partners in addition to supporting their organic growth efforts.

Freestone Capital Management LLC

Client Advisor

Freestone Capital Management

FULL_TIME

He enjoys cigars and artisan spirits, traveling both domestically and internationally to explore new cultures and natural beauty, and shopping at farmers markets and cooking seasonal meals with his family. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.

Northwestern Mutual - Puget Sound

Client Advisor with Competitive Drive

You'll own a portfolio of accounts, lead bi-weekly client calls, manage Meta campaigns, monitor results, contribute to ad messaging, and serve as the primary point of contact for your clients. Our clients hire us to deliver qualified appointments at a specific cost per appointment, with target show rates and close rates that make the economics work for their practice.

Clients Blackbox, Inc.

Financial Services Marketing Manager

Workable

Paragon Wealth Advisors is seeking an experienced and analytical Financial Planning Specialist to support our financial planning team and help deliver high-quality planning work for clients. This position will work closely with the primary Financial Planning Specialist and Financial Advisors, providing additional capacity across financial forecasting, plan preparation, research, quality control, client meeting support, and other planning-related responsibilities.

Jambalaya Group

Financial Planning Specialist

Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits. Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation.

Brighton Jones

Advisor - Seattle

Coordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.

KeyCorp

Private Client Advisor

As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam.

Lead Advisor

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Paragon Wealth Advisors

Our client is a thriving, growth-oriented independent wealth management firm seeking an ambitious Associate Advisor (Relationship Manager) to join their collaborative advisory team in Bellevue, Washington. Instead, you'll inherit relationships within an established client segment, work alongside experienced Advisors, and receive hands-on mentorship while developing into a trusted Advisor.

Claire Myers Consulting

Associate Advisor (Relationship Manager)

Other essential functions may include, but are not limited to the following: Oversees all financial and business aspects of District operations, including directly, Business Services (accounting, accounts payable and accounts receivable), Payroll and Purchasing. While performing the duties of this job, the employee is required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms, climb or balance, stoop, kneel, crouch, or crawl, talk, hear (in a quiet or noisy environment).

Michigan Association of Superintendents and Administrators

Chief Financial Officer

Coordinate all aspects of investment product delivery within assigned Branch(s), including the coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.

Keybank National Association

OTHER

The Financial Planning Lead works closely with the Director of Client Experience, relationship advisors, and other team members to support the delivery of financial planning advice and strategies to clients. This position plays a key role in delivering a thoughtful, high-quality planning experience that helps clients gain clarity, confidence, and optimism around their financial lives.

Financial Advisor Jobs in Bellevue, WA

Associate Wealth Advisor - Salal Credit Union LPL Financial

Financial Planner Ronald Blue & Co.

Senior Associate Wealth Advisor Raymond James Financial Inc

Senior Wealth Advisor Beacon Pointe Advisors

Associate Advisor - Boeing Employee Credit Union LPL Financial Services

Associate Advisor - Boeing Employee Credit Union LPL Financial Holdings Inc

Financial Planner Blue Trust Inc

Client Advisor Freestone Capital Management LLC

Client Advisor Freestone Capital Management

Client Advisor with Competitive Drive Northwestern Mutual - Puget Sound

Financial Services Marketing Manager Clients Blackbox, Inc.

Financial Planning Specialist Jambalaya Group

Advisor - Seattle Brighton Jones

Private Client Advisor KeyCorp

Lead Advisor Brighton Jones

Financial Planning Specialist Paragon Wealth Advisors

Associate Advisor (Relationship Manager) Claire Myers Consulting

Chief Financial Officer Michigan Association of Superintendents and Administrators

Private Client Advisor Keybank National Association

Financial Planning Lead Tschetter Group

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