249 Results for

Financial Advisor Jobs in Seattle, WA

New Accounts Representative

Heritage Bank

$23.84 - $28.61

Freeland, WA

The FreelandBranchis seeking a new accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion.

3 days ago
Restaurant Manager

Raising Cane's

$22 - $22.5

Lynnwood, WA

It also includes both inside and outside work in varied temperatures, working with and around food products, common allergens, industrial equipment, commercial cleaning products that require the use of personal protective equipment and physical activities necessary to complete the responsibilities of the job. The physical work environment includes working in a fast-paced kitchen environment (which requires extended periods of physical exertion, such as walking, standing, lifting and bending) and interacting with customers.

3 days ago
Associate Financial Advisor - North King Co/Snohomish Co

BECU

Tukwila, WA

Business Development and Client Referrals: Engage in targeted business development activities assigned by management, and when needed, refer prospective clients to BECU Investment Services Advisor for comprehensive support. Proactive Member Service and Advocacy: Demonstrate a commitment to delivering exceptional member service, conducting regular reviews, and effectively addressing client challenges within the ambit of BECU Investment Services objectives.

16 days ago
Associate Financial Advisor - South Puget Sound

BECU

Tukwila, WA

Business Development and Client Referrals: Engage in targeted business development activities assigned by management, and when needed, refer prospective clients to BECU Investment Services Advisor for comprehensive support. WHAT YOU'LL DO: Partnering for Success: Work collaboratively with Financial Advisor(s) in your assigned area to develop and execute investment strategies for referred members and clients from NFC branches.

16 days ago
Servicing Financial Advisor

Express Employment Professionals

$100000 - $120000

Olympic View, WA

This role is ideal for an advisor who thrives on building long-term relationships, delivering exceptional service, and helping clients stay aligned with their financial goals. You will serve as a trusted resource, ensuring clients receive proactive communication, thoughtful guidance, and a high level of ongoing care.

30+ days ago
Advisor Professional Development Program (APDP)

KeyBank

Bellevue, WA

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. 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.

30+ days ago
Private Client Advisor

KeyBank

Covington, WA

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.

30+ days ago
Associate Private Client Advisor

KeyBank

Redmond, WA

Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(s) for the Mass Affluent clients including client management, service delivery and other resources in order to maximize needs- based sales production. Develop a complete understanding of Key Investment Services solutions to support cross- selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships.

30+ days ago
Sr. Improvement Advisor

Qualis Health

$90000 - $119000

Seattle, WA

Comagine Health is seeking a Senior Improvement Advisor to serve as a subject matter expert within our Health System Improvement (HSI) division, supporting health care providers, systems, and communities to improve care delivery and outcomes. * Collaborate with internal team members and external partners/stakeholders to improve health care delivery systems, processes, and outcomes.

11 days ago
Pharmacy Pricing and Market Solutions Advisor

Cambia Health Solutions

Tacoma, WA

This role will work with internal and PBM cross-functional team members including Actuarial, Underwriting, Pharmacy Informatics, and Sales to understand competitive market financials, cultivate and design pricing strategies, and support implementation of solutions that deliver value to customers and the organization. The expected hiring range for a Pharmacy Pricing and Market Solutions Advisor is $101,200 - $136,900 depending on skills, experience, education, and training; relevant licensure / certifications; and performance history.

30+ days ago
Audit Advisor - Assurance (Audit Services) (Senior Manager) (Multiple Positions) (1691876)

Ernst & Young US LLP

$172725

Seattle, WA

If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY’s Talent Shared Services Team or email SSC Customer Support at ssc.customersupport@ey.com. Provide accounting insights to clients in a clear and concise manner, including insights into complex accounting issues such as revenue recognition, share-based compensation, business combinations and internal controls.

23 days ago
Merchant Sales Advisor

KeyBank

Everett, WA

Consult with prospective businesses in identifying the proper payment solution to meet the business needs; present and sell merchant payment processing including credit card, check processing, gift cards, ACH and the corresponding hardware and software products with small and medium size businesses. With a focus on growing client relationships with payment and card processing needs, the Merchant Sales Advisor assists as part of the client's trusted advisor team for solutions in order to develop, manage and retain profitable client relationships for clients with basic to moderately complex merchant needs.

30+ days ago
Sr. Director, Financial Planning & Analysis - T-Mobile for Business (TFB)

T-Mobile USA, Inc

Bellevue, WA

The Senior Director of FP&A for T Mobile for Business (TFB) serves as the chief financial partner to TFB's multi billion dollar portfolio, providing strategic leadership across subscriber planning, revenue forecasting, operating expense management, and capital investment strategy. This leader drives high quality financial insights, delivers accurate and strategic short and long term financial plans, advances reporting and controls frameworks, and guides the business through complex customer, segment, and initiative level financial decisions.

30+ days ago
Sr. Corporate Counsel - Commercial/Product Transactions (Financial/B2B Products)

T-Mobile USA, Inc

Bellevue, WA

This role supports a commercial transactional portfolio spanning multiple customer-facing products, including (1) B2B Products (third-party products/services T-Mobile commercializes and resells) and (2) financial products (e.g., T-Mobile Money and related payments/financial services vendor ecosystem). Lead drafting, review, and negotiation of complex commercial agreements, including: B2B product development and resale transactions: trial agreements, MSAs, order forms/SOWs, amendments, renewals, remediation agreements, and termination/wind-down/transition assistance provisions for third-party products T-Mobile resells.

15 days ago
Enterprise Microsoft Solution Advisor

SoftChoice

Seattle, WA

The impact you will have: As ourEnterprise Microsoft Software Advisor, you will understand the challenges that customers have with the acquisition and management of Microsoft licensing, and you will solve those challenges through the delivery of ongoing solutions that reduce their risk and manage their costs. Why you'll love Softchoice: We are a software-focused IT solutions and services provider that equips organizations to be agile and innovative, and for their people to be engaged, connected, and creative at work.

30+ days ago
Financial Services Client Executive - Northwest Region

CDW LLC

Clyde Hill, WA

What you will do: Prioritizing Accounts and Opportunities: When strategizing account management, identifying criteria for prioritizing accounts, evaluating the depth of customer relationships, assessing the competitive advantages of winning each account, gauging the overall potential of an account, and striking a balance between allocating time for short term gains and long-term impact. Initial Negotiation: In the negotiation process, developing options, establishing credibility with the customer, setting the negotiations tone, asking questions to validate interests, including multiple negotiation variables, and identifying relevant stakeholders to achieve successful outcomes.

30+ days ago
Associate Business Advisor - Value Management

Parametrix

$85000 - $100000

Seattle, WA

Parametrix's Advisory Services team is expanding our Value Engineering / Management-as-a-Service offering and is seeking a Business Advisor with a Certified Value Specialist (CVS) and/or Value Management Associate (VMA) credential to help build and deliver this growing service line. Support broader advisory engagements including constructability reviews, project delivery, risk management, and process improvement efforts, and other project and program delivery efforts.

21 days ago
Senior Business Advisor - Value Management

Parametrix

$116000 - $170000

Seattle, WA

Parametrix's Advisory Services team is expanding our Value Engineering / Management-as-a-Service offering and is seeking a Senior Business Advisor with a Certified Value Specialist (CVS) credential to help lead, shape, and grow this strategic service line. You will lead complex value engineering studies, serve as a trusted advisor to clients, and play a key role in improving value on key projects and programs, mentoring team members, and expanding our market presence.

21 days ago
Owner's Advisor - Advisory Services

Parametrix

$145000 - $160000

Seattle, WA

We partner with public and private sector clients across water/wastewater, transit and transportation, environmental services, and construction management-helping deliver critical infrastructure that strengthens the communities where we live and work. Support Alternative Delivery: Provide expertise in Alternative Public Works contracting, supporting the successful delivery of CM/GC, CMAR, GC/CM, PDB, or DB heavy civil infrastructure projects.

16 days ago
Mortgage Advisor - Mill Creek/Woodinville/Monroe

BECU

Mill Creek, WA

Your expertise won't stop at loans-you'll be a go-to resource, mentor, and advocate, helping teammates grow their mortgage knowledge while ensuring members feel informed, confident, and supported from application through funding. As a Mortgage Advisor - Primary Market, you'll deepen trusted relationships with new and existing members, guide them through complex mortgage decisions, and expand BECU's mortgage presence within your assigned community.

16 days ago
Mortgage Advisor - Pierce County

BECU

Tukwila, WA

Your expertise won't stop at loans-you'll be a go-to resource, mentor, and advocate, helping teammates grow their mortgage knowledge while ensuring members feel informed, confident, and supported from application through funding. As a Mortgage Advisor - Primary Market, you'll deepen trusted relationships with new and existing members, guide them through complex mortgage decisions, and expand BECU's mortgage presence within your assigned community.

16 days ago
Field Sales Advisor - Bellevue Service Center

Rivian Automotive, LLC

$50600 - $63300

Clyde Hill, WA

Rivian may use your Candidate Personal Data for the purposes of (i) tracking interactions with our recruiting system; (ii) carrying out, analyzing and improving our application and recruitment process, including assessing you and your application and conducting employment, background and reference checks; (iii) establishing an employment relationship or entering into an employment contract with you; (iv) complying with our legal, regulatory and corporate governance obligations; (v) recordkeeping; (vi) ensuring network and information security and preventing fraud; and (vii) as otherwise required or permitted by applicable law. Rivian may share your Candidate Personal Data with (i) internal personnel who have a need to know such information in order to perform their duties, including individuals on our People Team, Finance, Legal, and the team(s) with the position(s) for which you are applying; (ii) Rivian affiliates; and (iii) Rivian's service providers, including providers of background checks, staffing services, and cloud services.

22 days ago
Tesla Advisor, Delivery

Tesla, Inc.

$19.76 - $41.04

Queen Anne, WA

Work closely with other employees to ensure smooth pre-delivery experiences for customers with upcoming delivery appointments and provide a great customer-centric delivery experience. For roles working in CA, CO, HI, ID, MD, MS, NV, NC, OH, PA, TN, UT, VA, DC: This role requires you to possess a Motor Vehicle Salesperson License issued by the State Department of Motor Vehicles.

30+ days ago
Service Advisor

Tesla, Inc.

$19.19 - $41.04

Queen Anne, WA

Build trust with customers by providing empathetic service, handling complex issues with patience, and creating positive experiences that drive loyalty and repeat business. Along with competitive pay, as a full-time Tesla employee, you are eligible for the following benefits at day 1 of hire: Medical plans > plan options with $0 payroll deduction.

15 days ago
Parts Advisor

Tesla, Inc.

$19.38 - $38.76

Lynnwood, WA

Escalate parts issues from internal or external suppliers in collaboration with Regional Parts Manager, acting as a point of contact to vendors and giving constructive feedback that will contribute to future improvements. Along with competitive pay, as a full-time Tesla employee, you are eligible for the following benefits at day 1 of hire: Medical plans > plan options with $0 payroll deduction.

14 days ago
Senior Financial Consultant - Record to Report with Security - Workday Success Plans - JR-0104494

Workday, Inc.

Seattle, WA

As a Workday Financials (Record to Report) Functional Consultant – Workday Success Plans, you will work directly with customers post go-live to ensure they are fully leveraging their Workday Financials investment. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role).

22 days ago
Tesla Advisor, Sales

Tesla, Inc.

$20.52 - $38.48

Queen Anne, WA

Your role is essential in consistently delivering an educational, immersive, and exciting experience to both current and potential customers, exceeding client expectations from their initial showroom visit to their delivery day experience. For roles working in CA, CO, HI, ID, MD, MS, NV, NC, OH, PA, TN, UT, VA, DC: This role requires you to possess a Motor Vehicle Salesperson License issued by the State Department of Motor Vehicles.

30+ days ago
Sr Mortgage Advisor - Spokane, Coeur d'Alene, Tri-Cities, Yakima, Vancouver WA,

BECU

Tukwila, WA

IMPACT YOU'LL MAKE: The Sr Mortgage Advisor role is all about using your skills to connect with members and brokers, not just to sell mortgage loan products, but to create a lasting positive impact on our members and in BECU's journey. Contribute to individual and team goals: Your role goes beyond just selling; it involves contributing to the overall goal attainment, coaching and developing referral generation, and enhancing the member experience.

16 days ago
Sr Mortgage Advisor - Greater Puget Sound

BECU

Tukwila, WA

IMPACT YOU'LL MAKE: The Sr Mortgage Advisor role is all about using your skills to connect with members and brokers, not just to sell mortgage loan products, but to create a lasting positive impact for our members and in BECU's journey. Contribute to individual and team goals: Your role goes beyond just selling; it involves contributing to the overall goal attainment, coaching and developing referral generation, and enhancing the member experience.

16 days ago
Financial Analyst III - Engines

Blue Origin LLC

Seattle, WA

and/or transports placardable amounts of hazardous materials by ground in any vehicle on a public road while in commerce, may be subject to additional Federal Motor Carrier Safety Regulations including: Driver Qualification Files, Medical Certification (obtained before onboarding), Road Test, Hours of Service, Drug and Alcohol Testing (CDL drivers only), vehicle inspection requirements, CDL requirements (if applicable) and hazardous materials transportation/shipping training. Required for Certain Job Profiles: Drivers who operate Commercial Motor Vehicles with a Gross Vehicle Weight (GVW), Gross Vehicle Weight Rating (GVWR) or combination of power unit and trailer that meets or exceeds 10,001 lbs.

9 days ago
Financial Analyst II - Engines

Blue Origin LLC

Seattle, WA

and/or transports placardable amounts of hazardous materials by ground in any vehicle on a public road while in commerce, may be subject to additional Federal Motor Carrier Safety Regulations including: Driver Qualification Files, Medical Certification (obtained before onboarding), Road Test, Hours of Service, Drug and Alcohol Testing (CDL drivers only), vehicle inspection requirements, CDL requirements (if applicable) and hazardous materials transportation/shipping training. Required for Certain Job Profiles: Drivers who operate Commercial Motor Vehicles with a Gross Vehicle Weight (GVW), Gross Vehicle Weight Rating (GVWR) or combination of power unit and trailer that meets or exceeds 10,001 lbs.

9 days ago
Senior Financial Functional Consultant - Spend Management - Workday Success Plans - JR-0104880

Workday, Inc.

Seattle, WA

Additional US Location(s) Base Pay Range: $111,000 USD - $197,300 USDAdditional Considerations: If performed in Colorado, the pay range for this job is $117,000 - $175,400 USD based on min and max pay range for that role if performed in CO.The application deadline for this role is the same as the posting end date stated as below: As a Workday Financials (Spend Management) Functional Consultant – Workday Success Plans, you will work directly with customers post go-live to ensure they are fully leveraging their Workday Financials investment.

1 day ago
Senior Financial Functional Consultant - Accounting Center and Record to Report - JR-0104545

Workday, Inc.

Seattle, WA

As a Workday Financials (Record to Report & Accounting Center) Functional Consultant – Workday Success Plans, you will work directly with customers post go-live to help them fully leverage their Workday Financials investment. This role combines deep Workday accounting expertise with customer-facing consulting and enablement, helping customers integrate operational data into Workday, streamline accounting processes, and improve financial visibility.

22 days ago
Principal Financial Services Executive - FSI - JR-0105646

Workday, Inc.

Seattle, WA

We work closely with Account Executives, Sales Directors, Pre-sales, Value Engineering, Partners, and Customer Success to shape services strategy, differentiate Workday’s deployment approach, and set customers up for successful implementations. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role).

10 days ago
Revenue Cycle Informatics Advisor

MultiCare Health System

Tacoma, WA

The incumbent provides accurate, timely and objective analysis in all projects assigned related to ongoing and special financial and work flow analysis necessary to support to Revenue Cycle, Finance, Administrators, Directors and Managers throughout the health system and provides advanced analytical support through extensive internal contact with members of IS&T, Financial Services, Contracting and Reimbursement and all levels of leadership throughout the organization. The Revenue Cycle Informatics Advisor is responsible for the independent analysis of information, best practice development, generation, and presentation of strategic information and designs critical to the operational performance, financial viability and ongoing measurement of the revenue cycle.

30+ days ago
Asset & Wealth Management, Personal Wealth Financial Analyst - Seattle

Goldman Sachs

$60000 - $125000

Seattle, WA

Our Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management business. Strategic Relationship Management: Collaborate intimately with Private Wealth Advisors to provide comprehensive support for relationship management and sophisticated investment processes, catering to the unique needs of high net worth and ultra-high net worth clients, family offices, university endowments, and nonprofits.

30+ days ago
Merrill Experienced Financial Advisor

Bank of America

Seattle, WA

Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_24007333) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies + Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies + Source prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America Merrill + Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's degree or higher strongly preferred + Proven ability to partner and promote lead generation.

30+ days ago
Senior Private Client Advisor

Marsh & McLennan

$89500 - $166900

Seattle, WA

With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). As our Senior Private Client Advisor on the Private Client Services team, you'll be diving deep into client exposures and loss experiences to understand their current coverages.

30+ days ago
Business Intelligence Analyst - Financial Planning & Analysis

Zumiez Inc.

Lynnwood, WA

Must possess four (4) years of experience with each of the following: (a) conducting statistical analysis based scripting with R, Python and SQL; (b) Preparing data using Power Query, visualizing data using Power BI and applying DAX for advanced data modeling and KPI development; (c) managing databases with Microsoft SQL Server (d) managing with Jira and Confluence; (e) Automating reporting processes and improving efficiency through ETL and data warehousing methodologies, with expertise in scaling data storage and processing via cloud-based data lake architectures on platforms like SNOWFLAKE and AWS; (f) integrating machine learning techniques for descriptive, predictive and prescriptive statistical analysis using algorithms such as K-Nearest Neighbors, K-Means Clustering, Deep Learning and Time Series Data Analysis. Job Requirements: Requires a Master’s degree or foreign equivalent in Computer Science, Data Analysis, or a related field plus four (4) years of experience as a data scientist, advisor – data analytics, or related.

15 days ago
2026 Senior Strategic Financial Analyst

LevelTen Energy

Seattle, WA

The LevelTen Platform is the world’s largest online hub for renewable energy buyers, sellers, advisors, asset owners and financiers, and delivers the online tools and expertise they need to buy, sell and finance assets quickly. The LevelTen Platform supports power purchase agreements, clean energy asset M&A transactions, and tax credit transfers—soon expanding to granular certificate trading—enabling organizations to execute and manage transactions with confidence.

11 days ago
Senior Financial Advisor (Senior Family Advisor)

Parcion Private Wealth

$185000 - $250000

Bellevue, WA

We serve ultra-high net worth founders, entrepreneurs and first-generation wealth creators with complex financial lives, delivering integrated advice across investments, planning, and legacy considerations with discretion, rigor, and long-term perspective. We are seeking an experienced Senior Family Advisor (5–10 years of relevant experience, minimum) to join our advisory team and work closely with ultra-high net worth business owners, and multigenerational families.

30+ days ago
Financial Advisor (Family Advisor)

Parcion Private Wealth

$88000 - $150000

Bellevue, WA

We serve ultra high net worth founders, entrepreneurs and first generation wealth creators with complex financial lives, delivering integrated advice across investments, planning, and legacy considerations with discretion, rigor, and long-term perspective. This position requires strong technical acumen, leadership capability, strong relationship management, communication skills and the ability to communicate complex financial concepts with clarity and confidence to discerning clients.

30+ days ago
Senior Strategist - Financial Services Sector

Perkins Coie LLP

Seattle, WA

Lead the conception and execution of high-impact, sector-focused campaigns, thought leadership, and client-focused programs, collaborating with teams across the marketing department to ensure fully leveraged programing. This includes familiarity with financial regulation, compliance frameworks, and the impact of regulatory change on market participants, along with the ability to interpret and integrate industry trends-such as digital transformation and evolving transaction models-into strategic planning and business development initiatives.

21 days ago
Financial Advisor

Northwestern Mutual

$61000 - $250000

Seattle, Washington

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

30 days ago
Financial Advisor

First Command Financial Services, Inc.

Silverdale, WA

We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.

3 days ago
Merrill Advisor Development Program - Financial Advisor: Greater Seattle Market

Bank of America

Bellevue, WA

Merrill Advisor Development Program - Financial Advisor: Greater Seattle Market Bellevue, Washington;Seattle, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Bellevue/Merrill-Advisor-Development-Program---Financial-Advisor--Greater-Seattle-Market\_26010926-1) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Bellevue/Merrill-Advisor-Development-Program---Financial-Advisor--Greater-Seattle-Market\_26010926-1) **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.

10 days ago
Team-Based Financial Advisor - Harbor Financial Group- Gig Harbor, WA

Thrivent Financial

$75000 - $90000

Gig Harbor, WA

About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.

3 days ago
Team Based Financial Advisor - Legacy West Financial Consultants - Bellevue, WA

Thrivent Financial

$75000 - $90000

Bellevue, WA

Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-motivated with a strong sense of ownership and accountability for delivering results + Proactive problem-solver who thrives with minimal supervision + Strong self-starter mindset with the ability to prioritize and manage multiple tasks + Ability to foster relationships with existing and new clients/members + Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) + Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions + Ability to maintain integrity of sensitive/confidential information Requirements + Bachelor's degree or equivalent experience. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.

9 days ago
Financial Advisor-Seattle

RK Partners

Seattle, WA

Financial Planning– Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life. Investment Management– Our trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc.

30 days ago
Financial Advisor

The Misch Group

Bellevue, Washington

The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and maintaining strong relationships while achieving business growth objectives. Develop and implement personalized financial plans for clients, addressing their investment, retirement, estate, and insurance needs.

21 days ago