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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.

YEAR

Freestone Capital Management LLC

Client Advisor

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Freestone Capital Management

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About the Wealth Advisor's Role: As a member of the DS Baker Advisors team, the primary role of the Wealth Advisor is the administration, retention, relationship management and development of selected trust, agency, estate and guardianship, cash management and retirement accounts. About DS Baker Advisors: This position is part of DS Baker Advisors, a team of specialists whose goal is to provide comprehensive financial services for all business and high net worth individual clients traversing their wealth journey.

Baker Boyer Bank

Wealth Advisor

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.

LPL Financial

Associate Wealth Advisor - Salal Credit Union

FULL_TIME

Ability to coordinate a variety of activities and projects simultaneously and prioritize daily work, such as tracking and closing new business; scheduling appointments; proactive calls for prospecting, marketing, servicing/sales, etc. In addition to client-facing responsibilities, the Senior Associate Financial Advisor will work with the team to implement elements of the practice’s strategic plans and assist in the day-to-day management of the office.

First Technology Federal Credit Union

Senior Associate Financial Advisor

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LPL Financial Services

AgWest Farm Credit is a member-owned financial cooperative that provides financing and related services to farmers, ranchers, agribusinesses, commercial fishermen, timber producers, rural homeowners and crop insurance customers in a seven-state territory in the Western United States. I &T Financial Planning, Budgeting & Investment Management Lead and coordinate annual and multi-year I&T budgeting and forecasting activities in partnership with I&T leaders, Finance, service owners, product owners, project leaders, Vendor & Partner Management and business stakeholders.

AgWest Farm Credit

IT Financial Management Advisor

WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

U.S. Bank

Wealth Management Advisor

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Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.

Edward D Jones & Co LP

Financial Advisor

Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

TIAA

Financial Planning Advisor - Seattle, WA

Minimum 5-7 years of experience in investment management, financial planning or financial services with demonstrated ability to develop and manage plans and manage client relationships. The Lead Financial Advisor is the primary manager of client relationships and may also provide support to senior advisors and their client relationships.

Ivy Way Placements

Lead Financial Advisor

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

JPMorgan Chase & Co

J.P. Morgan Advisors - Senior Client Associate - Seattle, WA

Own regional recruiting results, including revenue, AUM, advisor headcount growth, and strategic acquisition outcomes associated with experienced financial advisors, advisor teams, and other growth opportunities. This Vice President serves as a strategic advisor to Territory and field leadership and is accountable for advisor acquisition results, recruiting productivity, recruiting economics, and overall business impact.

Prudential Financial Inc

VP, Wealth Management Recruiting - Prudential Wealth Advisors (Virtual)

Rated in Forbes as one of America's Best Banks in 2024, Mechanics Bank recently merged with HomeStreet Bank to unite two historic West Coast companies with strong values, dedicated about serving their local communities and committed to meeting the banking, lending and wealth management needs of its clients. Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base.

LPL Financial Holdings Inc

Wealth Advisor - Mechanics Bank

Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.

Wealth Advisor - O Bee Credit Union

Wealth Advisor - Banner Bank

Wealth Advisor - Gesa Credit Union

A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.

Gesa Credit Union - Wealth Advisor

Actively calls and develops high value prospects and clients of the Bank to market trust and investment management services, as well as works with centers of influence to cultivate similar types of business opportunities. This individual will partner with business line leaders to develop and execute effective wealth management strategies targeted at acquiring, deepening, and retaining wealth management and banking clients.

Investment Advisor Jobs in Washington

Client Advisor Freestone Capital Management LLC

Client Advisor Freestone Capital Management

Wealth Advisor Baker Boyer Bank

Associate Wealth Advisor - Salal Credit Union LPL Financial

Senior Associate Financial Advisor First Technology Federal Credit Union

Associate Wealth Advisor - Salal Credit Union LPL Financial Services

IT Financial Management Advisor AgWest Farm Credit

Wealth Management Advisor U.S. Bank

Financial Advisor Edward D Jones & Co LP

Financial Planning Advisor - Seattle, WA TIAA

Lead Financial Advisor Ivy Way Placements

J.P. Morgan Advisors - Senior Client Associate - Seattle, WA JPMorgan Chase & Co

VP, Wealth Management Recruiting - Prudential Wealth Advisors (Virtual) Prudential Financial Inc

Wealth Advisor - Mechanics Bank LPL Financial Holdings Inc

Wealth Advisor - O Bee Credit Union LPL Financial Holdings Inc

Wealth Advisor - Banner Bank LPL Financial Holdings Inc

Wealth Advisor - Gesa Credit Union LPL Financial Holdings Inc

Gesa Credit Union - Wealth Advisor LPL Financial

Senior Wealth Advisor Riverview Bancorp Inc

Wealth Advisor - Mechanics Bank LPL Financial Services

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