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Reporting directly to the Vice President, Director of Insurance and Annuities this role is responsible for supporting Davidson’s Financial Professionals (FPs) and internal partners in the area of state insurance licensing and appointments, continuing education, annuity and life insurance order processing, reporting and recordkeeping to help FPs grow and manage their annuity and insurance business in an efficient manner. Coordinate with carrier wholesalers, service teams, broker general agencies, technology vendors, and internal departments to resolve operational issues and support efficient case processing.

YEAR

D.A. Davidson

Insurance & Annuities Administrator

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At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. Proactively identify ways to improve the sales team while meeting sales service-level agreements and maintaining accurate, complete records in Salesforce.

Altruist Corp

Sales Executive, Pacific North West

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The firm qualifies, enrolls, and assigns clients to advisors, allowing you to focus on what you do best: developing trusted relationships, delivering comprehensive financial planning, and helping clients make informed decisions that improve their financial well-being over time. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 .

Edelman Financial Engines

Director, Financial Planning (Seattle Area, WA)

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Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC's high-performance culture.

Royal Bank of Canada

Complex Operations Associate

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Be responsible for building and maintaining excellent relationships with Financial Advisors to enhance their satisfaction and retention as well as developing excellent partnerships with management to increase hiring of Financial Advisors.

<p>We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.</p>

Wells Fargo & Co

Market Recruiting Manager - Northwest

Account Executives build trust with potential members by showcasing the platforms value and educating them on the benefits of Range. Were excited to hire this role at Ranges Headquarters in McLean, VA, or one of our hub locations in New York City, or Seattle.

Range Finance, Inc.

Account Executive

This role has a target annual commission of $75,000, bringing expected on-target earnings to $165,000–$195,000 depending on base salary placement. Commissions are uncapped and earned on closed and booked revenue, with commission rates increasing based on monthly sales performance.

Range

The ideal candidate will enjoy becoming an integral team member, focused on enhancing and growing our 180 existing client relationships through exceptional service and allowing the advisors to focus on other responsibilities. The Client Service Specialist must be able to establish and maintain solid working relationships with advisors/clients with an enthusiastic commitment to serving and caring for other people.

EmVision Capital Advisors

Client Service Specialist

Hiring Steps

Provide hands-on independent oversight and credible challenge across consumer and retail investment products: self-directed brokerage, robo-advisory, options trading, IPOs, alternative investments, Composer trading algorithms, margin lending, and broker-dealer clearing/introducing broker relationships. As part of the Second Line of Defense (2LOD), this individual will provide oversight across risk types for all product and feature launches as well as partner with 1LOD risk owners on ensuring we are appropriately identifying, monitoring, and mitigating risks as part of our framework programs as we scale and grow this business.

Sofi

Independent Risk Management Director, Investment Products

Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We’re seeking a Regional Vice President (RVP) to lead financial advisor teams, drive revenue growth, and deliver an exceptional client experience across a designated region.

Advisor Talent Solutions

Regional Vice President - Bellevue, WA

Knowledgeable about the nuances of the Financial Services industry broadly, and insurance specifically, as well as front-line sales and commerce organizations, and are ready to apply your knowledge to help clients optimize and transform their sales and service solutions. Originate, qualify, and close new opportunities for Accenture with our Insurance industry clients, including sales (advisor) enablement, go-to-market strategies, direct to consumer growth, lead management, and sales operating model design.

Accenture Plc

Senior Manager | Sales Reinvention | Insurance

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.

HOUR

Keybank National Association

Apdp PCA Trainee

FULL_TIME

Manage money movement requests, including capital calls, distributions, journals, trades, wires, transfers, and other complex transactions, ensuring accuracy, appropriateness, and adherence to established processes. 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.

Brighton Jones

Family Office - Senior Client Administrator

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This role combines leadership, platform development, partnership management, and team leadership – making it an excellent opportunity for someone who enjoys building new capabilities, coordinating across teams, and bringing ideas from concept to execution. They will work closely with advisors and leadership teams to identify opportunities for innovation, improve adoption of Impact offerings across the firm, and ensure the platform continues to evolve alongside client needs and firm priorities.

Head of Impact

We deliver an exceptional Range experience to members by quickly solving problems, eliminating bugs, leveraging AI tools to elevate quality, and turning member feedback into impactful product improvements. You'll troubleshoot technical issues, collaborate with cross-functional teams, and deliver member satisfaction in a fast-paced startup environment.

Support Analyst

Knowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting. You will collaborate closely with our Certified Financial Planners to devise and implement tax strategies that align with clients' goals and regulatory requirements, and manage ongoing tax compliance work for members.

Tax Planner

As an Enterprise Customer Success Manager for FSI, you''ll be the strategic partner and a trusted advisor to our most complex customers with a portfolio spanning Banking, Insurance, Asset & Wealth Management, and Data Providers - helping them harness the full potential of all our Claude capabilities - Claude Enterprise, Claude Code, and API. This research continues many of the directions our team worked on prior to Anthropic, including: GPT-3, Circuit-Based Interpretability, Multimodal Neurons, Scaling Laws, AI & Compute, Concrete Problems in AI Safety, and Learning from Human Preferences.

Anthropic PBC

Customer Success Manager, Financial Services

Real Property Investments: Provide tax planning services specifically for real property investments, including strategies for maximizing depreciation deductions, understanding the implications of 1031 exchanges, managing rental income and expenses, and leveraging tax credits and incentives for real estate investments. Stock Options and Equity Compensation: Planning for tax-efficient exercise and sale of stock options, including Restricted Stock Units (RSUs), Restricted Stock Awards (RSAs), Incentive Stock Options (ISOs) and Non-Qualified Stock Options (NSOs).

Senior Tax Planner

Communicate regularly via telephone, mail, email, social media, etc. to facilitate regular review meetings, webinars, social media content curation, email drip campaigns, and other client reach out efforts in alignment with Client Experience Plan. The Client Services Associate II supports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment products while consistently meeting a high level of service and client engagement.

First Technology Federal Credit Union

Client Services Associate II

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As an Enterprise Customer Success Manager for FSI, you'll be the strategic partner and a trusted advisor to our most complex customers with a portfolio spanning Banking, Insurance, Asset & Wealth Management, and Data Providers - helping them harness the full potential of all our Claude capabilities - Claude Enterprise, Claude Code, and API. This research continues many of the directions our team worked on prior to Anthropic, including: GPT-3, Circuit-Based Interpretability, Multimodal Neurons, Scaling Laws, AI & Compute, Concrete Problems in AI Safety, and Learning from Human Preferences.

Wealth Advisor Jobs in Seattle, WA

Insurance & Annuities Administrator D.A. Davidson

Sales Executive, Pacific North West Altruist Corp

Director, Financial Planning (Seattle Area, WA) Edelman Financial Engines

Complex Operations Associate Royal Bank of Canada

Market Recruiting Manager - Northwest Wells Fargo & Co

Account Executive Range Finance, Inc.

Account Executive Range

Client Service Specialist EmVision Capital Advisors

Independent Risk Management Director, Investment Products Sofi

Regional Vice President - Bellevue, WA Advisor Talent Solutions

Senior Manager | Sales Reinvention | Insurance Accenture Plc

Apdp PCA Trainee Keybank National Association

Family Office - Senior Client Administrator Brighton Jones

Head of Impact Brighton Jones

Support Analyst Range Finance, Inc.

Tax Planner Range Finance, Inc.

Customer Success Manager, Financial Services Anthropic PBC

Senior Tax Planner Range Finance, Inc.

Client Services Associate II First Technology Federal Credit Union

Customer Success Manager, Financial Services Anthropic

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