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Paragon Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, is seeking an experienced, detail-oriented, and licensed Paraplanner to join our team. The successful candidate will be able to manage transactions accurately, capture and communicate important information from client meetings, follow through on outstanding items, and anticipate what needs to happen next.

YEAR

Jambalaya Group

Paraplanner

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Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is looking for a motivated, organized, and client-focused Client Service Coordinator to join our growing team. As the first point of contact for many of our clients, you'll play an essential role in creating exceptional client experiences while supporting our advisors and helping our practice operate efficiently.

Client Service Coordinator

Workable

Paragon Wealth Advisors

Job Description Summary: The Managing Director, Advisory Leadership Team serves as a senior leader within the advisory organization, responsible for driving advisor performance, business growth, organizational effectiveness, and the consistent delivery of the Focus Partners client experience. The role plays a critical part in connecting firm objectives, divisional priorities, and advisor execution by leading key projects, driving organizational improvements, utilizing data-informed decision making, and supporting effective capacity and resource planning across the division.

The Colony Group, LLC

Managing Director, Advisory Leadership Team

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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.

Financial Planning Specialist

New York, New YorkAtlanta, Georgia, Boston, MA, Chicago, IL, Cleveland, Ohio, Dallas, Texas, Denver, Colorado, Houston, Texas, Los Angeles, California, Miami, Florida, Minneapolis, Minnesota, Philadelphia, Pennsylvania, San Diego, California, San Francisco, California, Seattle, Washington, Stamford, Connecticut, Tampa, Florida, Washington DC, West Palm, Beach, Florida. Through collaborative and strategic working relationships with senior business leaders, you will provide a consultative approach to workforce planning by effectively anticipating organizational talent needs/gaps and, subsequently working to develop and execute a strategy to source a network of advisor candidate pools to meet those needs.

AllianceBernstein Holding LP

Vp/Talent Acquisition Partner

VP/Talent Acquisition Partner

This structured, cohort-based development program is designed to build the next generation of Associate Wealth Advisors through dedicated financial-planning curriculum, applied learning, advisor-team experience, coaching, licensing support, and progressive readiness assessments. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.

Focus Partners Wealth

Advisory Team Associate (Full-Time Cohort Program)

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Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of proprietary tools.

Range Finance, Inc.

Senior Financial Planner

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. We're looking for an experienced Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning.

Financial Planner

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. Here, youll make a genuine impact on how people manage their financial lives while working alongside a team that celebrates wins, makes big decisions, and blazes new trails together.

Planning - L7 - Lead Planner

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. Members are not assigned to one planner, instead they get access to the whole team so that planners can collaborate and dive into their subject expertise based on the specific questions members are asking.

Range

You will combine CRM solution architecture expertise with an understanding of financial services workflows and technology ecosystems to advise clients on platform strategy, solution design, data models, technology selection, and end-to-end implementation. Experience integrating AI tools (e.g., ChatGPT) into day-to-day workflows to enhance productivity and insight generation, coupled with strong critical thinking to assess accuracy, mitigate bias, and ensure high-quality outputs.

West Monroe Partners, LLC

CRM Solution Architect

This individual will build senior-level relationships, identify new business opportunities, increase engagement with our research platform, and work closely with research analysts, sales professionals, corporate access, marketing, and senior leadership. In equities, our sales & trading teams facilitate public offerings in our core sectors and dedicate significant levels of firm capital to ensure the highest aftermarket support.

Piper Sandler Companies

Head of RIA & Family Office Research Distribution

Assist with client onboarding coordination, which includes managing Financial Advisors prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Proficient in knowledge and use of all major Baird's Private Wealth Management technology platforms (Thomson ONE, Albridge, Envestnet, CRM, Money Guide Pro, LiquidOffice, Microsoft Office (Word, Excel, PowerPoint), etc.).

HOUR

Robert W Baird & Co Inc

Client Planning Specialist

The ideal candidate will bring strong service orientation, sound judgment, and the ability to partner across teams to provide clear guidance, responsive support, and accurate resources that help advisors serve clients with confidence. We are seeking a Solutions Program Specialist to play an important role in supporting Wealth Management product solutions supporting Financial Professionals deliver thoughtful, effective guidance to clients.

D.A. Davidson & Co.

Solutions Program Specialist

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.

Blue Trust Inc

To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

Wealth Advisor Jobs in Seattle, WA

Paraplanner Jambalaya Group

Client Service Coordinator Jambalaya Group

Paraplanner Paragon Wealth Advisors

Managing Director, Advisory Leadership Team The Colony Group, LLC

Financial Planning Specialist Jambalaya Group

Financial Planning Specialist Paragon Wealth Advisors

Vp/Talent Acquisition Partner AllianceBernstein Holding LP

VP/Talent Acquisition Partner AllianceBernstein Holding LP

Advisory Team Associate (Full-Time Cohort Program) Focus Partners Wealth

Senior Financial Planner Range Finance, Inc.

Financial Planner Range Finance, Inc.

Planning - L7 - Lead Planner Range Finance, Inc.

Financial Planner Range

Senior Financial Planner Range

CRM Solution Architect West Monroe Partners, LLC

Head of RIA & Family Office Research Distribution Piper Sandler Companies

Client Planning Specialist Robert W Baird & Co Inc

Solutions Program Specialist D.A. Davidson & Co.

Financial Planner Blue Trust Inc

2027 Summer Internship Coldstream Wealth Management

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