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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 role blends creative work with hands on execution, one day coordinating our flagship client event, the next producing social content, launching an email campaign or partnering with advisors on a new marketing push.

Parcion Private Wealth

Marketing & Events Manager

IRecruitee

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. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

YEAR

The Colony Group, LLC

Referral Channel Specialist

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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.

D.A. Davidson

Insurance & Annuities Administrator

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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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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

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

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

Account Executive

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.

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

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

The ideal candidate will eventually become client-facing, participate in client meetings and reviews, help manage investment and retirement planning relationships, and potentially grow into a larger advisory role over time. The paraplanner/associate advisor role will work directly with the founder to support day-to-day client planning, case preparation, application processing, retirement income planning, and ongoing client relationship management.

Paraplanner - Richland, 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.

HOUR

Keybank National Association

Apdp PCA Trainee

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

As a Suitability Principal, you will conduct back-office reviews and provide firm acceptance of new business submissions, as well as suitability reviews for accounts clearing through National Financial Services (NFS) as well as accounts held directly with various sponsors/carriers. The MML Investor Services (MMLIS) Society1851 Wealth Management Team provides white-glove, concierge-level operational support and service to our top-tier Wealth Management advisors.

Massachusetts Mutual Life Insurance Company

Suitability Principal

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

Job Summary: The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Tax Specialization: Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.

BDO USA PC

Tax Manager, Core Tax Services - Corporate/ASC 740

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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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What You'll Be Doing: Develop new opportunities from a variety of personal lines referral networks ( wealth advisors, banks/financial institutions, law firms, accountants, and other referral networks). We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

Marsh McLennan Agency-Northwest

Sales Executive- Personal Insurance

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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.

Wealth Advisor Jobs in Washington

Marketing & Events Manager Parcion Private Wealth

Referral Channel Specialist The Colony Group, LLC

Insurance & Annuities Administrator D.A. Davidson

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

Sales Executive, Pacific North West Altruist Corp

Market Recruiting Manager - Northwest Wells Fargo & Co

Account Executive Range

Account Executive Range Finance, Inc.

Complex Operations Associate Royal Bank of Canada

Independent Risk Management Director, Investment Products Sofi

Regional Vice President - Bellevue, WA Advisor Talent Solutions

Paraplanner - Richland, WA Advisor Talent Solutions

Apdp PCA Trainee Keybank National Association

Senior Manager | Sales Reinvention | Insurance Accenture Plc

Suitability Principal Massachusetts Mutual Life Insurance Company

Client Service Specialist EmVision Capital Advisors

Tax Manager, Core Tax Services - Corporate/ASC 740 BDO USA PC

Family Office - Senior Client Administrator Brighton Jones

Sales Executive- Personal Insurance Marsh McLennan Agency-Northwest

Head of Impact Brighton Jones

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