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Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Baker Tilly Advisory Group, LP

Tax Manager, Private Wealth

Broadbean

UNKNOWN

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. What you'll do: Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities: Prepare and review complex individual, trust, estate, gift and state tax returns and international disclosures.

YEAR

Baker Tilly Virchow KrauseLLP

Senior Tax Associate- Private Wealth International

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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

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FULL_TIME

Securities licenses/Certification - Series 65 or Series 7 & 66 or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), (Chartered Investment Counselor (CIC) or Certified Investment Management Analyst (CIMA) certification varies by jurisdiction) Candidates with a 7&66 will need to obtain a Series 65 or Professional Designation within 18 months of employment. Once key production milestones are achieved, advisors unlock Trajan's full growth engine, including our in-house marketing agency and client development teams that deliver consistent, qualified opportunities.

Trajan Wealth LLC

Financial Advisor - Seattle Metro

Talent Acquisition

Baker Tilly Virchow Krause, LLP

Our advisors are supported by an established operational team, allowing them to focus on financial planning, developing client relationships, and delivering meaningful advice rather than managing every administrative detail independently. Imagine looking forward to coming to work: joining a close-knit, supportive group that values collaboration, mutual respect, a healthy work-life balance, and the opportunity to do meaningful work without sacrificing personal time.

Jambalaya Group

Financial Advisor

Workable

Recommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client''s goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent financial firms. Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal''s Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013.

Navy Federal Credit Union

Financial Advisor - Silverdale

This is an outstanding opportunity to join a collaborative wealth management team where you can deepen your financial planning expertise, build meaningful client relationships, and make a lasting impact while supporting the continued growth of a successful practice. Working closely with Advisors and fellow team members, this individual will play a key role in financial planning, investment operations, insurance servicing, and ongoing client relationship management while contributing to the continued growth and success of the practice.

Claire Myers Consulting

Service Advisor (Relationship Manager)

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Allegiance Wealth Management is seeking a relationship-oriented Associate Financial Advisor to serve existing and new clients within a collaborative private wealth practice. The anticipated base salary range for this position is $100,000-$125,000 per year, based on experience, credentials, and demonstrated ability to independently manage client relationships.

Associate Financial Advisor

General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Serve as an in-market SME on estate planning issues, which may include developing and delivering estate planning-focused training to KPB Relationship Managers, Market Leaders, and other key partners.

KeyCorp

Key Private Bank Estate Planning Advisor

Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits. Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation.

Brighton Jones

Advisor - Seattle

Reporting to the Director of Gift Planning, this position serves as a trusted charitable planning resource to donors and their professional advisors - including wealth managers, CPAs, trust officers, and estate planning attorneys - and is directly accountable for converting philanthropic intent into completed documented gifts. The Advisor is responsible for helping individuals, families, and organizations achieve their philanthropic goals through the establishment of Donor Advised Funds, nonprofit endowment funds, charitable trusts, and documented estate gifts, and owns the growth in charitable assets and deferred gift commitments that result from those relationships.

The Seattle Foundation

Gift Planning Advisor

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

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

LPL Financial Holdings Inc

Associate Financial Advisor I

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.

Freestone Capital Management

Client Advisor

Freestone Capital Management LLC

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.

<h1>Who We Are</h1>
 What we believe. 
 We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities. 
 These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.
 
 
 We’re known for our financial strength. 
 That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities. 
 
 We care.
 We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about. 
 

<h1>Why Work Here</h1>
 We’re strong and growing. 
 In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.
 
 
 We invest in our people. 
 We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.
 
 Be part of building our future.
 We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee. 
 
 Enjoy Milwaukee. 
 Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots. 
 
 <h1>Our Culture</h1>
 We are always evolving. 
 At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.
 
 
 We do what’s right. 
 Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work. 
 
 We recognize and develop possibilities in our people.
 Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective. 
 
 Diversity makes us better. 
 We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

Northwestern Mutual

[AW]-iCims

About the Consumer Loan Advisor role: As a member of the team, the Advisor will work to provide quality service to clients seeking various consumer loans including one to four family real estate loans, construction loans, secured and unsecured loans and lines of credit. Minimum five years previous lending/banking experience, which could include experience in accounting, bookkeeping, residential lending, consumer lending, business lending or a financial analyst role, or an equivalent combination of education, experience, and training that provides the required knowledge and abilities to do the job.

Baker Boyer Bank

Consumer Loan Advisor

Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits. Your Role: Acts as a Personal CFO for existing clients and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”.

Wealth Advisor Jobs in Washington

Tax Manager, Private Wealth Baker Tilly Advisory Group, LP

Senior Tax Associate- Private Wealth International Baker Tilly Virchow KrauseLLP

Financial Planning Advisor - Seattle, WA TIAA

Financial Advisor - Seattle Metro Trajan Wealth LLC

Senior Tax Associate- Private Wealth International Baker Tilly Virchow Krause, LLP

Financial Advisor Jambalaya Group

Financial Advisor - Silverdale Navy Federal Credit Union

Service Advisor (Relationship Manager) Claire Myers Consulting

Associate Financial Advisor Jambalaya Group

Key Private Bank Estate Planning Advisor KeyCorp

Advisor - Seattle Brighton Jones

Gift Planning Advisor The Seattle Foundation

Lead Financial Advisor Ivy Way Placements

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

Associate Financial Advisor I LPL Financial Holdings Inc

Client Advisor Freestone Capital Management

Client Advisor Freestone Capital Management LLC

Financial Advisor Northwestern Mutual

Consumer Loan Advisor Baker Boyer Bank

Lead Advisor - Seattle Brighton Jones

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