Financial advisor jobs in Seattle, Washington - Page 3Crear alertas

Addison Avenue Investment Services, the investment division of First Tech Federal Credit Union, is seeking an experienced Client Services Specialist to support a well-established Financial Advisor Team with a long-standing, high-quality book of business. First Tech is not currently offering Visa spo

Credit Solutions Advisor - South Lake Union Financial Center.

As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry

Expertise in financial strategy, fundraising, and scaling operations in a fast-paced environment is essential, as is a deep understanding of GAAP/IFRS, financial modeling, and relevant financial tools. Chief Financial Officer (CFO) Advisor. The Company is in search of a CFO Advisor to provide high-l

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. This job is responsible for providing specialized and personali

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Key responsibilities include triaging client leads, making referrals to business partn

A leading financial services firm in Bellevue seeks candidates for the Advisor Professional Development Program, a 22-month role designed to launch careers in wealth management.Participants will develop technical skills and financial knowledge while obtaining necessary licenses.Responsibilities incl

As an Enterprise Customer Success Manager, you will serve as a financial technology advisor to Brex's largest customers by partnering with CFOs, Controllers, and finance ops teams to ensure they unlock the full value of Brex's solutions. Demonstrated success in cross-functional collaboration and inf

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. At least 2 years in a Financial Advisor role or equivalent financial services experience. Morgan Securities LLC (JPMS), a registered broker-dealer and inves

Leverage Planners LLC Financial Advisor (New Business) Bellevue, WAFull time Company website Apply for Financial Advisor (New Business). Leverage Planners is looking for a confident, goal-oriented Financial Advisor to lead prospective clients through their financial journeyfrom first conversation to

A well-established design agency is seeking a Finance Director in Seattle to oversee all financial operations and serve as a strategic advisor to the executive team.

Job DescriptionD.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary/Function: Provide trust administration and research support to Trust & Fiduciary Advisors on the D.A. Davidson Trust Company team. Perform various administrative duties, foster quality client relationships and support relationships with Financial Professionals of the D.A. Davidson & Co. This position may support one Trust & Fiduciary Advisor or a group of Trust & Fiduciary Advisors. Qualifications:•High School diploma and/or equivalent work experience; Associate or Bachelor’s Degree a plus•Effective communication skills both verbal and written•Proven analytical ability and detail orientation with ability to manage client and firm priorities•Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software•Ability to maintain client confidentiality•Ability to work effectively as part of a team•Ability to maintain regular, predictable attendance; ability to work overtime if needed Duties: •Support Trust & Fiduciary Advisor(s) in the delivery of trust services. This includes facilitating all transactional activity in the account and directing disbursement of funds according to the governing document and/or court order. Ensure that the investment objectives defined in the governing document are met. Proactively identify issues and take preventative action.•Review and maintain daily reports and other periodic forms; monitor and identify overdrafts; resolve and follow through to completion.•Work with Trust & Fiduciary Advisors to support the opening and closing of accounts through D.A. Davidson Trust Company’s established account opening and closing processes; ensure these actions are completed in an accurate and timely manner.•Allocate, coordinate and monitor account investments with the assigned investment manager to ensure adherence to the terms of the account and in keeping with fiduciary responsibilities.•Adherence to all risk management related duties including supporting the completion of annual administrative and investment reviews, overseeing the retention and proper filing of client documentation and active participation in internal/external audits. •Comply with all policies related to the management of unique assets held within assigned accounts.•Provide back up support to Trust Associates and Trust & Fiduciary Advisors when they are away from the office.•Perform any other duties and special projects as assigned. What we offer:Competitive salary plus excellent benefits and perks including, but not limited to: •Medical, Dental and Vision•Company 401(k)and ESOP contribution •Generous sick, vacation, and maternity/parental leave•Paid holidays•Professional Development Opportunities•Tuition Reimbursement ($15,000 lifetime cap)•Discounted personal insurance including home, auto and recreational vehicles•Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work. The potential base pay hiring range for this role is $23.00 - $27.00 per hour. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. D.A. Davidson has been in business for 90 years! Our success is driven by our high standards of business ethics, integrity and conduct and the belief that our Associates are our most important assets. We hope you will consider joining us! We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description About impact.com impact.com is the world's leading commerce partnership marketing platform, transforming the way businesses grow by enabling them to discover, manage, and scale partnerships across the entire customer journey. From affiliates and influencers to content publishers, brand ambassadors, and customer advocates, impact.com empowers brands to drive trusted, performance-based growth through authentic relationships. Its award-winning products—Performance (affiliate), Creator (influencer), and Advocate (customer referral)—unify every type of partner into one integrated platform. As consumers increasingly rely on recommendations from people and communities they trust, impact.com helps brands show up where it matters most. Today, over 5,000 global brands, including Walmart, Uber, Shopify, Lenovo, L'Oréal, and Fanatics, rely on impact.com to power more than 225,000 partnerships that deliver measurable business results. Your Role at impact.com: Join our growing Retail Media Team as a Seller Brand Partnerships Lead, where you'll drive the expansion, performance, and satisfaction of marketplace seller brands. We are looking for an experienced affiliate marketing professional to champion seller brand success—from onboarding and education to optimization and long-term growth. This role is essential to strengthening our Seller value proposition, providing enterprise-level support and strategic guidance to seller brands, retailers, agencies, and partners. You will also collaborate cross-functionally to relay product feedback, enhance Seller tools, and improve overall seller brand experience. What You'll Do: • Become a Seller Expert: Position yourself as a trusted advisor on our Seller tools and support the ongoing development of relevant documentation for seller brands, partners, and internal teams., • Internal Education & Support: Work closely with Client Services, Sales, Product, and Publisher Development teams to ensure internal alignment on Seller features, best practices, and seller brand enablement. Support internal questions and communicate recurring themes or needs that should inform product improvements., • Seller Brand Onboarding, Adoption & Success: Guide major platform sellers (Amazon, Walmart, etc.) —from emerging businesses to enterprise brands—through onboarding, setup, and optimization. Deliver strategic recommendations to improve visibility, conversion, and revenue. Manage ongoing program support and build strong seller brand relationships., • Product Development Collaboration: Collect and relay actionable seller brand and partner feedback to Product and Engineering teams. Track and communicate product issues, ensuring timely resolution and clear updates to stakeholders. Advocate for enhancements that improve the seller brand experience and overall performance., • 3+ years in a customer-facing role working with enterprise-level seller brands - preferred experience with driving growth for marketplace seller brands on Amazon or Walmart directly, with agencies, or through networks like Levanta and PartnerBoost, • Experience in affiliate marketing in a customer-facing role working with enterprise-level clients and across affiliate platform technologies (Impact, CJ, Rakuten, or similar). Experience with impact.com is advantageous., • Strong understanding of affiliate attribution models and tracking technology., • Strong communication and collaboration skills with the ability to bridge technical and non-technical audiences., • A solutions-driven mindset with a positive attitude, eagerness to learn, and a growth-oriented approach., • Ability to thrive in a fast-paced environment with excellent organizational and multitasking skills. *This is the pay range the Company believes is equitable for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Benefits and Perks: At impact.com, we believe that when you're happy and fulfilled, you do your best work. That's why we've built a benefits package that supports your well-being, growth, and work-life balance. • Medical, Dental, and Vision insurance, • Office-only catered lunch every Thursday, a healthy snack bar, and great coffee to keep you fueled, • Flexible spending accounts and 401(k), • Flexible Working: Our Responsible PTO policy means you can take the time off you need to rest and recharge. We're committed to a positive work-life balance and provide a flexible environment that allows you to be happy and fulfilled in both your career and your personal life., • Health and Wellness: Your well-being is a priority. Our mental health and wellness benefit includes up to 12 fully covered therapy/coaching sessions per year, with additional dependent coverage. We also offer a monthly gym reimbursement policy to support your physical health., • A Stake in Our Growth: We offer Restricted Stock Units (RSUs) as part of our total compensation, giving you a stake in the company's growth with a 3-year vesting schedule, pending Board approval., • Investing in Your Growth: We're committed to your continuous learning. Take advantage of our free Coursera subscription and our PXA courses., • Parental Support: We offer a generous parental leave policy, 26 weeks of fully paid leave for the primary caregiver and 13 weeks fully paid leave for the secondary caregiver. #LI-Seattle,Washington_Hybrid. #LI-NewYork,NewYork_Hybrid. #LI-SantaBarbara, California_Hybrid. #LI-Columbus,Ohio_Hybrid

Job Description Senior Client Service Associate (Full-Time, In-Office — Seattle Headquarters) We are seeking a Senior Client Service Associate to support one of our client's largest advisor teams and serve as both a relationship leader and the operational “COO of the team.” This is a high-impact role for a seasoned professional who excels at client service, workflow management, and driving operational excellence in a fast-paced, UHNW-focused environment. In this role, you will: • Direct and balance the workflow for advisors and associates, ensuring all client service tasks are completed accurately and on schedule., • Act as a trusted point of contact for clients and their families, providing anticipatory guidance and a smooth, high-touch experience., • Manage onboarding, account updates, cash movements, documentation, and reporting with strong attention to detail and operational discipline., • Drive complex client initiatives and special assignments, maintaining transparent communication and strong execution throughout each phase., • Partner with attorneys, CPAs, bankers, and other external professionals to coordinate financial, estate, and investment needs with discretion and professionalism., • Offer hands-on support, coaching, and daily structure to junior staff while consistently demonstrating top-tier service expectations., • Spot opportunities to refine workflows, boost efficiency, and strengthen the team’s overall service delivery. What we’re looking for: • Bachelor’s degree required, • 8+ years of client service experience within financial services or wealth management., • Exceptional organizational skills—highly detail-oriented and structured, • Familiarity with Fidelity and Schwab custodian workflows strongly preferred., • Experience with Tamarac reporting, Salesforce-based CRM systems, and Microsoft Office Suite. Why explore? You’ll step into a central, highly visible role with substantial responsibility, working closely with senior advisors and firm leadership. This is an opportunity to shape client experience, strengthen team operations, and contribute meaningfully to a growing, service-driven wealth management firm.

This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Delivering needs based, comprehensive financ

The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Job Description: Financial Solutions Advisor Stage I - Registration Candidate. Provide end-to-end compreh

This employment opportunity at BECU in the Bellevue, WA area would allow you to join the Investment Program at BECU as a Associate Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. Ability to partner with Senior Financial Advisor

We are seeking an experienced Senior Family Wealth Advisor to join our firm. This is your opportunity to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office. Act as primary point of contact for clients and their other tr

The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Financial Solutions Advisor Stage I - Registration Candidate. At Bank of America, we are guided by a comm

That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in health

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. What characteristics would make you a successful Associate Financial Adviso

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaini

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Key responsibilities include triaging client leads, making referrals to business partn

Family Advisor and Service Team to ensure excellent level of service. Be main point of contact for clients and their trusted advisors. Assist Financial Planning Department with cash flow modeling for clients.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clien

Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry,

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Performance-based earnings and revenue: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Financial Solutions Advisor - Seattle South Area. Key responsibilities include triagin

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Key responsibilities include triaging client leads, making referrals to business partn

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. As a financial advisor with Edward Jones, you'll develop and grow your own practice, sup

With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our licensed branch associates are highly visible members of the client tea

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for e

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial.

Partnering for Success: Work collaboratively with Financial Advisor(s) in your assigned area to develop and execute investment strategies for referred members and clients from NFC branches. Tailored Financial Planning: Offer personalized financial planning and investment advice, including IRAs and 5

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:. After licensing and training, you'll start building your book of business with the ultimate goal of joining the sponsoring team in the traditional financi

For over 165 years, our Financial Advisors have helped clients through comprehensive and innovative financial planning, keeping them consistent and on track to meet their financial goals. As a Northwestern Mutual Financial Advisor, you'll build lasting relationships with your clients, help them achi

Evaluate various financial decisions and strategies for clients by conducting research and complex financial analyses on a wide range of investment, tax, estate and financial planning topics. You will work expeditiously, along with others on the team, to conduct financial analyses, construct and man