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Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives. 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. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. Brighton Jones is looking for a Lead Advisor to join the team and provide immediate positive service impact for our clients. In this critical role, you have the primary responsibility for client relationships, and work closely with each client to establish their comprehensive wealth management strategy. A Lead Advisor has extensive client contact and directs both internal and external resources to accomplish client objectives. Our Lead Advisors embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. Take our Values in Action Self-Assessment to see how our values align! 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”., • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning., • Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor., • Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities, • Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team., • Creates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc.., • Leads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service., • Support Business Development team in new client acquisition through participation in the sales process and generates referrals from existing clients., • Support Brighton Jones’ mission by using objectivity, creativity and passion to help our clients, colleagues and community members “live richer lives”., • Provide teammates with timely, candid and constructive performance feedback; develop employees to their fullest potential and provide challenging opportunities that enhance career growth., • Assist with development and presentation of training programs including coaching of team members on financial planning strategies.Your Experience:, • Candidates must have a four-year degree and hold one of the following credentials: Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD), • 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm., • Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis., • Unquestioned commitment to integrity in personal and professional activities., • Highly motivated with ability to function well in a fast-paced environment., • Self-starter by nature., • Excellent organizational, leadership, communication and presentation skills., • Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities., • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.Compensation:, • Annual Compensation: $120,000 - $300,000 per year.

Job Description Parcion Private Wealth is looking for a dynamic leader to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Senior Family Wealth Advisor to join our firm. Our ideal candidate is a highly motivated team player that exemplifies our firm’s Core Values. 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. Our mission at Parcion is to champion wealth creators, entrepreneurs, innovators, and their families by guiding them through life-changing liquidity events and helping to maximize the positive impact they have on their communities and the world. If you have a relentless, burning desire to succeed, and share our vision, then we would love to hear from you! Responsibilities: • Serve as a relationship manager for assigned clients, driving the implementation of recommendations in the four main areas of advanced planning: Wealth Enhancement, Wealth Transfer, Wealth Protection and Charitable Giving, • Work closely with Advanced Planning Team and Client Service Team to ensure excellent client service, • Act as primary point of contact for clients and their other trusted advisors, • Lead the preparation of assigned prospect proposals and client review presentations, • Participate in all client review meetings and present/discuss cash flow models and advanced planning topics, • Utilize CRM to capture notes and instructions for the team following meetings and calls; delegate tasks, as needed, • Assist Advanced Planning Team with cash flow modeling for clients, • Continually build strong relationships with assigned client families, • Comply with all industry rules and regulations along with firm policies, • Bachelor's degree, • Strong financial planning literacy and 5+ years of experience in a client-facing financial advisory role at a broker dealer or RIA, • Series 65 or equivalent, • CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant designation, • Experience with advanced planning techniques including: donor advised funds, foundations, 529 accounts, purpose and non-purpose lending solutions, life insurance, property and casualty insurance, health insurance, • Knowledge of fundamental estate planning tools and techniques, • Experience delivering fundamental asset management tools and techniques, • Excellent communication and presentation skills, and the ability to articulate complex ideas to a variety of audiences, • Excellent time management skills and follow-through, • The ability to work closely with our clients’ team of external advisors, including their estate planning counsel, personal/business tax professional, insurance professionals, etc., • Acute attention to detail and accuracy, commitment to quality, and laser focus on client satisfaction, • Exceptionally high emotional intelligence, personal integrity, and accountability, • Enthusiasm and aptitude for learning, • A can-do, problem-solving attitude and a collaborative, warm and upbeat personality Preferred Qualifications: • Experience providing advice or guidance to privately held business owners/families, • Life and Disability Insurance license Additional Details, Benefits, and Perks: • Full-time position / exempt status, • Competitive salary and incentive bonus structure, • Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k), • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance, • 401(k): 100% company match up to 3% of your annual pay, • Paid Time Off: Starting at 15 days per year, with PTO accrual program., • Career + Professional Development: training/certification/licensing/dues reimbursement, internal development planning, executive coaching and ongoing development programs., • Parking available, • Wellness reimbursement, • Regular team off-sites, events, including an annual team retreat, • Access to Parcion Family Office Network vendors and preferred pricing discounts Salary Range $185,000-$250,000 In terms of salary expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base salary typically is within the range posted, plus an annual bonus and a generous benefits package, but it can be higher for candidates with additional experience and/or designations. 11980 NE 24th St, Suite 210 Bellevue, WA 98005 Parcion Private Wealth provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or genetics. In addition to federal law requirements, Parcion Private Wealth complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Parcion Private Wealth expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Parcion Private Wealth’s employees to perform their job duties may result in discipline up to and including discharge.

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives. 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. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. We are looking for our next Associate Advisor. In this role, Associate Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Manage the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients, • Timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals. Responsible for initiating requests, review, and approval. Ensures completion within specified timeframes and provides thorough communication to client throughout the process., • Primary point of contact for custodians around all operational and tactical service matters, • Gather, organize, and input client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current, • Act as the point person for all client service team inquiries; work with team members to ensure all action items are moved forward and completed, • Work with the team to craft client meeting agenda and prepare deliverables to be presented; analyzes client data and develops strategies; occasionally attends client meetings; ensures all client related action items are communicated and memorialized in the CRM, • Prepare all standard deliverables related to the delivery of wealth management advice based on input from team members., • Review current client portfolios and makes investment recommendations in consultation with the team regarding changes based on both asset allocation and location; considers both strategic and tactical allocation opportunities to improve return and reduce volatility, • Provide spreadsheet analysis on an ad-hoc basis for more advanced financial topics and other specialty requests such as tax-loss harvesting, stock option, and restricted stock inventories, and other wealth transfer strategies; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software, • Work with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • 2 - 4 years of experience in financial planning, wealth management or a related industry preferred; expected to be current with industry trends, terminology and concepts, • Undergraduate degree required, • Series 65 or equivalent required within first 120 days of employment, • Interest in or currently pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®), • Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job, • Organizational - handle multiple client relationships with contending priorities and coordinate team member resources most effectively, • Delegation - increase capacity by managing and delegating tasks to the right level, ensure accurate and timely completion, • Presentation - present complex concepts and ideas in a professional, persuasive and easily comprehendible way to clients, in written and verbal form, • This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibilitySkills & Attributes:, • Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows, • Exceptional communication skills, both written and verbal, with clients and co-workers, • Exceptional interpersonal skills and demonstrated teamwork mentality, • Must be able to project a capable and trustworthy image, • Must be a self-starter and proactively manage workload, communications, and ownership of tasks, • Commitment to excellence and high standards, • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm, • A high degree of personal integrity, maturity, and acute attention to detail, • Strong analytical and problem-solving skillsCompensation:, • Pay: $70,000 - $95,000 per year 1. Values in Action Self-Assessment - At Brighton Jones we don’t just talk about our values, we live by them! We’ve operationalized our values into observable behaviors and part of the application process includes completing a brief self-assessment on our Values in Action., 2. Initial Interview - This 30-min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company., 3. Role Alignment - Next you’ll meet with the hiring manager and a peer (virtual or in-person) to dive deeper into the role, responsibilities, and your transferrable experiences., 4. Full Loop - You’ll meet the team in two, back-to-back interviews with team members you’re likely to work with. During these conversations, we’ll be listening to examples of your technical skills as well as how core values show up in your experience. There may also be a writing sample, role play, hiring, or technical assessment depending on the position., 5. Decision and Next Steps - As a final step in the process, our team will debrief to determine next steps - whether that’s a hiring decision, reference check, or a conversation with a senior leader. We aim to wrap up the process thoughtfully and efficiently., 6. What’s Next - Interviewing is time-consuming and stressful, and we appreciate you taking the time to get to know us. Whatever the final decision, we’ll let you know our decision as quickly as we can. If this role isn’t a good fit, we invite you to stay connected and apply again. Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future. We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Job Description Parcion Private Wealth is looking for a dynamic teammate to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Family Advisor to join our firm. Our ideal candidate is a highly motivated team player that exemplifies our firm’s Core Values of Integrity, Dedication, Teamwork, Impact, and Opportunity. This is your chance to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office. We partner with business owners and their families to unlock the true potential of their wealth. We show them how to take care of the people they love for generations and help them get clear, thinking bigger about what’s next, keeping more of what they’ve built for themselves, their family and the causes they care about. If you have a relentless, burning desire to succeed and share our vision, we would love to hear from you! Responsibilities: • Serve as a project manager for assigned clients, driving the implementation of recommendations in the four main areas of advanced planning: wealth enhancement, wealth transfer, wealth protection and charitable giving. These include:, • Wealth Enhancement, • Cash Flow Planning, • Education Planning, • Asset Management, • Lending Solutions, • Life Insurance, • Family Meetings, • Health Insurance, • Work closely with Sr. Family Advisor and Service Team to ensure excellent level of service, • Be main point of contact for clients and their trusted advisors, • Internally lead the preparation of all prospect proposals and client review presentations, • Participate in all client review meetings and present/discuss advanced planning topics, • Take detailed notes and instructions for the team following meetings and calls; delegate tasks, when needed, • Prepare proprietary reports for clients on an individualized basis, • Assist Financial Planning Department with cash flow modeling for clients, • Build strong relationships with assigned client families Required Qualifications: • Strong financial planning literacy and 3-5 years of experience in a client-facing financial advisory role at a broker dealer or RIA, • Series 63, 65, and/or 66, • Experience with various advanced planning tools and techniques including: donor advised funds, foundations, 529 accounts, purpose and non-purpose lending solutions, life insurance, property and casualty insurance, health insurance, • Knowledge on fundamental estate planning tools and techniques, • Knowledge on fundamental asset management tools and techniques, • Excellent communication and presentation skills, and the ability to articulate complex ideas to a variety of audiences, • Excellent time management skills and follow-through, • The ability to work closely with our clients’ team of external advisors, including their estate planning counsel, personal/business tax professional, insurance professionals, etc., • Acute attention to detail and accuracy, commitment to quality, and laser focus on client satisfaction, • Exceptionally high emotional intelligence, personal integrity, and accountability, • Enthusiasm and aptitude for learning, • A can-do, problem-solving attitude and a collaborative, warm and upbeat personality Preferred Qualifications: • Experience providing advice or guidance to privately held business owners/families, • CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant designation strongly preferred, • Life and Disability Insurance license, • Prior experience with Salesforce, Orion, Wealthscape, EMoney, and/or MindManager software Benefits Additional Details, Benefits, and Perks: • Full-time position / exempt status, • Competitive salary and incentive bonus structure, • Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k), • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance, • 401(k): 100% company match up to 3% of your annual pay, • Paid Time Off: Starting at 15 days per year, with PTO accrual program., • Career + Professional Development: training/certification/licensing/dues reimbursement, internal development planning, executive coaching and ongoing development programs., • Parking available, • Wellness reimbursement, • Regular team off-sites, events, including an annual team retreat, • Access to Parcion Family Office Network vendors and preferred pricing discounts Salary Range $88,000-$150,000 In terms of salary expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base salary typically is within the range posted, plus an annual bonus and a generous benefits package, but it can be higher for candidates with additional experience and/or designations. 11980 NE 24th St, Suite 210 Bellevue, WA 98005 Parcion Private Wealth provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or genetics. In addition to federal law requirements, Parcion Private Wealth complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Parcion Private Wealth expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Parcion Private Wealth’s employees to perform their job duties may result in discipline up to and including discharge.

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Personal Lines Client Advisor Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities • Identify, prospect, and cultivate new business opportunities, focusing on High- Net worth and Private Client accounts, including affluent individuals, family offices, wealth managers, and key centers of influence, • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing, • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential, • Must have proven experience with a range of insurance solutions to bring value to clients, • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services), • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business, • It is meaningful, but not mandatory, if you have:, • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;, • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and, • Built and presented client “pitch decks” / presentations. Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Talent team. #LI-MS1 Powered by JazzHR tNM5t2CRGw

Job Description Our Insurance Agent role has allowed thousands of qualified individuals the opportunity to step into a client’s life and help them achieve their financial goals, while building a great career for themselves in the process. Utilizing our expansive product lines our Agents work to guide individuals, families and businesses towards the financial strategy that is right for them. That is no easy task, but for the right person it can be a truly rewarding career. Qualities that we look for in our Agents: • Sales experience preferred- entrepreneurial mindset, • Strong communication skills- both written and verbal, • Desire to help others, • Strong business acumen, • Perseverance in the face of a challenge, • Ability to engage your community and leverage personal networks/contacts We’ve built a strong company, one that puts its clients first. We have confidence in our products but more importantly, we have confidence in our agents to thoughtfully recommend and implement which financial vehicle is right for every client they support. Just as our managers in the field work to provide one-on-one support and guidance to every agent they hire. What we offer: • Wide ranges of products to address clients’ needs - With New York Life, you can offer diverse products and services to help meet your clients’ protection and financial needs. These products include: life insurance, annuities, long term care insurance, disability insurance and investment products offered through our broker-dealer arm NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency, and workplace solutions offered by our Business Solutions division. You can also use our sponsored marketing agreements to offer non-proprietary products to your clients, such as group health insurance. Enhance your wealth planning practice by becoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Adviser. As a New York Life Agent, you will also have access to the company’s Advanced Planning Group for large and complex case design and support for your clients., • Flexibility to operate your practice - With the flexibility to work in one of our over 100 offices nationally or work in a detached location, New York Life provides a strong foundation for your success. Additionally, you can choose whether to market under the New York Life brand or your own business name with a DBA. You have the flexibility at New York Life to do what’s right for your practice., • Support and development opportunities to grow your practice - New York Life will invest in you and your business from the start, with a product and developmental support team dedicated to your success that will never compete with you for sales. Leverage New York Life’s industry-leading learning platform for continuing education and specialization. Through our Practice Models learning paths, we provide the opportunity to specialize and hone market expertise in areas such as Financial Guidance, Retirement Planning, Wealth Advisory, Estate Planning and Business Planning. Beyond formal continuing education opportunities and reimbursement for obtaining certain industry professional designations, New York Life offers strong peer-to-peer support options, including study groups and mentorship opportunities. You’ll also get rewarded and acknowledged with our sales incentives and professional development trips for top performing agents. How we will compensate you: You have the power to drive your own income with our commission-based compensation. The average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements in 2023 was $117,359. In that same year, the average income of the top 50 of those agents was $1.68M. Benefits for eligible full-time agents include medical, dental, vision, a 401(k) and pension. For more information about commission-based income and benefits for financial professionals, please follow this link: . About New York Life: As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interest of our clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we’ve paid dividends to eligible policyholders. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.

Job Description Are you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • Authentic, • Training and development - We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents., • Digital tools - Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content., • Products and solutions - Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions., • You have the power to determine your own income with our commission-based compensation. The average income of our agents under the N8 and N9 Agent’s Contract who meet annual minimum sales production requirements is $124,000., • Individual agent performance will determine your income., • Manage client accounts by building strong relationships and ensuring satisfaction with services provided., • Conduct warm calls to identify new business opportunities and nurture leads., • Collaborate with the marketing team to develop strategies that enhance sales and promote services., • Utilize negotiation skills to close deals and drive revenue growth., • Analyze market trends to inform business development initiatives and enhance competitive positioning., • Proven experience in account management and sales, with a strong emphasis on B2B sales and business development., • Excellent leadership and communication skills, complemented by negotiation expertise., • Familiarity with marketing strategies and technology sales, particularly using Salesforce., • Strong analytical skills and experience in warm calling to build and maintain client relationships.

Job Description As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor with a CFP or CFA designation to join our award-winning team! If you’re ready to elevate your career with a leading wealth management company with a commitment to giving back, let’s go! Our ideal candidate is a self-starter with experience working in a wealth management role and the ability to take on clients and grow. You define ambition, a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If you can articulate your past success in a demanding advisory role, steering client relationships that drive results, we want to hear from you! As a Wealth Advisor, your service-oriented nature and impeccable attention to detail are key in this position, as well as collaborating with your Lead Advisor, fellow Wealth Advisors, and Advisor Associates. Interacting with high-net-worth individuals, executives, business owners, and families, you’re confident being yourself and possess a high emotional IQ. You’re articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will master data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact on other people’s lives parallels your drive for personal and professional growth. Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future. Day-to-Day as a Wealth Advisor: • Work with a high-performing & growth-orientated team., • Provide technical and financial support to clients and Lead Advisors, • Deliver family office/private client/integrated wealth/emerging wealth service model to up to 100 households, • Some focus on weekly business development/referrals, • Manage ongoing client service while taking on new clients, • Speak your mind, have your voice heard, innovate and streamline existing processes, and enjoy coming to work each day, • Grow yourself personally and professionally with the support of your team and leadership, • 5+ years’ proven experience as an advisor in wealth management, • Bachelor’s Degree and Certified Financial Planner designation, • Excellent attention to detail, multi-tasking, and time management skills, • Ability to begin taking on clients immediately, • Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis, • Familiar with Schwab Advisor Center, Fidelity Wealthscape, Salesforce, MoneyGuide, E-Money, Tamarac AdvisorView, Holistiplan, and Hidden Levers, • Outstanding ability to communicate, present, and influence your team and clients Location: This position is a hybrid position based out of our Seattle/Bellevue office. Salary: Base Salary: $120,000 Bonus: $50,000 - $70,000 Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management to Tina Kunze at . Be sure to share one of your favorite volunteer projects, too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.

Job Description If you're interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. This position is located in South Lake Union. We have a flexible hybrid work environment with 2-3 days per week in office; this team is currently in office Tuesday and Wednesday. Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses for 26 years. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. Founded in 1996, the firm has offices in Seattle, Mercer Island, Bellevue, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit . Specific responsibilities include: • Serving as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests, • Scheduling and organizing client meetings and proactively preparing meeting materials, • Coordinating the new client onboarding process:, • Opening brokerage accounts, establishing cashiering needs, setting up online reporting access, • Updating cost basis, tracking required minimum distributions, reconciling account information, • Sending and receiving documents to clients, their advisors, and investment custodians, • Entering and maintaining client data and activity notes in our CRM system, • Customer service experience and the desire to provide superior client service in a team-oriented environment, • A Bachelor's degree (finance or related focus is preferred), • Interest in building a career in the wealth management industry, • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus, • Excellent communication skills, including writing business correspondence with proper grammar and punctuation, • Strong organizational skills and the ability to follow established processes consistently, • Strong prioritization skills and the ability to manage multiple tasks independently, • Excellent reliability (the team's hours are 7 AM to 4 PM, Monday through Friday) Benefits: In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts between $60k - $70k plus an annual bonus and a generous benefits package. As a Washington’s Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members: • Pay: Competitive base pay plus annual bonus, • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance, • 401(k): 100% company match up to 4% of your annual pay, • Stock: Opportunity to purchase equity and become an owner of the firm, • Paid Time Off: Starting at 16 days per year, then increasing with tenure - plus 10 holidays and an extra paid day off each year to do volunteer work, • Career development: 100% training/certification/licensing/dues reimbursement and mentoring program, • Parking: heavily subsidized parking or transit pass, • Wellness reimbursement, • Paid sabbaticals and anniversary bonuses Coldstream is committed to inclusion and diversity. 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. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. 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.

Job Description Overview: Our client is a highly reputable private wealth management practice providing comprehensive financial planning, investment management, and insurance solutions. They are seeking an experienced Wealth Management Associate to support daily investment operations, enhance the client experience, and partner closely with Advisors to deliver exceptional service. This role is ideal for a polished professional who thrives in a fast-paced environment and is passionate about helping clients feel confident in their financial futures. Key Responsibilities: Client Service & Meeting Support: • Serve as a primary point of contact for clients, handling inquiries and follow-up with urgency and professionalism, • Assist with meeting preparation including reviewing financial profiles and building plan updates under Advisor guidance, • Participate in client meetings, present select materials, and document action items with accuracy Investment Operations: • Open and maintain accounts; process trades, transfers and wire/ACH requests, • Monitor alerts, funding, advisory activities, and document compliance needs, • Support proposal revisions, performance reviews, and operational workflows Insurance Support: • Assist with life, disability, and long-term care insurance application processing, policy changes, and underwriting requirements Process Improvement & Collaboration: • Escalate issues appropriately to ensure timely resolution, • Identify and propose workflow efficiencies to continuously improve client and team experience, • Maintain clean, organized, and compliant client records Qualifications: • Bachelor’s degree required, • 3–5 years of investment brokerage operations experience, • FINRA Series 7 & 66 (or Series 7 + 63 & 65 equivalent) within 6 months of hire if not already licensed, • WA state life & health insurance license (or willingness to obtain within 6 months), • Strong client written and verbal communication skills and ability to juggle multiple priorities in a fast-paced environment, • Proficient with MS Office and CRM technology, • Compliance-focused mindset and strong attention to detail Compensation & Benefits: • Base salary: $70,000–$110,000 depending on experience and licensing, • 90–100% employer-paid health coverage (plan-dependent), • 4% 401(k) match, • PTO, paid holidays and paid volunteer day, • Employer-paid disability coverage Work Environment: The team is small, collaborative, and driven by high standards and genuine care for clients. Based in a top-tier downtown Seattle office with hybrid work options available.

Job DescriptionSalary: COMPANY OVERVIEW Cercano Management LLC (Cercano) is an SEC-registered investment manager focused on ultra-high net worth clients and the entities associated with those clients, such as family foundations and family offices. Cercano is based in Bellevue, WA, with offices in Wayzata, MN, Atlanta GA and Singapore. Cercano invests globally for its clients, commonly operating as the family office Chief Investment Officer. The team has extensive experience in direct investing in all stages of venture capital, private equity, private credit, and public equities on a global basis. POSITION MISSION We are seeking a Private Client Relationship Associate, a perfectly suited role for individuals who excel at the intersection of client service, wealth management operations, and fiduciary expertise. In this client-facing position, you will work closely with portfolio managers, advisors, and clients external professionals to deliver a seamless, high-touch experience, particularly for complex, multi-generational families and family offices. If you are detail-oriented, client-focused, and eager to advance your career within a firm recognized for its long-term performance and collaborative culture, we invite you to consider this opportunity. ESSENTIAL DUTIES AND RESPONSIBILITIES Client Service & Operations Excellence • Demonstrate expertise in client service operations, ensuring smooth execution of tasks related to managing client portfolios, account administration, and project oversight, • Lead the onboarding of new clients by managing account and service implementation, • Ensure that all onboarding actionssuch as custodian selection, document collection, account opening and funding, online enrollment, and fee arrangement implementationare completed with accuracy and attention to detail, • Cultivate and maintain strong, long-term relationships with clients by providing attentive, high-touch service and proactively addressing their needs, • Engage and collaborate with peers to discuss and enhance client communication, streamline processes, and promote best practices across the team, • Work alongside Portfolio Management, Strategic Advisory, and Operations teams to deliver a unified, high-quality client service experience, • Review and interpret complex documentation related to account structures, trusts, LLCs, and FLPs, • Coordinate gifting activities, including cash and in-kind gifts, and produce necessary documentation such as gift letters and Crummey notices, • Understand advisory fee calculations and ensure the correct implementation of fee arrangements for each client, • Coordinate and attend client meetings which drive client experiences; including putting together agendas and materials to assist the advisor to represent the full scope of services, • Collect, analyze, and maintain data within CRM and other firm systems; ensure ongoing data integrity for our clients and prospects, • Oversee financial/portfolio transaction requests to include capital calls, distributions, and trades to confirm for accuracy QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Knowledge, experience, skill, and/or ability Required • Minimum of three years of client service experience in the financial services sector, • Ability to handle confidential information with discretion and integrity, • Demonstrated capability to manage multiple client service functions, supported by strong organizational and project management skills, • Exceptional communication and interpersonal abilities, with a passion for building relationships and providing outstanding client experiences, • Proven skill in establishing rapport and trust with clients and their external advisors, • A proactive mindset with a dedication to continuous improvement and team collaboration, • Highly organized approach and attention to detail, • Excellent verbal and written communication skills, • Proficiency in using systems and processes to enhance efficiency and accuracy Preferred • Experience working with a CRM system, • Experience working with Schwab Advisory Service Computer skills • Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and MS Outlook required Education/experience/certifications • Enrollment in or completion of the Certified Financial Planner program is a plus SALARY RANGE: $90,000 -$120,000 on an annual basis SALARY DETAILS: Pay will be based on multiple factors, including, and not limited to location, relevant experience/level and skillset while balancing internal equity. Our discretionary bonus program is in addition to the base compensation range listed above. Cercano is committed to fair, unbiased compensation along with competitive benefits in all locations in which we operate TOTAL REWARDS: Cercano offers a comprehensive benefits package including medical, dental and vision insurance, Health Savings Account with generous annual employer contribution, Flexible Spending Accounts for health and dependent care, vacation and sick time off, paid holidays, paid parental leave, and the opportunity to participate in a 401(k) plan with a generous employer match of 50% of your own contributions up to the standard annual IRS limit, company paid life insurance, and a Health and Wellness Benefit. Employees are also eligible for reimbursement for approved professional development activities. Cercano is an equal opportunity employer. Every qualified applicant will be considered for employment. We do not discriminate based on race, color, religion, gender, sexual orientation, age, national origin, marital status, sex, disability, political ideology, or veteran status, or other protected class.

Job DescriptionSalary: $23 - $27 BOE Sound Planning Group CLIENT SERVICE COORDINATOR I About Sound Planning Group SPG is growing! We are a financial services firm specializing in retirement planning, located in the Totem Lake area of Kirkland. We strive for excellence and challenge ourselves to think differently, creating an optimal environment for our employees and clients. Were an organized and adaptable group of critical thinkers who collaborate to solve problems because we believe that everyone has something important to contribute. Our clients are unique and diverse, yet all share a common desire to work with a team whose top priority is them, so that they can sleep soundly at night and make the most of their retirement years. See our team! Click the link: About the Role The Client Services Coordinator position requires positivity and energy, attention to detail, problem-solving and critical thinking skills, and a strong devotion to focus, with the ultimate goal of cultivating and protecting the clients experience. This position will collaborate closely with other departments, including the advisor team, to deliver exceptional service to our diverse clientele. This position is classified as Full-Time/Non-Exempt. As the Client Service Coordinator, you will • Manage tasks and priorities via a Salesforce Task Queue. Main tasks youll be responsible for are death claims (rare but extensive), distributions, Required Minimum Distributions (RMDs), beneficiary changes, address changes, general client servicing, and taking care of our clients., • Communicate with our team on the status of tasks via electronic and in-person means, along with following up on working items to ensure client needs are being met, • Youll track your progress and completion via notes and details in Salesforce., • Interact with clients over the phone, via e-mail, and in person, • Provide professional and relational customer service to our firms clients, • 1+ years of experience in the wealth management industry or similar insurance industry experience, • Attention to detail for maximum accuracy and efficiency, • Ability to use Microsoft Office, Database knowledge, products, Slack, and Google Workspace., • Salesforce Experience is a must, • A skilled communicator, confident, comfortable, and courteous in written and spoken communication. You are proud of your excellent phone skills, • Vacation: 3 weeks/1st year (4 weeks thereafter); rollover or cash out up to 40 hours per year of your balance upon your anniversary hire date!, • Insurance: 100% Employee coverage for medical, dental, vision, life, ADD&D, LTD, • 401K: 4% match with 5% contribution

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. 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. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. The Learning Design Manager is responsible for designing and developing engaging, instructionally sound learning programs that help teammates build the skills and knowledge needed to succeed and grow in their careers. This includes leading the instructional design of role-based programs for advisor roles (e.g., Foundations, Manager, Lead Advisor), people manager development experiences, and beyond. This role partners closely with the Learning Program Manager and receives content direction, source materials, and subject matter expertise from that partner and others. The Learning Design Manager translates this input into high-impact learning experiences across various modalities, including instructor-led, virtual, and digital learning formats. The Learning Design Manager brings curiosity, creativity, and deep instructional design expertise, along with a passion for creating scalable learning that drives performance and growth. Take our Values in Action Self-Assessment to see how our values align! Key Responsibilities - Instructional Design and Delivery • Apply instructional design best practices and adult learning theory to design and develop instructionally sound learning solutions., • Develop engaging learning experiences that enhance the learner journey and drive performance improvement., • Utilize multiple formats such as instructor-led, virtual instructor-led, eLearning, and blended learning., • Collaborate with the Learning Program Manager and stakeholders to ensure training aligns with team strategy and rollout plans., • Occasionally facilitates virtual or in-person training sessions to support role-based training programs, train-the-trainer programs, or high-priority initiatives.Key Responsibilities - Technology Integration & Innovation, • Stay current with and integrate emerging learning technologies—including AI, adaptive learning platforms, and generative tools—into instructional design practices to enhance scalability, personalization, and learner engagement., • Leverage AI-powered tools (e.g., ChatGPT, Articulate 360, Storyline) to streamline content creation, automate assessments, and generate learner personas that inform design decisions., • Collaborate with UX/UI designers, developers, and data analysts to ensure learning experiences are intuitive, accessible, and aligned with behavioral science principles., • Explore and apply innovative approaches such as microlearning, augmented reality, and data-driven personalization to elevate the learner journey.Key Responsibilities - Project Management, • Own and project manage the design, development, and delivery of multiple training programs across the firm., • Provide clear timelines and manage project phases in collaboration with stakeholders and SMEs., • Use project planning tools to prioritize, sequence, and communicate deliverables., • Ensure continuous feedback loops and maintain version control of learning materials.Key Responsibilities - Strategy & Collaboration, • Partner closely with the Learning Program Manager to support program design and delivery strategies and gather relevant information to develop content aligned with learning objectives., • Participate in learning strategy discussions and governance groups to help shape content priorities and rollout sequencing., • Work across departments and with senior leaders to understand business goals and integrate training solutions., • Collaborate with SMEs and process owners to build content that reflects current practices and systems.Key Responsibilities - Measurement & Continuous Improvement, • Analyze performance data to identify learning needs and opportunities., • Conduct evaluation using formative, summative, and usability testing methods., • Support post-launch measurement of comprehension, retention, and business impact., • Stay current with trends in adult learning, instructional design, and digital learning technologies.Qualifications - Education & Experience, • Bachelor’s degree in Finance, Education, or related field preferred. Advanced degree or certification in a relevant field a plus., • 3-5 years of instructional design experience. Experience in a finance/wealth management environment (client service or operations) a plus., • Experience creating training programs across multiple modalities and technical subjects., • Proven ability to manage complex projects with shifting priorities., • Experience delivering live and virtual training sessions a plus.Qualifications - Technical Skills, • Proficiency in authoring tools such as Captivate, Articulate (Storyline and Rise), or Camtasia., • Experience with presentation and graphics tools (e.g., PowerPoint, Illustrator, InDesign)., • Experience designing asynchronous (on-demand) and synchronous (live) learning experiences., • Experience working with and managing Learning Management Systems (e.g., Docebo, Cornerstone)., • Working knowledge of video/audio editing and basic front-end web design is a plus.Qualifications - Key Competencies, • Instructional Design, • Assessment & Evaluation, • Content Development Tools & Technology, • Communication & Collaboration, • Project Management, • Adaptability, • Learner-Centered MindsetCompensation, • Pay: $98,000 - $145,000 per year

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives. 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. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. We are seeking an experienced and strategic Director of Estate Planning to lead and expand our estate planning services. This role is dedicated to helping clients live a richer life by aligning their lifetime financial planning goals with the legacy they desire to leave behind for their family and community. The Director of Estate Planning will provide expert guidance on estate, tax, and wealth transfer strategies while collaborating with our Personal CFOs and other specialists to ensure seamless integration into clients’ overall financial plans. The ideal candidate is a thought leader in estate planning, possesses exceptional client service skills, and thrives in a team-oriented culture. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Lead the estate planning function, developing and implementing innovative strategies for high-net-worth and ultra-high-net-worth clients., • Provide expert guidance on estate planning topics, including tax-efficient wealth transfer, charitable giving, trust structures, asset protection, and business succession planning—including producing estate plan summaries and flow charts for clients., • Engage with and educate clients about various techniques to preserve wealth from one generation to the next in a manner that minimizes taxes and emphasizes their personal and family goals., • Collaborate closely with the Director of Financial Planning, Director of Tax, and in-house law firm for Multi-Family Office and Single Family Office clients to address client-specific needs and goals., • Work with internal and external partners to maintain corporate trustee services and help clients identify appropriate trustee solutions., • As Brighton Jones launches Trust Co in 2026, serve as the main point of contact for advisors firmwide, fielding technical trust questions, assessing risk, and providing strategic guidance. This role will also support client meetings as a subject matter expert when advisors seek trust expertise in the room., • Perform simple drafting for promissory notes, contracts, and related documentation in coordination with internal and external counsel., • Serve as a trusted advisor and educator, effectively communicating complex estate planning concepts in a clear and actionable manner and seeing through the implementation of strategies., • Stay current on estate tax laws, regulations, and industry trends to proactively advise clients and internal teams on potential opportunities and risks., • Develop and enhance estate planning processes, tools, and resources to improve efficiency and service delivery., • Train and mentor Brighton Jones team members on estate planning best practices, fostering a culture of continuous learning., • Offer timely, strategic, and creative guidance to help clients create estate plans that address their specific needs., • Support business development in prospect meetings and by partnering with marketing to tailor educational content., • Represent Brighton Jones at industry events, conferences, and networking opportunities to build relationships and enhance the firm’s estate planning expertise.Your Experience:, • J.D., LL.M. in Taxation, CFP®, or other relevant credentials preferred., • Minimum of 10 years of experience in estate planning, wealth management, or a related field., • Deep understanding of estate, gift, and generation-skipping transfer tax laws., • Strong relationship-building skills with a client-centric mindset., • Proven ability to collaborate effectively with internal teams and external partners, including attorneys, accountants, and trust officers., • Excellent communication and presentation skills, with the ability to convey complex information in an accessible manner., • A proactive, strategic thinker with strong problem-solving capabilities., • Passion for helping clients align their wealth with their values and long-term goals.Compensation:, • Pay: $250,000- $350,000 per year, • 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. Everyone in the organization has a clear path to ownership.We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives. 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. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. We are looking for our next Advisor. In this role, Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough, • Reviews current client portfolios and makes recommendations to clients in consultation with team; proactively considers both strategic and tactical opportunities around investments and other planning areas, • Prepares comprehensive client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis; analyzes all client data and evaluates potential planning strategies, • Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies and risk transfer/management; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software, • Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances, • Attends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts, • 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, • Seeks out leadership roles in the team and firm projects/assignments, • Trains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support, • Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically, • Crafts client meeting agenda and determines deliverables to be presented; analyzes client data and develops strategies; collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation, • Prepares and finalizes all standard deliverables related to the delivery of wealth management advice based on inputs from team members; these include Cash Needs Analysis (CNA), Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA), • Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • Following client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately, • Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM, • Partners with the Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and approving them; ensures completion within specified time-frames.Your Experience:, • 4 + years of experience in financial planning, wealth management or a related industry preferred, • Undergraduate degree required, • Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD) required, • Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job, • Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively, • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.Skills & Attributes, • Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows, • Exceptional communication skills, both written and verbal, with clients and co-workers, • Exceptional interpersonal skills and demonstrated teamwork mentality, • Must be able to project a capable and trustworthy image, • Must be a self-starter and proactively manage workload, communications, and ownership of tasks, • Commitment to excellence and high standards, • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm, • A high degree of personal integrity, maturity, and acute attention to detail, • Strong analytical and problem-solving skillsCompensation:, • Pay: $85,000 - $135,000 per year

Client/Wealth Advisor – Seattle, WA Represented by Addison Group | Wealth Management Firm Addison Group is partnering with a highly respected Seattle-Bellevue area wealth management firm that provides holistic financial planning and investment advisory services to high-net-worth individuals, families, and business owners. The firm is seeking a Client/Wealth Advisor to join their growing team and deliver exceptional client service through personalized financial and strategic guidance. Responsibilities: • Serve as a trusted advisor to clients, developing tailored financial and wealth management strategies., • Review client portfolios and provide strategic investment ideas and planning aligned with client objectives and risk tolerance., • Prepare and participate in client and financial advising meetings, supporting relationship management and client engagement., • Collaborate with internal tax, estate, and investment specialists to ensure comprehensive client solutions., • Ensure immediate execution of wires, trades, and investment transactions with accuracy and compliance., • Prepare client presentations and customized wealth management solutions, and present financial planning and strategy recommendations to clients., • Create ad hoc financial analyses, reviewing cash flow, projections, and liquidity needs to support client decision-making., • Analyze complex financial data, tax implications, and portfolio performance to identify opportunities and risks., • Prepare and present financial plans, investment proposals, and performance reviews., • Maintain strong client relationships through proactive communication, follow-up, and ongoing portfolio monitoring. Qualifications: • Minimum 3 years of experience in public accounting., • CPA license highly preferred; CFP or progress toward certification a plus., • Strong understanding of financial statements, cash flow, investment principles, and tax concepts., • Excellent interpersonal, analytical, and communication skills with a client-first mindset., • Bachelor’s degree in Accounting, Finance, or a related field. Our client offers: $120,000 to $135,000 base salary range dependent on experience, plus discretionary bonus, and equity. Medical, dental, vision 401K match, PTO, and paid holidays. • Hybrid in-office schedule. Downtown Seattle.

The Associate Wealth Advisor sitting in Seattle, Washington serves as an integral part of the team. The Associate Wealth Advisor will need to have good time management skills and must be flexible in a fast-paced and changing environment. Assist Senior Financial Advisors with data collection and inpu

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives. 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. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. We are looking for our next Advisor. In this role, Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough, • Reviews current client portfolios and makes recommendations to clients in consultation with team; proactively considers both strategic and tactical opportunities around investments and other planning areas, • Prepares comprehensive client meeting deliverables, analyzes all client data and evaluates potential planning strategies, • Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies and risk transfer/management; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software, • Reviews and approves detailed reconciliations of historical cash flows per entity and ten-year forward looking projections, • Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances, • Attends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts, • 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, • Seeks out leadership roles in the team and firm projects/assignments, • Trains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support, • Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically, • Crafts client meeting agenda and determines deliverables to be presented; analyzes client data and develops strategies; collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation, • Prepares and finalizes all standard deliverables related to the delivery of wealth management advice based on inputs from team members; these include the Richer Life Legacy Plan (RLLP), Family Wealth View, Cash Flows and Annual Plans, • Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • Following client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately, • Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM, • Partners with the Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and approving them; ensures completion within specified time-frames.Your Experience:, • 4 + years of experience in financial planning, wealth management or a related industry preferred, • Undergraduate degree required, • CERTIFIED FINANCIAL PLANNER™ (CFP®) credential required, • Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job, • Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively, • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.Skills & Attributes, • Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows, • Exceptional communication skills, both written and verbal, with clients and co-workers, • Exceptional interpersonal skills and demonstrated teamwork mentality, • Must be able to project a capable and trustworthy image, • Must be a self-starter and proactively manage workload, communications, and ownership of tasks, • Commitment to excellence and high standards, • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm, • A high degree of personal integrity, maturity, and acute attention to detail, • Strong analytical and problem-solving skills, • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.Compensation:, • Pay: $95,000 - $140,000 per year

Job Description Are you a financial advisor who's looking for an opportunity to advance your career? At Coldstream, one of our Bellevue teams is looking to add a Wealth Manager (advisor) who will contribute to continued growth through business development activities and providing exceptional service to existing client families. Coldstream is an employee-owned, independently operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Bellevue, Seattle, Mercer Island, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit . The ideal candidate will have broad and deep experience counselling high-net-worth families regarding their entire financial situation, including sophisticated long-term financial planning, investments, estate, tax and cash flow planning, and philanthropic guidance. Your Contributions: • Client relationship development and management: initiating frequent client communication; meeting facilitation, presentation, and education; consulting with clients' other advisors, • Business development: developing leads and referrals; meeting with prospective clients to present proposals; representing the firm at industry events and in the community, • Financial planning: working with clients to create financial plans and coordinate their entire financial situation, including estate planning and tax planning, • Investment management: in conjunction with the team's Portfolio Manager, establishing and planning for each client's goals, objectives, risk tolerance, and cash requirements; monitoring asset allocation and rebalancing needs; creating and implementing investment plans Your Qualifications: • 5-10+ years of experience in financial advisory services, including managing, identifying, building, and developing client relationships, • CFP and 3+ years of experience producing and presenting financial plans, • A Bachelor's degree, • Superior communication skills (written, verbal, listening, and presentation), • Entrepreneurial focus with a strong work ethic, • The desire to provide outstanding, proactive client service in a team-oriented environment, • Proficiency with Microsoft Outlook, Word, Excel, PowerPoint, CRM, portfolio management, and financial planning software (Salesforce, Tamarac, and eMoney are preferred) Benefits: Why Coldstream? • Career Development: We invest in your future, with abundant opportunities for professional growth., • Collaborative Culture: Our team members describe our culture as engaging, flexible, supportive, positive, caring, and fun. As a Washington’s Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members: • New Business Incentive program, • Generous benefits package, • 100% paid premiums for medical/dental/vision, short-term and long-term disability & life insurance, • 401(k): 100% company match up to 4% of your annual pay, • Stock: Everyone can purchase equity and become an owner of the firm, • Paid Time Off: 16-26 days per year + 10 holidays + 1 paid day to do volunteer work, • Career development: 100% training/certification/licensing/dues reimbursement, • Wellness reimbursement, • Parking: heavily subsidized parking space or transit pass, • Anniversary bonuses every 5 years and sabbaticals every 10 years Coldstream is committed to inclusion and diversity. 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. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. 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.

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: We are currently seeking an experienced and multifaceted Wealth Planning leader to provide strategic direction for the Wealth Planning department of the Advisor Solutions Team, serve as an advocate and evangelist of D.A. Davidson Companies Wealth Planning services, and provide financial and estate planning expertise in consultation with Financial Professionals and their clients as a senior planner. This role has the opportunity to evolve and grow the planning offering in the context of a corporate culture and belief that planning is at the core of an exceptional client experience. We are seeking an experienced and passionate individual to lead and shape the future of planning at D.A. Davidson. In this player-coach role, the Director of Wealth Planning is expected to be a subject matter expert on a broad range of financial and estate planning strategies, and be masterful in client engagement particularly in complex cases. The Director of Wealth Planning engages in priority consulting services which range meetings with Davidson Financial Professionals and their individual clients, to conducting client seminars, leading internal training sessions, and speaking in a variety of internal and external forums. Qualifications:•Bachelor’s Degree and a minimum of 10+ years of relative professional experience.•Prior leadership experience required•Experience as a Financial Professional preferred.•Juris Doctor and CFP® strongly preferred•Series 7 and 66 (or 7, 63, and 65) required within first 6 months of employment•Life, Health, and Long-Term Care Insurance Licenses required within first 6 months of employment•Expert knowledge of MoneyGuidePro and familiarity with other planning tools and technology•Ability to analyze and simplify complicated wealth planning solutions to a variety of clientele•Leadership capabilities to see projects and initiatives to completion and to carry out the mission of the department.•Act as a key resource and contributor on cross-departmental projects. •Excellent interpersonal, communication, presentation and project management skills with the ability to collaborate across business divisions and teams.•Flexibility to travel to branches in the Davidson footprint, sometimes with short notice. •Ability to maintain regular, predictable attendance.•Intimate solid understanding of the Internal Revenue Code.•Experience in developing estate plans for ultra-high net-worth clients. Duties: •Responsible for all general business activities and departmental leadership including development and implementation of short and long-range department objectives and strategies, and tracking to completion. Manages budget and controls expenses. •Manages and executes customized client wealth planning analysis, recommendations, plan development, presentation, and execution in collaboration with Financial Professionals (FPs). •Consults with clients and FPs on a variety of planning strategies including estate planning, equity-based compensation, asset protection, multi-generational wealth transfer, federal and state death tax minimization, tax advantaged philanthropic gifting, business succession, wealth replacement, gifting, key-person insurance, qualified plans, and non-qualified deferred compensation. •Coordinates the design, development, implementation and assessment of all Wealth Planning programs and events.•Oversees all aspects of Wealth Planning Group activities and initiatives focused on Financial Professionals, to ensure quality training, education, and the execution of a planning practice.•Ensures department generates and delivers quality client-facing and advisor-facing educational materials.•Keeps current with tax and estate planning solutions by reading relevant journals, going to meetings/seminars and attending relevant courses.•Responsible for ensuring policies and procedures related to the planning process comply with all regulatory requirements, and are consistently executed by the Wealth Planning Group.•Performs other duties 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•Charitable gift-matching program•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 $175,000 – $250,000 annually. 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 over 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity 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 Associate Accountant – Wealth Management Location: Seattle, WA (Hybrid: 3 days/week onsite) About the Firm Our client is a premier, fast-growing wealth management firm serving ultra-high-net-worth individuals and families, as well as institutions and family-owned enterprises. Their model blends world-class advice, sophisticated investment opportunities, and a deeply collaborative service approach. They foster a culture that encourages people to be curious, innovative, and forward-thinking—while delivering exceptional results for clients and building meaningful, long-term careers. About the Role We’re seeking a detail-oriented Associate Accountant to join the team in Downtown Seattle. This individual will play an essential role in supporting HNW/UHNW clients and internal advisor teams through cash management, account reconciliation, reporting, and ongoing client administrative needs. This hybrid role is ideal for someone who thrives in a fast-paced, mission-driven environment and wants both meaningful client impact and strong professional development opportunities. Please note: This is not a role that requires tracking billable hours. Key Responsibilities • Manage personal financial accounts and records for assigned clients., • Prepare and review financial statements, account reports, invoices, and vouchers for accuracy and completeness., • Monitor client cash balances and ensure appropriate funds are available for accounts payable., • Reconcile general ledgers, bank accounts, and investment accounts., • Partner with AP specialists to process payments and manage approval workflows., • Prepare monthly cash flow reports; assist with client payroll processing and related reporting., • Support annual tax processes, including preparation of 1099s and W-2s., • Contribute to special projects—including audits, detailed financial requests, and ad-hoc analyses., • Maintain clean and accurate client files and transactional histories. Qualifications • Bachelor’s degree in Accounting or related field preferred., • 5+ years of relevant accounting experience; financial reporting experience strongly preferred., • Solid understanding of GAAP and tax/cash-basis accounting., • Proficiency with QuickBooks and Microsoft Office; experience with Bill.com a plus., • Strong written and verbal communication skills with exceptional attention to detail., • Highly organized with the ability to work independently and manage competing priorities., • Experience with payroll processing and payroll tax is a plus. Compensation & Benefits • Base Salary: $75,000–$90,000 (depending on experience and qualifications), • Additional Compensation: Discretionary bonus, • Benefits: Comprehensive benefits package including Medical, Dental, Vision and paid time off Employment Type: Full-Time, Non-Exempt This opportunity does not provide sponsorship. Only those authorized to work in the US without sponsorship needs now or in the future will be considered. Thank you!

Job Description Client Advisor Seattle, WA Our client is a growing wealth advisory firm looking to hire two key Advisory roles – both open due to new clients coming on board and growth within the firm. The Client Advisor is an excellent opportunity for someone with 5+ years of Associate Advisory experience seeking a supportive culture that fosters mentorship and growth from within toward a key Advisory role. The Client Advisor will work closely with ultra-wealthy families, entrepreneurs, and business owners, and is designed for someone who enjoys blending financial planning with project management and who thrives in a collaborative, client-focused setting. Responsibilities: • Coordinate the planning and delivery of services across key areas: investment oversight, cash-flow planning, education funding, risk management, estate considerations, and philanthropy., • Draft and deliver customized reports, planning materials, and meeting presentations for clients., • Partner with senior advisors to support significant, complex relationships while gaining increasing responsibility., • Engage directly with clients and their outside professionals (attorneys, accountants, insurance providers) to ensure seamless execution of strategies., • 5 years of direct client advisory experience in wealth management, financial planning, or a family office environment., • A working knowledge of estate structures, asset management approaches, and advanced planning techniques., • Active Series 65 (or equivalent) license; CFP® or progress toward certification strongly preferred., • Clear communicator with the ability to simplify complex ideas., • Organized, detail-oriented, and comfortable juggling multiple priorities., • Salary range: $88,000 – $150,000, plus discretionary bonus., • Full benefits package including health, dental, vision, disability, life insurance, and 401(k) with company match., • Paid time off starting at 15 days annually, plus holidays., • Support for licenses, certifications, and ongoing professional development., • Team culture that values collaboration, personal growth, and community involvement.

Job Description Senior Family Office Advisor Seattle, Washington Our client is a growing Multi-Family Office looking to hire two key Advisory roles – both of which are open due to new clients coming on board and growth within the firm. The Senior Family Office Advisor will lead relationships with affluent families and entrepreneurs navigating significant wealth events. This is a senior-level position, suited for someone who can bring sophisticated planning knowledge, a consultative approach, and leadership within the firm. Responsibilities: • Serve as the primary advisor for complex client relationships, overseeing all aspects of planning and wealth strategy., • Guide conversations on succession, legacy, philanthropy, risk management, and investment planning., • Lead the development of detailed planning proposals, financial models, and customized family presentations., • Partner with internal planning teams while also coordinating with external tax, legal, and insurance professionals., • Facilitate family meetings, governance discussions, and multi-generational planning initiatives., • Mentor and coach junior advisors, contributing to the growth of the firm’s advisory bench. Requirements: • Bachelor’s degree required; advanced credentials strongly valued., • At least 8 years of client-facing advisory experience with UHNW families, preferably in an RIA, family office, or private bank., • Series 65 (or equivalent) required., • CFP®, CFA®, or CIMA® designation strongly preferred., • Deep knowledge of advanced planning techniques, including donor-advised funds, foundations, complex estate structures, and risk management solutions., • Excellent interpersonal and presentation skills; able to engage comfortably with clients and their professional teams., • Leadership qualities with a collaborative approach and strong professional integrity. Compensation & Benefits • Salary range: $185,000 – $250,000, plus incentive compensation., • Comprehensive medical, dental, vision, disability, and life insurance — premiums fully covered by the firm., • 401(k) plan with company match., • Ample paid time off and holiday schedule., • Professional development support, executive coaching, and firm-sponsored education programs., • A collegial environment with retreats, wellness perks, and firm-wide gatherings.

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.

Rated in Forbes as one of America's Best Banks in 2024, Mechanics Bank recently merged with HomeStreet Bank to unite two historic West Coast companies with strong values, dedicated about serving their local communities and committed to meeting the banking, lending and wealth management needs of its

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

Focus Partners Wealth is seeking a Wealth Advisor responsible for delivering exceptional advice and service to clients, specifically in our Asian Wealth Advisory Practice. Be the point person responsible for managing the guidance and service provided to our clients, with an emphasis on our Asian cli

Job description: This position provides licensed financial and non-financial support to Ascend National Wealth Advisors and will serve as a resource to Thrivent Financial for Lutherans Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and

IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services A

Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. Basic Qualifications - Bachelor's degree, or equivalent work experience - 10 or more years of experie

Lido Advisors, LLC, an established and rapidly growing wealth management firm, is seeking an Associate to join our Business Development team as a Wealth Advisor to make an immediate impact expanding our reach. The Wealth Advisor plays a crucial role in supporting sales-focused Senior Wealth Advisors

Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with signi

Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with signi

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. 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. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. The Learning Program Manager is responsible for delivering and sustaining advisor role-specific training programs that enable teammates to build the skills and knowledge needed to thrive in their current roles and advance in their careers. This role may support additional learning programs as the firm and Learning & Team Development (L&TD) grows. The Learning Program Manager leads training delivery and facilitation across the organization and works in close partnership with the Learning Design Manager, who owns content creation. In some cases, this role may act as a subject matter expert (SME) or co-SME—particularly for role-based programs—providing source material and content direction to the Learning Design Manager. The Learning Program Manager also leads coordination with practice management, Client Service Operations, and a training advisory group to ensure programs reflect real-world workflows, expectations, and service standards. The Learning Program Manager is a proactive learner, skilled facilitator, and strong communicator who thrives on enabling growth and driving performance through learning. Take our Values in Action Self-Assessment to see how our values align! Key Responsibilities - Content Development & Delivery • Provide subject matter expertise, context, and content direction for assigned programs, working in partnership with the Learning Design Manager on instructional design and development., • Contribute to training content through writing, feedback, or editing., • Facilitate both virtual and in-person training sessions tailored to advisor roles, including onboarding, foundational training, skill enhancement, and role progression. May take on additional facilitation responsibilities to support L&TD programs as needed.Key Responsibilities - Program Management, • Manage programs with clearly defined learning objectives and measurable learner outcomes., • Identify and manage additional program facilitators ensuring they understand and are prepared for facilitation duties., • Implement feedback loops to assess training impact and ensure content remains aligned with operational and client service needs., • Use learning management systems (LMS) to track participation, progress, and completion, and to surface insights for continuous improvement.Key Responsibilities - Strategy and Collaboration, • Partner with PCFO Coach, team leads, pod trainers, practice managers, and Client Service Operations to identify training needs, performance trends, and skill gaps., • Participate in learning strategy discussions and governance groups to help shape content priorities and rollout sequencing., • Lead a training advisory group composed of SMEs and practice leaders., • Participate in cross-functional initiatives and process updates to stay connected to how the work is done, bringing key learnings into the learning environment.Key Responsibilities - Pod Trainer Oversight, • Mentor and support a team of pod trainers across multiple locations, ensuring consistency and quality in training delivery., • Facilitate regular meetings to align on program updates, share best practices, and discuss real-time feedback from the field., • Equip the trainer network with current materials, methodologies, and expectations informed by operational and practice-level insights.Key Responsibilities - Continuing Education through Brighton Jones University, • Design and coordinate continuing education experiences (e.g., webinars, workshops, and learning sessions) to support growth and retention., • Partner with PCFO Coach, practice management, and Client Service Operations to identify emerging training needs and deliver timely, targeted content through Brighton Jones University., • Regularly assess and refine ongoing learning opportunities to match evolving organizational needs.Key Responsibilities - Continuous Learning & Engagement, • Stay updated on industry trends, tools, and best practices related to adult learning and role-based training., • Maintain strong connections with the teams and functions for which training is developed to ensure content is aligned with real-world needs., • Provide coaching and guidance to employees and managers to help reinforce training and foster on-the-job learning.Qualifications - Education & Experience, • Bachelor's degree in Human Resources, Education, Organizational Development, Finance, or a related field. Master’s degree in a related field or certification from the financial industry a plus (e.g., CFA, CFP)., • 3-5 years of experience developing and leading training or a similar role, with a focus on role-based or technical training., • Proven experience designing and delivering training programs for a variety of job functions or departments., • Experience in a fast-paced or high-growth environment., • Experience using data analytics to measure training impact and outcomes., • Technical Skills: Familiarity with instructional design principles and adult learning theories and experience with eLearning tools, video training software, and other digital content creation platforms (e.g., Articulate, Captivate, Vyond, etc.).Qualifications - Key Competencies, • Growth-Oriented, • Program Management, • Presentation and Facilitation, • Communication, • Collaboration & Stakeholder Management, • Adaptability, • Strategic Thinking and PlanningCompensation, • Pay: $98,000 - $145,000 per year

Job DescriptionDescriptionAre you an elite sales professional looking to elevate your career in the competitive world of private aviation? Silver Air Private Jets is expanding, and we're seeking top-tier salespeople to join our dynamic team. If you're driven to build lasting relationships with high-net-worth clients, sell an industry-leading product, and be part of a company that values innovation and excellence, we want you onboard. Why Silver Air? At Silver Air, Private Jet Advisors are at the heart of our mission. We don’t just offer flights; we offer an unparalleled luxury experience. Our Flight Club, an invitation-only membership program, provides premium clients with seamless, hassle-free access to private jet services. As a PJA, you’ll have the opportunity to sell this exclusive membership and help clients streamline their private jet travel like never before. Our aircraft management services stand out in the market for their transparency, efficiency, and customer-first approach, offering you the chance to sell a product that truly differentiates itself. With industry-leading certifications from top independent auditing firms, Silver Air stands as a beacon of safety, trust, and premium service in private aviation. What We Offer • Flight Club Membership Sales: Sell an exclusive product that simplifies client travel and enhances their overall private jet experience. You'll be representing a brand that offers unparalleled service and benefits to its clients., • Aircraft Management Solutions: Sell a best-in-class aircraft management program designed to provide transparency, security, and efficiency for jet owners. Clients appreciate our approach, and you'll appreciate the opportunity to represent a truly competitive product in the marketplace., • Top Commissions & Earning Potential: We offer a highly competitive commission structure, rewarding your performance with industry-leading compensation. Your success directly translates into your financial rewards., • Exclusive Access to Elite Networks: Our strategic partnerships with luxury brands and high-end clubs open doors for you to build connections with affluent clientele and increase your reach in the market., • Work-Life Flexibility: Whether remote, hybrid, or in-office, we offer flexibility to balance your professional and personal life, ensuring you can thrive both in and outside of work., • Strong understanding of business relationships; excellent personal and intuitive skills to develop and maintain these relationships., • Work with High Net Worth individuals looking to utilize private aviation (High-end automotive dealers, wealth management, real estate, etc)., • Be equipped with 2-5 years of hands-on Part 135 sales and sales operations experience, with proven expertise in developing and closing new retail sales opportunities to grow a successful book of business.WHAT YOU’LL LEAD: Your priorities are:, • Develop, implement and refine an effective charter marketing strategy by monitoring industry trends., • Partner with the executives to formulate, coordinate, and promote charter services., • Promote and sell charter block-time products., • Unlimited PTO for full-time Team Members, • Fully paid health insurance coverage for you and your family (full-time Team Members), • Generous personal development and employee assistance programs, • Top-of-the-line equipment (Apple, Microsoft, Dell, Lenovo, etc.), • Flexible leadership team, • You have the flexibility to make your own hours while earning commissions., • Pet insurance, • 401k/Roth with a 5% match on day one of hire., • HSA, FSA, and dependent care savings accounts

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