Top 150 Wealth management Jobs in Seattle, Wa

Financial Advisor
First Technology Federal Credit Union —Redmond, WA
- $80,168.40 a year
- Email
- 5 years
- Basic math
- Office
- Paid holidays
- Disability insurance
Quick Apply
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Bellevue, WA
- $168,000 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
4h
Associate Wealth Manager
Coldstream Wealth Management —Bellevue, WA
- $130,000 - $150,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Paid holidays
Quick Apply
VP, Financial Consultant - Redmond, WA
Charles Schwab —Redmond, WA
- $90,000 - $100,000 a year
- Background check
- Senior level
- Paid parental leave
- Employee stock purchase plan
4h
Investment Consultant - Seattle (Southlake Union), WA
Charles Schwab —Seattle, WA
- $51,300 - $95,000 a year
- Hybrid work
- Office
- Business development
- Senior level
- Paid parental leave
- Employee stock purchase plan
4h
J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Broadway)
JPMorganChase —Seattle, WA
- $78,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Private Wealth Management Analyst
Morgan Stanley —Seattle, WA
- $68,000 - $120,000 a year
- Full-time
- Computer literacy
- Writing skills
- Mid-level
- Health savings account
- Paid holidays
Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate - Seattle
Goldman Sachs —Seattle, WA
- $75,000 - $160,000 a year
- Full-time
- Research
- Office
- 3 years
- Disability insurance
- Health insurance
Asset & Wealth Management, Private Wealth Management, Financial Analyst - Seattle
Goldman Sachs —Seattle, WA
- $75,000 - $125,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Disability insurance
- Health insurance
J.P. Morgan Advisors - Senior Client Associate - Seattle, WA
JPMorganChase —Seattle, WA
- $80,168.40 - $99,900.00 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Tuition reimbursement
Wealth Management Client Associate
Bank of America —Bellevue, WA
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Client Service Associate | Wealth Management
Threadline Wealth —Bellevue, WA
- $63,000 - $86,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Administrative experience
- Health insurance
- Retirement plan
Quick Apply
7d
Wealth Management Associate
Coldstream Wealth Management —Bellevue, WA
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Paid holidays
Quick Apply
12d
Paraplanner
Ameriprise Financial - Washington —Bellevue, WA
- $78,000 - $95,000 a year
- Full-time
- Remote
- Background check
- Mid-level
- Communication skills
- Paid holidays
- Dental insurance
Quick Apply
Associate Client Advisor
Bessemer Trust Company, N.A. —Seattle, WA
- $80,000 - $100,000 a year
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Career-Transition Partnership - For Advisors Approaching Reduced Production
WealthBridge Financial Group —Bellevue, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Investment Analyst | Wealth Management
Threadline Wealth —Bellevue, WA
- $81,000 - $100,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Health insurance
Quick Apply
7d
Financial Advisor - Washington (Career Changer / New to Industry)
WealthBridge Financial Group —Seattle, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Human Resources Generalist | Wealth Management
Threadline Wealth —Bellevue, WA
- $85,000 - $105,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Retirement plan
Quick Apply
Wealth Management Associate
Equitable Advisors —Seattle, WA
- $43,500 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance

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wealth management jobs near seattle, wa

Financial Advisor

First Technology Federal Credit Union -
Redmond, WA

Quick Apply

Job Details

Full-time
$80,168.40 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching

Qualifications

Financial planning software
Financial sales
Confidential information handling
Customer relationship building
Investment management advisory services
Basic math
FINRA
Life insurance knowledge
High school diploma or GED
Sales presentations
Series 7
Investment client management
Financial product expertise
Financial concepts
Data interpretation
Presentation preparation
Investment risk management
Productivity software
Life & Health Insurance License
Experience practicing in the securities industry
Series 63

Full Job Description

Description

The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with Seattle and Bellevue area tech employees and members to deliver personalized, goals-based financial advice across investment, retirement and insurance planning. Based at Studios West on Microsoft's campus in Redmond, this role offers a unique opportunity to build a practice from the ground up within one of the Pacific Northwest's most dynamic and innovation-driven communities.

This position is designed for an entrepreneurial advisor who is energized by relationship development, employer engagement, and long-term business building. Advisors in this role will cultivate new client relationships through First Tech's member ecosystem, on-campus visibility, referrals, seminars, and strategic networking, while helping clients navigate complex financial decisions around equity compensation, retirement planning, wealth accumulation, and risk management.

This role is supported by the scale and resources of Raymond James Financial Services, providing access to industry-leading investment solutions, planning tools, operational infrastructure, and a collaborative wealth management environment. This is an opportunity for a motivated advisor to establish a long-term presence in a highly affluent market with significant growth potential.

Here's what you can expect from the job and what you need to be successful:

What You'll Do:

Assist members and prospects with information, products offered and procedures to implement an investment program
Maintain member files and records to comply with the requirements of Financial Industry Regulatory Authority (FINRA), Office of Supervisory Jurisdiction (OSJ) and Insurance Agency (Agency) regulators
Interface with mutual fund companies, insurance companies, clearinghouse and broker/dealer for any member needs or services
Coordinate, conduct, and maintain approved promotional campaigns for Addison Avenue as needed and/or appropriate promotional campaigns specific to the unique or unusual needs of the Experience Centre
Keep informed of current success of investment products offered and of new products being made available through our broker/dealer, Raymond James Financial Services, Inc.
Prepare all new business for submission to Raymond James for processing, using standard OSJ procedures

Essential Skills:

Minimum of 5 years’ experience with the sale and delivery of personal investment products and services, with the proven ability to act as a trusted advisor and advocate
Experience working in a bank or credit union environment preferred
Exceptional interpersonal skills to engage with internal and external business partners
Demonstrated ability to use discretion and judgment when working with clients, professionally handling sensitive information with discretion
Ability to create and deliver dynamic and engaging presentations with the ability to tailor messages to the audience
Possess an in-depth understanding of the financial industry, financial concepts and the mathematics behind them, high-level product knowledge, competitive intel and client-service strategies
Ability to handle multiple tasks simultaneously while maintaining a high level of organization, accuracy, and efficiency
Ability to organize, analyze and interpret data to reach sound decisions and guide investors based on individual risk tolerances
Ability to assess individual client needs and foster strong relationships
Proficiency with basic to complex mathematical calculations
Working knowledge of Microsoft Office Suite and financial planning software
Exposure to a CRM such as Salesforce or Microsoft Dynamics is preferred
Certification/License: Series 7, 63, 65/66 FINRA licenses, Life & Disability Insurance license required; CFP preferred
Minimum Education: High School Diploma, with CFP designation preferred
Clean U-4

Location: Based at our Studios West branch in Redmond, WA, supporting additional branches throughout Redmond and downtown Seattle, WA

Target compensation in Washington: $80,168.40 annually plus monthly incentive earnings

Who We Are:

What makes First Tech different? Click here to learn more!

Every great journey begins with a bold idea—and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.

Employees are eligible for:

Traditional medical, dental, and vision coverage
Generous 401(k) match
Paid Time Off: - You’ll accrue up to 15 days in your first year. In addition, you’ll receive 40 hours of sick time and 3 personal days, which refresh annually
Paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria

Employment Statements:

First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

If you’re applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to [email protected] and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address

First Tech is not currently offering Visa transfer or sponsorship for this position

Registered Address: 15255 NE 40th Street, Redmond WA 98052

Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

#FTHP #LI-MG

Who We Are:

What makes First Tech different? Click here to learn more!

Every great journey begins with a bold idea—and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.

Employees are eligible for:

Traditional medical, dental, and vision coverage
Generous 401(k) match
Paid Time Off: You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
Paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)

Employment Statements:

First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to [email protected] and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.

First Tech is not currently offering Visa transfer/sponsorship for this position.

Quick Apply

Refine Your Search

wealth management jobs in seattle, wa

Financial Advisor

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Associate Wealth Manager

VP, Financial Consultant - Redmond, WA

Investment Consultant - Seattle (Southlake Union), WA

J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Broadway)

Private Wealth Management Analyst

Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate - Seattle

Asset & Wealth Management, Private Wealth Management, Financial Analyst - Seattle

J.P. Morgan Advisors - Senior Client Associate - Seattle, WA

Wealth Management Client Associate

Client Service Associate | Wealth Management

Wealth Management Associate

Paraplanner

Associate Client Advisor

Career-Transition Partnership - For Advisors Approaching Reduced Production

Investment Analyst | Wealth Management

Financial Advisor - Washington (Career Changer / New to Industry)

Human Resources Generalist | Wealth Management

Wealth Management Associate

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