Top 705 Investment Jobs in Bothell, Wa

Wealth Planning Associate
Everforth —Seattle, WA
- $90,000 - $115,000 a year
- Full-time
- Data analysis skills
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Financial Analyst - AI Trainer
DataAnnotation —Bellevue, WA
- $50 - $100 an hour
- Part-time
- Remote
- Mid-level
- Master's degree
- Bachelor's degree
Quick Apply
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
7d
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Bellevue, WA
- $120,000 - $174,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Financial Advisor - Entry Level Sales
Northwestern Mutual - Puget Sound —Bellevue, WA
- $70,000 - $250,000 a year
- Full-time
- Bachelor of Science
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Associate Financial Advisor
Edward Jones —Edmonds, WA
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Paid training
Finance
Valve Software —Bellevue, WA
- Office
- Entry level
- Health insurance
- Adoption assistance
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
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Financial Advisor Trainee (Kirkland, WA)
Raymond James Financial, Inc. —Kirkland, WA
- $80,168.40 - $85,000.00 a year
- Full-time
- Office
- Finance
- Bachelor's degree
- Paid holidays
- Health insurance
3h
Surety Underwriter Trainee
UFG Insurance —Seattle, WA
- $60,000 - $75,000 a year
- Remote
- Customer service
- Research
- Office
- Disability insurance
- Health insurance
Quick Apply
7d
Key Account Executive: Seattle, WA
UTZ Brands, Inc —Lynnwood, WA
- $95,000 - $125,000 a year
- Remote
- Microsoft Excel
- Microsoft Outlook
- Merchandising
- Profit sharing
- Employee stock purchase plan
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
6d
Research Analyst
Russell Investments —Seattle, WA
- $85,000 - $100,000 a year
- Full-time
- Mid-level
- Finance
- Master's degree
- Health insurance
- Opportunities for advancement
Investment Consultant - Bellevue, WA
Charles Schwab —Bellevue, WA
- $68,000 - $95,000 a year
- Hybrid work
- Mid-level
- Office
- 2 years
- Paid parental leave
- Employee stock purchase plan
Financial Consultant
WealthBridge Financial Group —Bothell, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Consultant - Lynnwood, WA
Fidelity Investments —Lynnwood, WA
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Mentoring
- Loan repayment program
- Tuition reimbursement
14d
Financial Analyst
Databricks —Bellevue, WA
- $93,700 - $143,100 a year
- Mid-level
- Finance
- SQL
Financial Advisor - Washington (Career Changer / New to Industry)
WealthBridge Financial Group —Bothell, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
CFO ROLE
Alonzi Ventures —Bellevue, WA
- Full-time
- CPA
- Finance
- Analysis skills
Financial Advisor
Mass Mutual NW —Everett, WA
- $75,000 - $125,000 a year
- Full-time
- Hybrid work
- High school diploma or GED
- Business development
- Financial services
Quick Apply

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investment jobs near bothell, wa

Wealth Planning Associate

Everforth -
Seattle, WA

Quick Apply

Job Details

Full-time
$90,000 - $115,000 a year

Benefits

Health savings account
Health insurance
Vision insurance
401(k) matching

Qualifications

Financial planning software
Data analysis skills
Financial plan development
Bachelor's degree
Financial services
Financial data analysis tools

Full Job Description

Wealth Planning Associate

About the Opportunity

We are a growing, team-oriented financial services firm committed to delivering outstanding wealth management and financial planning solutions to the clients who trust us with their most important financial decisions. We operate with a fiduciary mindset and a deeply collaborative internal culture - one that invests heavily in the growth, development, and well-being of our people. With a track record of steady expansion and a reputation built on integrity and excellence, we are adding a Wealth Planning Associate to our advisory team.

This is an excellent opportunity for someone who wants to sharpen their craft as a financial planner while working alongside seasoned advisors in a firm that takes professional development seriously. You will be embedded within an advisory team and report directly to the Director of Financial Planning.

Day-to-Day Responsibilities

Collaborate with financial advisors to gather, organize, and analyze client financial data in support of comprehensive wealth plans
Build and maintain financial plan models and reports, ensuring accuracy, clarity, and a polished presentation ready for client delivery
Prepare materials and supporting documentation for client meetings, including plan summaries, investment reviews, and strategy overviews
Stay current on regulatory developments, tax law updates, market trends, and financial planning best practices to ensure all work reflects up-to-date knowledge
Support advisors throughout client meetings, contributing to discussions and helping communicate planning recommendations
Work cross-functionally with internal departments to identify process improvements, support workflow efficiency, and help develop departmental best practices
Assist in identifying opportunities to deepen client relationships through thoughtful planning analysis and proactive follow-through
Contribute to departmental initiatives including continuing education, knowledge sharing, and internal strategy development

Required Skills and Qualifications

Bachelor's degree in Finance, Accounting, Economics, or a closely related discipline
3+ years of experience in financial planning, paraplanning, or a directly related role within a wealth management or advisory firm
Active progress toward or completion of the CFP (Certified Financial Planner) designation is strongly preferred

- Proficiency with financial planning software platforms - experience with eMoney, MoneyGuidePro, or similar tools is a plus

Strong analytical ability with experience interpreting and presenting complex financial data to both internal and client-facing audiences
Excellent written and verbal communication skills; comfort in a client-facing environment is essential
Highly organized, detail-oriented, and able to manage multiple priorities in a fast-moving team environment

- Ability to work both independently and collaboratively - comfortable owning deliverables while also functioning as a strong team contributor

No immigration sponsorship available for this position

Why This Role Stands Out

Join a firm with a clear fiduciary commitment and a culture built around doing right by clients and employees alike
Gain high-visibility experience working directly alongside senior advisors on complex, meaningful planning engagements
Competitive compensation in the $90K-$115K range with a strong total rewards package
Benefits include 401(k) with employer match, employer-funded HSA, medical and vision coverage, and robust continuing education support

- Real room to grow - the firm is expanding and actively supports career development for planners on the partner track

#Enghp

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 07/01/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at [email protected] to make arrangements.

Salary

$90000 - $115000 USD per year

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Refine Your Search

investment jobs in bothell, wa

Wealth Planning Associate

Financial Analyst - AI Trainer

Investment Consultant - Seattle (Southlake Union), WA

Wealth Advisor, Schwab Wealth Advisory

Financial Advisor - Entry Level Sales

Associate Financial Advisor

Finance

Paraplanner

Financial Advisor Trainee (Kirkland, WA)

Surety Underwriter Trainee

Key Account Executive: Seattle, WA

Investment Analyst | Wealth Management

Research Analyst

Investment Consultant - Bellevue, WA

Financial Consultant

Financial Consultant - Lynnwood, WA

Financial Analyst

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

CFO ROLE

Financial Advisor

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