Top 1266 Finance Jobs in Seattle, Wa

Financial Advisor
Northwestern Mutual —Tacoma, WA
- $100,000 - $150,000 a year
- Full-time
- Research
- Mid-level
- Math
- Health insurance
- Dental insurance
Quick Apply
Controller
Long Painting Company —Kent, WA
- $105,000 - $125,000 a year
- Full-time
- Background check
- CPA
- Office
- Fuel card
- Health insurance
Quick Apply
4d
Controller
Sugar Mountain —Seattle, WA
- $180,000 - $210,000 a year
- Full-time
- Management
- CPA
- ERP systems
- Paid holidays
- Health insurance
Quick Apply
Vice President of Finance
Spartan Investment Group —Seattle, WA
- $195,000 - $235,000 a year
- Full-time
- CPA
- Office
- Finance
- Profit sharing
- Disability insurance
Quick Apply
Regulatory Reporting Manager
Deloitte —Bellevue, WA
- $82,600 - $162,800 a year
- Full-time
- 6 years
- Finance
- Bachelor's degree
Controller
Elevator Support Company —Lynnwood, WA
- $130,000 - $150,000 a year
- Full-time
- 7 years
- CPA
- Office
- Paid holidays
- Health insurance
Quick Apply
13d
Financial Professional. Career Change Friendly!
New York Life —Lynnwood, WA
- $60,000 - $200,000 a year
- Full-time
- Hybrid work
- Background check
- Office
- Entry level
- Disability insurance
- Health insurance
Quick Apply
Controller
Confidential —Bothell, WA
- $120,000 - $140,000 a year
- Full-time
- 5 years
- English
- Office
- Health savings account
- AD&D insurance
Quick Apply
12d
Entry Level Financial Advisor
New York Life —Bellevue, WA
- $85,000 - $135,000 a year
- Full-time
- Hybrid work
- US work authorization
- Marketing
- Entry level
- Health savings account
- Health insurance
Quick Apply
Personal Banker
WaFd Bank —Bellevue, WA
- $22.33 - $33.18 an hour
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- AD&D insurance
Financial Services Sales Specialist
Sound 1 LLC —Seattle, WA
- $95,000 - $105,000 a year
- Full-time
- Remote
- 11+ years
- In-person
- Entry level
- Flexible schedule
Quick Apply
7d
FBI Special Agent: CPA/Accounting/Finance Expertise
Federal Bureau of Investigation —Seattle, WA
- $103,263 - $133,200 a year
- Full-time
- Doctoral degree
- CPA
- Master's degree
Fast Track to Management
New York Life - Seattle General Office —Seattle, WA
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Office
- Team management
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Personal Banker
WaFd Bank —Seattle, WA
- $22.33 - $33.18 an hour
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- AD&D insurance
5d
Financial Analyst
Charlie's Produce —Seattle, WA
- $90,000 - $110,000 a year
- Full-time
- CPA
- Bachelor of Science
- Mid-level
- Free parking
- Profit sharing
Quick Apply
Financial Analyst
Databricks —Bellevue, WA
- $93,700 - $143,100 a year
- Mid-level
- Finance
- SQL
Finance
Valve Software —Bellevue, WA
- Office
- Entry level
- Health insurance
- Adoption assistance
Finance Systems Analyst
Whatnot —Seattle, WA
- $131,000 - $160,000 a year
- Full-time
- Remote
- Salesforce
- Mid-level
- 3 years
- Paid parental leave
- Health insurance
4d
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
3d
Financial Analyst, Cloud AI Capacity Planning
Google —Kirkland, WA
- $116,000 - $167,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Paid holidays
- Disability insurance
13d

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finance jobs near seattle, wa

Financial Advisor

Northwestern Mutual -
Tacoma, WA

Quick Apply

Job Details

Full-time
$100,000 - $150,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Vision insurance
Retirement plan

Qualifications

Financial sales
Teamwork
Investment management software
Research
Financial analysis
Math
Investment client management
Financial product expertise
Financial concepts
Accounting standards
Experience practicing in the securities industry
Estate planning

Full Job Description

Overview
Join our dynamic financial services team as a Financial Advisor, where you will play a pivotal role in guiding clients toward achieving their financial goals through personalized planning and expert advice. This position offers an exciting opportunity to leverage your comprehensive knowledge of financial concepts, investment management, and estate planning to make a meaningful impact on clients’ lives. As a trusted advisor, you will develop tailored strategies that encompass wealth management, tax efficiency, and risk mitigation, ensuring clients are well-equipped for their financial futures. Your energetic approach and dedication will help foster long-term relationships built on trust and success.

Responsibilities

Develop customized financial plans by analyzing clients’ current financial situations, including assets, liabilities, income, and expenses.
Provide expert guidance on estate planning strategies, including wills, trusts, and estate law considerations to protect clients’ legacies.
Conduct thorough research and utilize financial software to evaluate investment options aligned with clients’ risk tolerance and objectives.
Manage client portfolios by monitoring market trends and adjusting strategies to optimize investment performance within regulatory guidelines.
Educate clients on financial concepts such as securities law, tax implications, cash management, and asset allocation to empower informed decision-making.
Foster strong customer relationships through proactive communication, regular reviews, and tailored financial solutions that meet evolving needs.
Stay current with industry regulations, including securities law and public accounting standards, to ensure compliance in all advisory activities.

Requirements

Proven experience in financial sales or client advisory roles within the financial services industry.
Strong understanding of financial analysis techniques, investment management principles, and wealth management strategies.
Knowledge of estate planning tools such as wills, trusts, and estate law to advise clients effectively.
Familiarity with financial software platforms used for portfolio management and research purposes.
Excellent math skills coupled with a solid foundation in accounting principles and technical accounting standards.
Ability to communicate complex financial concepts clearly and confidently to diverse audiences.
Relevant certifications or licenses related to securities law or financial advising are preferred but not mandatory; ongoing professional development is encouraged. Embark on a rewarding career where your expertise fuels client success! We are committed to supporting your growth with comprehensive training opportunities and a collaborative environment dedicated to excellence in financial advising.

Pay: $100,000.00 - $150,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Retirement plan
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

finance jobs in seattle, wa

Financial Advisor

Controller

Controller

Vice President of Finance

Regulatory Reporting Manager

Controller

Financial Professional. Career Change Friendly!

Controller

Entry Level Financial Advisor

Personal Banker

Financial Services Sales Specialist

FBI Special Agent: CPA/Accounting/Finance Expertise

Fast Track to Management

Personal Banker

Financial Analyst

Financial Analyst

Finance

Finance Systems Analyst

Wealth Advisor, Schwab Wealth Advisory

Financial Analyst, Cloud AI Capacity Planning

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