Top 724 Investment Jobs in Seattle, Wa

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
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
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
Associate Financial Advisor
Edward Jones —Kenmore, WA
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Paid training
Associate Financial Advisor
Edward Jones —Edmonds, WA
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Paid training
Proprietary Trader – Firm Capital Provided – Hiring in Seattle, WA
Trading Careers —Seattle, WA
- Contract
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Currency Trading Associate – Proprietary Firm – Hiring in Seattle, WA
Trading Careers —Seattle, WA
- Contract
- Remote
- Mid-level
Digital Asset Trader – Proprietary Trading Firm – Hiring in Seattle, WA
Trading Careers —Seattle, WA
- Contract
- Remote
- Mid-level
Independent Trader – Professional Firm Backing – Hiring in Seattle, WA
Trading Careers —Seattle, WA
- Contract
- Remote
- Mid-level
Remote Trader – U.S. Financial Markets – Hiring in Seattle, WA
Trading Careers —Seattle, WA
- Contract
- Remote
- Mid-level
Currency Trader – Capital Allocation Program – Hiring in Seattle, WA
Trading Careers —Seattle, WA
- Contract
- Remote
- Mid-level
Equities Trading Associate – Proprietary Firm – Hiring in Seattle, WA
Trading Careers —Seattle, WA
- Contract
- Remote
- Mid-level
Foreign Exchange Trader – Proprietary Firm – Hiring in Seattle, WA
Trading Careers —Seattle, WA
- Contract
- Remote
- Mid-level
Crypto Trader – Professional Trading Firm – Hiring in Seattle, WA
Trading Careers —Seattle, WA
- Contract
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- Mid-level
Equities Trader – Performance-Based Role – Hiring in Seattle, WA
Trading Careers —Seattle, WA
- Contract
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- Mid-level
Professional Trader – Equity & Options Markets – Hiring in Seattle, WA
Trading Careers —Seattle, WA
- Contract
- Remote
- Mid-level
Volatility Trader – Options Desk – Hiring in Seattle, WA
Trading Careers —Seattle, WA
- Contract
- Remote
- Mid-level
Equities Trader – Capital Allocation Program – Hiring in Seattle, WA
Trading Careers —Seattle, WA
- Contract
- Remote
- Mid-level
Prop Trader – Global Forex Markets – Hiring in Seattle, WA
Trading Careers —Seattle, WA
- Contract
- Remote
- Mid-level
Options Trader – Capital Allocation Model – Hiring in Seattle, WA
Trading Careers —Seattle, WA
- Contract
- Remote
- Mid-level

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Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab -
Bellevue, WA

Apply Now

Job Details

$168,000 - $228,000 a year

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Tax planning
Customer relationship building
Coaching
Series 7
Schedule management
Bachelor's degree
Portfolio management advisory services
Client retention
Investment client management
Risk management
Financial goal setting advisory services
Experience practicing in the securities industry
Scenario analysis

Full Job Description

Bellevue, WA

Requisition ID 2026-123280 Category Financial Planning Position type Regular Pay range USD $168,000.00 - $228,000.00 / Year Application deadline 2026-07-31

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.

Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long‑term goals.

This role is ideal for someone who thrives in a relationship‑driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long‑term retention, and advisory excellence.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What You Have

Required Qualifications

Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
Time Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs.
Financial Planning: Proven ability to develop and communicate holistic financial plans for high-complexity scenarios (e.g., concentrated positions, tax-aware strategies, multi-goal planning), synthesizing inputs into recommendations that align portfolios to client objectives, risk profile, and long-term outcomes.
Coachability: Demonstrates a senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices—coaching others informally to raise advisory quality and client experience.
Self-Awareness: Exercises sound judgment and risk awareness—recognizing when situations exceed scope or require additional expertise, surfacing concerns early, and escalating with clear context and options to protect the client experience and meet fiduciary and regulatory expectations.

What you have

Additional Requirements

CFP® designation or CFA® designation
Bachelor’s degree
Active FINRA Series 7 license
- May be obtained with a 120-day condition of employment
Active FINRA Series 66 license (or equivalent)
- May be obtained within the first 120 days

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

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Eligible Schwabbies receive

Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment

Apply Now

Refine Your Search

investment jobs in seattle, wa

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Wealth Advisor, Schwab Wealth Advisory

Investment Consultant - Seattle (Southlake Union), WA

Associate Financial Advisor

Associate Financial Advisor

Proprietary Trader – Firm Capital Provided – Hiring in Seattle, WA

Currency Trading Associate – Proprietary Firm – Hiring in Seattle, WA

Digital Asset Trader – Proprietary Trading Firm – Hiring in Seattle, WA

Independent Trader – Professional Firm Backing – Hiring in Seattle, WA

Remote Trader – U.S. Financial Markets – Hiring in Seattle, WA

Currency Trader – Capital Allocation Program – Hiring in Seattle, WA

Equities Trading Associate – Proprietary Firm – Hiring in Seattle, WA

Foreign Exchange Trader – Proprietary Firm – Hiring in Seattle, WA

Crypto Trader – Professional Trading Firm – Hiring in Seattle, WA

Equities Trader – Performance-Based Role – Hiring in Seattle, WA

Professional Trader – Equity & Options Markets – Hiring in Seattle, WA

Volatility Trader – Options Desk – Hiring in Seattle, WA

Equities Trader – Capital Allocation Program – Hiring in Seattle, WA

Prop Trader – Global Forex Markets – Hiring in Seattle, WA

Options Trader – Capital Allocation Model – Hiring in Seattle, WA

I want to receive the latest job alert for investment in seattle, wa

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Eligible Schwabbies receive

Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

Sabbatical leave available after five years of employment

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