Top 152 Investment advisor Jobs in Seattle, Wa

Financial Advisor
TPM Placement —Bellevue, WA
- $200,000 - $250,000 a year
- Full-time
- Background check
- CPA
- Research
- Health insurance
- Dental insurance
Quick Apply
7h
Financial Advisor - Greater Seattle/Bellevue Area
Thrivent —Bellevue, WA
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor
Northwestern Mutual —Tacoma, WA
- $100,000 - $150,000 a year
- Full-time
- Background check
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Registered Branch Associate
Edward Jones —Bothell, WA
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
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
Financial Advisor
Edward Jones —Seattle, WA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
2d
Investment Advisor
AscendHire —Tukwila, WA
- $120,000 - $130,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid training
- Health savings account
Quick Apply
Senior Private Wealth Advisor - Practice Lead - Seattle region
Empower —Seattle, WA
- $125,400 - $181,875 a year
- Remote
- Finance
- Bachelor's degree
- Mentoring
- Paid parental leave
- Paid holidays
3d
Financial Advisor: Serving Military Families
First Command Financial Services, Inc. —Silverdale, WA
- $65,000 - $250,000 a year
- Choose your own hours
- Background check
- Sales
- Military
- Flexible schedule
Quick Apply
Financial Advisor
Mass Mutual NW —Seattle, WA
- $75,000 - $125,000 a year
- Full-time
- Hybrid work
- High school diploma or GED
- Business development
- Financial services
Quick Apply
Client Service Associate
Invesco —Seattle, WA
- $80,000 - $85,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Employee stock purchase plan
- Health insurance
13d
Success Guide
Salesforce —Seattle, WA
- $80,900 - $122,300 a year
- Full-time
- English
- Mid-level
- Bachelor's degree
- Paid parental leave
- Disability insurance
2d
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
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
2027 | Americas | Seattle | Wealth Management, Private Wealth Management | New Associate
Goldman Sachs —Seattle, WA
- Full-time
- Mid-level
- 2 years
2d
VP, Wealth Management Advisor - Seattle, WA
Fidelity Investments —Seattle, WA
- $96,000 - $210,000 a year
- Full-time
- 11+ years
- Bachelor's degree
- Organizational skills
- Loan repayment program
- Health insurance
Client Service Specialist
Focus Partners Wealth —Seattle, WA
- $70,000 - $75,000 a year
- Remote
- Research
- Mid-level
- Organizational skills
Wealth Management Client Associate
Bank of America —Seattle, WA
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Client Service Associate
Coldstream Wealth Management —Seattle, WA
- $60,000 - $70,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
Quick Apply
6d
Client Service Associate | Wealth Management
Threadline Wealth —Bellevue, WA
- $63,000 - $98,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Administrative experience
- Health insurance
- Retirement plan
Quick Apply

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investment advisor jobs near seattle, wa

Financial Advisor

TPM Placement
Bellevue, WA

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Job Details

Full-time
$200,000 - $250,000 a year
7 hours ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Retirement plan

Qualifications

Wealth management
Customer relationship building
CFP
Customer inquiry handling
Bachelor's degree
Client retention
Investment client management
Financial services
Series 65

Full Job Description

Financial Advisor

Location: Bellevue, Washington

Salary: $200,000 - $250,000 base salary

Status: Full-time; Hybrid (3 days in office per week)

We are an independent advisory firm, and a team-oriented environment of motivated people who genuinely enjoy being around each other and prioritize having a true work/life balance. We want to use our time, resources and hearts to make the world a better place, for generations to come. Our community of clients share the same passion and commitment to ESG, sustainability, social justice, LGBTQ+ rights, solving food insecurity and human rights. We welcome like-minded, passionate individuals who are actively pursuing both personal and professional growth.

We are excited to hire a Financial Advisor to support and enhance our dynamic growth. You will bring a meaningful track record of in-depth knowledge, enthusiasm for a high touch client experience combined with a passionate belief in the tenets of financial planning. You will serve as the relationship lead for clients who enjoy rich, detail-driven discussions about planning, strategy, and portfolio rationale. If you're committed to making an impact in people's lives and leaving the world better than you found it, you will thrive in our environment!

Who You Are:

● You view being an advisor as a calling rather than a profession.

● You can translate complex financial and investment concepts in a way that clients appreciate and trust.

● You are mission-driven, with a genuine interest in sustainability and aligning financial strategies with client values.

● You expect a lot of yourself, are driven to excel and understand that this is your life's work.

As a Financial Advisor, you will handle all aspects of financial planning and investment management for a segment of our wonderful clients. This includes regular reviews, initiating outreach and resolving incoming client inquiries. You'll be comfortable and confident when interacting with clients to ensure a thorough and robust financial planning experience. Our outstanding operations and administrative team members are responsible for the day to day while you proactively nurture and enhance client relationships. Our investment professionals create, manage and trade the portfolios.

In your new role, you can expect to:

● Take ownership of financial planning and investment management.

● Service the firm’s PNW clients together with local partner/senior advisor.

● Continuously maintain client relationships, understanding their unique circumstances, connections, and interests.

● Analyze client’s income and asset situation; review and update client’s financial situation.

● Develop and present financial planning recommendations and/or alternatives.

● Take a proactive approach to client service and collaboration with colleagues.

● Stay up to date with market trends, financial products, and regulatory changes.

● Collaborate with other team members to enhance service delivery and client satisfaction.

● Be available for travel to the company’s New York City headquarters to support collaboration, strategic meetings, and team engagement several times a year.

Qualifications for this opportunity include:

● Bachelor’s degree

● 10 plus years of experience in the industry and in a financial advising role, including leading meetings, providing proactive financial planning advice and making investment recommendations

● CFP® required. CFA, CPA, or CIMA preferred.

● Series 65 or willingness to obtain

● The ability to build lasting, high trust relationships with clients through exemplary client service

● Strong analytical background in planning, analysis, research, or another technical discipline. Comfort engaging clients at a deeper level.

● Very team-oriented

● Strong, adaptive technology abilities

● Intellectual curiosity and passion for our business

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us. We look forward to meeting you!

Job Type: Full-time

Pay: $200,000.00 - $250,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Retirement plan
Vision insurance

Education:

Bachelor's (Required)

Experience:

ESG: 3 years (Preferred)
Wealth management: 10 years (Required)
Financial Services: 10 years (Required)

License/Certification:

CFP (Required)
Series 65 (Required)

Ability to Commute:

Bellevue, WA 98004 (Required)

Work Location: In person

Quick Apply

Refine Your Search

investment advisor jobs in seattle, wa

Financial Advisor

Financial Advisor - Greater Seattle/Bellevue Area

Financial Advisor

Registered Branch Associate

Associate Wealth Manager

Financial Advisor

Investment Advisor

Senior Private Wealth Advisor - Practice Lead - Seattle region

Financial Advisor: Serving Military Families

Financial Advisor

Client Service Associate

Success Guide

Wealth Management Associate

Private Wealth Management Analyst

2027 | Americas | Seattle | Wealth Management, Private Wealth Management | New Associate

VP, Wealth Management Advisor - Seattle, WA

Client Service Specialist

Wealth Management Client Associate

Client Service Associate

Client Service Associate | Wealth Management

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