Top 110 Investment consultant Jobs in Seattle Wa

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
Investment Consultant - Seattle (Southlake Union), WA
Charles Schwab —Seattle, WA
- $51,300 - $95,000 a year
- Office
- Business development
- Senior level
- Paid parental leave
- Employee stock purchase plan
VP, Financial Consultant - Seattle, WA
Charles Schwab —Seattle, WA
- $80,000 - $105,000 a year
- Office
- Senior level
- Paid parental leave
- Employee stock purchase plan
VP, Financial Consultant - Lynnwood, WA
Charles Schwab —Lynnwood, WA
- $70,000 - $90,000 a year
- Background check
- Senior level
- Paid parental leave
- Employee stock purchase plan
Real Estate Acquisition Consultant
House Buyers of America —Seattle, WA
- $140,000 - $220,000 a year
- Remote
- Mid-level
- Bachelor's degree
- Contracts
3d
Investment Consultant - Tukwila, WA
Fidelity Investments —Tukwila, WA
- $59,000 - $74,000 a year
- Full-time
- Mid-level
- Office
- Mentoring
- Loan repayment program
- Health insurance
Financial Consultant
WealthBridge Financial Group —Redmond, 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
- Health insurance
Senior Wealth Strategy Consultant
Curvion Blue —Seattle, WA
- $90,000 - $360,000 a year
- Full-time
- Remote
- Presentation skills
- Senior level
- Communication skills
- Flexible schedule
Quick Apply
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
Technology Strategy Consultant
Deloitte —Seattle, WA
- $95,600 - $188,400 a year
- Full-time
- Up to 50% travel
- Writing skills
- Bachelor's degree
Investment Consultant - Tacoma, WA
Charles Schwab —Tacoma, WA
- $62,600 - $85,000 a year
- Mid-level
- Office
- Business development
- Paid parental leave
- Employee stock purchase plan
5d
Career-Transition Partnership - For Advisors Approaching Reduced Production
WealthBridge Financial Group —Federal Way, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor - Silverdale
Navy Federal Credit Union —Silverdale, WA
- $80,169 - $86,000 a year
- Online Application
- Word processing
- Mid-level
- Finance
9d
CIO Advisory Senior Consultant
Capgemini —Bellevue, WA
- $100,500 - $189,890 a year
- Full-time
- Sales
- Research
- Mentoring
- Paid holidays
- Disability insurance
Strategy Principal Director, Data & AI Strategy - Utilities
Accenture —Seattle, WA
- $150,900 - $387,800 a year
- Full-time
- 7 years
- English
- Master's degree
- Paid holidays
- Disability insurance
Strategic Deal Consultant, AWS Growth Initiatives
Amazon Web Services, Inc. —Seattle, WA
- $176,100 - $238,200 a year
- Full-time
- 7 years
- Bachelor's degree
- Senior level
- AD&D insurance
- Health insurance
Experienced Financial Advisor - Confidential Move Conversation
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
Investment Banking Manager
Accenture —Redmond, WA
- $87,400 - $293,800 a year
- Full-time
- 7 years
- Bachelor's degree
- Mentoring
- Paid holidays
- Disability insurance
Enterprise AI Value Strategy Senior Manager - Utilities
Accenture —Redmond, WA
- $122,700 - $338,300 a year
- Full-time
- Management
- Master's degree
- Travel
- Paid holidays
- Disability insurance

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investment consultant jobs near seattle wa

VP, Financial Consultant - Redmond, WA

Charles Schwab -
Redmond, WA

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Job Details

$90,000 - $100,000 a year

Benefits

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

Qualifications

Customer communication
Series 7
FINRA License
Experience practicing in the securities industry

Full Job Description

Position Type: Regular

Your opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure.

Investment Professionals' Compensation | Charles Schwab

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

What you have

Required Qualifications:

A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.

Preferred Qualifications:

Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process

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.

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

Apply Now

Refine Your Search

investment consultant jobs in seattle wa

VP, Financial Consultant - Redmond, WA

Investment Consultant - Seattle (Southlake Union), WA

VP, Financial Consultant - Seattle, WA

VP, Financial Consultant - Lynnwood, WA

Real Estate Acquisition Consultant

Investment Consultant - Tukwila, WA

Financial Consultant

Financial Consultant - Lynnwood, WA

Senior Wealth Strategy Consultant

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

Technology Strategy Consultant

Investment Consultant - Tacoma, WA

Career-Transition Partnership - For Advisors Approaching Reduced Production

Financial Advisor - Silverdale

CIO Advisory Senior Consultant

Strategy Principal Director, Data & AI Strategy - Utilities

Strategic Deal Consultant, AWS Growth Initiatives

Experienced Financial Advisor - Confidential Move Conversation

Investment Banking Manager

Enterprise AI Value Strategy Senior Manager - Utilities

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