Top 103 Wealth management advisor Jobs in Seattle Wa

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
Quick Apply
J.P. Morgan Advisors - Senior Client Associate - Seattle, WA
JPMorganChase —Seattle, WA
- $80,168.40 - $99,900.00 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Tuition reimbursement
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
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
Senior Associate Financial Advisor
First Technology Federal Credit Union —Bellevue, WA
- $80,000 - $100,000 a year
- Email
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
Quick Apply
Financial Advisor
First Technology Federal Credit Union —Redmond, WA
- $80,168.40 a year
- Email
- 5 years
- Basic math
- Office
- Paid holidays
- Disability insurance
Quick Apply
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
PWM Senior Private Wealth Advisor
U.S. Bank National Association —Bellevue, WA
- $170,255 - $220,330 a year
- Full-time
- Writing skills
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
Associate Client Advisor
Bessemer Trust Company, N.A. —Seattle, WA
- $80,000 - $100,000 a year
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
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
Sr Wealth Strategist
Northern Trust Corp. —Seattle, WA
- $158,010 - $276,460 a year
- Full-time
- Research
- Analysis skills
- Senior level
- Health insurance
- Dental insurance
WMAS Relationship Manager III/IV
Washington Trust Bank —Seattle, WA
- $138,567 - $241,107 a year
- Finance
- Analysis skills
- Bachelor's degree
Quick Apply
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
VP, Wealth Management Advisor - Seattle, WA
Fidelity Investments —Bellevue, WA
- $96,000 - $210,000 a year
- Full-time
- 11+ years
- Bachelor's degree
- Organizational skills
- Loan repayment program
- Tuition reimbursement
4d
J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Broadway)
JPMorganChase —Seattle, WA
- $78,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate - Seattle
Goldman Sachs —Seattle, WA
- $75,000 - $160,000 a year
- Full-time
- Research
- Office
- 3 years
- Disability insurance
- Health insurance
Associate Financial Advisor
Robert W. Baird —Seattle, WA
- $71,800 - $97,100 a year
- Mid-level
- Office
- 3 years
- Opportunities for advancement
Private Client Advisor II
Bank of America —Seattle, WA
- $100,000 - $275,000 a year
- Full-time
- Background check
- CPA
- Mid-level
Experienced Financial Advisor - Independent Platform, Full Book Portability
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
Wealth Management Advisor - Queen Anne, WA
U.S. Bank National Association —Seattle, WA
- $65,000 - $80,200 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance

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wealth management advisor jobs near seattle wa

Paraplanner

Ameriprise Financial - Washington -
Bellevue, WA

Quick Apply

Job Details

Full-time
$78,000 - $95,000 a year

Benefits

Paid holidays
Dental insurance
Paid time off
401(k) 4% Match
Vision insurance
401(k) matching
Life insurance

Qualifications

Series 66
Series 7
Securities Industry Essentials

Full Job Description

Position: Experienced Paraplanner (Fully Remote Option Available)

Allegiance Wealth Management
A private wealth advisory practice of Ameriprise Financial Services

Location: Fully Remote (U.S.-based candidates; Midwest/Pacific preferred, other time zones considered)

Allegiance Wealth Management practice is a growing, high-performing wealth management team committed to delivering proactive financial planning, strong client service, and scalable operational support as the business continues to expand through both organic growth and acquisition.

We are seeking an experienced Paraplanner to join the team in a highly flexible, “utility player” role supporting advisors across planning, trading, client service, and meeting preparation functions.

This role is ideal for someone who is already industry-experienced and can step in with a short learning curve, contribute quickly, and operate across multiple functions in a fast-paced advisory environment.

Position Overview

The Paraplanner will serve as a key support resource to advisors by managing meeting preparation, client follow-up, trading support, and ongoing service needs. This individual will also participate in client meetings as needed, ensuring accurate documentation, seamless follow-up, and a high-quality client experience.

This role is designed for a versatile professional who can operate independently while also collaborating closely with advisors and the broader service team.

Key Responsibilities

Prepare materials and documentation for client meetings
Attend client meetings as a secondary support resource for note-taking and follow-up
Complete detailed meeting follow-up tasks, including action items and CRM updates
Execute trades and support account servicing requests
Provide client-facing support, including responding to service requests and coordinating with advisors as needed
Assist in onboarding and ongoing account maintenance activities
Maintain accurate and timely updates within CRM and financial planning systems
Support advisors in delivering a high level of client service and responsiveness
Help manage workflow across multiple households and advisors in a growing practice

Qualifications & Experience

3–5 years of experience in the financial services industry preferred
Prior experience in a paraplanner, client service, or operations support role strongly preferred
Strong preference for candidates with prior wealth management or advisory firm experience, specifically Ameriprise Financial
Active licensing or ability to obtain required licenses:
SIE
Series 7
Series 66
Strong understanding of financial services workflows, client servicing, and advisor support
Ability to manage multiple priorities with accuracy and follow-through
Strong communication and client service skills
Comfortable working in a fast-paced, evolving environment
Experience is prioritized over formal degree requirements

Preferred Experience

Financial planning tools (e.g., MoneyGuide or similar platforms)
Morningstar
PMT / AMT systems
CRM platforms (Salesforce or similar)
Trading and account servicing systems
Prior Ameriprise experience strongly preferred but not required

Growth & Development

This role offers flexibility in career direction based on interest and performance, including:

Potential pathway into Associate Financial Advisor (AFA) track
Expanded financial planning and client-facing responsibilities over time
Opportunity to remain in a long-term paraplanner/utility support role

Compensation & Benefits

Competitive salary commensurate with experience - $78,000 - $95,000
Exempt
Bonus opportunities based on performance
Health, dental, and vision insurance
Life insurance benefit
401(k) with 4% employer match
6-month eligibility period; enrollment begins the following month
Paid time off (PTO), accrued and increasing with tenure
11 paid holidays annually

Schedule & Work Environment

Fully remote position
Collaborative and team-oriented culture with strong communication expectations
Occasional flexibility required based on client and advisor needs
Strong preference for candidates comfortable working independently in a remote environment
Open to most U.S. time zones; Midwest/Pacific preferred

Why Join the Practice?

This is an opportunity to join a growing wealth management practice that values responsiveness, teamwork, and client-first service. You will play a critical role in supporting advisors, improving operational efficiency, and ensuring clients receive a seamless and high-quality experience.

The team culture is collegial, collaborative, and growth-oriented, with a strong emphasis on both professional development and maintaining a supportive work environment.

Equal Opportunity Employer

The practice is an Equal Opportunity Employer and welcomes applicants from all backgrounds.

A background check will be conducted as part of the hiring process, and successful completion is required for employment in accordance with applicable laws.

Quick Apply

Refine Your Search

wealth management advisor jobs in seattle wa

Paraplanner

J.P. Morgan Advisors - Senior Client Associate - Seattle, WA

Financial Advisor

Wealth Planning Associate

Senior Associate Financial Advisor

Financial Advisor

Financial Advisor - Entry Level Sales

PWM Senior Private Wealth Advisor

Associate Client Advisor

Private Wealth Management Analyst

Sr Wealth Strategist

WMAS Relationship Manager III/IV

Career-Transition Partnership - For Advisors Approaching Reduced Production

VP, Wealth Management Advisor - Seattle, WA

J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Broadway)

Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate - Seattle

Associate Financial Advisor

Private Client Advisor II

Experienced Financial Advisor - Independent Platform, Full Book Portability

Wealth Management Advisor - Queen Anne, WA

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