Top 211 Investment consultant Jobs in Washington State

Retirement Plan Sales Consultant (RIA)
American NW Advisory Services LLC —Federal Way, WA
- $48,000 - $100,000 a year
- Full-time
- Business development
- In-person
- Communication skills
- Paid training
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
Financial Consultant - Vancouver, WA
Fidelity Investments —Vancouver, WA
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Mentoring
- Loan repayment program
- Health insurance
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
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 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
Investment Banking Consultant
Accenture —Redmond, WA
- $59,100 - $205,800 a year
- Full-time
- Research
- Bachelor's degree
- US work authorization
- Paid holidays
- Disability insurance
Financial Advisor - Washington (Career Changer / New to Industry)
WealthBridge Financial Group —Tacoma, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Experienced Financial Advisor - Independent Platform, Full Book Portability
WealthBridge Financial Group —Puyallup, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Career-Transition Partnership - For Advisors Approaching Reduced Production
WealthBridge Financial Group —Lakewood, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Member Relationship Center - Member Relationship Consultant - Full Time - Remote (AK, AZ, WA, WY)
Nuvision Federal Credit Union —Washington State
- $26.57 - $40.84 an hour
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid training
- Health insurance
Financial Advisor
Ameriprise Financial —Bellevue, WA
- $53,000 - $83,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Bachelor's degree
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
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
9d
Senior Wealth Advisor- Wealth Advisory - Tri Cities, Washington
CliftonLarsonAllen —Tri-Cities, WA
- $123,000 - $242,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Health insurance
- Dental insurance
Experienced Financial Advisor - Confidential Move Conversation
WealthBridge Financial Group —Kirkland, 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
2d
Investment Banking Manager
Accenture —Seattle, WA
- $87,400 - $293,800 a year
- Full-time
- 7 years
- Bachelor's degree
- Mentoring
- Paid holidays
- Disability insurance
Enterprise Strategic Portfolio Manager Consultant
Kalles Group —Seattle, WA
- $140,000 - $180,000 a year
- Email
- 7 years
- Office
- Finance
Quick Apply
Experienced Financial Advisor - Confidential Move Conversation (Olympia, WA)
WealthBridge Financial Group —Olympia, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply

I want to receive the latest job alert for investment consultant in washington state

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

investment consultant jobs near washington state

Retirement Plan Sales Consultant (RIA)

American NW Advisory Services LLC
Federal Way, WA

Quick Apply

Job Details

Full-time
$48,000 - $100,000 a year

Benefits

Paid training

Qualifications

Series 65

Full Job Description

Compensation: $48,000 base salary + uncapped sales commission (average first-year earnings: $80,000+)

Job Overview

We are seeking a motivated sales person to support the continued growth of our retirement plan advisory practice. This is an excellent entry point into the financial services industry.

No financial services experience is required. We are primarily looking for recent college graduates or early-career professionals who are eager to learn. We provide the training, licensing support, and qualified leads you need to succeed.

This role is ideal for someone who wants:

Qualified leads provided by the firm
A fiduciary-based sales environment
Full training and licensing support from day one
A long-term career path within an established RIA

You will work directly with business owners, CFOs, and plan sponsors to introduce retirement plan solutions, coordinate plan conversions, and support ongoing client relationships.

Who We're Looking For

Recent college graduates or early-career professionals
No prior financial services experience needed
Strong communication skills and a willingness to learn
Motivated, coachable, and comfortable talking with business owners and decision-makers

Training & Licensing Requirement
The first six (6) weeks of employment are a paid cross-training period, during which the new hire will learn the operational side of our business and our sales process. During this time, the new hire is also required to study for and pass the Series 65 exam. Passing the Series 65 within these first six weeks is a condition of continued employment — candidates must pass in order to move into the full sales role.

Duties

Engage with leads provided by the firm
Educate plan sponsors on 401(k) plan design, fiduciary responsibilities, and investment solutions
Present American Northwest's retirement plan services and value proposition
Coordinate onboarding and transition of new retirement plan clients
Work closely with internal plan administration and investment teams
Maintain CRM documentation and follow-up activity
Support ongoing client relationships and business development initiatives

Job Type: Full-time

License/Certification:

Series 65 (required to be obtained during the first six weeks of employment — no prior license needed)

Work Location: Federal Way, WA 98003

Job Type: Full-time

Pay: $48,000.00 - $100,000.00 per year

Work Location: In person

Quick Apply

Refine Your Search

investment consultant jobs in washington state

Retirement Plan Sales Consultant (RIA)

Financial Consultant - Lynnwood, WA

Financial Consultant - Vancouver, WA

Investment Consultant - Tukwila, WA

Senior Wealth Strategy Consultant

Financial Consultant

Investment Banking Consultant

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

Experienced Financial Advisor - Independent Platform, Full Book Portability

Career-Transition Partnership - For Advisors Approaching Reduced Production

Member Relationship Center - Member Relationship Consultant - Full Time - Remote (AK, AZ, WA, WY)

Financial Advisor

Investment Consultant - Seattle (Southlake Union), WA

Strategic Deal Consultant, AWS Growth Initiatives

Senior Wealth Advisor- Wealth Advisory - Tri Cities, Washington

Experienced Financial Advisor - Confidential Move Conversation

Financial Advisor - Silverdale

Investment Banking Manager

Enterprise Strategic Portfolio Manager Consultant

Experienced Financial Advisor - Confidential Move Conversation (Olympia, WA)

I want to receive the latest job alert for investment consultant in washington state

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected