Director of Transitions D.A. DavidsonDirector of TransitionsSeattle, WA$125,000–$145,000 / yearThis role is responsible for building a scalable, compliant, and client-focused transition program that supports experienced advisors joining the firm and ensures a high-quality experience for their clients. High degree of integrity, emotional intelligence, and professional maturity, especially when serving as an escalation point on matters impacting advisor practices, client relationships, or firm reputation.
Director Of Transitions D.A. DavidsonDirector Of TransitionsSeattle, WA$125,000–$145,000 / yearThis role is responsible for building a scalable, compliant, and client-focused transition program that supports experienced advisors joining the firm and ensures a high-quality experience for their clients. High degree of integrity, emotional intelligence, and professional maturity, especially when serving as an escalation point on matters impacting advisor practices, client relationships, or firm reputation.
NewTax Manager - Private Wealth DeloitteTax Manager - Private WealthSeattle, WA$100,350–$205,000 / yearIn this role, you'll take on a broader leadership footprint by training, mentoring, and supervising Tax Consultants and Tax Seniors; serving as a key client contact on engagements; and contributing to billing, profitability, and engagement management activities. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
NewPart-time Client Service Associate (Kirkland, WA) Raymond James Financial IncPart-time Client Service Associate (Kirkland, WA)Kirkland, WA$30,000–$45,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Job SummaryCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
Client Specialist Robert W. Baird & Co. IncorporatedClient SpecialistSeattle, WA$25.49–$38.36 / hourThe Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Experienced Financial Advisor - Confidential Move Conversation WealthBridge Financial GroupExperienced Financial Advisor - Confidential Move ConversationKirkland, WA$125,000–$150,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Financial Advisor - Washington (Career Changer / New to Industry) WealthBridge Financial GroupFinancial Advisor - Washington (Career Changer / New to Industry)Seattle, WA$125,000–$150,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Experienced Financial Advisor - Independent Platform, Full Book Portability WealthBridge Financial GroupExperienced Financial Advisor - Independent Platform, Full Book PortabilityEverett, WA$125,000–$150,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Associate Financial Advisor Jambalaya GroupAssociate Financial AdvisorIssaquah, WA$85,000–$95,000This role is intentionally designed for an advisor who wants to grow into leading client relationships, contributing to revenue growth, and developing into a long-term leader and potential equity owner within the practice — not a service-only position. Are you a client-focused professional with experience in financial services who’s ready to step into a client facing role with a clear path toward managing client relationships and future partnership within a successful private wealth practice? .
Financial Advisor Transcend Practice ManagementFinancial AdvisorBellevue, WA$200,000–$250,000 / yearYou 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. 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.
Remote Customer Support Advisor Americanome LifeRemote Customer Support AdvisorSeattle, WashingtonRemotePrevious experience in customer service, administration, sales, or client support is helpful, but not required for the right candidate. As our team continues to grow, we're looking for motivated, people-focused individuals who are ready to build a meaningful career in a fully remote environment.
Area Sales Advisor - Seattle CorePower YogaArea Sales Advisor - SeattleSeattle, WashingtonCorePower Yoga is looking for an Area Sales Advisor to support with driving yoga product and membership sales through building relationships and providing an extraordinary experience for our students in partnership with multiple Area/Studio/District Managers. As a team, we love seeing the magic that happens in a CorePower Yoga class when physical meets mindful and strive to create a work environment that mirrors the balance, empowerment and community experienced in our yoga studios. .
Client Advisor International Search ConsultantsClient AdvisorBellevue, WashingtonThe Client Advisor will work closely with ultra-wealthy families, entrepreneurs, and business owners, and is designed for someone who enjoys blending financial planning with project management and who thrives in a collaborative, client-focused setting. Our client is a growing wealth advisory firm looking to hire two key Advisory roles – both open due to new clients coming on board and growth within the firm.
Senior Family Office Advisor International Search ConsultantsSenior Family Office AdvisorBellevue, WashingtonOur client is a growing Multi-Family Office looking to hire two key Advisory roles – both of which are open due to new clients coming on board and growth within the firm. At least 8 years of client-facing advisory experience with UHNW families, preferably in an RIA, family office, or private bank.
NewAssociate Wealth Advisor Focus Partners WealthAssociate Wealth AdvisorBellevue, Washington$84,000–$96,000 / yearBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
Associate Wealth Advisor International Search ConsultantsAssociate Wealth AdvisorSeattle, WashingtonThis position is designed as a developmental advisory role, offering hands-on exposure to comprehensive wealth management, including investment management, estate planning, tax strategy, risk management, charitable planning, and business succession planning. The firm specializes in delivering customized wealth management and investment advisory solutions to ultra-high-net-worth individuals, business owners, entrepreneurs, and multi-generational families.
Advisor - Seattle Brighton JonesAdvisor - SeattleSeattle, WA$85,000–$135,000 / yearBenefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits. Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation.
Lead Advisor - Seattle Brighton JonesLead Advisor - SeattleSeattle, WA$120,000–$300,000 / yearBenefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits. Your Role: Acts as a Personal CFO for existing clients and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”.
CFO Advisory Consultant Ascend Partner Services LLCCFO Advisory ConsultantKirkland, WA$135,000–$189,000 / yearOur Client Accounting & Advisory Services practice delivers the full spectrum of outsourced finance support - from Reactive Accounting (end to end general ledger accounting, AP, spend management, invoicing, payroll, and state/local tax reporting) to Proactive Accounting (cash flow management, budgeting, forecasting, Controller and CFO advisory, pre-acquisition diligence, and systems evaluation/implementation). Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today's industry challenges to reach their full potential.
Financial Planning and Analysis Manager PCC Community MarketsFinancial Planning and Analysis ManagerSeattle, Washington$135,000–$155,000 / yearAdditional Details: Work occurs in an office, a variety of off-site environments and in a grocery store environment which includes surfaces that can be wet and slippery, moderate noise level, and temperature extremes in controlled environments in the cooler and freezer, and depending on location, working outside in all temperatures. This role brings strong financial leadership experience in a multi-unit retail, grocery, or restaurant environment and understands the key drivers of a dynamic, community-focused business.