Financial Advisor (Family Advisor) PARCION PRIVATE WEALTH.Financial Advisor (Family Advisor)Bellevue, WA$88,000–$150,000 / yearWe serve ultra-high net worth founders, entrepreneurs, and first-generation wealth creators with complex financial lives, delivering integrated advice across investments, planning, and legacy considerations with discretion, rigor, and long-term perspective. This role is designed for a sophisticated advisor who can operate as a trusted partner to clients, supporting them before, during, and after liquidity events, while collaborating with internal specialists and external professionals to deliver a seamless client experience.
Associate Financial Advisor Ameriprise FinancialAssociate Financial AdvisorEdmonds, Washington$65,000–$80,000 / yearSoundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor (AFA) to support succession planning efforts for retiring advisors while contributing to the continued growth and continuity of the practice. This role is intentionally structured to provide increasing responsibility for client relationships over time, particularly supporting lower-decile households, while positioning the advisor for long-term growth within the firm.
Associate Financial Advisor Jambalaya GroupAssociate Financial AdvisorIssaquah, WA$85,000–$95,000 / yearThis 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? .
Advisor Development Program - Financial Solutions Advisor Trainee- Renton Hills Bank of AmericaAdvisor Development Program - Financial Solutions Advisor Trainee- Renton HillsRenton, WashingtonOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Job Description: As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Advisor - Seattle Corebridge Financial IncFinancial Advisor - SeattleRenton, WACandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Advisor - Hermiston/Pendleton Corebridge Financial IncFinancial Advisor - Hermiston/PendletonRenton, WACandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Advisor (Family Advisor) Parcion Private Wealth LLCFinancial Advisor (Family Advisor)Bellevue, WA$88,000–$150,000 / yearWe serve ultra-high net worth founders, entrepreneurs, and first-generation wealth creators with complex financial lives, delivering integrated advice across investments, planning, and legacy considerations with discretion, rigor, and long-term perspective. This role is designed for a sophisticated advisor who can operate as a trusted partner to clients, supporting them before, during, and after liquidity events, while collaborating with internal specialists and external professionals to deliver a seamless client experience.
Financial Advisor Career Changer Opportunity Northwestern Mutual - Puget SoundFinancial Advisor Career Changer OpportunityTacoma, WAFull timeWe are proud to be a nationally recognized office dedicated to developing the next generation of financial representatives, ranked the #1 office in the country for new advisor success (revenue) twice in the past five years, most recently in 2025, and consistently named a top five Best Place to Work for the past three years. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Financial Solutions Advisor- NW Snohomish Area Bank of America CorpFinancial Solutions Advisor- NW Snohomish AreaSnohomish, WA$70,000–$80,000 / yearResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Skills:• Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written Communications Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed Shift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - EASTSIDE Market Bank of America CorpFinancial Solutions Advisor - EASTSIDE MarketRedmond, WA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - EASTSIDE Market Redmond, Washington; Bellevue, Washington; Kenmore, Washington; Kirkland, Washington; Kirkland, Washington; Kirkland, Washington; Redmond, Washington; Sammamish, Washington; Bellevue, Washington; Bellevue, Washington; Bellevue, Washington; Redmond, Washington; Redmond, Washington; Sammamish, Washington; BELLEVUE ON 2ND (WA3189), Bellevue Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor- South Puget Sound Area Bank of America CorpFinancial Solutions Advisor- South Puget Sound AreaLakewood, WA$70,000–$80,000 / yearResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Skills:• Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written Communications Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed Shift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Lead Financial Advisor - Bellevue, WA Advisor Talent SolutionsLead Financial Advisor - Bellevue, WABellevue, WashingtonIf you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first.
Senior Financial Solutions Advisor -Northwest Region Bank of AmericaSenior Financial Solutions Advisor -Northwest RegionShoreline, WashingtonUS - WA - Gig Harbor - 4815 Point Fosdick Dr Nw - GIG HARBOR BC (WA5115), US - WA - Puyallup - 17516 MERIDIAN E - 176TH AND MERIDIAN BC (WA5101), US - WA - Redmond - 7450 170th Ave Ne - REDMOND BC (WA3157), US - WA - Seattle - 2010 Nw Market St - BALLARD BC (WA3105), US - WA - Seattle - 230 Sw 152nd St - BURIEN BC (WA3113), US - WA - Shoreline - 15401 Westminster Way N - AURORA NORTH BC (WA3100), US - WA - Vancouver - 6404 Ne 117th Ave - ORCHARDS BC (WA0110). If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s Advisor Development Program, and become a Financial Solutions Advisor in one of over 4,000 financial center locations nationwide.
Personal Financial Advisor - Remote YO AI LabsPersonal Financial Advisor - RemoteSeattle, WARemoteThis high-bar role offers you the chance to impact how tomorrow's advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience. Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and end clients with diverse financial needs.
Financial Solutions Advisor Stage I - Registration Candidate - Beacon Hill Financial Center Bank of AmericaFinancial Solutions Advisor Stage I - Registration Candidate - Beacon Hill Financial CenterSeattle, WashingtonPrimary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions; Engage and share value proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; The role is a bridge between banking and brokerage, therefore the FSA Stage I must have a general awareness of core banking and investment solutions. The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I.
Financial Advisor - Seattle Corebridge FinancialFinancial Advisor - SeattleRenton, WashingtonCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.
Senior Associate Financial Advisor First Technology Federal Credit UnionSenior Associate Financial AdvisorBellevue, WA$80,000–$100,000 / yearFull timeAbility to coordinate a variety of activities and projects simultaneously and prioritize daily work, such as tracking and closing new business; scheduling appointments; proactive calls for prospecting, marketing, servicing/sales, etc. In addition to client-facing responsibilities, the Senior Associate Financial Advisor will work with the team to implement elements of the practice’s strategic plans and assist in the day-to-day management of the office.
Financial Solutions Advisor - Private Bank Office Bank of AmericaFinancial Solutions Advisor - Private Bank OfficeSeattle, WashingtonKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
Financial Solutions Advisor - Private Bank Office - West Market Bank of AmericaFinancial Solutions Advisor - Private Bank Office - West MarketBellevue, WashingtonKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Bainbridge Financial Center Bank of AmericaFinancial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Bainbridge Financial CenterBainbridge Island, WashingtonOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I) , your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.