Financial Planner--Irvine, California RK PartnersFinancial Planner--Irvine, CaliforniaSeattle, WAYou will serve as an expert in all areas of financial planning (cash flow, retirement, investments, tax planning, estate planning, and risk management) when partnering with the advisors on new client cases. Review client documents (investment statements, tax returns, insurance and estate documents) to identify opportunities and build out detailed cash flow-based plans through our eMoney planning software.
["Wealth Advisor - New Haven - CT","Wealth Advisor - New Haven - CT"] Citizens Bank["Wealth Advisor - New Haven - CT","Wealth Advisor - New Haven - CT"]Wallingford$105,000–$250,000 / yearOur Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members.
Advisor Assistant Corebridge Financial IncAdvisor AssistantWA$22.84–$25 / hourThe role has many responsibilities that are critical to the advisors' continued success, including: calling/answering telephone calls and assisting customers, following up on sales leads, performing data entry when orders are completed or changed, directing clients and sales leads to appropriate members of the team. Candidates 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.
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”.
Financial Planner with Healthcare Background Northwestern Mutual - Puget SoundFinancial Planner with Healthcare BackgroundBellevue, WA$76,000–$193,000 / yearFull timeA Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape. Build Direct Client Relationships: Professionals from healthcare are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
Associate Advisor - Boeing Employee Credit Union LPL Financial Holdings IncAssociate Advisor - Boeing Employee Credit UnionTacoma, WA$54,000–$95,000 / yearThis employment opportunity at Boeing Employee Credit Union in Tacoma, WA would allow you to join the Investment Program at Boeing Employee Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Boeing Employee Credit Union for financial solutions.
VP, Wealth Management Advisor - Seattle, WA FidelityVP, Wealth Management Advisor - Seattle, WASeattle, WashingtonRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Associate Advisor - Boeing Employee Credit Union LPL Financial ServicesAssociate Advisor - Boeing Employee Credit UnionTacoma, WA$54,000–$95,000 / yearThis employment opportunity at Boeing Employee Credit Union in Tacoma, WA would allow you to join the Investment Program at Boeing Employee Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Boeing Employee Credit Union for financial solutions.
Client Advisor with Athletic Background Northwestern Mutual - Puget SoundClient Advisor with Athletic BackgroundBellevue, WA$76,000–$193,000 / yearFull timeHe enjoys cigars and artisan spirits, traveling both domestically and internationally to explore new cultures and natural beauty, and shopping at farmers markets and cooking seasonal meals with his family. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorSeattle, WAThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.
Client Advisor Freestone Capital ManagementClient AdvisorSeattle, Washington$125,000–$150,000 / yearHeadquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning. We help our advisors with growth through a number of channels including seeding with existing clients and through our SAN and other channel partners in addition to supporting their organic growth efforts.
NewAssociate Advisor (Relationship Manager) Claire Myers ConsultingAssociate Advisor (Relationship Manager)Bellevue, WashingtonOur client is a thriving, growth-oriented independent wealth management firm seeking an ambitious Associate Advisor (Relationship Manager) to join their collaborative advisory team in Bellevue, Washington. Instead, you'll inherit relationships within an established client segment, work alongside experienced Advisors, and receive hands-on mentorship while developing into a trusted Advisor.
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.
Vice President, Advisor (San Luis Obispo) EP Wealth Advisors LLCVice President, Advisor (San Luis Obispo)Seattle, WA$150,000–$200,000 / yearThe Vice President provides comprehensive services to existing clients and reinforces management functions of the Senior VP and Regional Director by establishing and maintaining lead flow generated through referral networks, internal marketing campaigns and COI's. EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of March 31, 2026, serving predominately high net worth individuals.
Vice President, Advisor (Kirkland/Seattle) EP Wealth Advisors LLCVice President, Advisor (Kirkland/Seattle)Seattle, WA$150,000–$200,000 / yearThe Vice President provides comprehensive services to existing clients and reinforces management functions of the Senior VP and Regional Director by establishing and maintaining lead flow generated through referral networks, internal marketing campaigns and COI's. EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of March 31, 2026, serving predominately high net worth individuals.
Sr Mortgage Advisor - Greater Puget Sound Boeing Employees Credit UnionSr Mortgage Advisor - Greater Puget SoundWA$54,800–$66,800 / yearBuild Powerful Partnerships: You'll develop and nurture strong relationships with real estate agents, builders, financial advisors, and community influencers to grow your referral network. You won't just originate loans-you'll create lasting partnerships, strengthen communities, and expand BECU's impact by connecting members to the right financial solutions at the right time.
Private Client Advisor Keybank National AssociationPrivate Client AdvisorNewcastle, WACoordinate all aspects of investment product delivery within assigned Branch(s), including the coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Sales Advisor Career Changer Opportunity Northwestern Mutual - Puget SoundSales Advisor Career Changer OpportunityBellevue, 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.
Energy Market Advisor - Energy Advisory Services (Remote) WSP Global IncEnergy Market Advisor - Energy Advisory Services (Remote)Seattle, WARemote$106,100–$189,000 / yearThis role focuses on power market modeling, production cost modeling, integrated resource planning, and strategic advisory, helping clients navigate complex market dynamics, regulatory environments, and energy transition challenges. The ideal candidate brings deep expertise in energy systems modeling (e.g., PLEXOS, ProMod, GridView, etc), quantitative analytics, and electricity market operations, along with experience delivering client-facing insights across generation, transmission, and emerging energy technologies.
Transfer and Running Start Pathways Advisor [Admissions Counselor 3 - Regional Seattle] Western Washington UniversityTransfer and Running Start Pathways Advisor [Admissions Counselor 3 - Regional Seattle]Seattle, WA$58,727–$67,537 / yearAdvise prospective transfer and Running Start students on academic programs, admissions requirements, transfer credits, financial aid, scholarships, and application and enrollment processes through individual appointments, drop-in advising, group presentations, and virtual meetings primarily at partner community colleges. Reporting to the Director of Transfer Admissions and Operations, this position manages advising, outreach, and recruitment efforts that support community college students transitioning to Western and promotes pathways for transfer and first-year Running Start students.