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.
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? .
Service Associate TRC Talent SolutionsService AssociateVancouver, WASHINGTON$60,000–$68,000 / yearThis role goes beyond day-to-day client support and requires a strategic approach to managing client needs, improving service processes, and supporting our financial advisory team in delivering best-in-class financial guidance. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Executive Assistant /Paraplanner for Financial Adviser Office - PacNorth Kestra Financial Independent AdvisorExecutive Assistant /Paraplanner for Financial Adviser Office - PacNorthSpokane Valley, WAAdministrative Support: Handle core administrative tasks such as data entry into the CRM system, ensuring data is accurate and up-to-date, and processing client paperwork (e.g., account openings, money movements). · Client Interaction: Serve as a key point of contact for clients for data gathering, information clarification, and general inquiries, ensuring a professional and caring experience.
Lead Financial Advisor Ivy Way PlacementsLead Financial AdvisorBellingham, WashingtonMinimum 5-7 years of experience in investment management, financial planning or financial services with demonstrated ability to develop and manage plans and manage client relationships. The Lead Financial Advisor is the primary manager of client relationships and may also provide support to senior advisors and their client relationships.
Client Specialist BairdClient SpecialistSeattle, WashingtonResponsible 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.
NewMarket Developer Thrivent Financial for LutheransMarket DeveloperSpokane, WA$104,000–$130,000 / yearThe base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. The Market Developer ensures that clients receive purpose-based advice by providing training, case consultation, and mentorship, working side-by-side with new advisors and other sales associates.
Part-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.
Vice President, Financial Planning Director - Western Region Morgan StanleyVice President, Financial Planning Director - Western RegionKirkland, WA$140,000–$200,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorPasco, WAAs an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
HVAC Comfort Advisor Cline's Heating and AirHVAC Comfort AdvisorSpokane Valley, Washington$150,000–$400,000In this consultative sales role, you’ll act as a trusted expert, educating homeowners on HVAC systems, energy savings, and maintenance best practices while building long‑term relationships. If you’re results‑driven and passionate about delivering honest, world‑class service, apply today to join our team, where integrity, teamwork, and customer loyalty always come first.
Registered Branch Associate Edward D Jones & Co LPRegistered Branch AssociateBothell, WAFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
Financial Advisor-Seattle, WA RK PartnersFinancial Advisor-Seattle, WASeattle, WAFinancial Planning – Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life. Investment Management – Our trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc.
Branch Office Administrator Edward D Jones & Co LPBranch Office AdministratorMaple Valley, WAEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Part Time Branch Office Administrator Edward D Jones & Co LPPart Time Branch Office AdministratorSequim, WAPart-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for: Medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, Voluntary Benefits (such as accident, hospital indemnity, and critical illness), Well-being programs (such as the Employee Assistance Program), and. Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Bellingham, WA KeyCorpSummer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Bellingham, WABellingham, WAGeneral Office: Prolonged sitting, ability to communicate face to face in-person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency.
Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Bellingham, WA Keybank National AssociationSummer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Bellingham, WABellingham, WAGeneral Office: Prolonged sitting, ability to communicate face to face in-person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency.
NewFinancial Planner MassMutual OregonFinancial PlannerVancouver, WA$50,000–$550,000 / yearOur advisors focus on building lifelong relationships rooted in trust, service, and personalized strategy, ensuring clients feel supported not just financially, but personally as well. We are seeking a highly motivated, entrepreneurial professional who wants to build something meaningful while making a long‑term impact in the lives of clients and Vancouver Washington communities.
Associate Advisor Consultant, Washington State/Oregon New York Life Insurance CoAssociate Advisor Consultant, Washington State/OregonWARemoteAs a Seattle, Washington In-Market Internal Wholesaler, you will be a key supporting partner to your External Wholesaler, working collaboratively to drive sales, strengthen advisor relationships, and support the overall growth of the territory. New York Life Investments is offering a distinctive opportunity for an experienced sales professional to step beyond the traditional home-office internal role and work directly in the field alongside an External Wholesaler.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorPort Angeles, WA$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.