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? .
Co-Founder & CEO - AI WealthTech FutureSightCo-Founder & CEO - AI WealthTechSeattle, WARemoteYou’ll co-create with a proven venture building team, led by John Carbrey (4x entrepreneur, $100M ARR), Krista LaRiviere (3x exited, E&Y Top Women Entrepreneur), Alan Smith (Strategyzer co-founder, $120M in products built), Prathna Ramesh (former MD of Maple Leaf Angels, $275M in follow-on capital), and Johnny Tong (0-to-1 builder, acquired by SAP and Stripe) bring a rare combination of operator exits, institutional investing, and AI product depth. Every wealth management firm already staffs an Operations function to do this work, typically at a ratio of roughly one Operations person to every three advisors, and that function is chronically stretched: slow, error-prone, and unable to give any single advisor's book the full attention it deserves.
Managing Director WealthBridge Financial GroupManaging DirectorBellevue, WA$125,000–$195,000This leadership role focuses on developing high-performing teams, fostering strong client relationships, and executing strategic initiatives to drive business growth. WealthBridge Financial Group is seeking an experienced and dynamic Managing Director to lead and grow our team of financial advisors.
Full Stack Java Engineer - ONSITE NTT DATAFull Stack Java Engineer - ONSITESeattle, WA$65–$73 / hourAs part of NTT DATA, a $30 billion trusted global innovator with a combined global reach of over 80 countries, we help clients transform through business and technology consulting, industry and digital solutions, applications development and management, managed edge-to-cloud infrastructure services, BPO, systems integration and global data centers. Client is seeking an experienced Full Stack Engineer with strong Java expertise and deep hands-on experience in Apache Kafka to lead and support the migration of our existing Kafka infrastructure to Amazon Managed Streaming for Apache Kafka (AWS MSK).
Client Service Associate PhaxisClient Service AssociateSeattle, WASuccessful candidates will have experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm and have a passion for delivering outstanding client service. The SMA Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service experience for all of our clients.
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.
Financial Services Consultant- Part time/remote GFI-Team IkigaiFinancial Services Consultant- Part time/remoteSeattle, WARemoteThis role combines exceptional customer service, contract fulfillment, and relationship-driven sales while serving as the primary advocate and point of contact for our clients. Develop customized financial plans, guiding clients through budgeting, debt reduction, investing, and retirement planning.
J.P. Morgan Advisors - Senior Client Associate - Seattle, WA JPMorgan Chase & CoJ.P. Morgan Advisors - Senior Client Associate - Seattle, WASeattle, WAProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
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.
Client Service Coordinator Jambalaya GroupClient Service CoordinatorEdmonds, WA$52,000–$56,160Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is looking for a motivated, organized, and client-focused Client Service Coordinator to join our growing team. As the first point of contact for many of our clients, you'll play an essential role in creating exceptional client experiences while supporting our advisors and helping our practice operate efficiently.
Career-Transition Partnership - For Financial Advisors Approaching Retirement WealthBridge Financial GroupCareer-Transition Partnership - For Financial Advisors Approaching RetirementLacey, 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.
New Accounts Representative Heritage Financial CorpNew Accounts RepresentativePuyallup, WA$23.84–$28.61 / hourThe Canyon Rd Branch is seeking a new accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities. Core Skills and Qualifications: Level I: 1+ years recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry - required.
Senior Associate Financial Advisor First Tech Federal Credit UnionSenior Associate Financial AdvisorBellevue, WA$80,000–$100,000 / yearAbility 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. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal.
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.
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.
Branch Office Administrator Edward D Jones & Co LPBranch Office AdministratorSeattle, 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.
Managed Assets Research Associate D.A. DavidsonManaged Assets Research AssociateSeattle, WA$90,000–$110,000 / yearCommunications with our financial advisors are primarily provided through quarterly presentations, model portfolio reports, client portfolio reviews, conference calls, and availability by direct phone or email for engagement with our advisors. We are looking for an associate with an organic interest in the financial markets and investments, who is motivated by the prospect of playing a vital role in delivering high level of service and quality investment solutions to our advisors and their clients.
Client Services Controller The Custom Group of CompaniesClient Services ControllerSeattle, WAOversees the general accounting function, which includes inter/intra-company accounting, cash management/reconciliation, financial reporting, balance sheet management. Supervises the completion of Federal and State tax reporting requirements (including property, sales and use, payroll and other local taxes), insurance reports and other reports required by government regulations.
Associate 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.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorIssaquah, 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.