248 Results for

Investment Advisor Jobs in Washington

Jobs

New!

Seattle, WA3 days ago

$130,000–$155,000 Per Year

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Bellevue, WA20 days ago

Full-time
Employee

Proven track record of continued success in all industries and careers including, but not limited to: * Accountants * Attorneys * Bankers * CERTIFIED FINANCIAL PLANNER professionals* * Community leaders * Consultants * Entrepreneurs * Fundraisers * Insurance agents * Military personnel * Professional athletes * Real estate agents and developers * Risk managers * Sales and marketing professionals * Teachers and educators. * Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam).

Tukwila, WA30+ days ago

Full-time
Employee

Business Development and Client Referrals: Engage in targeted business development activities assigned by management, and when needed, refer prospective clients to BECU Investment Services Advisor for comprehensive support. Proactive Member Service and Advocacy: Demonstrate a commitment to delivering exceptional member service, conducting regular reviews, and effectively addressing client challenges within the ambit of BECU Investment Services objectives.

Tukwila, WA30+ days ago

Full-time
Employee

Business Development and Client Referrals: Engage in targeted business development activities assigned by management, and when needed, refer prospective clients to BECU Investment Services Advisor for comprehensive support. WHAT YOU'LL DO: Partnering for Success: Work collaboratively with Financial Advisor(s) in your assigned area to develop and execute investment strategies for referred members and clients from NFC branches.

Chehalis, WA30+ days ago

Full-time
Employee

Your day might include: Developing and maintaining a clientele of investment clients, through the approved product list of our broker dealer, offering non-deposit investment accounts to Credit Union membership. If you are an individual with a disability and require a reasonable application to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact 360-754-2118 or email us for assistance.

Olympic View, WA30+ days ago

$100,000–$120,000 Per Year
Full-time
Employee

This role is ideal for an advisor who thrives on building long-term relationships, delivering exceptional service, and helping clients stay aligned with their financial goals. You will serve as a trusted resource, ensuring clients receive proactive communication, thoughtful guidance, and a high level of ongoing care.

Granite Falls, WA30+ days ago

Full-time
Employee

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. Coordinate 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.

Union Gap, WA20 days ago

Full-time
Employee

Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize needs-based sales production. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships.

Walla Walla, WA20 days ago

$107,000–$166,000 Per Year
Full-time
Employee

As a senior member of the DS Baker Advisors team, the primary role of the Senior Wealth and Trust Advisor is the administration, retention, relationship management, and development of complex trust, agency, estate, guardianship, cash management, and retirement accounts. Paid Leave- 10 days* of Vacation time – The annual Vacation accrual increases by a day each year for the first 10 years, and an additional half day each year for the next 10 years, reaching the maximum Vacation accrual of 25 days at year 20.

Covington, WA16 days ago

Full-time
Employee

Coordinate 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.

Wedgwood, WA30+ days ago

Remote

Full-time
Employee

This role combines direct supervision of Field Support Specialist staff with a focus on technical excellence, knowledge management, and capability development to support field operations teams and ensure operational continuity across the portfolio. What this job involves:The Engineering Technical Advisor will serve as the primary technical expert for engineering operations, providing specialized technical support, regulatory guidance, and training leadership across all facility engineering disciplines.

Seattle, WA30+ days ago

Remote

Full-time
Employee

Working with an energetic and high performing team, this position offers a variety of work and will see you involved in: Direct and coordinate activities of personnel engaged in preparation of radio or television station program schedules and programs, such as sports or news. This role is ideal for professionals with 15+ years of experience in emergency response and incident management, who hold multiple NIMS ICS Position Specific Training Program certifications and are passionate about mentoring others.

Camas, Washington30+ days ago

$85,000–$135,000 Per Year

You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events.

Bothell, WA20 days ago

Full-time
Employee

Additionally, you'll help shape the future of our product development by partnering with development teams and mentoring cross-functional collaboration to drive excellence in product delivery as a cohesive, efficient, and productive organization. To learn more about why PSE is a great place to work, see our Employee Value Proposition, which highlights our commitment to employee growth, work-life balance, and meaningful career opportunities in the energy sector.

Camas, Washington30+ days ago

$80,000–$130,000 Per Year

As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients. We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.

Ferndale, WA30+ days ago

Full-time
Employee

As a Community Engagement Advisor, you'll play a key role in building and maintaining trusted relationships with community members, local and state officials, tribes, non-profits, and industry partners. Support a strong, visible presence for AltaGas in key communities by helping prepare company representatives for community events and by organizing and supporting companysponsored meetings and engagement activities.

Seattle, WA30+ days ago

Full-time
Employee

child care, elder care), nationality, ethnic or national origin or ancestry, citizenship, marital status, civil partner status, sexual orientation, gender identity or expression, transgender status, veteran’s status, genetic information, trade union membership, social position, political view or status as a qualified individual with a disability, protected leave status or any other protected characteristic in accordance with applicable law. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.

Seattle, WA16 days ago

Full-time
Employee

This senior-level role is responsible for prospecting new clients, deepening existing relationships, and managing the full spectrum of client needs including investment management, wealth planning, trust services, and banking solutions. General 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.

Bellevue, WA30+ days ago

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to excel in a fast-paced, team environment.

New!

Seattle, WA6 days ago

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. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

Seattle, WA30+ days ago

Full-time
Employee

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Seattle, WA7 days ago

Full-time
Employee

As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.

Seattle, WA20 days ago

Full-time
Employee

Seattle, WA30+ days ago

$150,400–$225,600 Per Year
Full-time
Employee

As a Cloud & DaaS Solution Specialist, you will: Lead TechnicalEngagements:Drive the technicallifecycleof priority Citrix DaaS solutionsfrom presentation throughinitialadoption, including delivering high-impact product demonstrations, leading architectural sessions, and managing Proof of Concepts (PoCs). Enable the Field, Partners, and Customers:Act as the subject matter expert (SME) for the broaderCitrixecosystem, providing training on the latest Cloud & DaaS capabilitiesand the specific technical and business advantages of using Citrixto manage Azure and Windows 365 workloads.

Seattle, WA22 days ago

$75,000–$125,000 Per Year
Full-time
Employee

Our Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management business. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.

Seattle, WA30+ days ago

$60,000–$125,000 Per Year
Full-time
Employee

Our Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management business. Strategic Relationship Management: Collaborate intimately with Private Wealth Advisors to provide comprehensive support for relationship management and sophisticated investment processes, catering to the unique needs of high net worth and ultra-high net worth clients, family offices, university endowments, and nonprofits.

Olympia, WA30+ days ago

Full-time
Employee

Referral management: qualifying referrals, assigning/entering referrals to CRM, updates on Symitar and SalesVision, following up on corrections or additional sales amounts, reporting to front line staff with Pinnacle. This role supports the back office of the Investment Services program to support our team of Financial Advisors for Investment Management to maintain their flow of business and meet with more clients and prospects.

Seattle, WA30+ days ago

Full-time
Employee

and/or transports placardable amounts of hazardous materials by ground in any vehicle on a public road while in commerce, may be subject to additional Federal Motor Carrier Safety Regulations including: Driver Qualification Files, Medical Certification (obtained before onboarding), Road Test, Hours of Service, Drug and Alcohol Testing (CDL drivers only), vehicle inspection requirements, CDL requirements (if applicable) and hazardous materials transportation/shipping training. Required for Certain Job Profiles: Drivers who operate Commercial Motor Vehicles with a Gross Vehicle Weight (GVW), Gross Vehicle Weight Rating (GVWR) or combination of power unit and trailer that meets or exceeds 10,001 lbs.

Seattle, WA30+ days ago

Financial 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.

Seattle, WA30+ days ago

Full-time
Employee

KeyBank is built on trusted relationships and deep financial expertise, offering full range of retail, private wealth management, small business, commercial and investment banking products, consultation and financial advisory services. United by a strong set of values, diverse thinking and proactive collaboration, we're on a path of continuous improvement; modernizing our technology infrastructure, simplifying our processes and accelerating our digital transformation in a purposeful and strategic manner.

Seattle, WA20 days ago

Full-time
Employee

Build, coach, develop, lead, and motivate a team of Branch Managers who can analyze client needs and recommending financial solutions that create lasting client relationships, ensuring understanding of Key's products and services, Key's sales and service process, and the competitive landscape, while instilling Key's vision and values with branch teams. Partner regularly with Business Banking and Private Bank Relationship Managers, Key Investment Services (KIS) Financial Advisors, Key Private Client (KPC) Leaders, and Mortgage Loan Officers in coaching sessions to develop the area strategies.

New!

Seattle, WA1 day ago

Full-time
Employee

Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.

Bellevue, WA27 days ago

$88,000–$150,000

We 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.

Seattle, WA30+ days ago

Full-time
Employee

Through a data-driven and forward-looking approach, this leader will enhance forecasting accuracy, improve investment visibility, and enable informed decision-making that supports WEX's growth and digital transformation strategy. Highly self-driven and proactive leader, with a strong desire to continuously learn, grow, and expand business impact while developing teams and future leaders.

New!

Tukwila, WA1 day ago

Full-time
Employee

Minimum 7 years offunctional experience in a financial institution, supporting technology organizations or enterprise strategic initiatives and building business cases for ROI and NPV for leadership decision making, and using One Stream andQuickviewas well as Excel modeling and financial analysis skills. Cross-Functional Collaboration:Partner with teams across DABD, MDX, CMBS, Vendor Management & Enterprise Execution, Portfolio Governance, and Strategy Program Management to align financial planning efforts with enterprise priorities.

Kennewick, WA20 days ago

$50,000–$65,800 Per Year
Full-time
Employee

This position is part of DS Baker Advisors, a team of wealth management specialists at Baker Boyer whose goal is to provide comprehensive financial services for all business and high net worth individual clients traversing their wealth journey. We are Eastern Washington’s trusted financial advisor, serving the Walla Walla Valley, Kennewick and Yakima communities, providing wealth management as well as personal and business banking services.

Yakima, WA20 days ago

$50,000–$65,800 Per Year
Full-time
Employee

Walla Walla, WA16 days ago

$50,000–$65,800 Per Year
Full-time
Employee

Seattle, WA12 days ago

Full-time
Employee

General 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. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs.

Seattle, WA16 days ago

Full-time
Employee

The Team Leader for CDLI drives community development, commercial lending production, and financial results through the management of a Community Development Lending& Investment (CDLI) sales team across multiple markets, Districts and Region(s) to assure continued Outstanding CRA ratings and drive meaningful revenue. The individual will lead a team of professionals providing advice and capital solutions including acquisition, construction, interim financing, permanent mortgages, tax credit equity, and deposit and cash management services targeting affordable housing and community development owners, acquirers and managers.

Seattle, WA22 days ago

$75,000–$160,000 Per Year
Full-time
Employee

Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach.

Seattle, WA30+ days ago

Full-time
Employee

Lead the conception and execution of high-impact, sector-focused campaigns, thought leadership, and client-focused programs, collaborating with teams across the marketing department to ensure fully leveraged programing. This includes familiarity with financial regulation, compliance frameworks, and the impact of regulatory change on market participants, along with the ability to interpret and integrate industry trends-such as digital transformation and evolving transaction models-into strategic planning and business development initiatives.

Yakima, WA30+ days ago

$18.65–$22 Per Hour
Full-time
Employee

Provides clients information about a variety of services pertaining to their deposit such as ATM, CD, IRA’S, Direct Deposit, safe deposit boxes, wire transfers, foreign currency, foreign drafts, eStatements, Debit Cards, Online banking, Bill Pay and including lending or investments needs as appropriate. Provides client service by receiving, paying out and keeping accurate records of all moneys involved in paying and receiving transactions including sale or processing of check cashing, receipt of deposits, and cashier’s checks and making corrections as needed.

Seattle, WA7 days ago

Full-time
Employee

In this role you will: train new and support existing Field Registered Principals (RPs); assess and provide feedback to Field RPs for development of ongoing supervision/mitigation of risk; educate the field on regulatory and supervision policies while effectively communicating with regional and executive leadership on potential trends and actions needed to mitigate risk. Provide oversight through regular, effective, ongoing interactions with Field RPs and second level leaders to track progress, provide feedback, identify new issues, and positively influence the direction of supervision.

Seattle, WA14 days ago

Full-time
Employee

To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. SEI Private Wealth Management (PWM) is a multi-family office, which delivers an innovative and complete wealth management offering to high-net-worth and ultra-high-net-worth individuals and families.

Seattle, WA30+ days ago

Full-time
Employee

You will be responsible for aligning Partner Sales, Field Sales, and Marketing goals with Sales Development (Sales Dev) objectives specific to partner-sourced pipeline creation through both sell-through and sell-with motions, driving innovation in partner prospecting methodologies including AI-powered and agentic prospecting capabilities, identifying and creating scalable partner engagement motions that drive results, and optimizing conversion rates through insightful data analysis. Act as the primary owner of Partner-Sourced Prospecting within Sales Development, work with and across our Executive Leadership team, Partner Sales Leadership, and Field Sales to define goals, align them cross-functionally and build an implementation and execution roadmap working backwards from impact.

Seattle, WA30+ days ago

Full-time
Employee

Individuals seeking employment at DocuSign are considered without regards to race, ethnicity, color, age, sex, religion, national origin, ancestry, pregnancy, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, registered domestic partner status, caregiver status, marital status, veteran or military status, citizenship status, or any other legally protected category. Using Docusign's Intelligent Agreement Management platform, companies can create, commit, and manage agreements with solutions created by the #1 company in e-signature and contract lifecycle management (CLM).

Seattle, WA19 days ago

Full-time
Employee

Using Docusign's Intelligent Agreement Management platform, companies can create, commit, and manage agreements with solutions created by the #1 company in e-signature and contract lifecycle management (CLM). Individuals seeking employment at DocuSign are considered without regards to race, ethnicity, color, age, sex, religion, national origin, ancestry, pregnancy, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, registered domestic partner status, caregiver status, marital status, veteran or military status, citizenship status, or any other legally protected category.

Gig Harbor, WA30+ days ago

Full-time
Employee

Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Developing strong partnerships with branch teammates and line of business partners through in-person meetings- focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.

Tacoma, WA30+ days ago

Full-time
Employee

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Investment Advisor Jobs in Washington

Jobs

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Financial Advisor -R26_0028Ameriprise Financial

Associate Financial Advisor - North King Co/Snohomish CoBECU

Associate Financial Advisor - South Puget SoundBECU

Financial AdvisorWSECU

Servicing Financial AdvisorExpress Employment Professionals

Advisor Professional Development ProgramKeyBank

Associate Private Client AdvisorKeyBank

Senior Wealth & Trust AdvisorBaker Boyer Bank

Private Client AdvisorKeyBank

Engineering Technical AdvisorJLL

Senior Incident Management Advisor - PTANGHD Inc.

Investment Counselor (Financial Advisor Alternative)Fisher Investments

Advisor IT Technology AnalystPuget Sound Energy, Inc

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)Fisher Investments

AltaGas - Community Engagement AdvisorAltaGas Blythe Operations Inc

Associate, Asset ManagementJLL

Key Private Bank Family Wealth StrategistKeyBank

Wealth AdvisorBeacon Pointe Advisors LLC

Senior Wealth AdvisorBeacon Pointe Advisors LLC

Tax Senior Manager, Private WealthBaker Tilly US, LLP

Registered Client Service AssociateApex Systems, Inc.

Registered Client Service Associate - R26_0801Ameriprise Financial

Principal Solution Specialist, Cloud & DaaS, North AmericaCitrix

Asset & Wealth Management, Private Wealth Management, Financial Analyst - SeattlGoldman Sachs

Asset & Wealth Management, Personal Wealth Financial Analyst - SeattleGoldman Sachs

Licensed Sales Support Specialist- Olympia or Seattle AreaWSECU

FP&A and Strategic Finance - DirectorBlue Origin LLC

Financial Advisor-SeattleRK Partners

Sr Relationship Manager, Commercial HealthcareKeyBank

Area Retail LeaderKeyBank

Asset & Wealth Management, Private Wealth Management, Wealth Management ProfessiGoldman Sachs

Financial Advisor (Family Advisor)Parcion Private Wealth

Director of FP&A, Technology & DigitalWEX INC

Sr Financial Analyst - TechnologyBECU

Tri-Cities Wealth Management & Trust AssociateBaker Boyer Bank

Yakima Wealth Management & Trust AssociateBaker Boyer Bank

Wealth Management & Trust AssociateBaker Boyer Bank

Key Private Bank Senior Relationship ManagerKeyBank

CDLI Team LeaderKeyBank

Asset & Wealth Management, Private Wealth Management, Business Development ProfeGoldman Sachs

Senior Strategist - Financial Services SectorPerkins Coie LLP

Universal Banker IBaker Boyer Bank

Senior Regional Risk ManagerApex Systems, Inc.

Account ManagerSEI

Growth Global Prospecting DirectorFlightSafety International Inc

Sr. Sales Strategy & Operations AnalystFlightSafety International Inc

Strategic Customer Success Account ManagerFlightSafety International Inc

Licensed Private Client BankerKeyBank

Private Client BankerKeyBank

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