Senior Financial Planner Range Finance, Inc.Senior Financial PlannerBellevue, WAActive designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of proprietary tools.
Financial Planner Range Finance, Inc.Financial PlannerBellevue, WAActive designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. We're looking for an experienced Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning.
Financial Planner WaFd BankFinancial PlannerSeattle, WashingtonFull timeThis role participates in the execution and continuous improvement of the firm's structured planning process, as directed by leadership, helping to ensure consistency, quality, and a premium client experience across all planning engagements. Create comprehensive financial plans—partner with the Financial Planning team to build full financial plans, including cash flow, retirement modeling, tax projections, insurance analysis, estate considerations and other considerations.
Financial Planner WaFd IncFinancial PlannerSeattle, WAThis role participates in the execution and continuous improvement of the firm''s structured planning process, as directed by leadership, helping to ensure consistency, quality, and a premium client experience across all planning engagements. Create comprehensive financial plans-partner with the Financial Planning team to build full financial plans, including cash flow, retirement modeling, tax projections, insurance analysis, estate considerations and other considerations.
Associate Wealth Advisor - Salal Credit Union LPL FinancialAssociate Wealth Advisor - Salal Credit UnionSeattle, WashingtonDevelop customized asset allocation strategies and investment solutions for clients; including risk management/insurance and tax/estate planning and develop customized investment solutions and asset allocation strategies for clients. The primary role of the Associate Wealth Advisor is to provide investment and relationship management support to a senior advisor or team of advisors, including any and all daily, monthly, and annual research & reporting tasks to support the end-client's needs.
Financial Planner Ronald Blue & Co.Financial PlannerBothell, WASeeks to continually increase knowledge of the financial planning philosophy and biblical principles upon which Blue Trust serves its client base through learning associated scripture memory verses to integrate Blue Trust's philosophy into client counsel and services. Appropriately manages multiple priorities and strives to support the relationship building and investment management activities of Advisors through applied technical skills and knowledge of the financial planning process, including plan delivery and on-going coordination of client affairs.
Financial Advisory Senior Area Manager Wells Fargo & CoFinancial Advisory Senior Area ManagerBellevue, WA$191,000–$305,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. In this role, you will: Develop and guide a culture of talent development to meet business objectives and strategy Manage and develop a team of Financial Advisors with moderate complexity and risk to achieve improved sales results through consultative sales process leveraging financial planning and driving a full balance sheet approach.
Senior Associate Wealth Advisor Raymond James Financial IncSenior Associate Wealth AdvisorBellevue, WA$75,000–$83,000 / yearAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. Conducts research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate.
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 UnionEverett, WA$54,000–$95,000 / yearThis employment opportunity at Boeing Employee Credit Union in Everett, 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.
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.
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.
Financial Planning Specialist Jambalaya GroupFinancial Planning SpecialistSeattle, WA$85,000–$110,000 / yearParagon Wealth Advisors is seeking an experienced and analytical Financial Planning Specialist to support our financial planning team and help deliver high-quality planning work for clients. This position will work closely with the primary Financial Planning Specialist and Financial Advisors, providing additional capacity across financial forecasting, plan preparation, research, quality control, client meeting support, and other planning-related responsibilities.
Sales Advisor Seeking Former Athletes Northwestern Mutual - Puget SoundSales Advisor Seeking Former AthletesBellevue, 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.
Client Advisor with Athletic Background Northwestern Mutual - Puget SoundClient Advisor with Athletic BackgroundTacoma, 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.
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 (Kirkland/Seattle) EP Wealth Advisors LLCVice President, Advisor (Kirkland/Seattle)Kirkland, 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 (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.
J.P. Morgan Wealth Management - Private Client Advisor - Everett, WA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Everett, WAEverett, WAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Martin Luther King Jr) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Martin Luther King Jr)Seattle, WAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.