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.
Private Client Advisor KeyCorpPrivate Client AdvisorOak Harbor, WACoordinate all aspects of investment product delivery within assigned Branch(es), including the in person 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.
Client Advisor Freestone Capital ManagementClient AdvisorSeattle, WashingtonHeadquartered 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.
J.P. Morgan Wealth Management - Private Client Advisor - Bothell, WA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Bothell, WABothell, WAFull timeUsing 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.
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.
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.
Associate Wealth Advisor International Search ConsultantsAssociate Wealth AdvisorSeattle, WashingtonThis position is designed as a developmental advisory role, offering hands-on exposure to comprehensive wealth management, including investment management, estate planning, tax strategy, risk management, charitable planning, and business succession planning. The firm specializes in delivering customized wealth management and investment advisory solutions to ultra-high-net-worth individuals, business owners, entrepreneurs, and multi-generational families.
NewWealth Strategies Advisor Bank of AmericaWealth Strategies AdvisorSeattle, WashingtonKey responsibilities include building relationships with Advisor teams, clients, prospects, and centers of influence, performing technical analyses of clients' estate and financial information, and developing planning strategies while focusing on the bank's ability to implement those strategies with clients' Advisors where appropriate. Demonstrates advanced technical knowledge across a broad range of wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, sale of business entities, and philanthropic planning.
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.
Director, Financial Planning WaFd BankDirector, Financial PlanningSeattle, WashingtonFull timeThe Director provides advanced planning expertise, coaches and develops team members, manages workflow and quality control, and partners closely with Relationship Managers and Advisors to ensure planning drives meaningful client outcomes. This role is responsible for building, implementing, and enforcing a structured, repeatable planning process as directed by the CEO, ensuring consistency, quality, and a premium client experience across all planning engagements.
Director, Financial Planning WaFd IncDirector, Financial PlanningSeattle, WAThe Director provides advanced planning expertise, coaches and develops team members, manages workflow and quality control, and partners closely with Relationship Managers and Advisors to ensure planning drives meaningful client outcomes. This role is responsible for building, implementing, and enforcing a structured, repeatable planning process as directed by the CEO, ensuring consistency, quality, and a premium client experience across all planning engagements.
Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorBellevue, WA$80,000–$95,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Private Client Advisor II Bank of AmericaPrivate Client Advisor IISeattle, WashingtonKey responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Credit Solutions Advisor - Aurora Village - Bilingual Spanish Required Bank of America CorpCredit Solutions Advisor - Aurora Village - Bilingual Spanish RequiredShoreline, WA$26–$30.83 / hourSpanishDesired Qualifications:•Experience in a loan origination role in a retail environment and knowledge of Mortgage Products (Conventional, Jumbo and HELOC, Government)•Knowledge of credit and home lending requirements•Experience working in a financial center where goals were met or exceeded.•Knowledge in analyzing and comprehending complex financial data and providing financial alternatives.•Knowledge of banking products and services.•Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.•Experience in a loan origination role in a retail environment and knowledge of•Structuring, Processing, underwriting and closing procedures•Federal regulations governing real estate lending•FHA and HUD guidelines•Other Lending Products (Credit Card, Vehicle Loans)•Strong computer skills including MS applications and previous experience utilizing laptop technology. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
NewProgram Specialist 2 - SGOC Advisor Olympic CollegeProgram Specialist 2 - SGOC AdvisorBremerton, WA$45,924–$61,332 / yearClassified positions qualify for the following benefits: Medical/vision, dental, long-term disability, life insurance, and accidental dismemberment, Flexible Spending Arrangement, Dependent Care Assistance Program, Wellness Programs, Department of Retirement Systems Plan 2 or Plan 3, Deferred Compensation Program (DRS) retirement savings plan; TIAA supplemental retirement savings plan, Aflac, 11 paid holidays, leave - vacation/sick/personal holiday/personal leave, auto/home insurance, space available tuition waiver, Employee Assistance Program (EAP), fitness center, reduced rate and priority consideration for on-site child care based on space availability. Collaborate with the Director of Student Leadership & Engagement and Mentorship & Intercultural Exchange Center's Program Specialist 2 to support Student Leadership & Engagement programs, leadership development activities, and annual campus events, including Welcome Week, Town Halls, Student Awards, leadership retreats, and other department-sponsored activities.
Financial Planning and Analysis Manager PCC Natural MarketsFinancial Planning and Analysis ManagerSeattle, WA$135,000–$155,000 / yearWork occurs in an office, a variety of off-site environments and in a grocery store environment which includes surfaces that can be wet and slippery, moderate noise level, and temperature extremes in controlled environments in the cooler and freezer, and depending on location, working outside in all temperatures. This role brings strong financial leadership experience in a multi-unit retail, grocery, or restaurant environment and understands the key drivers of a dynamic, community-focused business.
Chief Financial Officer Sunrise Services IncChief Financial OfficerEverett, WA$125,257.60–$210,246.40 / yearGeneral Responsibilities: Provides financial guidance to the Chief Executive Officer, Chief Operating Officer and the senior leadership team in the development, implementation and accomplishment of the financial operations and goals of the company. Provides oversight to the analysis of the financial implications of the organization's strategic plans, proposed capital expenditures and impact of new payment models, changing economic environment and/or regulatory changes.
Wealth Advisor - Mechanics Bank LPL Financial ServicesWealth Advisor - Mechanics BankEverett, WA$68,640–$80,000 / yearRated in Forbes as one of America's Best Banks in 2024, Mechanics Bank recently merged with HomeStreet Bank to unite two historic West Coast companies with strong values, dedicated about serving their local communities and committed to meeting the banking, lending and wealth management needs of its clients. Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base.
Commercial Risk Advisor Leavitt GroupCommercial Risk AdvisorBellevue, WashingtonAs a Commercial Risk Advisor, you will have the opportunity to build lifelong relationships with C-suite level executives and business owners while helping protect their businesses. Compensation and Benefits At Leavitt Group we make a significant investment into each of our sales representatives by providing: Compensation relative to your experience and past success.