Last updated: 2025-10-23
93 Wealth Management jobs in Seattle.
Brighton Jones
Brighton Jones is the largest RIA in the Pacific Northwest, serving over 4,000 clients and managing over $26 billion in assets. The firm emphasizes Wealth Alig…
Seattle
- Skills: client service, analytical support, operational support, administrative support, client retention, values alignment, high-growth organization, continuous growth, collaboration, community engagement
- Level: mid
- Type: full_time
Sydecar
Sydecar is on a mission to transform the world of private markets. Our goal is to make these markets more accessible, transparent, and liquid, and we're achiev…
Seattle
- Skills: Fund Accounting, SPV, Investment Transactions, Customer Experience, Financial Reporting, Venture Capital, Private Equity, US GAAP, Attention to Detail, Client Service
- Level: mid
- Type: full_time
Brighton Jones
We are the largest RIA in the Pacific Northwest, headquartered in Seattle, with a focus on helping our clients align their wealth, passions, and purpose for a …
Seattle
- Skills: client service, teamwork, communication, organizational skills, problem-solving, detail-oriented, client experience, collaboration, service-oriented, financial wellbeing
- Level: mid
- Type: full_time
Ameriprise Financial
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Bellevue
- Skills: financial planning, client service, entrepreneurial spirit, coaching, marketing, networking, relationship building, client prospects, financial goals, licenses
- Level: mid
- Type: full_time
Brighton Jones
At Brighton Jones, we offer the energy and opportunity of a high-growth organization, combined with the performance and vision of an industry leader. Our missi…
Seattle
- Skills: estate planning, wealth transfer, financial planning, client service, collaboration, tax strategies, thought leader, team-oriented culture, richer life, value alignment
- Level: mid
- Type: full_time
Umpqua Bank
At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.
Seattle
- Skills: business development, high-net-worth clients, wealth management, estate planning, tax planning, investment management, credit quality, client relationships, asset management, financial markets
- Level: mid
- Type: full_time
D.A. Davidson & Co.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business …
Everett
- Skills: Securities Industry Essentials, FINRA General Securities Representative, client service skills, financial plans, regulatory environment, account documents, client satisfaction, multi-demand management, Microsoft Word, CRM
- Level: mid
- Type: full_time
Umpqua Bank
At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.
Tacoma
- Skills: client satisfaction, financial advisor support, administrative operations, investment concepts, Microsoft Office, account maintenance, event coordination, compliance regulations, customer service, sales assistance
- Level: mid
- Type: full_time
Bernstein Private Wealth Management
Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in add…
Seattle
- Skills: investment management, client service, portfolio analytics, wealth planning, analytical skills, financial services, relationship building, client-focused, multitasking, communications
- Level: entry
- Type: full_time
AB
We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investor…
Seattle
- Skills: Wealth Forecasting System, analytics, asset allocation, investment recommendations, financial planning, retirement planning, trust planning, data interpretation, client presentations, custom analyses
- Level: mid
- Type: full_time
D.A. Davidson & Co.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years, dedicated to conducting business with high i…
Seattle
- Skills: Wealth Management, Corporate Internship, FINRA SIE exam, Financial Services, program, analytical skills, communication, teamwork, leadership, student
- Level: entry
- Type: internship
Columbia Banking System
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.
Bellevue
- Skills: wealth management, estate planning, taxation, investment products, relationship management, compliance regulations, banking, client experience, team-based service, business development
- Level: senior
- Type: full_time
Banner Bank
More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our finan…
Everett
- Skills: financial goals, client experience, bank products, transaction processing, personal reliability, team contributor, customer service, sales, communication, volunteerism
- Level: entry
- Type: full_time
New York Life Insurance Co
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we r…
Seattle
- Skills: financial advisors, in-person meetings, sales strategies, investment solutions, mutual funds, ETFs, CRM data, consultative sales approach, market insights, business growth
- Level: mid
- Type: full_time
Columbia Banking System
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We value Trust…
Tacoma
- Skills: wealth planning, financial guidance, risk management, retirement planning, investment strategies, client relationships, compliance regulations, data analysis, insurance strategies, business development
- Level: senior
- Type: full_time
Banner Bank
With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and tak…
Seattle
- Skills: client experience, financial goals, transaction processing, referrals, Bank products, sell services, reliability, punctuality, team contributor, in-person communication
- Level: entry
- Type: full_time
Bank of America
Bank of America is guided by a common purpose to help make financial lives better through the power of every connection.
Seattle
- Skills: Credit Officer, Commercial Banking, Financial Analysis, Loan Structuring, Risk Management, Underwriting, Account Management, Credit Documentation, Client Solutions, Advisory
- Level: senior
- Type: full_time
First Technology Federal Credit Union
Redmond
- Skills: financial transactions, member service, sales targets, consultative conversations, customer service, compliance training, account maintenance, financial needs, tailored products, critical thinking
- Level: mid
- Type: full_time
Alerus
Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a sh…
Des Moines
- Skills: Retirement Plan, Sales, Business Development, Customer Relationships, Networking, Client Service, Financial Goals, Communication Skills, Microsoft Excel, Performance Plan
- Level: mid
- Type: full_time
Bank of America
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Seattle
- Skills: Client Service, Wealth Management, Investment Products, Banking, Account Management, Customer Focus, Financial Advisors, Advisory, Operational Excellence, Client Relationships
- Level: entry
- Type: full_time