14 Wealth Management jobs in Seattle.

Hiring now: Associate Financial Advis @ First Tech, Financial Advisor @ Ameriprise, Market Leader Private Wea @ Blue Owl, Multifamily Sr Asset Mgr @ Fanniemae, Banker @ Banner Ban, Advisor @ Brighton J, Sr Fund Accountant @ Sydecar.Explore more at jobswithgpt.com.

🔥 Skills

client service (5) administrative support (3) collaboration (3) financial planning (2) financial goals (2) capital raising (2) alternative investments (2) sales strategy (2) market trends (2) client relationships (2)

đź“Ť Locations

Seattle (7) Des Moines (3) Bellevue (2) Everett (1) Kirkland (1)
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First Technology Federal Credit Union

Associate Financial Advisor II Bellevue
Skills & Focus: client relationship management, financial planning, investments, portfolio management, business development, administrative support, compliance, high-net-worth clients, client communication, financial advice
Experience: Minimum 3 years’ client-facing experience in the investment or wealth management field
Salary: $110,000 to $120,000
Type: Full-time
Benefits: Traditional medical, dental, and vision coverage, 401K matching up to 5% per pay period, Accrue up to 17 days of Paid T…

Ameriprise Financial

Financial Advisor Bellevue
Skills & Focus: financial planning, client service, entrepreneurial spirit, coaching, marketing, networking, relationship building, client prospects, financial goals, licenses
About the Company: 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…
Experience: 3+ years of work experience with a proven track record of success.
Salary: $54,100 - $76,190/ year
Type: Full-time
Benefits: Competitive base salary, uncapped monthly bonus opportunities, full employee benefits package including vacation time, …

Blue Owl

Market Leader - Private Wealth Des Moines
Skills & Focus: Private Wealth, capital raising, RIAs, independent broker dealers, alternative investments, sales strategy, regulatory environments, client relationship, market trends, communication abilities
About the Company: Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives® with over $250 billion in assets under management. We provide businesses with …
Experience: 10+ years of total experience in capital raising.
Salary: $150,000 – 225,000
Type: Full-time
Benefits: Discretionary bonus based on individual and team performance.
Market Leader - Private Wealth Des Moines
Skills & Focus: capital raising, financial advisory, high net worth investors, sales strategy, alternative investments, client relationships, regulatory knowledge, market trends, investor engagement, Seattle based position
About the Company: Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®, with over $250 billion in assets under management. We invest across three mul…
Experience: 10+ years of total experience
Salary: $200,000 – 225,000
Type: Full-time
Benefits: Eligible for a discretionary bonus, based on factors such as individual and team performance.

Fanniemae

Multifamily Senior Asset Manager - Watchlist Management Des Moines
Skills & Focus: portfolio, strategic planning, operations, business processes, enterprise systems, tracking, reporting, risk management, governance, controls

Banner Bank

Banker Everett
Skills & Focus: client experience, transactions, financial goals, referrals, products, services, in-person, telephone, reliability, team contributor
About the Company: Banner Bank is recognized for its financial strength and stability, with over $15 billion in assets and being named one of the Best 100 Banks in America for ei…

First Technology Federal Credit Union

Relationship Banker Kirkland
Skills & Focus: financial transactions, member service, sales, consultative conversations, regulatory compliance, account maintenance, cross-selling, compliance training, customer service, financial products
Experience: Minimum six (6) months in a fast-paced sales or customer service role required; financial services experience preferred
Salary: $21.63 to $27.40 per hour + monthly incentive
Type: Full-time
Benefits: Traditional medical, dental, and vision coverage, 401K matching up to 5% per pay period, Accrue up to 17 days of Paid T…

Ameriprise Financial

Financial Advisor Associate Seattle
Skills & Focus: Financial Planning, Client Acquisition, Licenses, Marketing Plan, Data Analysis, Financial Recommendations, Client Service, Process Improvement, Team Collaboration, Client Relationship
About the Company: 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…
Salary: $77,969 - $77,969
Type: Full-time

Banner Bank

Client Relationship Consultant Seattle
Skills & Focus: client service, sales, account opening, Banker transactions, cross-selling, loans, account maintenance, client profile maintenance, financial needs, referral
About the Company: 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…

Brighton Jones

Advisor Seattle
Skills & Focus: client service, analytical support, operational support, administrative support, client retention, values alignment, high-growth organization, continuous growth, collaboration, community engagement
About the Company: 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…
Type: Full-time
Benefits: Investment in employee growth through programs like MESI Training, path to ownership for ALL team members, and communit…
Associate Advisor - Analyst Seattle
Skills & Focus: client service, analytical support, operational support, administrative support, client retention, high-growth organization, Wealth Alignment, values and passions, team collaboration, professional growth
About the Company: We are the largest RIA in the Pacific Northwest with 18 national offices serving over 4,000 clients and managing over $26 billion in assets. Our mission is to …
Type: Full-time
Benefits: Investment in growth through MESI Training, teammate-led Giving, Richer Life Partners, and a path to ownership for ever…
Client Service Team Member Seattle
Skills & Focus: client service, teamwork, communication, organizational skills, problem-solving, detail-oriented, client experience, collaboration, service-oriented, financial wellbeing
About the Company: 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 …

Sydecar

Senior Fund Accountant Seattle
Skills & Focus: Fund Accounting, SPV, Investment Transactions, Customer Experience, Financial Reporting, Venture Capital, Private Equity, US GAAP, Attention to Detail, Client Service
About the Company: 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…
Experience: 3+ years of experience in a Fund Accountant position
Type: Full-time
Benefits: Competitive salary and bonus program; PTO and sick leave; Generously covered medical, dental, vision; Stock options pro…

Brighton Jones

Lead Advisor Seattle
Skills & Focus: Wealth Alignment, client relationships, wealth management strategy, client objectives, internal resources, external resources, collaboration, growth, Compassion in Action, team culture
About the Company: We are changing the world through Wealth Alignment: helping clients, teammates, and community members align their time and money with their values and passions…
Experience: Extensive client contact and experience in wealth management.
Type: Full-time
Benefits: Investment in growth through training programs, teammate-led initiatives, and paths to ownership for team members. Reco…