Last updated: 2025-07-21

8 Wealth Management jobs in Seattle.

Filters: Categories: Wealth Management | Locations: 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…

Advisor

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…

Senior Fund Accountant

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 …

Client Service Team Member

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…

Financial Advisor

Bellevue

  • Skills: financial planning, client service, entrepreneurial spirit, coaching, marketing, networking, relationship building, client prospects, financial goals, licenses
  • 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. We are dedicated…

Senior Wealth Advisor

Seattle

  • Skills: wealth management, business development, financial planning, client relationships, asset management, client satisfaction, compliance regulations, investment strategies, relationship management, equity and diversity
  • Level: mid
  • Type: full_time

Ameriprise Financial

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team …

Registered Client Service Associate

Bellevue

  • Skills: financial planning, client service, portfolio management, administrative support, investment research, financial compliance, event coordination, insurance applications, data entry, analytical skills
  • Level: mid
  • Type: full_time

Transamerica

Transamerica is part of an international holding company focusing on financial services, including insurance, retirement, and investment solutions, serving mil…

Retirement Plan Manager

Des Moines

  • Skills: retirement plans, relationship management, client satisfaction, 401(k) plans, consultative selling, plan design issues, investment reviews, cross-selling, compliance, participant solutions
  • 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…

Director of Estate Planning

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

Lincoln Financial

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial secu…

External Wholesaler - Annuities

Seattle

  • Skills: financial services, annuities, sales experience, client relationships, compliance, market segments, sales targets, financial advisors, investment documents, sales reports
  • Level: mid
  • Type: full_time

BlackRock

BlackRock is a global investment manager and fiduciary to our clients, focused on helping individuals experience financial well-being.

Vice President, USWA Market Leader

Seattle

  • Skills: client relationship, financial advisors, investment insights, portfolio construction, relationship management, ETFs, mutual funds, SMA, Alternatives, territory management
  • Level: mid
  • Type: full_time

Fidelity Investments

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want!

High Net Worth Service Associate

Bellevue

  • Skills: customer service, financial planning, client support, problem resolution, communication skills, time management, organizational skills, investment, high net worth clients, business development
  • Level: mid
  • Type: full_time

Zurich Insurance Company Ltd.

At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading glob…

AVP, Middle Markets Underwriter

Seattle

  • Skills: Underwriting, Middle Market, Risk Assessment, Insurance Solutions, Client Advocacy, Sales Mindset, Negotiation Skills, Broker Relationships, Analytical Skills, Claims Support
  • Level: senior
  • 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. We are dedicated…

Financial Service Sales Assistant

Tacoma

  • Skills: Financial Advisor, client satisfaction, administrative support, investment concepts, securities, client accounts, trade entry, problem resolution, calendar management, compliance regulations
  • Level: mid
  • Type: full_time

TIAA

For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we’re a market-leading retirement c…

Financial Consultant

Seattle

  • Skills: financial planning, customer service, investment options, pension plans, mutual funds, IRAs, 403b, financial advice, relationship management, cross-business partnerships
  • 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 …

Registered Client Associate

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

Edelman Financial Engines

Edelman Financial Engines is America's top independent financial planning and investment advisory firm, committed to acting in the best interests of clients si…

Client Service Associate

Lynnwood

  • Skills: client service, financial planning, investments, administrative functions, risk awareness, compliance, financial markets, documentation, client relationships, problem-solving
  • Level: mid
  • Type: full_time

First Technology Federal Credit Union

Relationship Banker II

Bellevue

  • Skills: financial transactions, member service, sales targets, regulatory compliance, consultative conversations, customer needs, product recommendations, account maintenance, time management, critical thinking
  • Level: mid
  • Type: full_time