Last updated: 2025-05-22

24 Wealth Management jobs in Seattle.

Hiring now: Sr Wealth Advisor @ Umpqua Ban, Registered Client Service @ Ameriprise, Banker @ Banner Ban, Registered Client Associa @ Da Davidso, Relationship Banker @ First Tech, Medicare Advisor Sales @ Senior Lif, Advisor @ Brighton J, Sr Major Gifts Advisor We @ Mercy Corp, Merrill Market Supervisio @ Bank Of Am, Sr Fund Accountant @ Sydecar.Explore more at at kaamvaam.com

🔥 Skills

client service (8) relationship building (6) cross-selling (4) collaboration (4) fundraising (4) financial planning (3) client experience (3) accounts (3) client relationships (3) relationship management (3)

📍 Locations

Seattle (13) Bellevue (5) Everett (2) Kirkland (1) Redmond (1) Renton (1) Sammamish (1)
🔍 Go to full job search

Umpqua Bank

Senior Wealth Advisor Bellevue
Skills & Focus: Wealth Management, Financial Planning, Asset Management, Client Relationships, Business Development, Investment Strategies, Customer Satisfaction, Team Dynamics, Compliance, Coaching
About the Company: Umpqua Bank offers a unique brand of relationship banking and fosters a culture where associates thrive. They are dedicated to supporting their customers and c…
Experience: 5+ years
Type: Full-time
Benefits: Comprehensive healthcare coverage, 401(k)-retirement savings plan, employee assistance program, life insurance, disabil…

Ameriprise Financial

Registered Client Service Associate Bellevue
Skills & Focus: client service, financial planning, investment research, administrative duties, portfolio materials, data entry, client interactions, event organization, compliance documentation, team collaboration
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 - 5 years relevant experience required.
Salary: $30.19 - $40.77 / hour
Type: Full-time
Benefits: 401(k), health, dental and life insurances, vacation time, sick time.

Umpqua Bank

Personal Banker Bellevue
Skills & Focus: client experience, relationship banking, consumer lending, customer service, bank products, accounts, financial reviews, client issues, cash handling, relationship expansion
About the Company: Umpqua Bank creates a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. They are dedicate…
Experience: 1 year of Client Service Specialist (Teller) or other banking experience preferred
Salary: $21.00 - $27.00 per hour
Type: Full-time
Benefits: Comprehensive benefits including healthcare, 401(k), employee assistance, life insurance, disability insurance, tuition…
Senior Wealth Advisor Bellevue
Skills & Focus: wealth management, business development, financial planning, client relationships, asset management, client satisfaction, compliance regulations, investment strategies, relationship management, equity and diversity
About the Company: 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…
Experience: 5+ years of experience as an investment executive, financial advisor, certified financial planner, investment advisor Representative, or wealth manager.
Benefits: Comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan, employee assis…

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, …

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…

D.A. Davidson & Co.

Registered Client Associate Everett
Skills & Focus: client service, securities industry, SIE, FINRA, Series 7, Series 66, attention to detail, financial plans, regulatory environment, administrative support
About the Company: D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years, dedicated to conducting business with integr…
Experience: At least two years previous experience as a Registered Client Associate.
Salary: $28 - $30 an hour
Type: Full Time
Benefits: Medical, Dental and Vision, 401(k) contribution, sick and vacation leave, paid holidays, professional development oppor…

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…
Premier Financial Representative Redmond
Skills & Focus: financial transactions, affluent members, accounts, wire transfers, loan payments, relationship building, cross-selling, referrals, campaigns, CRM systems
Experience: Minimum 2 years’ experience as a financial solutions representative and/or senior branch representative
Type: Full-time
Benefits: Traditional medical, dental, and vision coverage; 401K matching; Paid Time Off; federal holidays; employee pricing on l…

Senior Lifestyle Solutions

Medicare Advisor Sales Renton
Skills & Focus: Medicare, insurance, sales, senior citizens, healthcare, Asset Protection, Life Insurance, Medicaid, consulting, client relationships
About the Company: Senior Lifestyle Solutions (SLS) is a full-service, insurance agency that helps senior citizens protect their hard-earned assets and preserve their lifestyle. …
Experience: 2+ years related work experience - Medicare and/or Medicaid sales experience
Salary: Avg 1st Year Earnings - $75k to $90k, for 1st Year Top Producers $120k to $140k
Type: Full-time
Benefits: Performance-based compensation that includes commissions and residual income with lifetime vesting. Flexibility to set …

First Technology Federal Credit Union

Premier Financial Representative Sammamish
Skills & Focus: financial transactions, affluent members, accounts, wire transfers, loan payments, relationship building, cross-selling, referrals, campaigns, CRM systems
Experience: Minimum 2 years’ experience as a financial solutions representative and/or senior branch representative
Type: Full-time
Benefits: Traditional medical, dental, and vision coverage; 401K matching; Paid Time Off; federal holidays; employee pricing on l…

Umpqua Bank

Senior Wealth Advisor Seattle
Skills & Focus: Wealth Management, Financial Planning, Asset Management, Client Relationships, Business Development, Investment Strategies, Customer Satisfaction, Team Dynamics, Compliance, Coaching
About the Company: Umpqua Bank offers a unique brand of relationship banking and fosters a culture where associates thrive. They are dedicated to supporting their customers and c…
Experience: 5+ years
Type: Full-time
Benefits: Comprehensive healthcare coverage, 401(k)-retirement savings plan, employee assistance program, life insurance, disabil…

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…

Mercy Corps

Senior Major Gifts Advisor, West - US Seattle
Skills & Focus: major gifts, fundraising, donor engagement, relationship building, strategic planning, donor pipeline, stewardship, philanthropy, international development, high-net-worth individuals
About the Company: Mercy Corps is a leading global organization powered by the belief that a better world is possible. In disaster, hardship, and more than 40 countries around th…
Experience: 5+ years in major gifts or private sector fundraising
Salary: From $86,000 USD to $100,000 USD annually
Type: Full-time
Senior Major Gifts Advisor, West - US Seattle
Skills & Focus: fundraising, major gifts, donor engagement, relationship management, philanthropy, strategic planning, donor acquisition, relationship building, donor stewardship, international development
About the Company: Mercy Corps is a leading global organization dedicated to alleviating suffering, poverty, and oppression by helping people build secure, productive, and just c…
Experience: 5+ years in major gifts or private sector fundraising
Salary: $86,000.00 USD up to $100,000.00 USD annually
Type: Full-time

Brighton Jones

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 …

Bank Of America

Merrill Market Supervision Manager Seattle
Skills & Focus: compliance, risk management, supervision, financial advisors, regulatory requirements, risk mitigation, client needs, coaching, internal policies, business growth
Experience: Minimum of 5+ years professional experience
Salary: $110,000.00 - $155,000.00
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources and support

D.A. Davidson & Co.

Client Associate Seattle
Skills & Focus: client service, financial plans, account maintenance, communication, problem-solving, attention to detail, Securities Industry Essentials, FINRA General Securities Representative, innovate processes, compliance policies
About the Company: 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 …
Experience: High school graduate or comparable work experience. Post-secondary education preferred.
Salary: $50,000 - $55,000 annually
Type: Full-time
Benefits: Medical, Dental and Vision; Company 401(k) and ESOP contribution; Generous sick, vacation, and maternity/parental leave…

Mercy Corps

Director, Principal Gifts Seattle
Skills & Focus: fundraising, donor relations, portfolio management, philanthropic landscape, relationship management, cultivation strategies, solicitation strategies, high-net-worth individuals, Charitable Gift Funds, collaboration
About the Company: Mercy Corps is a leading global organization powered by the belief that a better world is possible. In disaster, in hardship, in more than 40 countries around …
Experience: 5+ years of experience in principal or major gift fundraising, with a strong track record of securing six- and seven-figure gifts from ultra-high-net-worth individuals.
Salary: $90,000 - $120,000 USD
Type: Full Time

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…

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…

Mercy Corps

Senior Major Gifts Advisor, West - US Seattle
Skills & Focus: donor engagement, relationship building, fundraising, major gifts, private sector, donor acquisition, stewardship, international development, humanitarian work, fundraiser
About the Company: Mercy Corps is a leading global organization committed to alleviating suffering, poverty, and oppression by helping people build secure, productive, and just c…
Experience: 5+ years in major gifts or private sector fundraising
Salary: $86,000 - $100,000 USD annually
Type: Full-time

D.A. Davidson & Co.

Registered Client Associate Seattle
Skills & Focus: Registered Client Associate, client service, securities, mutual funds, attention to detail, communication skills, FINRA, customer satisfaction, financial plans, administrative support
About the Company: 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 …
Experience: At least two years previous experience as a Registered Client Associate.
Salary: $58,000 - $62,000 a year
Type: Full-time
Benefits: Medical, Dental and Vision; Company 401(k) and ESOP contribution; Generous sick, vacation, and maternity/parental leave…