Investment Advisor Jobs in Seattle, WA

Elevate client engagement by guiding High Net Worth families in strategic estate and tax planning. Collaborate with internal teams to ensure timely delivery of exceptional service, addressing their un...

Champion enterprise growth by managing key client relationships, driving retention and revenue expansion. Leverage insights to create strategies, foster collaboration, and enhance client value through...

Join our team to develop expertise in privacy, AML, and cybersecurity law while partnering with various departments. Contribute to navigating regulatory landscapes and crafting solutions that impact m...

The Asset Valuation Manager will conduct on-site evaluations of machinery and equipment, preparing detailed asset valuation reports. This role requires extensive travel and involves analyzing data and...

Join a team that's dedicated to providing personalized financial advice for executives. As a relationship manager, you'll drive client engagement and business growth, ensuring clients make informed fi...

Lead and innovate software development for scalable enterprise applications, focusing on microservices and real-time streaming solutions. Drive best practices and mentor teams to build robust, high-pe...

Join our dynamic team to lead the development of high-performance backend solutions. Leverage your expertise in Java, microservices, and real-time data streaming to drive innovation and mentor a talen...

Manage and inspire a team of financial professionals to drive branch growth, enhance client relationships, and implement effective sales strategies while ensuring compliance and delivering exceptional...

Transform client insights into actionable financial plans, ensuring accuracy and quality. Collaborate with the financial planning team to enhance service delivery and capacity while developing a compr...

Strategize innovative financial solutions for senior executives, delivering personalized financial planning and asset management support. Collaborate with a dynamic team to enhance client engagement a...

Drive operational analytics and portfolio planning across delivery frameworks to optimize multi-state auto rating program rollouts. Partner cross-functionally for data-driven decisions and efficient p...

Analyze financial performance and manage cash flow in this dual FP&A and treasury role. Collaborate with leadership on reporting, forecasting, and budgeting while ensuring accurate cash management acr...

Deliver innovative hedging analytics and trading strategies while collaborating with institutional clients and cross-functional teams to enhance valuation models and uphold industry best practices...

Manage risk-based inspections of RIA and BD branches, identifying compliance issues and improving controls. Collaborate with stakeholders to ensure adherence to SEC and FINRA regulations while optimiz...

Join a dynamic team driving process improvement and operational effectiveness in mortgage servicing. Collaborate with stakeholders to analyze data, enhance controls, and support strategic initiatives...

Engage with primary and swap dealers to integrate USDC into capital markets. Drive adoption in repo and derivatives, ensuring alignment with regulations while advising senior leadership on benefits an...

Unlock growth by leveraging your ETF expertise to drive adoption and sales across diverse channels, collaborating with internal teams and financial advisors while navigating the strategic landscape of...

Help us advance financial analysis by evaluating deal structures, managing projects, and delivering insights. Engage with clients, enhance value through collaboration, and lead junior team members to...

Elevate client engagement by delivering tailored wealth planning solutions for high-net-worth families, while collaborating with a dedicated team to manage complex estate and financial needs through p...

Drive your career forward as you design and execute change management strategies aligning people with technology. Collaborate with clients to optimize AI capabilities and enhance business objectives t...

Engage as a trusted partner in the financial services sector, driving participant engagement and optimizing employer-sponsored benefits through personalized guidance, workshops, and strategic collabor...

Manage fund accounting operations, ensuring accurate NAV reporting and exceptional client service. Oversee team performance and engage with external partners to drive quality and efficiency in fund ad...

Champion data-driven insights by delivering advanced analytics and reporting for the External Workforce, supporting strategic sourcing, workforce planning, and operational decision-making to drive con...

Unlock new opportunities by expanding relationships with financial institutions. Drive business development partnerships, leverage marketing technologies, and meet key performance targets while promot...

Unlock potential by collaborating with clients to deliver innovative investment solutions, focusing on endowments and foundations while mentoring junior colleagues and driving business development wit...