Investment Advisor Jobs in Seattle, WA

Join a team that's committed to evaluating complex property risks and advising members on loss prevention strategies. This autonomous role fosters collaboration with underwriting while providing insig...

Manage transformative data projects that drive insights for top investors. Collaborate with stakeholders, enhance data products, and develop innovative methodologies in a dynamic, growth-driven enviro...

Innovate your career as a Senior Audit Strategist, leading complex risk reviews and managing teams to develop sustainable audit strategies across various business functions, while ensuring compliance...

Grow your career with a dynamic role overseeing budget cycles and variance management across corporate segments. Collaborate with function leaders and executive teams to ensure meticulous financial pl...

Shape the future of home equity lending by providing strategic legal guidance and support throughout the product lifecycle to ensure compliant and innovative home lending solutions at scale...

Transform strategic partnerships in group insurance by managing regional and national relationships, improving operational execution, and driving business growth through effective collaboration and co...

Lead the charge in analytics and strategy, leveraging AI to drive product decisions and growth. Collaborate with cross-functional teams and shape high-impact initiatives based on deep customer insight...

Engage with Independent B/D and Wirehouse advisors to enhance sales of investment products while fostering strong client relationships and collaborating within a dynamic team environment in the Easter...

Lead client engagements in Defined Contribution consulting, driving innovative data solutions and managing projects to enhance client satisfaction and business growth within a collaborative, fast-pace...

The Wealth Market Leader is responsible for driving sales and asset growth within a designated territory by leading a team of Private Client Advisors. This role involves recruiting, training, and coac...

The Wealth Market Leader is responsible for driving sales and asset growth within a designated territory by leading a team of Private Client Advisors. This role involves recruiting, training, and coac...

The Wealth Market Leader is responsible for driving sales and asset growth within a designated territory by leading a team of Private Client Advisors. This role involves recruiting, training, and coac...

Champion financial sustainability for public charter schools through advanced modeling and data analysis. Engage clients with tailored recommendations while refining analytical tools to enhance decisi...

Redefine the future of asset management by driving territory sales, building relationships, and leading a consultative approach within the Intermediary channel in Washington and Oregon. Achieve result...

Partner with us to lead legal initiatives for capital markets strategies, advising cross-functional teams on financing transactions while ensuring compliance with securities and lending laws, all with...

Unlock potential by delivering tax and wealth management solutions to high-net-worth clients, while guiding a collaborative team toward expertise and compliance in a dynamic, growth-oriented environme...

Champion strategic new business acquisition and expand revenue within enterprise accounts by leveraging strong consultative selling skills and building executive relationships in the financial technol...

Lead the implementation of an enterprise Real Estate Records Management System. Oversee project lifecycle, collaborating with cross-functional teams to ensure successful delivery, integration, and tra...

Unlock potential by providing tailored financial solutions to high-value clients. Foster relationships, identify growth opportunities, and collaborate with teams to deliver a seamless client experienc...

Champion strong relationships with C-suite and decision makers to enhance employee benefit programs. Collaborate with internal teams to provide consultative solutions, drive client satisfaction, and s...

Drive strategic partnerships by aligning with product vision, ensuring seamless integration of external technology partners, enhancing operational efficiency, and fostering a collaborative environment...

Help us drive impactful financial planning and analysis, guiding strategic decisions with expert modeling and insightful reporting to enhance business performance across functional teams...

Elevate the engineering landscape by leading transformative AI initiatives with portfolio companies, enabling scalable architecture and hands-on implementations across software development lifecycles...

Grow your career with a Binding Authority Underwriter role focused on establishing a High-Net-Worth Personal Lines book, optimizing risk assessments, and building crucial relationships with retail age...

Shape the legal strategy for dynamic solar and energy storage projects, collaborating with cross-functional teams. Drive M&A, development, construction, and finance negotiations to ensure successful p...