Top Financial Advisor Jobs in Seattle, WA

Advises learners on federal student aid, military benefits, employer tuition benefits, payment plans, self-pay options, and financial literacy. Guides applicants through FAFSA, verification, Title IV regulations, enrollment changes, and R2T4 processes. Resolves overdue balances, processes payments in compliance with PCI standards, documents interactions in a CRM, and supports learners through calls, email, SMS, chat, and virtual events while meeting performance metrics.

Supports lead advisors by preparing financial plans, implementing investment strategies, processing account transactions, analyzing client data, servicing existing clients, documenting activities in CRM and planning systems, and maintaining knowledge of regulations, markets, and financial products.

Join Arootah's advisor network as a fractional CFO/Head of Finance to provide project-based financial leadership to hedge funds, private equity firms, and family offices. Responsibilities include building finance infrastructure, overseeing fund and management company accounting, budgeting/forecasting, cash management, reporting, controls, audit/tax coordination, and partnering with senior leadership on strategy and investor readiness.

Support senior wealth advisors while building client relationships, developing financial plans, monitoring portfolios, preparing reports, responding to client inquiries, and coordinating integrated wealth, retirement, and insurance solutions. The role also involves business development, client onboarding, documentation, compliance, and maintaining knowledge of investments, tax considerations, and planning strategies.

Provide real-world financial planning expertise to train and evaluate AI systems. Review scenarios, assess AI recommendations for accuracy, compliance, and suitability, document client conversations, define planning methodologies, give structured feedback, identify compliance/referral needs, and improve AI workflows and financial planning processes.

Provide subject-matter expertise in personal financial planning and wealth management to train and evaluate AI-driven advisory tools. Review client scenarios, give structured written feedback, translate complex financial concepts into client-friendly guidance, ensure compliance with regulatory and fiduciary standards, and contribute to improving AI recommendations for investment, retirement, estate, and debt-management planning.

Manage and grow a book of business by delivering tailored wealth management services, transitioning clients to Farther's platform, and prospecting for new clients through various channels.

The role involves providing financial advice, building client relationships, and achieving financial goals. It requires experience in investments and strong communication skills.

As a Financial Solutions Advisor Stage I, you will provide financial advice, conduct client presentations, and transition between banking and investments.

Provide financial planning and investment advice to clients, build financial plans, and recommend brokerage products based on client needs.

The role involves providing financial advice, creating financial plans, recommending products, and managing client relationships to achieve financial goals.

Provide holistic financial, investment, insurance, tax, and estate planning to clients; manage complex financial plans, deliver exceptional client experience, delegate operations to service teams, ensure compliance, and grow an existing book of business.

As a Financial Solutions Advisor, you will obtain necessary securities licenses and develop skills to manage client relationships, offer financial guidance, and assist clients with banking and investment solutions.

As a Wealth Advisor on the Focus Team, you'll grow your client book leveraging technology and resources while maintaining your autonomy. You'll provide wealth management services, access new markets, and mentor junior advisors.

Assist clients in meeting financial goals through tax planning and investment strategies, while providing support in implementing comprehensive financial plans.